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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
MET icon
476
MetLife
MET
$60.7B
$1.11M 0.02%
13,158
+2,727
+26% +$220K
IWN icon
477
iShares Russell 2000 Value ETF
IWN
$14.5B
$1.1M 0.02%
4,995
+10
+0.2% +$2.09K
PLD icon
478
Prologis
PLD
$132B
$1.1M 0.02%
8,138
+154
+2% +$21.8K
BND icon
479
Vanguard Total Bond Market
BND
$163B
$1.1M 0.02%
14,920
-4,795
-24% -$352K
TREX icon
480
Trex
TREX
$4.66B
$1.09M 0.02%
21,848
+2,657
+14% +$110K
SIXH icon
481
ETC 6 Meridian Hedged Equity Index Option ETF
SIXH
$606M
$1.09M 0.02%
25,448
– –
DUK icon
482
Duke Energy
DUK
$94.5B
$1.09M 0.02%
8,599
+954
+12% +$120K
SCHM icon
483
Schwab US Mid-Cap ETF
SCHM
$15B
$1.09M 0.02%
29,509
-943
-3% -$32.5K
CSX icon
484
CSX Corp
CSX
$90.8B
$1.08M 0.02%
22,801
+223
+1% +$10.1K
PFG icon
485
Principal Financial Group
PFG
$24.6B
$1.08M 0.02%
10,045
+179
+2% +$18.2K
PRU icon
486
Prudential Financial
PRU
$41.2B
$1.08M 0.02%
10,006
+4,985
+99% +$507K
ARW icon
487
Arrow Electronics
ARW
$11.1B
$1.08M 0.02%
5,040
+902
+22% +$180K
WRB icon
488
W.R. Berkley
WRB
$25.9B
$1.08M 0.02%
15,245
+2,066
+16% +$138K
COO icon
489
Cooper Companies
COO
$13.2B
$1.07M 0.02%
14,873
+2,727
+22% +$178K
MELI icon
490
Mercado Libre
MELI
$97.7B
$1.06M 0.02%
626
+360
+135% +$615K
DGRO icon
491
iShares Core Dividend Growth ETF
DGRO
$43.2B
$1.06M 0.02%
14,023
+2,341
+20% +$173K
IJS icon
492
iShares S&P Small-Cap 600 Value ETF
IJS
$8.21B
$1.06M 0.02%
7,730
+12
+0.2% +$1.55K
CVLC icon
493
Calvert US Large-Cap Core Responsible Index ETF
CVLC
$975M
$1.05M 0.02%
11,068
+21
+0.2% +$1.9K
CTA icon
494
Simplify Managed Futures Strategy ETF
CTA
$1.6B
$1.04M 0.02%
40,221
+1,193
+3% +$35.4K
LMB icon
495
Limbach Holdings
LMB
$591M
$1.04M 0.02%
13,500
+2
+0% +$166
COIN icon
496
Coinbase
COIN
$47.2B
$1.03M 0.02%
7,079
-83
-1% -$15K
RGA icon
497
Reinsurance Group of America
RGA
$16.1B
$1.03M 0.02%
4,839
-1,435
-23% -$299K
IJJ icon
498
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.79B
$1.02M 0.02%
6,905
-38
-0.5% -$5.38K
COMP icon
499
Compass
COMP
$8.25B
$1.02M 0.02%
82,402
-551,193
-87% -$4.59M
OMF icon
500
OneMain Financial
OMF
$7.28B
$1.01M 0.02%
16,605
+10,269
+162% +$578K
18 19
20
21 22

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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.