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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
CRUS icon
826
Cirrus Logic
CRUS
$5.55B
$460K 0.01%
3,097
-125
-4% -$20.5K
EFAV icon
827
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.47B
$459K 0.01%
5,237
+288
+6% +$26.1K
DGX icon
828
Quest Diagnostics
DGX
$26B
$458K 0.01%
2,160
+173
+9% +$34K
IXC icon
829
iShares Global Energy ETF
IXC
$2.9B
$457K 0.01%
9,300
-197
-2% -$10.7K
DRI icon
830
Darden Restaurants
DRI
$24.2B
$457K 0.01%
2,217
+503
+29% +$101K
ISCB icon
831
iShares Morningstar Small-Cap ETF
ISCB
$284M
$454K 0.01%
+6,018
New +$428K
VGSH icon
832
Vanguard Short-Term Treasury ETF
VGSH
$34.7B
$454K 0.01%
7,800
-196
-2% -$11.4K
STNG icon
833
Scorpio Tankers
STNG
$4.11B
$453K 0.01%
6,545
+494
+8% +$38.6K
TM icon
834
Toyota
TM
$227B
$452K 0.01%
2,686
-204
-7% -$38.6K
DFIV icon
835
Dimensional International Value ETF
DFIV
$22.3B
$452K 0.01%
8,373
+183
+2% +$10.1K
SMFG icon
836
Sumitomo Mitsui Financial
SMFG
$170B
$452K 0.01%
19,175
+1,518
+9% +$33.7K
CGGR icon
837
Capital Group Growth ETF
CGGR
$25.4B
$452K 0.01%
+9,578
New +$433K
BKLC icon
838
BNY Mellon US Large Cap Core Equity ETF
BKLC
$5.79B
$450K 0.01%
9,417
– –
FMDE icon
839
Fidelity Enhanced Mid Cap Core ETF
FMDE
$8.3B
$450K 0.01%
11,091
+14
+0.1% +$544
SSNC icon
840
SS&C Technologies
SSNC
$18.9B
$450K 0.01%
+7,245
New +$492K
PENN icon
841
PENN Entertainment
PENN
$2.27B
$448K 0.01%
+20,976
New +$376K
XEL icon
842
Xcel Energy
XEL
$48B
$448K 0.01%
5,573
+426
+8% +$34K
HEI.A icon
843
HEICO Corp Class A
HEI.A
$32.8B
$445K 0.01%
+1,727
New +$395K
RDVY icon
844
First Trust Rising Dividend Achievers ETF
RDVY
$25.4B
$445K 0.01%
5,484
+788
+17% +$59.3K
FNF icon
845
Fidelity National Financial
FNF
$12B
$444K 0.01%
9,413
-4,663
-33% -$226K
DIVO icon
846
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.91B
$443K 0.01%
9,689
+125
+1% +$5.72K
NCNO icon
847
nCino
NCNO
$2.34B
$443K 0.01%
+27,078
New +$444K
TEX icon
848
Terex
TEX
$7.19B
$443K 0.01%
6,115
+1,151
+23% +$72K
VICR icon
849
Vicor
VICR
$8.91B
$442K 0.01%
+1,164
New +$318K
IEX icon
850
IDEX
IEX
$16.6B
$441K 0.01%
1,945
-2
-0.1% -$423
32 33
34
35 36

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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.