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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
+557.65%
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 Consumer Discretionary 21.9%
2 Technology 21.1%
3 Financials 5.6%
4 Industrials 4.84%
5 Communication Services 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FPX icon
1076
First Trust US Equity Opportunities ETF
FPX
$1.49B
$284K 0.01%
1,379
+65
+5% +$12K
FFIN icon
1077
First Financial Bankshares
FFIN
$4.99B
$284K 0.01%
+8,199
New +$265K
ENVA icon
1078
Enova International
ENVA
$6.4B
$283K 0.01%
+1,176
New +$202K
DIHP icon
1079
Dimensional International High Profitability ETF
DIHP
$6.59B
$283K 0.01%
8,292
+144
+2% +$4.88K
VONG icon
1080
Vanguard Russell 1000 Growth ETF
VONG
$45.4B
$282K 0.01%
2,207
+240
+12% +$29.8K
MC icon
1081
Moelis & Co
MC
$4.93B
$282K 0.01%
4,312
+304
+8% +$19.9K
IGIB icon
1082
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.5B
$282K 0.01%
5,305
+38
+0.7% +$2.02K
MPT
1083
Medical Properties Trust
MPT
$2.4B
$282K 0.01%
61,010
+4,398
+8% +$21.8K
NOV icon
1084
NOV
NOV
$7.49B
$282K 0.01%
15,189
+2,360
+18% +$47K
MTB icon
1085
M&T Bank
MTB
$36.4B
$281K 0.01%
1,181
-133
-10% -$29.1K
PPLI
1086
People Inc
PPLI
$2.97B
$281K 0.01%
+6,091
New +$260K
JLL icon
1087
Jones Lang LaSalle
JLL
$16.7B
$281K 0.01%
905
-1,474
-62% -$458K
CF icon
1088
CF Industries
CF
$17.8B
$280K 0.01%
2,590
+30
+1% +$3.54K
KRE icon
1089
State Street SPDR S&P Regional Banking ETF
KRE
$4.61B
$280K 0.01%
3,735
+505
+16% +$35.3K
EQT icon
1090
EQT Corp
EQT
$34B
$277K 0.01%
5,216
+1,400
+37% +$78.5K
SOLV icon
1091
Solventum
SOLV
$14.3B
$277K 0.01%
+3,588
New +$262K
PII icon
1092
Polaris
PII
$3.99B
$277K 0.01%
+4,040
New +$260K
FENY icon
1093
Fidelity MSCI Energy Index ETF
FENY
$2.06B
$276K 0.01%
9,341
+65
+0.7% +$2.07K
ACGL icon
1094
Arch Capital
ACGL
$33.5B
$275K 0.01%
2,835
-3,934
-58% -$371K
JXN icon
1095
Jackson Financial
JXN
$8.75B
$275K 0.01%
2,684
-258
-9% -$28K
CFFN icon
1096
Capitol Federal Financial
CFFN
$1.09B
$275K 0.01%
32,266
-195
-0.6% -$1.52K
MMSI icon
1097
Merit Medical Systems
MMSI
$5.44B
$274K 0.01%
+3,957
New +$261K
ING icon
1098
ING
ING
$101B
$273K 0.01%
8,715
+161
+2% +$4.76K
SPYG icon
1099
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$54.9B
$273K 0.01%
+2,298
New +$263K
CMS icon
1100
CMS Energy
CMS
$21.8B
$273K 0.01%
3,571
+921
+35% +$69K
42 43
44
45 46

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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 Consumer Discretionary at 22% of assets, down from 24% a quarter earlier, followed by Technology and Financials.

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.