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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
CNO icon
951
CNO Financial Group
CNO
$5.11B
$366K 0.01%
+7,175
New +$333K
NI icon
952
NiSource
NI
$20.1B
$366K 0.01%
7,691
+856
+13% +$40.5K
BIPC icon
953
Brookfield Infrastructure
BIPC
$4.61B
$366K 0.01%
+9,496
New +$383K
TNET icon
954
TriNet
TNET
$3.03B
$365K 0.01%
+7,385
New +$317K
MAIN icon
955
Main Street Capital
MAIN
$5.3B
$362K 0.01%
6,977
+73
+1% +$3.85K
SPT icon
956
Sprout Social
SPT
$633M
$361K 0.01%
47,750
+14,276
+43% +$92.9K
BAH icon
957
Booz Allen Hamilton
BAH
$8.67B
$358K 0.01%
+5,899
New +$450K
VST icon
958
Vistra
VST
$50.9B
$357K 0.01%
2,249
+76
+3% +$11.8K
LUV icon
959
Southwest Airlines
LUV
$18.9B
$356K 0.01%
6,925
+862
+14% +$36.2K
CRDO icon
960
Credo Technology Group
CRDO
$31.5B
$355K 0.01%
+1,307
New +$258K
WTRG icon
961
Essential Utilities
WTRG
$11.9B
$355K 0.01%
9,265
+2,735
+42% +$104K
FNB icon
962
FNB Corp
FNB
$6.52B
$354K 0.01%
18,546
+6,293
+51% +$112K
ACM icon
963
Aecom
ACM
$8.5B
$354K 0.01%
5,065
+2,078
+70% +$159K
KD icon
964
Kyndryl
KD
$2.79B
$353K 0.01%
31,238
+7,603
+32% +$94.7K
FELV icon
965
Fidelity Enhanced Large Cap Value ETF
FELV
$3.43B
$352K 0.01%
8,773
-298
-3% -$11.4K
SCHZ icon
966
Schwab US Aggregate Bond ETF
SCHZ
$10.7B
$352K 0.01%
15,205
+384
+3% +$8.89K
COLM icon
967
Columbia Sportswear
COLM
$2.95B
$351K 0.01%
5,685
-181
-3% -$11.2K
INVH icon
968
Invitation Homes
INVH
$16.8B
$351K 0.01%
+11,616
New +$329K
SRPT icon
969
Sarepta Therapeutics
SRPT
$2.21B
$350K 0.01%
19,491
-13,502
-41% -$255K
BOH icon
970
Bank of Hawaii
BOH
$3.01B
$350K 0.01%
4,294
+191
+5% +$14.9K
TRP icon
971
TC Energy
TRP
$66.1B
$350K 0.01%
5,274
+8
+0.2% +$529
SAP icon
972
SAP
SAP
$244B
$349K 0.01%
2,262
-557
-20% -$95K
ABCB icon
973
Ameris Bancorp
ABCB
$5.7B
$348K 0.01%
3,851
+84
+2% +$7.14K
NVO
974
Novo Nordisk
NVO
$200B
$347K 0.01%
7,245
+1,088
+18% +$46.7K
SPMD icon
975
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.6B
$346K 0.01%
5,124
-6,626
-56% -$426K
37 38
39
40 41

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SCM
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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
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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.