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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
VOO icon
26
Vanguard S&P 500 ETF
VOO
$1.03T
$31.4M 0.58%
45,789
+3,564
+8% +$2.38M
DFAX icon
27
Dimensional World ex US Core Equity 2 ETF
DFAX
$12.7B
$31M 0.58%
840,321
+231,872
+38% +$8.52M
MU icon
28
Micron Technology
MU
$1.08T
$29.7M 0.55%
25,764
-3,429
-12% -$2.57M
META icon
29
Meta Platforms (Facebook)
META
$1.56T
$29.3M 0.55%
52,096
+4,140
+9% +$2.53M
DFAE icon
30
Dimensional Emerging Core Equity Market ETF
DFAE
$10.1B
$28.1M 0.52%
698,559
+25,873
+4% +$1M
AMD icon
31
Advanced Micro Devices
AMD
$745B
$27.8M 0.52%
47,875
-1,497
-3% -$614K
INTC icon
32
Intel
INTC
$485B
$26.8M 0.5%
192,202
-22,914
-11% -$2.32M
ITOT icon
33
iShares Core S&P Total US Stock Market ETF
ITOT
$97.9B
$26.7M 0.5%
162,554
-3,376
-2% -$536K
IWM icon
34
iShares Russell 2000 ETF
IWM
$81B
$25.9M 0.48%
86,283
+1,689
+2% +$475K
EFA icon
35
iShares MSCI EAFE ETF
EFA
$80B
$25M 0.46%
240,359
+3,037
+1% +$312K
AVGO icon
36
Broadcom
AVGO
$1.7T
$24.9M 0.46%
66,036
-6,298
-9% -$2.53M
TMUS icon
37
T-Mobile US
TMUS
$202B
$24.2M 0.45%
144,218
+1,852
+1% +$351K
DELL icon
38
Dell
DELL
$334B
$24M 0.45%
55,733
+3,607
+7% +$1.04M
COST icon
39
Costco
COST
$410B
$24M 0.45%
25,665
+1,090
+4% +$1.09M
JPM icon
40
JPMorgan Chase
JPM
$962B
$23M 0.43%
70,406
+2,246
+3% +$697K
XOM icon
41
ExxonMobil
XOM
$667B
$22.7M 0.42%
165,827
+5,592
+3% +$837K
SBUX icon
42
Starbucks
SBUX
$121B
$21.7M 0.4%
212,089
-57,415
-21% -$5.78M
LLY icon
43
Eli Lilly
LLY
$1.03T
$21.5M 0.4%
17,958
+2,341
+15% +$2.39M
SNOW icon
44
Snowflake
SNOW
$124B
$20.6M 0.38%
80,765
+17,307
+27% +$3.18M
LII icon
45
Lennox International
LII
$13.3B
$18.4M 0.34%
32,187
-240
-0.7% -$122K
VEA icon
46
Vanguard FTSE Developed Markets ETF
VEA
$239B
$18.2M 0.34%
255,269
-2,167
-0.8% -$151K
BRK.A icon
47
Berkshire Hathaway Class A
BRK.A
$1.09T
$18M 0.33%
24
– –
ARM icon
48
Arm
ARM
$259B
$17.6M 0.33%
+49,716
New +$13.2M
WMT icon
49
Walmart Inc
WMT
$860B
$16.6M 0.31%
146,865
-5,965
-4% -$741K
HD icon
50
Home Depot
HD
$317B
$15.1M 0.28%
42,808
+4,735
+12% +$1.54M
1
2
3 4 5

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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.