We are live on ! Find out more
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
KLAC icon
51
KLA
KLAC
$226B
$15M 0.28%
49,814
-4,376
-8% -$869K
JNJ icon
52
Johnson & Johnson
JNJ
$671B
$14.7M 0.27%
57,725
+28
+0% +$6.53K
ORCL icon
53
Oracle
ORCL
$444B
$14.2M 0.26%
97,196
+6,546
+7% +$1.19M
RWO icon
54
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.26B
$14.1M 0.26%
282,843
+1,334
+0.5% +$65.4K
STX icon
55
Seagate
STX
$181B
$13.7M 0.25%
14,170
+1,728
+14% +$1.32M
WDC icon
56
Western Digital
WDC
$159B
$13.6M 0.25%
21,222
-1,793
-8% -$872K
VV icon
57
Vanguard Morningstar Large-Cap ETF
VV
$54.5B
$13.5M 0.25%
39,369
+76
+0.2% +$25.4K
VXUS icon
58
Vanguard Total International Stock ETF
VXUS
$164B
$12.7M 0.24%
148,510
-2,802
-2% -$235K
ABNB icon
59
Airbnb
ABNB
$109B
$12.5M 0.23%
87,027
-42,093
-33% -$5.74M
AMGN icon
60
Amgen
AMGN
$240B
$12.4M 0.23%
34,281
+804
+2% +$275K
DLR icon
61
Digital Realty Trust
DLR
$69.7B
$12.3M 0.23%
68,451
-2,193
-3% -$420K
SNDK
62
Sandisk
SNDK
$228B
$12.1M 0.22%
5,318
-2,205
-29% -$3.15M
LRCX icon
63
Lam Research
LRCX
$366B
$12M 0.22%
27,771
+147
+0.5% +$44.6K
IWR icon
64
iShares Russell Mid-Cap ETF
IWR
$57.1B
$12M 0.22%
108,612
+150
+0.1% +$15.8K
MRK icon
65
Merck
MRK
$376B
$11.6M 0.22%
90,183
+534
+0.6% +$62.5K
CAT icon
66
Caterpillar
CAT
$368B
$11.5M 0.21%
10,841
+413
+4% +$363K
SOFI icon
67
SoFi Technologies
SOFI
$23.9B
$11.2M 0.21%
623,977
-12,654
-2% -$214K
VEU icon
68
Vanguard FTSE All-World ex-US ETF
VEU
$70.8B
$11M 0.2%
131,417
+3,160
+2% +$258K
DFSU
69
Dimensional US Sustainability Core 1 ETF
DFSU
$2.38B
$10.9M 0.2%
233,340
+28,673
+14% +$1.3M
MAR icon
70
Marriott International
MAR
$87.6B
$10.7M 0.2%
28,870
+2,870
+11% +$1.06M
CSCO icon
71
Cisco
CSCO
$428B
$10.7M 0.2%
91,074
-24
-0% -$2.51K
PCAR icon
72
PACCAR
PCAR
$65.5B
$10.7M 0.2%
88,840
-150
-0.2% -$17.7K
VUG icon
73
Vanguard Morningstar Growth ETF
VUG
$229B
$10.4M 0.19%
121,265
-2,917
-2% -$245K
UNH icon
74
UnitedHealth
UNH
$360B
$10.3M 0.19%
24,767
+2,442
+11% +$905K
FIX icon
75
Comfort Systems
FIX
$55.6B
$10.1M 0.19%
5,106
-367
-7% -$666K
1 2
3
4 5

Similar funds

SCM
Shelton Capital Management Denver, Colorado $5.39B AUM 56.42% 1-Year Est. Return
O
OrbiMed New York $5.4B AUM 163.13% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
MYIA
Mount Yale Investment Advisors Denver, Colorado $5.4B AUM 28.46% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return
FFB
First Financial Bankshares Abilene, Texas $5.34B AUM 28.75% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return

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.