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BJL

Brighton Jones LLC Portfolio holdings

AUM $5.38B
1-Year Est. Return 27.31%
This Fund
S&P 500
This Quarter Est. Return
+19.63%
1 Year Est. Return
+27.31%
3 Year Est. Return
+97.88%
5 Year Est. Return
+112.4%
10 Year Est. Return
+533.88%
AUM
$5.38B
AUM Growth
+$850M
Cap. Flow
+$223M
Cap. Flow %
4.14%
Top 10 Hldgs %
39.73%
Holding
1,493
New
292
Increased
684
Reduced
421
Closed
70

Top Buys

Rank Stock Value
1
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$32.2M
2
ARM icon
Arm
ARM
+$13.2M
3
NVDA icon
NVIDIA
NVDA
+$13.2M
4
DCOR icon
Dimensional US Core Equity 1 ETF
DCOR
+$12.3M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$11.8M

Top Sells

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$22.9M
2
SBUX icon
Starbucks
SBUX
+$5.78M
3
ABNB icon
Airbnb
ABNB
+$5.74M
4
COMP icon
Compass
COMP
+$4.59M
5
SNDK
Sandisk
SNDK
+$3.15M

Sector Composition

Rank Sector Weight
1 Miscellaneous 32.35%
2 Consumer Discretionary 21.9%
3 Technology 21.1%
4 Financials 5.6%
5 Industrials 4.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMZN icon
1
Amazon
AMZN
$2.79T
$964M 17.91%
4,042,874
-91,400
-2% -$22.9M
MSFT icon
2
Microsoft
MSFT
$3.79T
$315M 5.86%
844,803
+1,479
+0.2% +$598K
AAPL icon
3
Apple
AAPL
$4.79T
$168M 3.12%
579,657
+9,658
+2% +$2.76M
NVDA icon
4
NVIDIA
NVDA
$5.52T
$151M 2.81%
755,690
+64,284
+9% +$13.2M
VTI icon
5
Vanguard Morningstar Total Stock Market ETF
VTI
$690B
$109M 2.03%
295,175
+4,478
+2% +$1.6M
DCOR icon
6
Dimensional US Core Equity 1 ETF
DCOR
$3.54B
$96.4M 1.79%
1,176,212
+154,489
+15% +$12.3M
DFGR icon
7
Dimensional Global Real Estate ETF
DFGR
$3.81B
$87.8M 1.63%
3,030,424
+232,208
+8% +$6.65M
DFAC icon
8
Dimensional US Core Equity 2 ETF
DFAC
$49.5B
$87.4M 1.63%
1,970,881
+202,585
+11% +$8.67M
DFIC icon
9
Dimensional International Core Equity 2 ETF
DFIC
$15.5B
$82.8M 1.54%
2,222,157
+143,532
+7% +$5.38M
GOOG icon
10
Alphabet (Google) Class C
GOOG
$4.15T
$75.9M 1.41%
214,796
+33,047
+18% +$11.8M
DFAI
11
Dimensional International Core Equity Market ETF
DFAI
$18.4B
$68.5M 1.27%
1,660,158
+75,675
+5% +$3.11M
IWB icon
12
iShares Russell 1000 ETF
IWB
$49.2B
$65.9M 1.23%
161,000
-66
-0% -$26.2K
GOOGL icon
13
Alphabet (Google) Class A
GOOGL
$4.19T
$54M 1%
150,994
+8,818
+6% +$3.17M
VT icon
14
Vanguard Total World Stock ETF
VT
$81.6B
$53.5M 0.99%
340,759
+12,054
+4% +$1.84M
DFAU icon
15
Dimensional US Core Equity Market ETF
DFAU
$12.9B
$52.5M 0.98%
1,015,273
+19,862
+2% +$994K
SGOV icon
16
iShares 0-3 Month Treasury Bond ETF
SGOV
$105B
$52.1M 0.97%
517,370
+320,117
+162% +$32.2M
DFEM icon
17
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$9.61B
$47.1M 0.88%
1,160,159
+33,028
+3% +$1.3M
SPY icon
18
State Street SPDR S&P 500 ETF Trust
SPY
$818B
$46.2M 0.86%
61,823
+908
+1% +$658K
VGSR icon
19
Vert Global Sustainable Real Estate ETF
VGSR
$532M
$44M 0.82%
3,867,693
+193,654
+5% +$2.16M
TSLA icon
20
Tesla
TSLA
$1.49T
$40M 0.74%
95,186
-4,031
-4% -$1.6M
IWF icon
21
iShares Russell 1000 Growth ETF
IWF
$126B
$39.9M 0.74%
321,419
-4,741
-1% -$572K
IVV icon
22
iShares Core S&P 500 ETF
IVV
$892B
$38.8M 0.72%
51,860
+1,551
+3% +$1.13M
BRK.B icon
23
Berkshire Hathaway Class B
BRK.B
$1.09T
$33.8M 0.63%
67,518
+12,453
+23% +$5.99M
QQQ icon
24
Invesco QQQ Trust
QQQ
$488B
$33.4M 0.62%
45,301
+2,855
+7% +$1.96M
IWV icon
25
iShares Russell 3000 ETF
IWV
$20.4B
$32.4M 0.6%
76,042
-481
-0.6% -$198K
1
2 3 4 5

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Brighton Jones LLC's Q2 2026 Portfolio in Review

As of Q2 2026, Brighton Jones LLC held 1,493 positions worth $5.38B, up 19% from $4.53B the previous quarter. Its ten largest holdings account for 40% of the portfolio.

Brighton Jones LLC deployed $223M of net new capital in Q2 2026, opening 292 new positions and adding to 684 existing holdings. Its largest new stake was Arm: 49,716 shares worth $17.6M.

By sector, the portfolio is most concentrated in Miscellaneous at 32% of assets, up from 31% a quarter earlier, followed by Consumer Discretionary and Technology.

On the sell side, the largest reduction was Amazon, an estimated $22.9M trimmed.

  • Brighton Jones LLC's largest Q2 2026 buy was Arm: 49,716 shares worth $17.6M.
  • Brighton Jones LLC added most to iShares 0-3 Month Treasury Bond ETF in Q2 2026, an estimated $32.2M increase.
  • Brighton Jones LLC's biggest Q2 2026 reduction was Amazon, cutting an estimated $22.9M.
  • Brighton Jones LLC fully exited Sealed Air in Q2 2026, selling an estimated $1.24M.
  • Brighton Jones LLC's ten largest holdings make up 40% of its $5.38B portfolio in Q2 2026.
  • Brighton Jones LLC opened 292 new positions and closed 70 in Q2 2026.
  • Brighton Jones LLC's portfolio value rose 19% quarter-over-quarter to $5.38B.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.