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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
CR icon
676
Crane Co
CR
$11.7B
$663K 0.01%
2,970
-75
-2% -$14.1K
NDAQ icon
677
Nasdaq
NDAQ
$53.1B
$661K 0.01%
8,389
+79
+1% +$6.93K
GSAT icon
678
Globalstar
GSAT
$10.7B
$661K 0.01%
8,127
+305
+4% +$24.5K
IDEV icon
679
iShares Core MSCI International Developed Markets ETF
IDEV
$32.8B
$658K 0.01%
7,393
+14
+0.2% +$1.24K
ALLY icon
680
Ally Financial
ALLY
$12.9B
$655K 0.01%
14,258
+1,007
+8% +$43.7K
LNG icon
681
Cheniere Energy
LNG
$57B
$655K 0.01%
2,739
-157
-5% -$39.1K
XPO icon
682
XPO
XPO
$22.3B
$653K 0.01%
3,181
+16
+0.5% +$3.39K
Q
683
Qnity Electronics Inc
Q
$25.8B
$652K 0.01%
3,992
-140
-3% -$20.6K
FLR icon
684
Fluor
FLR
$7.57B
$652K 0.01%
12,441
-4,665
-27% -$228K
RVMD icon
685
Revolution Medicines
RVMD
$44.4B
$649K 0.01%
+3,466
New +$506K
RCL icon
686
Royal Caribbean
RCL
$70.7B
$649K 0.01%
2,044
-130
-6% -$36.3K
CORT icon
687
Corcept Therapeutics
CORT
$12.3B
$649K 0.01%
+7,463
New +$451K
DFUV icon
688
Dimensional US Marketwide Value ETF
DFUV
$15.7B
$647K 0.01%
11,756
-5,934
-34% -$312K
XYZ
689
Block Inc
XYZ
$48.1B
$647K 0.01%
8,507
+2,792
+49% +$196K
PNW icon
690
Pinnacle West Capital
PNW
$11.9B
$646K 0.01%
6,034
+128
+2% +$13.1K
SHW icon
691
Sherwin-Williams
SHW
$79.2B
$643K 0.01%
1,868
-28
-1% -$8.95K
MSI icon
692
Motorola Solutions
MSI
$76.6B
$642K 0.01%
1,547
+95
+7% +$39.8K
ALB icon
693
Albemarle
ALB
$15.3B
$642K 0.01%
4,751
+27
+0.6% +$4.76K
DFAW icon
694
Dimensional World Equity ETF
DFAW
$1.69B
$641K 0.01%
7,740
+927
+14% +$74.8K
VNO icon
695
Vornado Realty Trust
VNO
$6.58B
$638K 0.01%
+16,229
New +$524K
FNDA icon
696
Schwab Fundamental US Small Company Index ETF
FNDA
$9.07B
$637K 0.01%
16,747
-30
-0.2% -$1.07K
FLS icon
697
Flowserve
FLS
$9.79B
$636K 0.01%
8,577
-3,845
-31% -$292K
EG icon
698
Everest Group
EG
$14.2B
$634K 0.01%
1,775
-122
-6% -$41.8K
ACWX icon
699
iShares MSCI ACWI ex US ETF
ACWX
$12.6B
$634K 0.01%
8,325
+30
+0.4% +$2.23K
PGX icon
700
Invesco Preferred ETF
PGX
$3.7B
$633K 0.01%
58,373
+543
+0.9% +$5.99K
26 27
28
29 30

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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.