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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
BBVA icon
551
Banco Bilbao Vizcaya Argentaria
BBVA
$162B
$892K 0.02%
35,582
+1,067
+3% +$24.3K
FNDE icon
552
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$10.5B
$890K 0.02%
22,439
+1,663
+8% +$67.3K
W icon
553
Wayfair
W
$13.7B
$888K 0.02%
9,609
+4,261
+80% +$314K
SPG icon
554
Simon Property Group
SPG
$68.6B
$888K 0.02%
3,970
-63
-2% -$13K
BBY icon
555
Best Buy
BBY
$18.8B
$884K 0.02%
11,650
-12,030
-51% -$799K
SPDW icon
556
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$42.5B
$883K 0.02%
17,521
+638
+4% +$31.6K
OHI icon
557
Omega Healthcare
OHI
$14.3B
$878K 0.02%
18,407
-2,599
-12% -$120K
MANH icon
558
Manhattan Associates
MANH
$12.1B
$877K 0.02%
6,298
-1,614
-20% -$222K
IVLU icon
559
iShares MSCI Intl Value Factor ETF
IVLU
$4.67B
$876K 0.02%
20,939
-2,562
-11% -$107K
ACVA icon
560
ACV Auctions
ACVA
$1.19B
$874K 0.02%
121,614
+31,278
+35% +$177K
STT icon
561
State Street
STT
$52.7B
$872K 0.02%
5,141
+2
+0% +$308
FAST icon
562
Fastenal
FAST
$56.7B
$872K 0.02%
18,151
+619
+4% +$28.1K
RKLB icon
563
Rocket Lab Corp
RKLB
$42.1B
$866K 0.02%
8,516
+188
+2% +$18.7K
QQQM icon
564
Invesco NASDAQ 100 ETF
QQQM
$105B
$860K 0.02%
2,837
-317
-10% -$89.8K
TXG icon
565
10x Genomics
TXG
$8.55B
$857K 0.02%
22,353
-196
-0.9% -$5.14K
SHEL icon
566
Shell
SHEL
$273B
$856K 0.02%
11,040
+893
+9% +$77.1K
TWLO icon
567
Twilio
TWLO
$34.7B
$856K 0.02%
4,146
-7,496
-64% -$1.33M
VXF icon
568
Vanguard Extended Market ETF
VXF
$31.4B
$855K 0.02%
3,471
+199
+6% +$45.6K
HRB icon
569
H&R Block
HRB
$5.66B
$852K 0.02%
+22,367
New +$779K
AOA icon
570
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.3B
$846K 0.02%
8,669
-71
-0.8% -$6.77K
ENB icon
571
Enbridge
ENB
$110B
$844K 0.02%
15,575
+5,450
+54% +$299K
KMB icon
572
Kimberly-Clark
KMB
$34.2B
$844K 0.02%
7,691
+1,552
+25% +$154K
EMBJ
573
Embraer S.A. ADS
EMBJ
$13.2B
$843K 0.02%
13,215
-1,038
-7% -$63.7K
LW icon
574
Lamb Weston
LW
$6.79B
$838K 0.02%
19,403
+7,792
+67% +$336K
LEN icon
575
Lennar Class A
LEN
$19.4B
$837K 0.02%
9,253
-727
-7% -$65K
21 22
23
24 25

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O
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NL
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MYIA
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IFG
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FFB
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BG
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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.