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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
AM icon
1151
Antero Midstream
AM
$10.5B
$248K ﹤0.01%
10,913
-262
-2% -$5.69K
SFL icon
1152
SFL Corp
SFL
$1.54B
$247K ﹤0.01%
24,239
+1,382
+6% +$15.7K
IYM icon
1153
iShares US Basic Materials ETF
IYM
$1.03B
$247K ﹤0.01%
1,374
– –
CIBR icon
1154
First Trust NASDAQ Cybersecurity ETF
CIBR
$15.6B
$246K ﹤0.01%
+2,734
New +$210K
FN icon
1155
Fabrinet
FN
$18.8B
$246K ﹤0.01%
437
+5
+1% +$3.22K
CVSA
1156
Covista Inc
CVSA
$4.31B
$245K ﹤0.01%
1,967
+123
+7% +$14.8K
ZG icon
1157
Zillow
ZG
$7.71B
$244K ﹤0.01%
7,769
-1,282
-14% -$49.5K
NUBD icon
1158
Nuveen ESG US Aggregate Bond ETF
NUBD
$464M
$243K ﹤0.01%
10,994
+623
+6% +$13.8K
J icon
1159
Jacobs Solutions
J
$17.3B
$243K ﹤0.01%
1,930
-2,778
-59% -$342K
CWT icon
1160
California Water Service
CWT
$3.09B
$243K ﹤0.01%
+4,997
New +$225K
NLY icon
1161
Annaly Capital Management
NLY
$17.4B
$243K ﹤0.01%
10,848
-5,058
-32% -$112K
SLM icon
1162
SLM Corp
SLM
$5.11B
$243K ﹤0.01%
+9,350
New +$211K
MRP
1163
Millrose Properties Inc
MRP
$4.94B
$242K ﹤0.01%
+8,061
New +$233K
DTM icon
1164
DT Midstream
DTM
$13.7B
$240K ﹤0.01%
1,636
-211
-11% -$29.8K
BAX icon
1165
Baxter International
BAX
$14.3B
$240K ﹤0.01%
+11,240
New +$209K
EXPD icon
1166
Expeditors International
EXPD
$23B
$239K ﹤0.01%
1,469
-141
-9% -$21.8K
LGIH icon
1167
LGI Homes
LGIH
$1.34B
$239K ﹤0.01%
+3,753
New +$179K
RYN icon
1168
Rayonier
RYN
$6.45B
$239K ﹤0.01%
11,229
-3,218
-22% -$67.4K
VIGI icon
1169
Vanguard International Dividend Appreciation ETF
VIGI
$9.26B
$239K ﹤0.01%
2,558
-1,061
-29% -$98.3K
SNAP icon
1170
Snap
SNAP
$9.32B
$238K ﹤0.01%
53,667
+7,970
+17% +$43.6K
WABC icon
1171
Westamerica Bancorp
WABC
$1.36B
$237K ﹤0.01%
+4,044
New +$224K
IGOV icon
1172
iShares International Treasury Bond ETF
IGOV
$1.53B
$236K ﹤0.01%
5,759
– –
LBTYA icon
1173
Liberty Global Class A
LBTYA
$3.48B
$236K ﹤0.01%
20,757
-1,406
-6% -$16.8K
GLUE icon
1174
Monte Rosa Therapeutics
GLUE
$1.34B
$236K ﹤0.01%
9,746
-770
-7% -$14.5K
CLH icon
1175
Clean Harbors
CLH
$16.4B
$236K ﹤0.01%
+789
New +$233K
45 46
47
48 49

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WL
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DRZID
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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.