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
APA icon
1001
APA Corp
APA
$15.3B
$332K 0.01%
10,207
+1,077
+12% +$40.4K
XLG icon
1002
Invesco S&P 500 Top 50 ETF
XLG
$11.1B
$332K 0.01%
5,422
-1,050
-16% -$64.1K
DON icon
1003
WisdomTree US MidCap Dividend Fund
DON
$4.02B
$332K 0.01%
5,872
+9
+0.2% +$496
BIV icon
1004
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$331K 0.01%
4,319
+458
+12% +$35.2K
AWI icon
1005
Armstrong World Industries
AWI
$7.2B
$331K 0.01%
2,064
-1,939
-48% -$317K
TPC
1006
Tutor Perini Cor
TPC
$4.71B
$330K 0.01%
3,983
-423
-10% -$34K
CBOE icon
1007
Cboe Global Markets
CBOE
$30.6B
$330K 0.01%
1,360
-28
-2% -$8.57K
HYMB icon
1008
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3.42B
$329K 0.01%
12,943
-29
-0.2% -$729
TDIV icon
1009
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$4.43B
$329K 0.01%
2,865
– –
EXC icon
1010
Exelon
EXC
$45.3B
$328K 0.01%
7,043
+280
+4% +$13K
PDBC icon
1011
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$7.54B
$328K 0.01%
20,658
-1,237
-6% -$21.7K
CASY icon
1012
Casey's General Stores
CASY
$27.1B
$328K 0.01%
412
+27
+7% +$21.8K
MCY icon
1013
Mercury Insurance
MCY
$5.69B
$327K 0.01%
3,071
-83
-3% -$8.17K
WD icon
1014
Walker & Dunlop
WD
$1.44B
$326K 0.01%
+5,968
New +$302K
ZETA icon
1015
Zeta Global
ZETA
$7.73B
$326K 0.01%
+16,558
New +$307K
MAS icon
1016
Masco
MAS
$14B
$326K 0.01%
+4,003
New +$279K
WIP icon
1017
State Street SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
$477M
$325K 0.01%
8,253
+170
+2% +$6.83K
AIP icon
1018
Arteris
AIP
$1.12B
$323K 0.01%
+6,655
New +$213K
CECO icon
1019
Ceco Environmental
CECO
$4.63B
$323K 0.01%
+3,557
New +$281K
SLF icon
1020
Sun Life Financial
SLF
$44.3B
$322K 0.01%
4,102
-56
-1% -$4.03K
LPLA icon
1021
LPL Financial
LPLA
$27.6B
$321K 0.01%
1,141
+43
+4% +$12.9K
GSIE icon
1022
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$6.12B
$321K 0.01%
7,032
+248
+4% +$11.3K
VTES icon
1023
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$2.41B
$321K 0.01%
3,172
+165
+5% +$16.7K
POWI icon
1024
Power Integrations
POWI
$2.82B
$321K 0.01%
+3,830
New +$276K
EMN icon
1025
Eastman Chemical
EMN
$8.05B
$319K 0.01%
4,767
+4
+0.1% +$293
39 40
41
42 43

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.