We are live on ! Find out more
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
XLY icon
851
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.1B
$440K 0.01%
3,751
-185
-5% -$21.6K
DLTR icon
852
Dollar Tree
DLTR
$23.3B
$439K 0.01%
3,631
+140
+4% +$14.6K
FERG icon
853
Ferguson
FERG
$43.8B
$439K 0.01%
1,848
-552
-23% -$133K
HOMB icon
854
Home BancShares
HOMB
$5.96B
$438K 0.01%
+15,328
New +$416K
CCK icon
855
Crown Holdings
CCK
$12.3B
$437K 0.01%
3,904
-4,944
-56% -$499K
CME icon
856
CME Group
CME
$100B
$436K 0.01%
1,974
-366
-16% -$101K
BKR icon
857
Baker Hughes
BKR
$63.5B
$435K 0.01%
7,843
+100
+1% +$6.32K
AEE icon
858
Ameren
AEE
$29.5B
$434K 0.01%
3,840
+140
+4% +$15.5K
WY icon
859
Weyerhaeuser
WY
$16.4B
$434K 0.01%
18,128
+4,102
+29% +$99.6K
ETHA
860
iShares Ethereum Trust ETF
ETHA
$8.63B
$432K 0.01%
36,344
+10,921
+43% +$170K
WEC icon
861
WEC Energy
WEC
$34.9B
$430K 0.01%
3,685
+131
+4% +$14.9K
ESLT icon
862
Elbit Systems
ESLT
$33.2B
$429K 0.01%
566
+7
+1% +$5.82K
KEX icon
863
Kirby Corp
KEX
$7.29B
$429K 0.01%
3,152
+1,009
+47% +$144K
AES icon
864
AES
AES
$10.6B
$428K 0.01%
+29,168
New +$424K
NTCT icon
865
NETSCOUT
NTCT
$2.69B
$427K 0.01%
9,800
-204
-2% -$7.68K
WLK icon
866
Westlake Corp
WLK
$9.55B
$427K 0.01%
+5,843
New +$571K
ONON icon
867
On Holding
ONON
$9.11B
$425K 0.01%
+12,008
New +$439K
TNL icon
868
Travel + Leisure Co
TNL
$3.97B
$425K 0.01%
5,561
-581
-9% -$40.8K
PECO icon
869
Phillips Edison & Co
PECO
$5.03B
$424K 0.01%
10,192
+749
+8% +$29.9K
NUVB icon
870
Nuvation Bio
NUVB
$2.32B
$424K 0.01%
74,632
+600
+0.8% +$2.93K
CNQ icon
871
Canadian Natural Resources
CNQ
$105B
$424K 0.01%
10,730
+1,490
+16% +$67.7K
EXR icon
872
Extra Space Storage
EXR
$29.4B
$424K 0.01%
2,917
+503
+21% +$71.9K
CPB icon
873
Campbell Soup
CPB
$6.49B
$423K 0.01%
+19,000
New +$401K
FISV
874
Fiserv Inc
FISV
$27B
$423K 0.01%
8,616
-14,382
-63% -$804K
VNQI icon
875
Vanguard Global ex-US Real Estate ETF
VNQI
$3.47B
$422K 0.01%
9,410
-697
-7% -$32.1K
33 34
35
36 37

Similar funds

SCM
Shelton Capital Management Denver, Colorado $5.39B AUM 56.42% 1-Year Est. Return
O
OrbiMed New York $5.4B AUM 163.13% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
MYIA
Mount Yale Investment Advisors Denver, Colorado $5.4B AUM 28.46% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return
FFB
First Financial Bankshares Abilene, Texas $5.34B AUM 28.75% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return

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.