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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
ALGN icon
501
Align Technology
ALGN
$10.9B
$1.01M 0.02%
5,989
-7
-0.1% -$1.22K
BALL icon
502
Ball Corp
BALL
$16.2B
$1.01M 0.02%
16,135
-1,818
-10% -$107K
ECL icon
503
Ecolab
ECL
$78B
$1.01M 0.02%
3,612
-1,658
-31% -$437K
FRSH icon
504
Freshworks
FRSH
$3.16B
$1.01M 0.02%
99,316
+75,096
+310% +$669K
APD icon
505
Air Products & Chemicals
APD
$66.3B
$1M 0.02%
3,421
+361
+12% +$105K
JBL icon
506
Jabil
JBL
$32.7B
$1M 0.02%
2,597
+420
+19% +$145K
NVT icon
507
nVent Electric
NVT
$26.3B
$1M 0.02%
5,899
+1,260
+27% +$196K
SPCX
508
SpaceX
SPCX
$2.02T
$998K 0.02%
+5,843
New +$993K
ONEQ icon
509
Fidelity Nasdaq Composite Index ETF
ONEQ
$10.8B
$998K 0.02%
9,669
+5,537
+134% +$551K
ASX icon
510
ASE Group
ASX
$104B
$996K 0.02%
22,068
-287
-1% -$9.64K
CSGP icon
511
CoStar Group
CSGP
$12.3B
$995K 0.02%
35,127
+23,632
+206% +$813K
AXS icon
512
AXIS Capital
AXS
$7.2B
$990K 0.02%
9,218
-3,441
-27% -$345K
EA
513
DELISTED
Electronic Arts
EA
$990K 0.02%
4,830
-716
-13% -$145K
BMRN icon
514
BioMarin Pharmaceuticals
BMRN
$12.5B
$987K 0.02%
17,246
-10,533
-38% -$577K
HWM icon
515
Howmet Aerospace
HWM
$92.3B
$980K 0.02%
3,643
+391
+12% +$100K
LASR icon
516
nLIGHT
LASR
$2.4B
$976K 0.02%
14,021
-8,067
-37% -$563K
U icon
517
Unity
U
$18.8B
$975K 0.02%
+34,131
New +$908K
HOOD icon
518
Robinhood
HOOD
$105B
$971K 0.02%
9,685
+721
+8% +$60.4K
FNDF icon
519
Schwab Fundamental International Large Company Index ETF
FNDF
$26.4B
$971K 0.02%
18,401
+2,227
+14% +$117K
USMV icon
520
iShares MSCI USA Min Vol Factor ETF
USMV
$23.9B
$968K 0.02%
10,030
-5,405
-35% -$513K
UBSI icon
521
United Bankshares
UBSI
$6.44B
$967K 0.02%
21,106
+362
+2% +$15.8K
RY icon
522
Royal Bank of Canada
RY
$289B
$966K 0.02%
4,665
+2,037
+78% +$378K
VSS icon
523
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$12.1B
$963K 0.02%
6,240
-131
-2% -$20.6K
POOL icon
524
Pool Corp
POOL
$6.44B
$957K 0.02%
4,455
+2,921
+190% +$583K
PGR icon
525
Progressive
PGR
$125B
$955K 0.02%
4,371
-892
-17% -$180K
19 20
21
22 23

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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.