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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
IVW icon
101
iShares S&P 500 Growth ETF
IVW
$77.2B
$7.49M 0.14%
54,468
+1,267
+2% +$167K
RELY icon
102
Remitly
RELY
$5.7B
$7.46M 0.14%
332,854
-15,255
-4% -$313K
CVX icon
103
Chevron
CVX
$415B
$7.27M 0.14%
43,856
+9,627
+28% +$1.79M
EEM icon
104
iShares MSCI Emerging Markets ETF
EEM
$31.4B
$7.09M 0.13%
103,664
+898
+0.9% +$58.7K
BMY icon
105
Bristol-Myers Squibb
BMY
$139B
$7.03M 0.13%
122,001
-17,567
-13% -$1.01M
PLTR icon
106
Palantir
PLTR
$439B
$7M 0.13%
59,969
-8,877
-13% -$1.21M
FSBC icon
107
Five Star Bancorp
FSBC
$1.14B
$6.92M 0.13%
142,146
+35
+0% +$1.48K
COF icon
108
Capital One
COF
$135B
$6.91M 0.13%
34,438
+6,941
+25% +$1.33M
CNC icon
109
Centene
CNC
$33.6B
$6.85M 0.13%
106,754
-22,801
-18% -$1.22M
TQQQ icon
110
ProShares UltraPro QQQ
TQQQ
$36.2B
$6.84M 0.13%
84,443
-1,671
-2% -$116K
EIX icon
111
Edison International
EIX
$21.7B
$6.77M 0.13%
90,876
-3,254
-3% -$232K
IEFA icon
112
iShares Core MSCI EAFE ETF
IEFA
$196B
$6.65M 0.12%
68,853
+7,485
+12% +$719K
NFLX icon
113
Netflix
NFLX
$344B
$6.55M 0.12%
91,698
+14,243
+18% +$1.25M
VIG icon
114
Vanguard Dividend Appreciation ETF
VIG
$113B
$6.53M 0.12%
27,600
+1,116
+4% +$256K
GM icon
115
General Motors
GM
$76.5B
$6.5M 0.12%
84,318
+1,750
+2% +$137K
PCG icon
116
PG&E
PCG
$30.7B
$6.37M 0.12%
378,855
-24,107
-6% -$406K
GS icon
117
Goldman Sachs
GS
$302B
$6.36M 0.12%
6,291
+1,646
+35% +$1.6M
ANET icon
118
Arista Networks
ANET
$241B
$6.31M 0.12%
37,160
-10,772
-22% -$1.69M
C icon
119
Citigroup
C
$232B
$6.26M 0.12%
44,734
+2,315
+5% +$301K
HAPN
120
Happen Inc
HAPN
$2.03B
$6.25M 0.12%
301,552
-17,372
-5% -$296K
ABT icon
121
Abbott
ABT
$188B
$6.14M 0.11%
67,673
+9,937
+17% +$907K
GLD icon
122
SPDR Gold Trust
GLD
$150B
$6.07M 0.11%
16,479
+1,179
+8% +$488K
SCHX icon
123
Schwab US Large- Cap ETF
SCHX
$74.7B
$6.06M 0.11%
206,037
-10,336
-5% -$295K
PNC icon
124
PNC Financial Services
PNC
$97.8B
$6.05M 0.11%
24,569
+1,092
+5% +$245K
PYLD icon
125
PIMCO Multi Sector Bond Active ETF
PYLD
$15.5B
$5.96M 0.11%
224,624
+196,668
+703% +$5.19M
3 4
5
6 7

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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.