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
STLD icon
876
Steel Dynamics
STLD
$34.4B
$422K 0.01%
1,838
+142
+8% +$33.3K
CINF icon
877
Cincinnati Financial
CINF
$26B
$421K 0.01%
2,275
+17
+0.8% +$2.82K
MUFG icon
878
Mitsubishi UFJ Financial
MUFG
$266B
$420K 0.01%
21,136
-217
-1% -$4.09K
CGXU icon
879
Capital Group International Focus Equity ETF
CGXU
$6.94B
$419K 0.01%
+12,098
New +$402K
IQLT icon
880
iShares MSCI Intl Quality Factor ETF
IQLT
$14.1B
$418K 0.01%
+8,436
New +$412K
RPRX icon
881
Royalty Pharma
RPRX
$27B
$418K 0.01%
7,453
+1,368
+22% +$71.2K
IXN icon
882
iShares Global Tech ETF
IXN
$9.71B
$417K 0.01%
2,888
+122
+4% +$15.7K
WKC icon
883
World Kinect Corp
WKC
$1.81B
$415K 0.01%
+12,598
New +$351K
MKTX icon
884
MarketAxess Holdings
MKTX
$5.75B
$415K 0.01%
3,656
-9,442
-72% -$1.35M
SWKS icon
885
Skyworks Solutions
SWKS
$11.3B
$414K 0.01%
+6,105
New +$415K
FAF icon
886
First American
FAF
$7.29B
$413K 0.01%
6,023
-689
-10% -$45.9K
FSLR icon
887
First Solar
FSLR
$22.9B
$413K 0.01%
1,750
+10
+0.6% +$2.34K
EQWL icon
888
Invesco S&P 100 Equal Weight ETF
EQWL
$2.85B
$412K 0.01%
3,194
+531
+20% +$66K
GAB icon
889
Gabelli Equity Trust
GAB
$1.77B
$412K 0.01%
+72,704
New +$407K
SCHK icon
890
Schwab 1000 Index ETF
SCHK
$5.85B
$411K 0.01%
11,409
-1,378
-11% -$48.1K
GWW icon
891
W.W. Grainger
GWW
$60.7B
$411K 0.01%
302
-1
-0.3% -$1.23K
XSD icon
892
State Street SPDR S&P Semiconductor ETF
XSD
$2.64B
$410K 0.01%
+658
New +$345K
VCIT icon
893
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$69.5B
$410K 0.01%
4,959
-2,428
-33% -$201K
SPEM icon
894
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$18B
$408K 0.01%
7,874
+224
+3% +$11.5K
HDV
895
iShares Core High Dividend ETF
HDV
$15.4B
$407K 0.01%
14,859
+19
+0.1% +$517
RF icon
896
Regions Financial
RF
$25.6B
$407K 0.01%
13,470
-806
-6% -$22.6K
CDW icon
897
CDW
CDW
$18.1B
$406K 0.01%
2,890
+766
+36% +$96.2K
NVST icon
898
Envista
NVST
$4.31B
$405K 0.01%
15,368
+791
+5% +$20K
REG icon
899
Regency Centers
REG
$13.9B
$405K 0.01%
5,077
+380
+8% +$29.8K
CNS icon
900
Cohen & Steers
CNS
$4.02B
$403K 0.01%
+5,291
New +$374K
34 35
36
37 38

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.