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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
(+19%)
Cap. Flow
+$223M
Cap. Flow
% of AUM
4.14%
Top 10 Holdings %
Top 10 Hldgs %
39.73%
Holding
1,493
New
292
Increased
684
Reduced
421
Closed
70
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$32.2M |
| 2 |
Arm
ARM
|
+$13.2M |
| 3 |
NVIDIA
NVDA
|
+$13.2M |
| 4 |
Dimensional US Core Equity 1 ETF
DCOR
|
+$12.3M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$11.8M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Amazon
AMZN
|
+$22.9M |
| 2 |
Starbucks
SBUX
|
+$5.78M |
| 3 |
Airbnb
ABNB
|
+$5.74M |
| 4 |
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 | |
|---|---|---|---|---|---|---|
|
DRAM
1226
Roundhill Memory ETF
DRAM
$23.9B
| $213K | ﹤0.01% |
+2,880
| New | +$150K |
|
1227
APi Group
APG
$18.5B
| $213K | ﹤0.01% |
5,018
-265
| -5% | -$11.6K |
|
1228
Charles River Laboratories
CRL
$13.5B
| $212K | ﹤0.01% |
+935
| New | +$167K |
|
1229
La-Z-Boy
LZB
$1.66B
| $212K | ﹤0.01% |
+5,281
| New | +$191K |
|
1230
AGNC Investment
AGNC
$12.9B
| $211K | ﹤0.01% |
19,373
+1,778
| +10% | +$18.7K |
|
1231
Southwest Gas
SWX
$6.63B
| $211K | ﹤0.01% |
+2,379
| New | +$213K |
|
1232
FMC
FMC
$1.3B
| $211K | ﹤0.01% |
18,308
-8,932
| -33% | -$125K |
|
1233
Axsome Therapeutics
AXSM
$11.1B
| $210K | ﹤0.01% |
+858
| New | +$186K |
|
1234
Workday
WDAY
$44.8B
| $208K | ﹤0.01% |
+1,702
| New | +$216K |
|
1235
Idacorp
IDA
$8.11B
| $208K | ﹤0.01% |
+1,377
| New | +$198K |
|
1236
Fidelity Enhanced Small Cap Core ETF
FESM
$6.29B
| $208K | ﹤0.01% |
+4,305
| New | +$189K |
|
1237
Healthpeak Properties
DOC
$14.1B
| $208K | ﹤0.01% |
+9,699
| New | +$181K |
|
1238
Vanguard Russell 2000 ETF
VTWO
$17.3B
| $206K | ﹤0.01% |
+1,697
| New | +$193K |
|
1239
Meritage Homes
MTH
$4.81B
| $205K | ﹤0.01% |
+2,447
| New | +$167K |
|
1240
FormFactor
FORM
$9.46B
| $205K | ﹤0.01% |
+1,279
| New | +$170K |
|
1241
Simpson Manufacturing
SSD
$8.19B
| $204K | ﹤0.01% |
+977
| New | +$183K |
|
1242
Strategy Inc
MSTR
$37.8B
| $204K | ﹤0.01% |
2,351
+116
| +5% | +$16.8K |
|
1243
MSC Industrial Direct
MSM
$6.7B
| $204K | ﹤0.01% |
+1,717
| New | +$182K |
|
1244
Cullen/Frost Bankers
CFR
$10.3B
| $203K | ﹤0.01% |
+1,315
| New | +$187K |
|
1245
Methode Electronics
MEI
$595M
| $202K | ﹤0.01% |
+10,636
| New | +$110K |
|
1246
Inspire Medical Systems
INSP
$1.71B
| $202K | ﹤0.01% |
+4,518
| New | +$214K |
|
1247
ROBO Global Robotics & Automation Index ETF
ROBO
$2.1B
| $201K | ﹤0.01% |
+2,351
| New | +$193K |
|
1248
Vanguard International High Dividend Yield ETF
VYMI
$21.2B
| $201K | ﹤0.01% |
+2,049
| New | +$203K |
|
1249
Franklin Electric
FELE
$4.77B
| $201K | ﹤0.01% |
+1,874
| New | +$188K |
|
1250
Tetra Tech
TTEK
$9.06B
| $201K | ﹤0.01% |
+6,951
| New | +$204K |
|
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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.