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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
AEP icon
251
American Electric Power
AEP
$67.8B
$2.52M 0.05%
18,426
+522
+3% +$68.8K
HON icon
252
Honeywell
HON
$66.4B
$2.52M 0.05%
11,233
-12,944
-54% -$2.89M
CFG icon
253
Citizens Financial Group
CFG
$29.8B
$2.48M 0.05%
35,456
-377
-1% -$24.3K
WBD icon
254
Warner Bros
WBD
$70.8B
$2.43M 0.05%
90,975
+22,689
+33% +$614K
LITE icon
255
Lumentum
LITE
$79B
$2.41M 0.04%
2,810
+115
+4% +$103K
MCK icon
256
McKesson
MCK
$106B
$2.41M 0.04%
3,186
-376
-11% -$298K
GILD icon
257
Gilead Sciences
GILD
$187B
$2.37M 0.04%
18,796
+688
+4% +$90.6K
TGT icon
258
Target
TGT
$74.7B
$2.37M 0.04%
18,137
+1,359
+8% +$173K
PH icon
259
Parker-Hannifin
PH
$121B
$2.36M 0.04%
2,411
+464
+24% +$425K
ALL icon
260
Allstate
ALL
$65.6B
$2.35M 0.04%
9,897
+127
+1% +$27.6K
BSX icon
261
Boston Scientific
BSX
$69.3B
$2.35M 0.04%
55,109
+8,121
+17% +$441K
HONA
262
Honeywell Aerospace
HONA
$51B
$2.34M 0.04%
+10,565
New +$2.33M
DASH icon
263
DoorDash
DASH
$91.7B
$2.33M 0.04%
12,634
-920
-7% -$152K
VZ icon
264
Verizon
VZ
$208B
$2.31M 0.04%
54,565
+3,609
+7% +$169K
SIXA icon
265
ETC 6 Meridian Mega Cap Equity ETF
SIXA
$548M
$2.31M 0.04%
41,209
– –
MDB icon
266
MongoDB
MDB
$29.7B
$2.3M 0.04%
6,853
-466
-6% -$140K
RBRK icon
267
Rubrik
RBRK
$19.4B
$2.29M 0.04%
+28,513
New +$1.79M
TPR icon
268
Tapestry
TPR
$24.4B
$2.27M 0.04%
15,500
-2,441
-14% -$350K
NYT icon
269
New York Times
NYT
$10.9B
$2.26M 0.04%
32,294
-5,268
-14% -$406K
HPE icon
270
Hewlett Packard
HPE
$69B
$2.25M 0.04%
49,922
+2,774
+6% +$100K
MTZ icon
271
MasTec
MTZ
$19B
$2.25M 0.04%
5,397
-206
-4% -$78.8K
EQIX icon
272
Equinix
EQIX
$102B
$2.23M 0.04%
2,138
+261
+14% +$279K
NUE icon
273
Nucor
NUE
$59.2B
$2.22M 0.04%
9,966
-27
-0.3% -$6.11K
EXEL icon
274
Exelixis
EXEL
$14.6B
$2.22M 0.04%
40,712
-1,172
-3% -$57.1K
WM icon
275
Waste Management
WM
$87.5B
$2.19M 0.04%
9,844
+942
+11% +$210K
9 10
11
12 13

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MYIA
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IFG
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FFB
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BG
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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.