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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
VIK icon
226
Viking Holdings
VIK
$38.3B
$2.92M 0.05%
27,924
+3,801
+16% +$329K
ASML icon
227
ASML
ASML
$659B
$2.85M 0.05%
1,433
+136
+10% +$216K
JCI icon
228
Johnson Controls International
JCI
$87.8B
$2.79M 0.05%
19,104
+2,014
+12% +$284K
WCN
229
Waste Connections
WCN
$41.5B
$2.78M 0.05%
+16,694
New +$2.64M
ADP icon
230
Automatic Data Processing
ADP
$110B
$2.78M 0.05%
12,417
+748
+6% +$160K
PANW icon
231
Palo Alto Networks
PANW
$272B
$2.77M 0.05%
8,112
+409
+5% +$93.6K
DKNG icon
232
DraftKings
DKNG
$11.9B
$2.76M 0.05%
109,450
+58,070
+113% +$1.43M
BWA icon
233
BorgWarner
BWA
$13.8B
$2.76M 0.05%
41,545
-2,422
-6% -$153K
SMH icon
234
VanEck Semiconductor ETF
SMH
$69B
$2.73M 0.05%
4,161
-130
-3% -$70.9K
MO icon
235
Altria Group
MO
$115B
$2.73M 0.05%
37,885
+1,775
+5% +$124K
REGN icon
236
Regeneron Pharmaceuticals
REGN
$85.2B
$2.7M 0.05%
4,325
-1,806
-29% -$1.23M
AFL icon
237
Aflac
AFL
$58.8B
$2.69M 0.05%
22,923
+2,620
+13% +$302K
MLI icon
238
Mueller Industries
MLI
$14.1B
$2.68M 0.05%
43,598
+40
+0.1% +$2.62K
AMLP icon
239
Alerian MLP ETF
AMLP
$13.5B
$2.67M 0.05%
51,538
+1,771
+4% +$93K
IXUS icon
240
iShares Core MSCI Total International Stock ETF
IXUS
$61.4B
$2.64M 0.05%
27,703
-544
-2% -$51.1K
SCHD icon
241
Schwab US Dividend Equity ETF
SCHD
$112B
$2.61M 0.05%
82,170
-10,291
-11% -$326K
DDOG icon
242
Datadog
DDOG
$76.5B
$2.6M 0.05%
10,003
+1,866
+23% +$347K
IUSG icon
243
iShares Core S&P US Growth ETF
IUSG
$33.5B
$2.6M 0.05%
13,837
+1,849
+15% +$334K
WRD
244
WeRide Inc
WRD
$1.97B
$2.59M 0.05%
444,723
– –
ON icon
245
ON Semiconductor
ON
$29B
$2.56M 0.05%
27,121
+192
+0.7% +$19.7K
VBIL
246
Vanguard 0-3 Month Treasury Bill ETF
VBIL
$11.4B
$2.56M 0.05%
33,779
-21,687
-39% -$1.64M
VRSN icon
247
VeriSign
VRSN
$26.4B
$2.54M 0.05%
10,107
+4,172
+70% +$1.16M
SHOP icon
248
Shopify
SHOP
$187B
$2.54M 0.05%
22,263
+6,755
+44% +$771K
SOXX icon
249
iShares Semiconductor ETF
SOXX
$42.8B
$2.54M 0.05%
3,961
+823
+26% +$418K
TEAM icon
250
Atlassian
TEAM
$48B
$2.54M 0.05%
32,606
+17,195
+112% +$1.41M
8 9
10
11 12

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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.