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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
SPYM
326
State Street SPDR Portfolio S&P 500 ETF
SPYM
$169B
$1.84M 0.03%
20,943
+2,188
+12% +$187K
SYK icon
327
Stryker
SYK
$106B
$1.84M 0.03%
5,839
-1,984
-25% -$625K
ROST icon
328
Ross Stores
ROST
$73.3B
$1.83M 0.03%
8,617
+1,809
+27% +$407K
TTC icon
329
Toro Company
TTC
$8.97B
$1.83M 0.03%
18,740
-2,383
-11% -$222K
NNN icon
330
NNN REIT
NNN
$8.53B
$1.82M 0.03%
39,211
+20,133
+106% +$899K
HAL icon
331
Halliburton
HAL
$30.7B
$1.82M 0.03%
53,552
+3,638
+7% +$142K
OC icon
332
Owens Corning
OC
$10.3B
$1.81M 0.03%
11,399
+6,162
+118% +$749K
CRCL
333
Circle Internet Group
CRCL
$24.4B
$1.81M 0.03%
28,830
-8,040
-22% -$782K
CHRW icon
334
C.H. Robinson
CHRW
$17.5B
$1.8M 0.03%
9,563
-291
-3% -$51.7K
PWR icon
335
Quanta Services
PWR
$96.1B
$1.8M 0.03%
2,497
+342
+16% +$234K
BX icon
336
Blackstone
BX
$101B
$1.79M 0.03%
15,209
+306
+2% +$36.8K
KEYS icon
337
Keysight
KEYS
$56.8B
$1.76M 0.03%
5,029
+421
+9% +$144K
OSK icon
338
Oshkosh
OSK
$9.49B
$1.76M 0.03%
11,460
+4,860
+74% +$685K
HLT icon
339
Hilton Worldwide
HLT
$68.5B
$1.75M 0.03%
5,304
+640
+14% +$210K
DXCM icon
340
DexCom
DXCM
$31.9B
$1.75M 0.03%
25,988
-1,064
-4% -$70.9K
JEF icon
341
Jefferies Financial Group
JEF
$12.8B
$1.73M 0.03%
34,653
+13,205
+62% +$681K
MAA icon
342
Mid-America Apartment Communities
MAA
$14.8B
$1.73M 0.03%
12,428
+8,378
+207% +$1.09M
NBIS
343
Nebius Group N.V.
NBIS
$66.3B
$1.73M 0.03%
+6,250
New +$1.24M
JSTC icon
344
Adasina Social Justice All Cap Global ETF
JSTC
$301M
$1.7M 0.03%
74,363
+1,463
+2% +$31.6K
MDT icon
345
Medtronic
MDT
$118B
$1.69M 0.03%
21,632
+11,870
+122% +$958K
VTR icon
346
Ventas
VTR
$46.1B
$1.66M 0.03%
18,737
-1,386
-7% -$118K
KKR icon
347
KKR & Co
KKR
$94.9B
$1.66M 0.03%
18,078
+359
+2% +$34.8K
ADI icon
348
Analog Devices
ADI
$176B
$1.63M 0.03%
4,116
+367
+10% +$145K
INTU icon
349
Intuit
INTU
$87.2B
$1.63M 0.03%
6,248
-2,400
-28% -$836K
SCHE icon
350
Schwab Emerging Markets Equity ETF
SCHE
$13.1B
$1.63M 0.03%
44,884
-2,988
-6% -$107K
12 13
14
15 16

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O
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NL
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MYIA
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IFG
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WTC
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FFB
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BG
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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.