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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
FSMD icon
901
Fidelity Small-Mid Multifactor ETF
FSMD
$2.54B
$403K 0.01%
7,620
+256
+3% +$12.7K
MFC icon
902
Manulife Financial
MFC
$71.9B
$402K 0.01%
9,935
+193
+2% +$7.47K
WRLD icon
903
World Acceptance Corp
WRLD
$895M
$402K 0.01%
+1,798
New +$289K
ALSN icon
904
Allison Transmission
ALSN
$10.8B
$402K 0.01%
3,567
-99
-3% -$12K
INDY icon
905
iShares S&P India Nifty 50 Index Fund
INDY
$544M
$400K 0.01%
9,207
+471
+5% +$20.3K
HNGE
906
Hinge Health
HNGE
$7.48B
$400K 0.01%
+4,817
New +$262K
VTHR icon
907
Vanguard Russell 3000 ETF
VTHR
$4.83B
$399K 0.01%
1,204
+3
+0.2% +$960
MKL icon
908
Markel Group
MKL
$22.1B
$398K 0.01%
204
+35
+21% +$65.4K
PK icon
909
Park Hotels & Resorts
PK
$3.04B
$398K 0.01%
27,947
-1,222
-4% -$14.9K
HSY icon
910
Hershey
HSY
$34.8B
$396K 0.01%
2,258
+1,089
+93% +$205K
COLL icon
911
Collegium Pharmaceutical
COLL
$761M
$396K 0.01%
10,926
+26
+0.2% +$888
AGL icon
912
Agilon Health
AGL
$1.53B
$392K 0.01%
+3,656
New +$239K
DVA icon
913
DaVita
DVA
$11.5B
$392K 0.01%
+1,761
New +$320K
FNDX icon
914
Schwab Fundamental US Large Company Index ETF
FNDX
$27.7B
$391K 0.01%
12,574
-850
-6% -$25.7K
EDV icon
915
Vanguard World Funds Extended Duration ETF
EDV
$3.75B
$391K 0.01%
+6,007
New +$384K
OLN icon
916
Olin
OLN
$2.04B
$390K 0.01%
+19,695
New +$515K
COLD icon
917
Americold
COLD
$3.99B
$389K 0.01%
+24,741
New +$340K
ZION icon
918
Zions Bancorporation
ZION
$9.98B
$388K 0.01%
5,601
+362
+7% +$22.8K
VLTO icon
919
Veralto
VLTO
$23.3B
$387K 0.01%
4,359
-514
-11% -$44.6K
FE icon
920
FirstEnergy
FE
$26.9B
$386K 0.01%
8,127
-298
-4% -$14.2K
CENTA icon
921
Central Garden & Pet Co Class A
CENTA
$2.21B
$386K 0.01%
9,958
+256
+3% +$8.93K
SF
922
Stifel
SF
$12.2B
$386K 0.01%
5,526
-17,830
-76% -$1.33M
DJP icon
923
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$882M
$385K 0.01%
8,817
– –
COR icon
924
Cencora
COR
$62B
$385K 0.01%
1,362
-36
-3% -$10.4K
AVIV icon
925
Avantis International Large Cap Value ETF
AVIV
$2.08B
$385K 0.01%
4,967
– –
35 36
37
38 39

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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.