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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
IVZ icon
376
Invesco
IVZ
$14.3B
$1.55M 0.03%
58,860
+86
+0.1% +$2.28K
IRDM icon
377
Iridium Communications
IRDM
$5.07B
$1.55M 0.03%
28,193
+12,629
+81% +$540K
XLV icon
378
State Street Health Care Select Sector SPDR ETF
XLV
$43.5B
$1.55M 0.03%
9,745
-479
-5% -$71.3K
MHK icon
379
Mohawk Industries
MHK
$8.79B
$1.54M 0.03%
12,727
-283
-2% -$29.8K
NVR icon
380
NVR
NVR
$16.3B
$1.54M 0.03%
226
+155
+218% +$985K
SPHQ icon
381
Invesco S&P 500 Quality ETF
SPHQ
$18.9B
$1.54M 0.03%
17,046
-100
-0.6% -$8.31K
WELL icon
382
Welltower
WELL
$171B
$1.53M 0.03%
6,751
-348
-5% -$73.6K
ETR icon
383
Entergy
ETR
$51.9B
$1.52M 0.03%
13,276
+68
+0.5% +$7.67K
OXY icon
384
Occidental Petroleum
OXY
$60.6B
$1.52M 0.03%
31,336
+7,330
+31% +$416K
USHY icon
385
iShares Broad USD High Yield Corporate Bond ETF
USHY
$28.5B
$1.52M 0.03%
40,940
+6,083
+17% +$225K
PRCH icon
386
Porch Group
PRCH
$1.9B
$1.51M 0.03%
100,394
+344
+0.3% +$3.39K
NOC icon
387
Northrop Grumman
NOC
$73.7B
$1.5M 0.03%
2,953
-286
-9% -$165K
T icon
388
AT&T
T
$175B
$1.5M 0.03%
72,609
+4,722
+7% +$117K
YUM icon
389
Yum! Brands
YUM
$40.8B
$1.5M 0.03%
9,395
+386
+4% +$59.8K
CCL icon
390
Carnival Corporation Ltd
CCL
$31.8B
$1.5M 0.03%
52,369
+25,495
+95% +$696K
ARE icon
391
Alexandria Real Estate Equities
ARE
$8.74B
$1.49M 0.03%
28,273
+19,703
+230% +$943K
TIP icon
392
iShares TIPS Bond ETF
TIP
$14.9B
$1.49M 0.03%
13,650
+422
+3% +$46.6K
BPOP icon
393
Popular Inc
BPOP
$10.7B
$1.49M 0.03%
9,092
-116
-1% -$17.5K
RBC icon
394
RBC Bearings
RBC
$15.6B
$1.48M 0.03%
2,297
+304
+15% +$181K
ALNY icon
395
Alnylam Pharmaceuticals
ALNY
$34.8B
$1.47M 0.03%
4,898
-801
-14% -$242K
IEUR icon
396
iShares Core MSCI Europe ETF
IEUR
$9.31B
$1.47M 0.03%
19,588
+13,896
+244% +$1.04M
DINO icon
397
HF Sinclair
DINO
$19.3B
$1.47M 0.03%
21,107
-1,873
-8% -$125K
SIRI icon
398
SiriusXM
SIRI
$9.71B
$1.46M 0.03%
49,402
+6,059
+14% +$163K
LECO icon
399
Lincoln Electric
LECO
$15.1B
$1.45M 0.03%
5,473
-653
-11% -$171K
JHG
400
DELISTED
Janus Henderson
JHG
$1.44M 0.03%
27,789
-4,483
-14% -$232K
14 15
16
17 18

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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.