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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
AVTR icon
976
Avantor
AVTR
$10.3B
$345K 0.01%
+34,814
New +$300K
BXP icon
977
Boston Properties
BXP
$10.5B
$344K 0.01%
+5,194
New +$311K
CHDN icon
978
Churchill Downs
CHDN
$5.98B
$344K 0.01%
3,842
-810
-17% -$72.6K
ROIV icon
979
Roivant Sciences
ROIV
$30B
$344K 0.01%
9,719
-722
-7% -$21.3K
AXGN icon
980
Axogen
AXGN
$2.51B
$343K 0.01%
7,435
+44
+0.6% +$1.77K
EWJ icon
981
iShares MSCI Japan ETF
EWJ
$23.5B
$343K 0.01%
3,681
+113
+3% +$10.3K
NFG icon
982
National Fuel Gas
NFG
$7.97B
$343K 0.01%
4,447
+928
+26% +$76.8K
VOOG icon
983
Vanguard S&P 500 Growth ETF
VOOG
$27.1B
$343K 0.01%
+4,152
New +$330K
IEF icon
984
iShares 7-10 Year Treasury Bond ETF
IEF
$42.1B
$342K 0.01%
3,618
-377
-9% -$35.7K
ESGE icon
985
iShares ESG Aware MSCI EM ETF
ESGE
$7.11B
$342K 0.01%
6,247
-923
-13% -$48.2K
ARKK icon
986
ARK Innovation ETF
ARKK
$6.43B
$341K 0.01%
4,218
+110
+3% +$8.41K
IYT icon
987
iShares US Transportation ETF
IYT
$2.14B
$339K 0.01%
+3,910
New +$320K
CHD icon
988
Church & Dwight Co
CHD
$22.9B
$339K 0.01%
+3,499
New +$334K
IGF icon
989
iShares Global Infrastructure ETF
IGF
$10.5B
$338K 0.01%
5,077
+132
+3% +$8.86K
FIS icon
990
Fidelity National Information Services
FIS
$20.3B
$338K 0.01%
8,682
-13,100
-60% -$567K
DBMF icon
991
iMGP DBi Managed Futures Strategy ETF
DBMF
$4.18B
$337K 0.01%
11,018
+169
+2% +$5.19K
MFG icon
992
Mizuho Financial
MFG
$135B
$336K 0.01%
35,036
+6,419
+22% +$57.7K
FCFS icon
993
FirstCash
FCFS
$9.78B
$335K 0.01%
1,551
-13
-0.8% -$2.82K
FBTC icon
994
Fidelity Wise Origin Bitcoin Fund
FBTC
$14.6B
$335K 0.01%
6,556
-1,380
-17% -$86.2K
FVD icon
995
First Trust Value Line Dividend Fund
FVD
$8.09B
$334K 0.01%
6,942
+33
+0.5% +$1.57K
PSP icon
996
Invesco Global Listed Private Equity ETF
PSP
$241M
$334K 0.01%
6,000
– –
ICFI icon
997
ICF International
ICFI
$1.56B
$333K 0.01%
+4,573
New +$316K
BULL
998
Webull Corp
BULL
$5.16B
$333K 0.01%
51,032
+20,209
+66% +$131K
WSBC icon
999
WesBanco
WSBC
$3.89B
$332K 0.01%
+8,518
New +$300K
ALGM icon
1000
Allegro MicroSystems
ALGM
$6.8B
$332K 0.01%
+4,775
New +$223K
38 39
40
41 42

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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.