Filed: 1/21/2025ACC: 0001085146-25-000318
📋 What this filing means
BRIGHTON JONES LLC filed this quarterly 13F‑HR report disclosing 685 equity positions with a total reported market value of $3.46B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
685
Positions
$3.46B
Total AUM (reported)
37.21M
Total Shares
Allocation by class
COM$2.12B61.3%
CL A$97.71M2.8%
TOTAL STK MKT$91.34M2.6%
US CORE EQUITY 2$60.52M1.7%
RUS 1000 ETF$58.81M1.7%
GLOBAL REAL EST$51.00M1.5%
COM CL A$49.72M1.4%
Portfolio Concentration
Top 3$1.46B42.1%
4–10$394.13M11.4%
11–25$426.09M12.3%
Rest$1.18B34.2%
Top 3 weight
42.1%
Top 10 weight
53.5%
Voting Authority Distribution
Total shares with voting rights: 37.21M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
37.21M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole685
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings685
Rows:
AMAZON COM INC
SOLEShares4.04M
TypeSH
Market value$885.48M
25.57%
Sole
0.00
Shared
0.00
None
4.04M
MICROSOFT CORP
SOLEShares1.04M
TypeSH
Market value$438.70M
12.67%
Sole
0.00
Shared
0.00
None
1.04M
APPLE INC
SOLEShares537.31K
TypeSH
Market value$134.55M
3.89%
Sole
0.00
Shared
0.00
None
537.31K
VANGUARD INDEX FDS
SOLEShares315.16K
TypeSH
Market value$91.34M
2.64%
Sole
0.00
Shared
0.00
None
315.16K
DIMENSIONAL ETF TRUST
SOLEShares1.75M
TypeSH
Market value$60.52M
1.75%
Sole
0.00
Shared
0.00
None
1.75M
ISHARES TR
SOLEShares182.54K
TypeSH
Market value$58.81M
1.70%
Sole
0.00
Shared
0.00
None
182.54K
DIMENSIONAL ETF TRUST
SOLEShares2M
TypeSH
Market value$51.00M
1.47%
Sole
0.00
Shared
0.00
None
2M
T-MOBILE US INC
SOLEShares203.81K
TypeSH
Market value$44.99M
1.30%
Sole
0.00
Shared
0.00
None
203.81K
DIMENSIONAL ETF TRUST
SOLEShares1.70M
TypeSH
Market value$43.84M
1.27%
Sole
0.00
Shared
0.00
None
1.70M
NVIDIA CORPORATION
SOLEShares324.90K
TypeSH
Market value$43.63M
1.26%
Sole
0.00
Shared
0.00
None
324.90K
DIMENSIONAL ETF TRUST
SOLEShares989.25K
TypeSH
Market value$40.05M
1.16%
Sole
0.00
Shared
0.00
None
989.25K
TESLA INC
SOLEShares87.93K
TypeSH
Market value$35.51M
1.03%
Sole
0.00
Shared
0.00
None
87.93K
ISHARES TR
SOLEShares85.51K
TypeSH
Market value$34.34M
0.99%
Sole
0.00
Shared
0.00
None
85.51K
SPDR S&P 500 ETF TR
SOLEShares58.48K
TypeSH
Market value$34.27M
0.99%
Sole
0.00
Shared
0.00
None
58.48K
MANAGER DIRECTED PORTFOLIOS
SOLEShares3.18M
TypeSH
Market value$32.14M
0.93%
Sole
0.00
Shared
0.00
None
3.18M
DIMENSIONAL ETF TRUST
SOLEShares1.07M
TypeSH
Market value$31.34M
0.91%
Sole
0.00
Shared
0.00
None
1.07M
VANGUARD INTL EQUITY INDEX F
SOLEShares255.37K
TypeSH
Market value$30.00M
0.87%
Sole
0.00
Shared
0.00
None
255.37K
ISHARES TR
SOLEShares85.44K
TypeSH
Market value$28.56M
0.82%
Sole
0.00
Shared
0.00
None
85.44K
ORACLE CORP
SOLEShares153.58K
TypeSH
Market value$25.59M
0.74%
Sole
0.00
Shared
0.00
None
153.58K
ISHARES TR
SOLEShares39.69K
TypeSH
Market value$23.36M
0.67%
Sole
0.00
Shared
0.00
None
39.69K
ALPHABET INC
SOLEShares120.25K
TypeSH
Market value$22.90M
0.66%
Sole
0.00
Shared
0.00
None
120.25K
DIMENSIONAL ETF TRUST
SOLEShares349.83K
TypeSH
Market value$22.44M
0.65%
Sole
0.00
Shared
0.00
None
349.83K
UNITEDHEALTH GROUP INC
SOLEShares44.25K
TypeSH
Market value$22.38M
0.65%
Sole
0.00
Shared
0.00
None
44.25K
DIMENSIONAL ETF TRUST
SOLEShares843.05K
TypeSH
Market value$22.08M
0.64%
Sole
0.00
Shared
0.00
None
843.05K
BERKSHIRE HATHAWAY INC DEL
SOLEShares31.00
TypeSH
Market value$21.11M
0.61%
Sole
0.00
Shared
0.00
None
31.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMAZON COM INCSOLE | COM | 4.04M | SH | $885.48M 25.57% | 0.00 | 0.00 | 4.04M |
MICROSOFT CORPSOLE | COM | 1.04M | SH | $438.70M 12.67% | 0.00 | 0.00 | 1.04M |
APPLE INCSOLE | COM | 537.31K | SH | $134.55M 3.89% | 0.00 | 0.00 | 537.31K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 315.16K | SH | $91.34M 2.64% | 0.00 | 0.00 | 315.16K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 1.75M | SH | $60.52M 1.75% | 0.00 | 0.00 | 1.75M |
ISHARES TRSOLE | RUS 1000 ETF | 182.54K | SH | $58.81M 1.70% | 0.00 | 0.00 | 182.54K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 2M | SH | $51.00M 1.47% | 0.00 | 0.00 | 2M |
T-MOBILE US INCSOLE | COM | 203.81K | SH | $44.99M 1.30% | 0.00 | 0.00 | 203.81K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 1.70M | SH | $43.84M 1.27% | 0.00 | 0.00 | 1.70M |
NVIDIA CORPORATIONSOLE | COM | 324.90K | SH | $43.63M 1.26% | 0.00 | 0.00 | 324.90K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 989.25K | SH | $40.05M 1.16% | 0.00 | 0.00 | 989.25K |
TESLA INCSOLE | COM | 87.93K | SH | $35.51M 1.03% | 0.00 | 0.00 | 87.93K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 85.51K | SH | $34.34M 0.99% | 0.00 | 0.00 | 85.51K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 58.48K | SH | $34.27M 0.99% | 0.00 | 0.00 | 58.48K |
MANAGER DIRECTED PORTFOLIOSSOLE | VERT GLB SUST RE | 3.18M | SH | $32.14M 0.93% | 0.00 | 0.00 | 3.18M |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 1.07M | SH | $31.34M 0.91% | 0.00 | 0.00 | 1.07M |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 255.37K | SH | $30.00M 0.87% | 0.00 | 0.00 | 255.37K |
ISHARES TRSOLE | RUSSELL 3000 ETF | 85.44K | SH | $28.56M 0.82% | 0.00 | 0.00 | 85.44K |
ORACLE CORPSOLE | COM | 153.58K | SH | $25.59M 0.74% | 0.00 | 0.00 | 153.58K |
ISHARES TRSOLE | CORE S&P500 ETF | 39.69K | SH | $23.36M 0.67% | 0.00 | 0.00 | 39.69K |
ALPHABET INCSOLE | CAP STK CL C | 120.25K | SH | $22.90M 0.66% | 0.00 | 0.00 | 120.25K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 1 | 349.83K | SH | $22.44M 0.65% | 0.00 | 0.00 | 349.83K |
UNITEDHEALTH GROUP INCSOLE | COM | 44.25K | SH | $22.38M 0.65% | 0.00 | 0.00 | 44.25K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 843.05K | SH | $22.08M 0.64% | 0.00 | 0.00 | 843.05K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 31.00 | SH | $21.11M 0.61% | 0.00 | 0.00 | 31.00 |
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