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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
OGE icon
576
OGE Energy
OGE
$9.79B
$837K 0.02%
17,195
+10,174
+145% +$487K
AGG icon
577
iShares Core US Aggregate Bond ETF
AGG
$138B
$836K 0.02%
8,449
-784
-8% -$77.6K
BE icon
578
Bloom Energy
BE
$81.6B
$833K 0.02%
2,751
+456
+20% +$117K
OVV icon
579
Ovintiv
OVV
$17.7B
$833K 0.02%
15,813
+152
+1% +$8.68K
HPQ icon
580
HP
HPQ
$28.1B
$830K 0.02%
37,832
+7,109
+23% +$157K
VMI icon
581
Valmont Industries
VMI
$9.34B
$823K 0.02%
1,425
-39
-3% -$19.6K
WPM icon
582
Wheaton Precious Metals
WPM
$70.4B
$822K 0.02%
7,318
+1,242
+20% +$162K
AMKR icon
583
Amkor Technology
AMKR
$12.6B
$821K 0.02%
9,526
+17
+0.2% +$1.21K
ATRO icon
584
Astronics
ATRO
$3.27B
$819K 0.02%
10,083
-2,006
-17% -$137K
MORN icon
585
Morningstar
MORN
$7.52B
$819K 0.02%
5,249
+3,456
+193% +$601K
EBAY icon
586
eBay
EBAY
$46.5B
$818K 0.02%
7,316
+324
+5% +$34.6K
NRG icon
587
NRG Energy
NRG
$25.1B
$814K 0.02%
5,570
+1,505
+37% +$217K
FR icon
588
First Industrial Realty Trust
FR
$8.18B
$813K 0.02%
13,261
+32
+0.2% +$1.98K
XLC icon
589
State Street Communication Services Select Sector SPDR ETF
XLC
$22.5B
$804K 0.01%
7,504
-499
-6% -$56.9K
ABM icon
590
ABM Industries
ABM
$2.96B
$803K 0.01%
18,162
+3,604
+25% +$148K
RWT
591
Redwood Trust
RWT
$554M
$803K 0.01%
169,499
+55,125
+48% +$299K
KNX icon
592
Knight Transportation
KNX
$11.5B
$802K 0.01%
10,295
+1,935
+23% +$134K
MGV icon
593
Vanguard Morningstar Mega Cap Value ETF
MGV
$13.7B
$801K 0.01%
4,899
+192
+4% +$29.8K
USFD icon
594
US Foods
USFD
$22.3B
$800K 0.01%
7,828
-2,268
-22% -$202K
VGK icon
595
Vanguard FTSE Europe ETF
VGK
$30.9B
$798K 0.01%
9,018
+437
+5% +$38.2K
DAR icon
596
Darling Ingredients
DAR
$10.6B
$797K 0.01%
14,593
-1,784
-11% -$106K
AZN icon
597
AstraZeneca
AZN
$248B
$797K 0.01%
4,201
+290
+7% +$54.5K
DPZ icon
598
Domino's
DPZ
$11.1B
$796K 0.01%
2,688
+1,162
+76% +$382K
EWBC icon
599
East-West Bancorp
EWBC
$17.7B
$789K 0.01%
6,111
+2,388
+64% +$293K
GLDM icon
600
SPDR Gold MiniShares Trust
GLDM
$31.7B
$788K 0.01%
9,916
-133
-1% -$11.9K
22 23
24
25 26

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IFG
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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.