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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
SCZ icon
76
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.3B
$10.1M 0.19%
122,742
+3,932
+3% +$329K
GEV icon
77
GE Vernova
GEV
$251B
$10.1M 0.19%
8,565
+273
+3% +$279K
GE icon
78
GE Aerospace
GE
$346B
$9.99M 0.19%
26,739
+391
+1% +$122K
AMAT icon
79
Applied Materials
AMAT
$346B
$9.91M 0.18%
13,705
-1,845
-12% -$851K
PEP icon
80
PepsiCo
PEP
$191B
$9.77M 0.18%
72,183
-10,419
-13% -$1.56M
IJH icon
81
iShares Core S&P Mid-Cap ETF
IJH
$125B
$9.47M 0.18%
122,759
+25,274
+26% +$1.85M
V icon
82
Visa
V
$707B
$9.26M 0.17%
26,979
+732
+3% +$235K
TSM icon
83
TSMC
TSM
$2.16T
$8.94M 0.17%
18,720
+643
+4% +$261K
CB icon
84
Chubb
CB
$134B
$8.91M 0.17%
26,145
-396
-1% -$129K
CRWD icon
85
CrowdStrike
CRWD
$220B
$8.68M 0.16%
45,500
+16,132
+55% +$2.29M
VTV icon
86
Vanguard Morningstar Value ETF
VTV
$194B
$8.66M 0.16%
39,723
+1,644
+4% +$343K
IWD icon
87
iShares Russell 1000 Value ETF
IWD
$84.7B
$8.65M 0.16%
35,684
+169
+0.5% +$39.4K
SCHB icon
88
Schwab US Broad Market ETF
SCHB
$44.9B
$8.47M 0.16%
292,527
-22,861
-7% -$640K
EMXC icon
89
iShares MSCI Emerging Markets ex China ETF
EMXC
$25.2B
$8.4M 0.16%
82,089
-2,164
-3% -$204K
ABBV icon
90
AbbVie
ABBV
$460B
$8.38M 0.16%
33,304
+820
+3% +$176K
CHWY icon
91
Chewy
CHWY
$9.81B
$8.2M 0.15%
417,453
+230,847
+124% +$5.24M
PG icon
92
Procter & Gamble
PG
$341B
$7.97M 0.15%
54,325
-912
-2% -$133K
BA icon
93
Boeing
BA
$166B
$7.94M 0.15%
36,680
+6,999
+24% +$1.56M
BAC icon
94
Bank of America
BAC
$441B
$7.86M 0.15%
137,977
+11,085
+9% +$590K
IBM icon
95
IBM
IBM
$221B
$7.8M 0.15%
27,739
+2,884
+12% +$727K
FTEC icon
96
Fidelity MSCI Information Technology Index ETF
FTEC
$21.2B
$7.8M 0.15%
27,307
-3,031
-10% -$792K
VO icon
97
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$7.66M 0.14%
95,092
+7,872
+9% +$610K
DIA icon
98
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$46.1B
$7.6M 0.14%
14,554
+2,823
+24% +$1.41M
WFC icon
99
Wells Fargo
WFC
$270B
$7.6M 0.14%
91,922
+15,750
+21% +$1.27M
LOW icon
100
Lowe's Companies
LOW
$113B
$7.57M 0.14%
34,353
-507
-1% -$115K
2 3
4
5 6

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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.