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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
CSTM icon
801
Constellium
CSTM
$3.72B
$492K 0.01%
15,449
+1,600
+12% +$51.7K
BFAM icon
802
Bright Horizons
BFAM
$3.24B
$492K 0.01%
6,939
-3,702
-35% -$268K
LULU icon
803
lululemon athletica
LULU
$11.4B
$489K 0.01%
4,281
-6,663
-61% -$890K
VICI icon
804
VICI Properties
VICI
$27.8B
$485K 0.01%
18,274
-3,815
-17% -$107K
SCHP icon
805
Schwab US TIPS ETF
SCHP
$16.1B
$484K 0.01%
18,282
+153
+0.8% +$4.08K
SGI
806
Somnigroup International
SGI
$14.6B
$484K 0.01%
6,176
+143
+2% +$10.5K
FANG icon
807
Diamondback Energy
FANG
$55.9B
$484K 0.01%
2,754
-399
-13% -$77.4K
FHB icon
808
First Hawaiian
FHB
$3.14B
$481K 0.01%
+16,432
New +$447K
TRGP icon
809
Targa Resources
TRGP
$63.1B
$481K 0.01%
1,794
+65
+4% +$16.7K
DFAS icon
810
Dimensional US Small Cap ETF
DFAS
$15.5B
$480K 0.01%
5,828
– –
O icon
811
Realty Income
O
$57.7B
$478K 0.01%
7,708
+85
+1% +$5.3K
SAN icon
812
Banco Santander
SAN
$216B
$476K 0.01%
34,505
+6,327
+22% +$78.4K
VCSH icon
813
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.6B
$476K 0.01%
6,020
+12
+0.2% +$949
SONY icon
814
Sony
SONY
$137B
$476K 0.01%
23,715
-159
-0.7% -$3.35K
XLU icon
815
State Street Utilities Select Sector SPDR ETF
XLU
$22.6B
$475K 0.01%
10,476
-524
-5% -$23.7K
IBB icon
816
iShares Biotechnology ETF
IBB
$10.5B
$474K 0.01%
2,491
-52
-2% -$8.94K
RJF icon
817
Raymond James Financial
RJF
$34B
$472K 0.01%
3,104
-137
-4% -$20.8K
GTLB icon
818
GitLab
GTLB
$7.86B
$467K 0.01%
15,305
-26,271
-63% -$666K
JEPI icon
819
JPMorgan Equity Premium Income ETF
JEPI
$45.8B
$467K 0.01%
8,271
-4,591
-36% -$259K
WTW icon
820
Willis Towers Watson
WTW
$30.2B
$466K 0.01%
1,783
-454
-20% -$121K
BABA icon
821
Alibaba
BABA
$280B
$466K 0.01%
4,854
-147
-3% -$18.4K
GDX icon
822
VanEck Gold Miners ETF
GDX
$29.9B
$466K 0.01%
6,172
-303
-5% -$26.8K
CRBN icon
823
iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
$1.18B
$465K 0.01%
1,837
+12
+0.7% +$2.96K
GSK icon
824
GSK
GSK
$97.3B
$464K 0.01%
8,857
+1,351
+18% +$71.5K
UNM icon
825
Unum
UNM
$14.9B
$461K 0.01%
5,155
+1,309
+34% +$108K
31 32
33
34 35

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O
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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.