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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
ULTA icon
401
Ulta Beauty
ULTA
$23.5B
$1.44M 0.03%
3,192
-846
-21% -$430K
VEEV icon
402
Veeva Systems
VEEV
$42.9B
$1.44M 0.03%
8,108
-2,898
-26% -$478K
FNCL icon
403
Fidelity MSCI Financials Index ETF
FNCL
$2.4B
$1.43M 0.03%
18,718
+657
+4% +$48.7K
BOXX icon
404
Alpha Architect 1-3 Month Box ETF
BOXX
$14.8B
$1.43M 0.03%
12,227
– –
IRM icon
405
Iron Mountain
IRM
$34.6B
$1.43M 0.03%
11,319
+644
+6% +$79K
DTE icon
406
DTE Energy
DTE
$28.6B
$1.43M 0.03%
9,370
+6,621
+241% +$967K
TSN icon
407
Tyson Foods
TSN
$18.4B
$1.42M 0.03%
24,863
-8,309
-25% -$520K
EFX icon
408
Equifax
EFX
$20.2B
$1.42M 0.03%
8,967
-59
-0.7% -$10.1K
VAW icon
409
Vanguard Materials ETF
VAW
$3.03B
$1.42M 0.03%
6,216
+36
+0.6% +$8.35K
RL icon
410
Ralph Lauren
RL
$20.7B
$1.42M 0.03%
3,536
-707
-17% -$263K
FIVE icon
411
Five Below
FIVE
$14B
$1.42M 0.03%
7,886
-1,692
-18% -$364K
WMB icon
412
Williams Companies
WMB
$92.8B
$1.4M 0.03%
18,865
-551
-3% -$40.5K
AZO icon
413
AutoZone
AZO
$48.2B
$1.39M 0.03%
435
+128
+42% +$425K
WAB icon
414
Wabtec
WAB
$48B
$1.39M 0.03%
5,151
+101
+2% +$26.7K
AMP icon
415
Ameriprise Financial
AMP
$49.2B
$1.38M 0.03%
3,001
-2,383
-44% -$1.09M
S icon
416
SentinelOne
S
$6.76B
$1.37M 0.03%
80,964
+13,796
+21% +$212K
SLDE
417
Slide Insurance Holdings
SLDE
$2.86B
$1.37M 0.03%
70,843
-75,044
-51% -$1.36M
DOCU
418
DocuSign
DOCU
$12.4B
$1.37M 0.03%
30,780
+8,558
+39% +$401K
NVS icon
419
Novartis
NVS
$262B
$1.36M 0.03%
8,709
+1,128
+15% +$169K
TFC icon
420
Truist Financial
TFC
$61.8B
$1.36M 0.03%
27,378
+1,420
+5% +$69.9K
AIG icon
421
American International
AIG
$39B
$1.36M 0.03%
18,297
+2,236
+14% +$170K
CDNS icon
422
Cadence Design Systems
CDNS
$78.2B
$1.36M 0.03%
3,629
+734
+25% +$257K
PRFZ icon
423
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.8B
$1.35M 0.03%
24,248
-286
-1% -$14.6K
CARR icon
424
Carrier Global
CARR
$48.7B
$1.35M 0.03%
18,433
+945
+5% +$61.8K
MCO icon
425
Moody's
MCO
$83.3B
$1.35M 0.03%
2,979
+985
+49% +$442K
15 16
17
18 19

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NL
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MYIA
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IFG
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FFB
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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.