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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
PSX icon
176
Phillips 66
PSX
$103B
$4.06M 0.08%
24,019
+2,910
+14% +$501K
USB icon
177
US Bancorp
USB
$97.4B
$4.01M 0.07%
66,421
-674
-1% -$37.8K
VRTX icon
178
Vertex Pharmaceuticals
VRTX
$134B
$4M 0.07%
8,048
+1,292
+19% +$573K
FLCA icon
179
Franklin FTSE Canada ETF
FLCA
$859M
$3.98M 0.07%
+77,399
New +$4.01M
QUAL icon
180
iShares MSCI USA Quality Factor ETF
QUAL
$47.1B
$3.87M 0.07%
17,639
+1,336
+8% +$280K
IWO icon
181
iShares Russell 2000 Growth ETF
IWO
$14.7B
$3.86M 0.07%
9,802
+132
+1% +$48.2K
SCHW
182
Charles Schwab
SCHW
$185B
$3.85M 0.07%
41,755
-2,562
-6% -$234K
ETN icon
183
Eaton
ETN
$164B
$3.84M 0.07%
9,010
+4,636
+106% +$1.87M
SNPS icon
184
Synopsys
SNPS
$75.1B
$3.8M 0.07%
8,515
+4,264
+100% +$2.01M
RSG icon
185
Republic Services
RSG
$67.9B
$3.79M 0.07%
17,810
-1,227
-6% -$256K
PFE icon
186
Pfizer
PFE
$158B
$3.74M 0.07%
155,516
+14,951
+11% +$391K
GD icon
187
General Dynamics
GD
$96.5B
$3.7M 0.07%
10,451
-2,109
-17% -$722K
ISRG icon
188
Intuitive Surgical
ISRG
$124B
$3.7M 0.07%
9,308
+368
+4% +$161K
DIS icon
189
Walt Disney
DIS
$181B
$3.6M 0.07%
37,370
-5,488
-13% -$559K
AON icon
190
Aon
AON
$67B
$3.59M 0.07%
10,813
+4,484
+71% +$1.45M
MCD icon
191
McDonald's
MCD
$181B
$3.55M 0.07%
13,142
+235
+2% +$67.4K
ACWI icon
192
iShares MSCI ACWI ETF
ACWI
$33.3B
$3.51M 0.07%
22,362
-328
-1% -$50.1K
RSMC
193
Rockefeller U.S. Small-Mid Cap ETF
RSMC
$770M
$3.49M 0.06%
120,663
– –
ONTO icon
194
Onto Innovation
ONTO
$13.8B
$3.46M 0.06%
9,147
-727
-7% -$206K
TMO icon
195
Thermo Fisher Scientific
TMO
$223B
$3.44M 0.06%
6,871
+544
+9% +$261K
EXPE icon
196
Expedia Group
EXPE
$33B
$3.4M 0.06%
13,304
-983
-7% -$233K
SYY icon
197
Sysco
SYY
$38.3B
$3.4M 0.06%
40,705
+7,043
+21% +$533K
CRS icon
198
Carpenter Technology
CRS
$22.7B
$3.4M 0.06%
5,511
+2,895
+111% +$1.36M
MS icon
199
Morgan Stanley
MS
$340B
$3.38M 0.06%
16,168
+1,651
+11% +$327K
EME icon
200
Emcor
EME
$34.1B
$3.38M 0.06%
4,072
+71
+2% +$60.1K
6 7
8
9 10

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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.