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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
ONEV icon
726
State Street SPDR Russell 1000 Low Volatility Focus ETF
ONEV
$299M
$594K 0.01%
4,154
+11
+0.3% +$1.54K
VIRT icon
727
Virtu Financial
VIRT
$5.56B
$589K 0.01%
+9,893
New +$520K
STE icon
728
Steris
STE
$21.3B
$586K 0.01%
2,783
-331
-11% -$71K
WCC
729
WESCO International
WCC
$17.6B
$584K 0.01%
1,691
+118
+8% +$40K
HSBC icon
730
HSBC
HSBC
$364B
$581K 0.01%
6,111
+397
+7% +$36.2K
EXP icon
731
Eagle Materials
EXP
$5.85B
$580K 0.01%
+2,578
New +$539K
AGX icon
732
Argan
AGX
$6.13B
$579K 0.01%
725
+49
+7% +$32.6K
GPC icon
733
Genuine Parts
GPC
$18.5B
$578K 0.01%
4,896
-90
-2% -$9.39K
URI icon
734
United Rentals
URI
$63.2B
$577K 0.01%
509
-84
-14% -$79.9K
BEN icon
735
Franklin Templeton
BEN
$17.6B
$575K 0.01%
17,294
+2,080
+14% +$62.3K
SPTM icon
736
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14.1B
$575K 0.01%
6,337
+17
+0.3% +$1.5K
PKG icon
737
Packaging Corp of America
PKG
$20.7B
$574K 0.01%
2,411
-450
-16% -$98.6K
MUB icon
738
iShares National Muni Bond ETF
MUB
$45.2B
$574K 0.01%
5,337
+732
+16% +$78.3K
ENS icon
739
EnerSys
ENS
$6.51B
$570K 0.01%
2,440
+92
+4% +$20K
SJM icon
740
J.M. Smucker
SJM
$13.3B
$570K 0.01%
+5,066
New +$516K
BBWI icon
741
Bath & Body Works
BBWI
$3.81B
$567K 0.01%
24,519
-25,552
-51% -$489K
PBF icon
742
PBF Energy
PBF
$9.1B
$565K 0.01%
+12,412
New +$517K
OMC icon
743
Omnicom Group
OMC
$22.3B
$564K 0.01%
7,743
-12,301
-61% -$926K
SUB icon
744
iShares Short-Term National Muni Bond ETF
SUB
$11.6B
$564K 0.01%
5,294
-2,174
-29% -$231K
SWK icon
745
Stanley Black & Decker
SWK
$14.2B
$563K 0.01%
5,977
+2,432
+69% +$191K
JAZZ icon
746
Jazz Pharmaceuticals
JAZZ
$15.6B
$562K 0.01%
2,333
+758
+48% +$166K
VOX icon
747
Vanguard Communication Services ETF
VOX
$5.73B
$559K 0.01%
3,038
+3
+0.1% +$575
CWEN icon
748
Clearway Energy Class C
CWEN
$6.8B
$556K 0.01%
+16,253
New +$630K
BJ icon
749
BJs Wholesale Club
BJ
$11.3B
$555K 0.01%
+6,366
New +$583K
IGSB icon
750
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.4B
$554K 0.01%
10,562
-251
-2% -$13.2K
28 29
30
31 32

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NL
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MYIA
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IFG
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WTC
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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.