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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
VRSK icon
1126
Verisk Analytics
VRSK
$22.8B
$261K ﹤0.01%
+1,452
New +$256K
GO icon
1127
Grocery Outlet
GO
$1.16B
$260K ﹤0.01%
+26,013
New +$214K
PXH icon
1128
Invesco FTSE RAFI Emerging Markets ETF
PXH
$2.11B
$259K ﹤0.01%
9,300
-240
-3% -$6.85K
FIW icon
1129
First Trust Water ETF
FIW
$1.8B
$259K ﹤0.01%
2,366
+320
+16% +$33.7K
BAND
1130
Bandwidth Inc
BAND
$1.4B
$258K ﹤0.01%
+4,076
New +$183K
PTCT icon
1131
PTC Therapeutics
PTCT
$5.74B
$257K ﹤0.01%
+3,148
New +$227K
BTI icon
1132
British American Tobacco
BTI
$119B
$257K ﹤0.01%
4,157
+504
+14% +$30.4K
RMD icon
1133
ResMed
RMD
$31.9B
$256K ﹤0.01%
+1,314
New +$272K
ASAN icon
1134
Asana
ASAN
$2.01B
$256K ﹤0.01%
36,541
+15,989
+78% +$107K
PINS icon
1135
Pinterest
PINS
$11.4B
$255K ﹤0.01%
12,124
-1,041
-8% -$20.9K
SM icon
1136
SM Energy
SM
$8.98B
$255K ﹤0.01%
9,758
+1,196
+14% +$35.9K
NTAP icon
1137
NetApp
NTAP
$37.1B
$254K ﹤0.01%
+1,642
New +$215K
SPYD icon
1138
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.61B
$254K ﹤0.01%
5,320
+9
+0.2% +$423
BFH icon
1139
Bread Financial
BFH
$4.16B
$254K ﹤0.01%
+2,342
New +$210K
DDEC icon
1140
FT Vest US Equity Deep Buffer ETF December
DDEC
$441M
$253K ﹤0.01%
5,338
– –
LYV icon
1141
Live Nation Entertainment
LYV
$39.7B
$252K ﹤0.01%
+1,378
New +$227K
KURA icon
1142
Kura Oncology
KURA
$1.11B
$252K ﹤0.01%
22,947
+9,292
+68% +$87.7K
TDUP icon
1143
ThredUp
TDUP
$351M
$252K ﹤0.01%
+36,721
New +$172K
LKQ icon
1144
LKQ Corp
LKQ
$6.3B
$250K ﹤0.01%
+9,509
New +$264K
SBAC icon
1145
SBA Communications
SBAC
$20B
$250K ﹤0.01%
+1,418
New +$292K
BLMN icon
1146
Bloomin' Brands
BLMN
$820M
$250K ﹤0.01%
27,311
+12,738
+87% +$92.7K
GKOS icon
1147
Glaukos
GKOS
$10.9B
$249K ﹤0.01%
+1,784
New +$226K
FLRG icon
1148
Fidelity US Multifactor ETF
FLRG
$295M
$249K ﹤0.01%
+6,076
New +$243K
ASB icon
1149
Associated Banc-Corp
ASB
$5.76B
$249K ﹤0.01%
+8,091
New +$228K
EAT icon
1150
Brinker International
EAT
$9.29B
$249K ﹤0.01%
1,480
-201
-12% -$29.7K
44 45
46
47 48

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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.