Brighton-Jones

AI_NATIVE detailed information: This accession holds the following tickers:[
  "JWN",
  "PINS",
  "HOOD",
  "FLEX",
  "MPWR",
  "NVR",
  "MQ",
  "DJP",
  "SPT",
  "GDX",
  null,
  "RJF",
  "AKAM",
  null,
  null,
  "PCG",
  "SNOW",
  "MU",
  null,
  "FNDF",
  "FNDA",
  "ACN",
  null,
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "A",
  "APD",
  "BABA",
  "MAIN",
  "ALL",
  null,
  "GOOGL",
  "RIOT",
  "ALNY",
  "VDE",
  null,
  null,
  "AXP",
  null,
  "SCHH",
  "AIG",
  "TEAM",
  "ASML",
  "T",
  "EVH",
  "BLK",
  "ASX",
  "GLTR",
  null,
  null,
  null,
  null,
  "CAT",
  null,
  "AVGO",
  "APP",
  "LOW",
  null,
  null,
  "BRO",
  "ARCC",
  "SAN",
  "WRB",
  "BSX",
  null,
  "HHH",
  null,
  null,
  "COF",
  "CMI",
  "LMB",
  "LC",
  null,
  "DUK",
  "D",
  "LASR",
  "ERJ",
  "EBAY",
  "RXRX",
  "RC",
  "WTRG",
  null,
  "EOG",
  "EXPE",
  null,
  "SMRT",
  "FCX",
  "ADPT",
  "ALLO",
  "GD",
  "TSVT",
  "GILD",
  null,
  "GIS",
  "ATHA",
  "HLT",
  "HON",
  "BITB",
  "HD",
  "HPQ",
  null,
  "AZN",
  null,
  null,
  "MCD",
  null,
  "INTU",
  null,
  null,
  null,
  null,
  null,
  null,
  "FE",
  "UNP",
  "QCOM",
  "XPRO",
  "ISRG",
  null,
  "HUBS",
  "IMMR",
  "EMXC",
  "HWM",
  "LEN",
  "ITW",
  "GSIE",
  "AMAT",
  "RIVN",
  "EMR",
  "BKNG",
  null,
  "ICE",
  "MUB",
  "META",
  null,
  null,
  "NRDY",
  "MODD",
  "IVW",
  "IJH",
  null,
  "PRCH",
  "RNXT",
  null,
  null,
  null,
  null,
  "SEDG",
  null,
  null,
  null,
  "UNFI",
  null,
  "IQV",
  "ESBA",
  "MIND",
  null,
  "KMI",
  "LHX",
  "LRCX",
  "IWS",
  "LIN",
  "OPK",
  "L",
  null,
  "MPC",
  "MMC",
  "TLRY",
  "SLF",
  "PWR",
  "MRVL",
  "MA",
  "MDT",
  "MSFT",
  "MFG",
  "MDLZ",
  "MUFG",
  "MS",
  "TMUS",
  "EQIX",
  "EXC",
  "EVRG",
  "FICO",
  "FIS",
  "FTV",
  "GE",
  "GPC",
  "NI",
  "HAS",
  "NVS",
  null,
  "ODFL",
  "ORLY",
  "PCAR",
  "DLN",
  "ALK",
  "BX",
  "AMP",
  "FAST",
  "IJR",
  "EFG",
  "ANET",
  "KKR",
  "KLAC",
  null,
  "IWD",
  "KR",
  "ORCL",
  "NOC",
  "OKE",
  null,
  null,
  "DASH",
  "PAYX",
  "VGIT",
  null,
  "VHT",
  null,
  null,
  null,
  "EEM",
  "IWF",
  null,
  null,
  null,
  null,
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "VGSH",
  null,
  "PGR",
  "IEMG",
  "IJK",
  null,
  null,
  "IVV",
  null,
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  "ECL",
  null,
  "HLN",
  "NVDA",
  "GS",
  "HPE",
  "ENB",
  "INTC",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "KEYS",
  null,
  "LPLA",
  "MKC",
  "AMGN",
  "MSTR",
  "NYT",
  "DGX",
  "PPG",
  "REGN",
  "IOT",
  null,
  "RELY",
  "ROK",
  null,
  "IEFA",
  "SPGI",
  "RY",
  null,
  null,
  "SCHX",
  null,
  null,
  null,
  "NOW",
  "SHW",
  "SHOP",
  "SLB",
  "SPG",
  "ROP",
  "SRE",
  "O",
  "ROST",
  "SHEL",
  "RTX",
  "SPDW",
  "GLD",
  "STX",
  "SAP",
  null,
  null,
  null,
  "BP",
  "AMT",
  null,
  "RSG",
  "SPLG",
  null,
  "IBM",
  "SYK",
  "SBUX",
  "SNPS",
  "TEL",
  "CI",
  "TPR",
  "TXN",
  "TXRH",
  "TGT",
  "TM",
  "TMO",
  "TJX",
  "TDG",
  "TFC",
  "TWLO",
  "TRV",
  "UBER",
  "UL",
  "UNM",
  "UPS",
  "VNQ",
  "VO",
  "NEM",
  "IDR",
  "MET",
  "VXF",
  "AGNC",
  "VV",
  "RCL",
  "PCTY",
  "VOE",
  "OGE",
  "RKLB",
  "HBIO",
  "SCHW",
  null,
  "ACVA",
  null,
  "PNW",
  null,
  "VWO",
  null,
  "JBL",
  "VSS",
  null,
  null,
  null,
  "IWV",
  null,
  null,
  null,
  "PRF",
  null,
  "OMER",
  null,
  null,
  "CNTM",
  "VIG",
  null,
  null,
  "LYG",
  null,
  "LZ",
  "TTE",
  "TRGP",
  null,
  null,
  "RWT",
  null,
  null,
  "NTNX",
  "ULTA",
  "IWO",
  "WY",
  "IWN",
  "GOGO",
  "SNY",
  null,
  "TSM",
  "IT",
  null,
  null,
  null,
  "ETR",
  "VYM",
  "DD",
  "VRTX",
  "EA",
  "EW",
  "TT",
  "GBX",
  null,
  "MTG",
  "RYN",
  "MAT",
  "ADSK",
  "AON",
  "GM",
  "ACGL",
  "AFL",
  "UBSI",
  "AXON",
  "APH",
  "AMD",
  "SONY",
  "SDY",
  "FI",
  "DOV",
  "WAB",
  "F",
  "WEC",
  "AJG",
  "WM",
  "FTNT",
  "IWP",
  "IWR",
  "EFX",
  "IR",
  "GSLC",
  "CAH",
  "AEP",
  "BKR",
  "FSBC",
  "HFWA",
  "IPG",
  "DERM",
  null,
  null,
  "PEG",
  "NVO",
  "DHI",
  "AMZN",
  "MSI",
  "SCHB",
  null,
  "IVE",
  "LCID",
  "HCA",
  null,
  "PFG",
  "SIRI",
  null,
  null,
  null,
  null,
  "ESGD",
  null,
  "ELME",
  "ABM",
  null,
  null,
  "FAF",
  "NTES",
  "SG",
  null,
  "HBAN",
  null,
  "VEU",
  "VGT",
  null,
  "USB",
  "ESGV",
  "VUG",
  "VLO",
  "VFH",
  "VEA",
  "VGK",
  "VNQI",
  "MGK",
  "VXUS",
  "VGLT",
  "VBK",
  "BND",
  "VBR",
  null,
  "VOT",
  "BSV",
  "VT",
  "VB",
  "VOO",
  "VLTO",
  "VTV",
  "VRSN",
  "V",
  "VST",
  "WBD",
  "WMT",
  "WAT",
  "WAFD",
  "WDC",
  "WFC",
  "WELL",
  "WSM",
  "WTW",
  "WMB",
  null,
  null,
  null,
  "XEL",
  "WDAY",
  "ZG",
  "YUMC",
  "YUM",
  "XPO",
  "Z",
  "IUSG",
  null,
  null,
  null,
  null,
  "GRMN",
  "ONTO",
  "FNF",
  "FCN",
  "GEN",
  "AEM",
  null,
  "SCHD",
  "ET",
  "SOFI",
  "DVY",
  "CHKP",
  "SCHG",
  null,
  null,
  "SCHF",
  null,
  "SCHA",
  "MSCI",
  "MTZ",
  "NSC",
  "KEY",
  null,
  "JCI",
  "NXPI",
  "MOH",
  "MFC",
  "MKL",
  "ESLT",
  "SO",
  "TTD",
  "ON",
  "TTMI",
  "TRMB",
  "OKTA",
  "OTIS",
  "PSX",
  "SFL",
  "OPEN",
  "CRM",
  "SNAP",
  "RBLX",
  "SCI",
  "RDDT",
  "SYY",
  "DIA",
  "SEE",
  "SPOT",
  "LII",
  "IXUS",
  "MTUM",
  null,
  "IUSV",
  "GEV",
  "MELI",
  "TRI.TO",
  "ZBH",
  "DGRO",
  "MCK",
  "GWW",
  "ESGU",
  "PSA",
  "SYF",
  "NUE",
  "NRG",
  "PAYC",
  "FDX",
  "KMB",
  "LULU",
  "ADP",
  "AZO",
  "BALL",
  "BAC",
  "BBVA",
  "BMO",
  "BK",
  "BRK-A",
  "BRK-B",
  "BAX",
  "BDX",
  "BBY",
  "BA",
  null,
  "BMY",
  "BNL",
  "BR",
  "CDNS",
  "CRDF",
  "CARR",
  "CBOE",
  "CBRE",
  "CENTA",
  "CNC",
  "CNP",
  "CVX",
  "LNG",
  "CB",
  "CMG",
  "CTAS",
  "CSCO",
  "CFG",
  null,
  "NET",
  "C",
  "CME",
  "KO",
  "CMA",
  "COIN",
  "COLL",
  "CMCSA",
  "CTSH",
  "CL",
  "COP",
  "COMP",
  "CEG",
  "CPRT",
  "ED",
  "COST",
  "GLW",
  "CTVA",
  "CBRL",
  "CRH",
  "CRWD",
  "CVS",
  "CSX",
  "DHR",
  "DELL",
  "DE",
  "DVN",
  "FANG",
  "DAL",
  "DXCM",
  null,
  null,
  null,
  "DFAX",
  "DFAC",
  "DFS",
  "DSGR",
  "DLR",
  "DOCU",
  "RSP",
  null,
  "IJJ",
  "EFA",
  "ADI",
  "VMC",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "STT",
  "QQQ",
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  null,
  "MO",
  "XLK",
  "ITOT",
  "URI",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-17
Total Holdings: 701
Total Value: 3115292005
Accession Number: 0001085146-25-002166
Form Type: 13F-HR
CIK: brighton-jones
Manager Name: Brighton-Jones

Data Enrichment

80% identified

562 identified139 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

701 positions • $3.1B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 2 of 36

Sort by:

464287200

IVV|464287200

Shares:42.0K

Value:$23.6M

% of Portfolio:0.8% ($23.6M/$3.1B)

Meta Platforms, Inc.

META|30303M102

Shares:39.3K

Value:$22.6M

% of Portfolio:0.7% ($22.6M/$3.1B)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:42.0K

Value:$22.4M

% of Portfolio:0.7% ($22.4M/$3.1B)

Tesla, Inc.

TSLA|88160R101

Shares:85.0K

Value:$22.0M

% of Portfolio:0.7% ($22.0M/$3.1B)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:22.4K

Value:$21.2M

% of Portfolio:0.7% ($21.2M/$3.1B)

Alphabet Inc.

GOOG|02079K107

Shares:124.0K

Value:$19.4M

% of Portfolio:0.6% ($19.4M/$3.1B)

464287465

EFA|464287465

Shares:234.8K

Value:$19.2M

% of Portfolio:0.6% ($19.2M/$3.1B)

922908363

VOO|922908363

Shares:36.2K

Value:$18.6M

% of Portfolio:0.6% ($18.6M/$3.1B)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:39.5K

Value:$18.5M

% of Portfolio:0.6% ($18.5M/$3.1B)

464287150

ITOT|464287150

Shares:150.5K

Value:$18.4M

% of Portfolio:0.6% ($18.4M/$3.1B)

Alphabet Inc.

GOOGL|02079K305

Shares:118.6K

Value:$18.3M

% of Portfolio:0.6% ($18.3M/$3.1B)

LENNOX INTERNATIONAL INC

LII|526107107

Shares:32.4K

Value:$18.2M

% of Portfolio:0.6% ($18.2M/$3.1B)

464287655

IWM|464287655

Shares:85.8K

Value:$17.1M

% of Portfolio:0.5% ($17.1M/$3.1B)

PFIZER INC

PFE|717081103

Shares:661.7K

Value:$16.8M

% of Portfolio:0.5% ($16.8M/$3.1B)

STARBUCKS CORP

SBUX|855244109

Shares:169.8K

Value:$16.7M

% of Portfolio:0.5% ($16.7M/$3.1B)

EXXON MOBIL CORP

XOM|30231G102

Shares:136.3K

Value:$16.2M

% of Portfolio:0.5% ($16.2M/$3.1B)

25434V880

DFAX|25434V880

Shares:591.0K

Value:$15.5M

% of Portfolio:0.5% ($15.5M/$3.1B)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:29.3K

Value:$15.3M

% of Portfolio:0.5% ($15.3M/$3.1B)

25434V302

Shares:511.1K

Value:$13.2M

% of Portfolio:0.4% ($13.2M/$3.1B)

921943858

VEA|921943858

Shares:245.8K

Value:$12.5M

% of Portfolio:0.4% ($12.5M/$3.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IVVcusip464287200)	42.0K	QoQ +5.87% (+2.3K) YoY +7.22% (+2.8K)	All Managers (Combined)	$23.6M	0.8% ($23.6M/$3.1B)	QoQ +1.06% (+$247.7K) YoY +14.60% (+$3.0M)
Meta Platforms, Inc.(METAcusip30303M102)	39.3K	QoQ +13.73% (+4.7K) YoY +5.99% (+2.2K)	All Managers (Combined)	$22.6M	0.7% ($22.6M/$3.1B)	QoQ +11.95% (+$2.4M) YoY +25.80% (+$4.6M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	42.0K	QoQ +6.67% (+2.6K) YoY +13.52% (+5.0K)	All Managers (Combined)	$22.4M	0.7% ($22.4M/$3.1B)	QoQ +25.34% (+$4.5M) YoY +43.77% (+$6.8M)
Tesla, Inc.(TSLAcusip88160R101)	85.0K	QoQ -3.27% (-2.9K) YoY +17.26% (+12.5K)	All Managers (Combined)	$22.0M	0.7% ($22.0M/$3.1B)	QoQ -37.92% (-$13.5M) YoY +72.87% (+$9.3M)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	22.4K	QoQ +12.88% (+2.6K) YoY +20.29% (+3.8K)	All Managers (Combined)	$21.2M	0.7% ($21.2M/$3.1B)	QoQ +16.51% (+$3.0M) YoY +55.29% (+$7.5M)
Alphabet Inc.(GOOGcusip02079K107)	124.0K	QoQ +3.14% (-3.8K) YoY -0.79% (-996)	All Managers (Combined)	$19.4M	0.6% ($19.4M/$3.1B)	QoQ -15.38% (-$3.5M) YoY +1.79% (-$340.8K)
(EFAcusip464287465)	234.8K	QoQ -0.70% (-1.7K) YoY +0.71% (+1.7K)	All Managers (Combined)	$19.2M	0.6% ($19.2M/$3.1B)	QoQ +7.33% (-$1.3M) YoY +3.07% (+$573.1K)
(VOOcusip922908363)	36.2K	QoQ +4.79% (-1.7K) YoY +6.09% (+2.1K)	All Managers (Combined)	$18.6M	0.6% ($18.6M/$3.1B)	QoQ -0.04% (-$8.6K) YoY +13.42% (+$2.2M)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	39.5K	QoQ +2.98% (-1.1K) YoY +34.85% (+10.2K)	All Managers (Combined)	$18.5M	0.6% ($18.5M/$3.1B)	QoQ -5.53% (-$1.1M) YoY +42.41% (+$5.5M)
(ITOTcusip464287150)	150.5K	QoQ -1.18% (-1.8K) YoY -1.17% (-1.8K)	All Managers (Combined)	$18.4M	0.6% ($18.4M/$3.1B)	QoQ -6.26% (-$1.2M) YoY +4.58% (-$804.1K)
Alphabet Inc.(GOOGLcusip02079K305)	118.6K	QoQ +7.46% (-8.2K) YoY +8.13% (+8.9K)	All Managers (Combined)	$18.3M	0.6% ($18.3M/$3.1B)	QoQ -12.21% (-$2.6M) YoY +10.79% (+$1.8M)
LENNOX INTERNATIONAL INC(LIIcusip526107107)	32.4K	QoQ +7092.46% (+32.0K) YoY +7222.34% (+32.0K)	All Managers (Combined)	$18.2M	0.6% ($18.2M/$3.1B)	QoQ +6525.30% (+$17.9M) YoY +8310.98% (+$18.0M)
(IWMcusip464287655)	85.8K	QoQ -2.14% (-1.9K) YoY -0.90% (-781)	All Managers (Combined)	$17.1M	0.5% ($17.1M/$3.1B)	QoQ -11.65% (-$2.3M) YoY -5.99% (-$1.1M)
PFIZER INC(PFEcusip717081103)	661.7K	QoQ -0.69% (-4.6K) YoY +441.16% (+539.4K)	All Managers (Combined)	$16.8M	0.5% ($16.8M/$3.1B)	QoQ -5.14% (-$909.5K) YoY +394.16% (+$13.4M)
STARBUCKS CORP(SBUXcusip855244109)	169.8K	QoQ -3.92% (-6.9K) YoY +14.48% (+21.5K)	All Managers (Combined)	$16.7M	0.5% ($16.7M/$3.1B)	QoQ +3.27% (-$527.6K) YoY +22.87% (+$3.1M)
EXXON MOBIL CORP(XOMcusip30231G102)	136.3K	QoQ +5.04% (+6.5K) YoY -6.89% (-10.1K)	All Managers (Combined)	$16.2M	0.5% ($16.2M/$3.1B)	QoQ +16.14% (+$2.3M) YoY -4.73% (-$806.3K)
(DFAXcusip25434V880)	591.0K	QoQ +3.90% (+22.2K) YoY +35.34% (+154.3K)	All Managers (Combined)	$15.5M	0.5% ($15.5M/$3.1B)	QoQ +9.50% (+$1.3M) YoY +39.38% (+$4.4M)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	29.3K	QoQ -33.80% (-15.0K) YoY +64.15% (+11.4K)	All Managers (Combined)	$15.3M	0.5% ($15.3M/$3.1B)	QoQ -31.46% (-$7.0M) YoY +73.78% (+$6.5M)
(cusip25434V302)✕	511.1K	QoQ +4.87% (+23.8K) YoY +29.83% (+117.4K)	All Managers (Combined)	$13.2M	0.4% ($13.2M/$3.1B)	QoQ +7.02% (+$869.0K) YoY +35.97% (+$3.5M)
(VEAcusip921943858)	245.8K	QoQ +0.89% (+2.2K) YoY +96.96% (+121.0K)	All Managers (Combined)	$12.5M	0.4% ($12.5M/$3.1B)	QoQ +7.24% (+$843.6K) YoY +99.55% (+$6.2M)