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Brian Tall — Institutional Investor Profile | Buyside Digest

Brian Tall

Institutional Investor • Brighton Jones

Value

$26.0B

Stocks

34 Stocks

Turnover

0.0%

CIK

0001360798EDGAR ↗

Website ↗

Top Holdings

AMZN(38.23%) MSFT(12.50%) AAPL(6.65%) NVDA(6.00%) VTI(4.33%)

About Investor

Jon Jones and Charles Brighton built Brighton Jones on the principle of serving as Personal CFOs to high-net-worth individuals and families. Their philosophy centers on the belief that wealth management should extend far beyond investment management to encompass comprehensive financial planning, tax strategy, and lifestyle coordination. The founders emphasize the importance of fiduciary responsibility and maintaining the highest ethical standards. Their approach is driven by a desire to help clients, colleagues, and community members 'live richer lives' that extend beyond financial wellbeing. The firm's commitment to organic growth, employee ownership, and community impact reflects the founders' values-driven approach to building a sustainable wealth management business that benefits all stakeholders.

Investor Philosophy

Investment philosophy details pending verification.

Brian Tall Top Holdings

Ticker	P/C	Company Name	Sector	Market Value	Weight	% Chg
AMZN	None	Amazon.com, Inc.	Consumer Discretionary	$963.6M	38.2%	No Change
MSFT	None	Microsoft Corporation	Information Technology	$315.1M	12.5%	No Change
AAPL	None	Apple Inc.	Information Technology	$167.7M	6.7%	No Change
NVDA	None	NVIDIA Corporation	Information Technology	$151.2M	6.0%	No Change
VTI	None	Vanguard Total Stock Market Index Fund ETF Shares	General	$109.2M	4.3%	No Change
GOOG	None	Alphabet Inc.	Communication Services	$54.0M	2.1%	No Change
VT	None	Vanguard Total World Stock ETF	General	$53.5M	2.1%	No Change
SPY	None	SPDR S&P 500 ETF Trust	General	$46.2M	1.8%	No Change
VGSR	None	MANAGER DIRECTED PORTFOLIOS	General	$44.0M	1.8%	No Change
TSLA	None	Tesla, Inc.	Information Technology	$40.0M	1.6%	No Change

Recent Buys (13F)

Ticker	Amount	% Chg	Weight	Status
No recent buys.

Recent Sells (13F)

Ticker	Amount	% Chg	Weight	Status
No recent sells.

13F Sector Breakdown

Consumer Discretionary39.7%

Information Technology33.5%

General15.4%

Communication Services4.3%

Industrials2.8%

Sector	Stocks	Value	Exposure
Consumer Discretionary	3	$1000.3M	39.7%
Information Technology	11	$845.7M	33.5%
General	9	$387.7M	15.4%
Communication Services	3	$107.5M	4.3%
Industrials	3	$71.5M	2.8%
Consumer Staples	2	$40.6M	1.6%
Financials	1	$23.0M	0.9%
Energy	1	$22.7M	0.9%
Health Care	1	$21.5M	0.8%