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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
GL icon
351
Globe Life
GL
$13.1B
$1.63M 0.03%
9,106
-97
-1% -$15.2K
TOL icon
352
Toll Brothers
TOL
$12.6B
$1.63M 0.03%
9,867
+311
+3% +$44.2K
HCA icon
353
HCA Healthcare
HCA
$87B
$1.62M 0.03%
4,148
-289
-7% -$122K
MEDP icon
354
Medpace
MEDP
$16.5B
$1.62M 0.03%
3,051
-1,491
-33% -$688K
MTCH icon
355
Match Group
MTCH
$9.45B
$1.61M 0.03%
42,409
-4,833
-10% -$171K
CWB icon
356
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.71B
$1.61M 0.03%
14,950
+5,050
+51% +$523K
LYB icon
357
LyondellBasell Industries
LYB
$20.9B
$1.61M 0.03%
30,517
+16,862
+123% +$1.16M
SCHA icon
358
Schwab U.S Small- Cap ETF
SCHA
$22.8B
$1.6M 0.03%
44,339
+209
+0.5% +$6.91K
BURL icon
359
Burlington
BURL
$16B
$1.6M 0.03%
5,056
-1,329
-21% -$429K
TDG icon
360
TransDigm Group
TDG
$63.3B
$1.6M 0.03%
1,201
+66
+6% +$81K
EVH icon
361
Evolent Health
EVH
$477M
$1.59M 0.03%
294,096
+2,631
+0.9% +$10.1K
TEL icon
362
TE Connectivity
TEL
$59.3B
$1.59M 0.03%
7,886
+388
+5% +$82.7K
CTVA icon
363
Corteva
CTVA
$57.3B
$1.59M 0.03%
18,752
+511
+3% +$41K
VFH icon
364
Vanguard Financials ETF
VFH
$13.4B
$1.59M 0.03%
12,064
+6
+0% +$766
PNFP icon
365
Pinnacle Financial Partners Inc
PNFP
$15.2B
$1.58M 0.03%
15,691
-3,133
-17% -$301K
PEG icon
366
Public Service Enterprise Group
PEG
$37B
$1.58M 0.03%
19,475
+11,172
+135% +$892K
UTHR icon
367
United Therapeutics
UTHR
$21.4B
$1.58M 0.03%
2,916
-204
-7% -$115K
KMX icon
368
CarMax
KMX
$8.6B
$1.57M 0.03%
29,735
-15,553
-34% -$677K
ELV icon
369
Elevance Health
ELV
$87.2B
$1.57M 0.03%
4,060
+700
+21% +$260K
AME icon
370
Ametek
AME
$54.5B
$1.57M 0.03%
6,484
+864
+15% +$199K
HST icon
371
Host Hotels & Resorts
HST
$15.1B
$1.57M 0.03%
66,072
+13,253
+25% +$296K
IQV icon
372
IQVIA
IQV
$42.7B
$1.56M 0.03%
8,093
+1,701
+27% +$297K
ATI icon
373
ATI
ATI
$28.2B
$1.56M 0.03%
7,922
+356
+5% +$60.3K
WAL icon
374
Western Alliance Bancorporation
WAL
$8.72B
$1.56M 0.03%
+18,987
New +$1.5M
FRT icon
375
Federal Realty Investment Trust
FRT
$10.2B
$1.56M 0.03%
12,604
+452
+4% +$52.6K
13 14
15
16 17

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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.