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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
NTNX icon
276
Nutanix
NTNX
$18.2B
$2.19M 0.04%
42,927
+3,075
+8% +$139K
VIS icon
277
Vanguard Industrials ETF
VIS
$7.99B
$2.18M 0.04%
6,044
+31
+0.5% +$10.5K
VDE icon
278
Vanguard Energy ETF
VDE
$11B
$2.17M 0.04%
14,487
+769
+6% +$125K
DHR icon
279
Danaher
DHR
$144B
$2.17M 0.04%
11,393
-11,522
-50% -$2.09M
BNY
280
Bank of New York Mellon
BNY
$110B
$2.17M 0.04%
14,998
+1,114
+8% +$152K
NOW icon
281
ServiceNow
NOW
$139B
$2.16M 0.04%
21,788
-21,161
-49% -$2.1M
TXRH icon
282
Texas Roadhouse
TXRH
$12B
$2.16M 0.04%
11,191
-2,708
-19% -$461K
NBIX icon
283
Neurocrine Biosciences
NBIX
$15.8B
$2.16M 0.04%
12,830
-6,042
-32% -$896K
CMCSA icon
284
Comcast
CMCSA
$93.4B
$2.16M 0.04%
87,842
-18,202
-17% -$470K
BKNG icon
285
Booking.com
BKNG
$135B
$2.14M 0.04%
12,026
-12,149
-50% -$2.07M
EMR icon
286
Emerson Electric
EMR
$84.9B
$2.12M 0.04%
14,817
+561
+4% +$79K
DVN icon
287
Devon Energy
DVN
$53.2B
$2.12M 0.04%
51,328
+16,494
+47% +$764K
KMI icon
288
Kinder Morgan
KMI
$71.2B
$2.11M 0.04%
66,023
-1,458
-2% -$47K
IVE icon
289
iShares S&P 500 Value ETF
IVE
$49.8B
$2.1M 0.04%
9,259
-3,597
-28% -$803K
SYF icon
290
Synchrony
SYF
$25.6B
$2.09M 0.04%
27,466
+172
+0.6% +$12.6K
VLO icon
291
Valero Energy
VLO
$110B
$2.08M 0.04%
7,994
+1,608
+25% +$396K
DOV icon
292
Dover
DOV
$26.2B
$2.08M 0.04%
9,267
+45
+0.5% +$9.8K
PAYX icon
293
Paychex
PAYX
$41.6B
$2.08M 0.04%
21,124
+7,185
+52% +$680K
PFF icon
294
iShares Preferred and Income Securities ETF
PFF
$12.9B
$2.05M 0.04%
67,309
+11,629
+21% +$362K
CI icon
295
Cigna
CI
$72.9B
$2.02M 0.04%
7,333
-2,648
-27% -$748K
TXT icon
296
Textron
TXT
$13.7B
$2M 0.04%
21,810
-2,705
-11% -$246K
CBRE icon
297
CBRE Group
CBRE
$41.2B
$2M 0.04%
14,851
+3,834
+35% +$528K
ADBE icon
298
Adobe
ADBE
$102B
$1.98M 0.04%
9,672
-4,519
-32% -$1.07M
DG icon
299
Dollar General
DG
$28.2B
$1.98M 0.04%
17,190
-5,764
-25% -$655K
VHT icon
300
Vanguard Health Care ETF
VHT
$19B
$1.96M 0.04%
6,567
-1,286
-16% -$358K
10 11
12
13 14

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IFG
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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.