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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
VNQ icon
201
Vanguard Real Estate ETF
VNQ
$37.9B
$3.35M 0.06%
34,755
+715
+2% +$68.3K
VYM icon
202
Vanguard High Dividend Yield ETF
VYM
$83B
$3.35M 0.06%
21,185
+550
+3% +$86K
BLK icon
203
Blackrock
BLK
$170B
$3.35M 0.06%
3,480
+33
+1% +$34.1K
LIN icon
204
Linde
LIN
$216B
$3.31M 0.06%
6,371
+238
+4% +$121K
NEE icon
205
NextEra Energy
NEE
$175B
$3.3M 0.06%
37,564
+509
+1% +$46K
IWP icon
206
iShares Russell Mid-Cap Growth ETF
IWP
$19.6B
$3.27M 0.06%
22,341
+134
+0.6% +$18.5K
PRFD icon
207
PIMCO Preferred and Capital Securities Active Exchange-Traded Fund
PRFD
$237M
$3.26M 0.06%
63,429
+54,484
+609% +$2.79M
ES icon
208
Eversource Energy
ES
$26.9B
$3.24M 0.06%
44,790
+26,407
+144% +$1.83M
DE icon
209
Deere & Co
DE
$184B
$3.23M 0.06%
5,098
+164
+3% +$95K
VCRB icon
210
Vanguard Core Bond ETF
VCRB
$7.67B
$3.23M 0.06%
+41,822
New +$3.23M
SPGI icon
211
S&P Global
SPGI
$127B
$3.22M 0.06%
7,905
-2,560
-24% -$1.08M
TRV icon
212
Travelers Companies
TRV
$76.3B
$3.2M 0.06%
9,691
+449
+5% +$136K
IWS icon
213
iShares Russell Mid-Cap Value ETF
IWS
$15.5B
$3.13M 0.06%
19,031
+97
+0.5% +$15.3K
MRVL icon
214
Marvell Technology
MRVL
$203B
$3.11M 0.06%
10,447
-1,822
-15% -$365K
ILMN icon
215
Illumina
ILMN
$31.9B
$3.11M 0.06%
17,689
-2,140
-11% -$313K
RSP icon
216
Invesco S&P 500 Equal Weight ETF
RSP
$99.3B
$3.1M 0.06%
14,558
+932
+7% +$191K
NTRA icon
217
Natera
NTRA
$46.7B
$3.09M 0.06%
11,391
-308
-3% -$65.7K
MRSH
218
Marsh
MRSH
$86.1B
$3.09M 0.06%
18,527
-2,151
-10% -$360K
DFIP icon
219
Dimensional Inflation-Protected Securities ETF
DFIP
$1.14B
$3.06M 0.06%
74,292
+69,116
+1,335% +$2.89M
LONZ icon
220
PIMCO Senior Loan Active Exchange-Traded Fund
LONZ
$601M
$3.06M 0.06%
62,114
+58,051
+1,429% +$2.87M
COP icon
221
ConocoPhillips
COP
$162B
$3.04M 0.06%
29,268
-35
-0.1% -$4.15K
XLF icon
222
State Street Financial Select Sector SPDR ETF
XLF
$54.3B
$2.96M 0.06%
55,270
-178
-0.3% -$9.25K
ACN icon
223
Accenture
ACN
$110B
$2.96M 0.06%
23,758
+4,644
+24% +$806K
UPS icon
224
United Parcel Service
UPS
$85.5B
$2.93M 0.05%
27,262
-3,853
-12% -$401K
MPC icon
225
Marathon Petroleum
MPC
$112B
$2.93M 0.05%
11,452
-37
-0.3% -$9.08K
7 8
9
10 11

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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.