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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
SMBS
926
Schwab Mortgage-Backed Securities ETF
SMBS
$6.53B
$384K 0.01%
+15,125
New +$385K
VAC icon
927
Marriott Vacations Worldwide
VAC
$3.52B
$384K 0.01%
3,771
+92
+3% +$7.37K
SITE icon
928
SiteOne Landscape Supply
SITE
$4.34B
$383K 0.01%
3,348
-6,054
-64% -$731K
CART icon
929
Maplebear
CART
$11.1B
$380K 0.01%
+8,032
New +$336K
IYY icon
930
iShares Dow Jones US ETF
IYY
$3.04B
$380K 0.01%
2,085
– –
WH icon
931
Wyndham Hotels & Resorts
WH
$5.19B
$380K 0.01%
+4,513
New +$374K
LEA icon
932
Lear
LEA
$6.36B
$380K 0.01%
2,835
+662
+30% +$88.7K
AFG icon
933
American Financial Group
AFG
$11.7B
$380K 0.01%
2,713
+1,012
+59% +$134K
IDCC icon
934
InterDigital
IDCC
$8.8B
$379K 0.01%
1,340
+25
+2% +$7.43K
ADM icon
935
Archer Daniels Midland
ADM
$40.7B
$379K 0.01%
4,963
+156
+3% +$11.9K
HIG icon
936
Hartford Financial Services
HIG
$36.7B
$377K 0.01%
2,847
+112
+4% +$15K
UBS icon
937
UBS Group
UBS
$169B
$377K 0.01%
7,607
+554
+8% +$25.2K
TD icon
938
Toronto Dominion Bank
TD
$197B
$376K 0.01%
3,094
+859
+38% +$94K
FTSL icon
939
First Trust Senior Loan Fund ETF
FTSL
$2.41B
$375K 0.01%
8,388
+1,839
+28% +$82.8K
VMBS icon
940
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.8B
$373K 0.01%
7,968
+16
+0.2% +$749
ICLN icon
941
iShares Global Clean Energy ETF
ICLN
$2.14B
$373K 0.01%
18,191
+4,906
+37% +$102K
PNR icon
942
Pentair
PNR
$9.36B
$373K 0.01%
+4,862
New +$385K
TFPM icon
943
Triple Flag Precious Metals
TFPM
$6.97B
$372K 0.01%
12,421
+417
+3% +$13.4K
XRAY icon
944
Dentsply Sirona
XRAY
$2.19B
$371K 0.01%
+35,005
New +$382K
OKTA icon
945
Okta
OKTA
$29.3B
$371K 0.01%
+2,721
New +$256K
OZK icon
946
Bank OZK
OZK
$5.37B
$371K 0.01%
+7,122
New +$347K
VPL icon
947
Vanguard FTSE Pacific ETF
VPL
$8.8B
$371K 0.01%
3,203
+1,007
+46% +$111K
BNL icon
948
Broadstone Net Lease
BNL
$4.02B
$370K 0.01%
17,914
+81
+0.5% +$1.63K
VIOV icon
949
Vanguard S&P Small-Cap 600 Value ETF
VIOV
$1.86B
$368K 0.01%
3,139
+13
+0.4% +$1.44K
PLXS icon
950
Plexus
PLXS
$6.66B
$367K 0.01%
1,219
+5
+0.4% +$1.3K
36 37
38
39 40

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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.