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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
DT icon
651
Dynatrace
DT
$14.5B
$696K 0.01%
+15,861
New +$618K
ESGU icon
652
iShares ESG Aware MSCI USA ETF
ESGU
$18.1B
$696K 0.01%
4,251
+658
+18% +$104K
BKH icon
653
Black Hills Corp
BKH
$5.66B
$695K 0.01%
9,338
+1,529
+20% +$113K
AWK icon
654
American Water Works
AWK
$27.9B
$693K 0.01%
+5,270
New +$677K
IUSV icon
655
iShares Core S&P US Value ETF
IUSV
$27.7B
$693K 0.01%
6,289
+2,654
+73% +$287K
AN icon
656
AutoNation
AN
$6.92B
$691K 0.01%
3,721
+1,408
+61% +$275K
ODFL icon
657
Old Dominion Freight Line
ODFL
$38.8B
$689K 0.01%
3,183
+1,409
+79% +$304K
AVDV icon
658
Avantis International Small Cap Value ETF
AVDV
$20.5B
$687K 0.01%
6,668
+439
+7% +$46.7K
SEDG icon
659
SolarEdge
SEDG
$2.24B
$686K 0.01%
11,738
+44
+0.4% +$2.31K
F icon
660
Ford
F
$55.8B
$684K 0.01%
49,208
+13,305
+37% +$180K
SCI icon
661
Service Corp International
SCI
$11B
$682K 0.01%
8,979
-1,494
-14% -$117K
TOST icon
662
Toast
TOST
$19.2B
$677K 0.01%
24,343
+2,137
+10% +$55.7K
DRS icon
663
Leonardo DRS
DRS
$9.86B
$676K 0.01%
15,849
+4,317
+37% +$192K
WAT icon
664
Waters Corp
WAT
$39.6B
$675K 0.01%
1,801
+13
+0.7% +$4.43K
GNRC icon
665
Generac Holdings
GNRC
$11.2B
$674K 0.01%
2,302
+18
+0.8% +$4.51K
SCHG icon
666
Schwab US Large-Cap Growth ETF
SCHG
$62.4B
$674K 0.01%
19,916
+1,550
+8% +$51.4K
CEG icon
667
Constellation Energy
CEG
$106B
$674K 0.01%
2,713
+59
+2% +$16.6K
BRKR icon
668
Bruker
BRKR
$8.89B
$673K 0.01%
11,188
+3,311
+42% +$155K
BR icon
669
Broadridge
BR
$19.2B
$673K 0.01%
4,914
-3,281
-40% -$496K
THG icon
670
Hanover Insurance
THG
$7.82B
$672K 0.01%
3,140
+659
+27% +$125K
MUSA icon
671
Murphy USA
MUSA
$9.52B
$671K 0.01%
1,246
+13
+1% +$7.06K
NUHY icon
672
Nuveen ESG High Yield Corporate Bond ETF
NUHY
$115M
$671K 0.01%
31,312
+711
+2% +$15.2K
ARTY
673
iShares Future AI & Tech ETF
ARTY
$4.08B
$671K 0.01%
8,811
-1,341
-13% -$88.9K
TDC icon
674
Teradata
TDC
$2.58B
$669K 0.01%
19,302
+7,317
+61% +$223K
TAP icon
675
Molson Coors Class B
TAP
$7.24B
$667K 0.01%
+17,121
New +$715K
25 26
27
28 29

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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.