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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
BMO icon
626
Bank of Montreal
BMO
$122B
$736K 0.01%
4,167
+567
+16% +$89.1K
PYPL icon
627
PayPal
PYPL
$45.5B
$735K 0.01%
17,020
-6,296
-27% -$286K
USRT icon
628
iShares Core US REIT ETF
USRT
$4.56B
$734K 0.01%
11,052
-45
-0.4% -$2.9K
DUOL icon
629
Duolingo
DUOL
$6.85B
$732K 0.01%
+6,364
New +$697K
MTUM icon
630
iShares MSCI USA Momentum Factor ETF
MTUM
$24.9B
$732K 0.01%
2,134
+139
+7% +$41.5K
ZS icon
631
Zscaler
ZS
$26.4B
$731K 0.01%
5,181
+3,661
+241% +$510K
LSTR icon
632
Landstar System
LSTR
$6.02B
$729K 0.01%
3,526
+189
+6% +$36.1K
HUBS icon
633
HubSpot
HUBS
$12B
$728K 0.01%
3,990
-1,090
-21% -$228K
VFC icon
634
VF Corp
VFC
$5.19B
$727K 0.01%
43,579
-30,593
-41% -$547K
DLN icon
635
WisdomTree US LargeCap Dividend Fund
DLN
$6.32B
$724K 0.01%
7,522
+36
+0.5% +$3.4K
EXE
636
Expand Energy Corp
EXE
$22.7B
$723K 0.01%
7,931
-8,125
-51% -$772K
DHI icon
637
D.R. Horton
DHI
$38.7B
$722K 0.01%
4,433
-42
-0.9% -$6.27K
SHV icon
638
iShares 0-1 Year Treasury Bond ETF
SHV
$20.9B
$721K 0.01%
6,532
+809
+14% +$89.2K
EFV icon
639
iShares MSCI EAFE Value ETF
EFV
$32B
$716K 0.01%
9,349
+36
+0.4% +$2.79K
P
640
Everpure Inc
P
$33.6B
$714K 0.01%
9,060
-2,449
-21% -$179K
DD icon
641
DuPont de Nemours
DD
$17.7B
$710K 0.01%
5,232
+18
+0.3% +$2.56K
ROKU icon
642
Roku
ROKU
$23.1B
$709K 0.01%
5,132
-2,651
-34% -$323K
NSC icon
643
Norfolk Southern
NSC
$73.7B
$708K 0.01%
2,252
+229
+11% +$70.6K
ESGV icon
644
Vanguard ESG US Stock ETF
ESGV
$13.5B
$707K 0.01%
5,347
+72
+1% +$9.18K
SHC icon
645
Sotera Health
SHC
$5.31B
$706K 0.01%
39,796
+12,265
+45% +$193K
RIVN icon
646
Rivian
RIVN
$23.4B
$704K 0.01%
40,548
-1,030
-2% -$16.1K
SOLS
647
Solstice Advanced Materials
SOLS
$10.3B
$703K 0.01%
7,934
+2,041
+35% +$168K
SCHV
648
Schwab US Large-Cap Value ETF
SCHV
$15.7B
$703K 0.01%
20,193
+192
+1% +$6.33K
APP icon
649
Applovin
APP
$104B
$700K 0.01%
1,358
+246
+22% +$119K
WWD icon
650
Woodward
WWD
$20B
$697K 0.01%
1,638
-82
-5% -$31.1K
24 25
26
27 28

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MYIA
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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.