We are live on ! Find out more
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
BLZE icon
1276
Backblaze
BLZE
$1.16B
$159K ﹤0.01%
+10,033
New +$69.4K
IOVA icon
1277
Iovance Biotherapeutics
IOVA
$2.94B
$159K ﹤0.01%
+38,115
New +$145K
LYFT icon
1278
Lyft
LYFT
$6.64B
$158K ﹤0.01%
10,787
-14,222
-57% -$199K
REPL icon
1279
Replimune Group
REPL
$1.15B
$154K ﹤0.01%
+13,938
New +$85.3K
BDN
1280
Brandywine Realty Trust
BDN
$534M
$149K ﹤0.01%
46,979
+25,827
+122% +$77.6K
GOGO icon
1281
Gogo Inc
GOGO
$392M
$147K ﹤0.01%
47,283
+6,742
+17% +$27.5K
OSPN icon
1282
OneSpan
OSPN
$601M
$146K ﹤0.01%
+10,192
New +$129K
LFST icon
1283
Lifestance Health
LFST
$4.39B
$146K ﹤0.01%
+13,623
New +$105K
OIS icon
1284
Oil States International
OIS
$532M
$145K ﹤0.01%
18,130
-608
-3% -$5.76K
ACDC icon
1285
ProFrac Holding
ACDC
$960M
$142K ﹤0.01%
24,507
+11,082
+83% +$74.7K
SG icon
1286
Sweetgreen
SG
$642M
$140K ﹤0.01%
15,894
+4,049
+34% +$30.9K
AVPT icon
1287
AvePoint
AVPT
$2.78B
$139K ﹤0.01%
+12,412
New +$128K
NMAX
1288
Newsmax Inc
NMAX
$1.13B
$139K ﹤0.01%
+16,801
New +$121K
HUN icon
1289
Huntsman Corp
HUN
$1.83B
$136K ﹤0.01%
12,809
-7,489
-37% -$103K
LWLG icon
1290
Lightwave Logic
LWLG
$1.16B
$135K ﹤0.01%
14,300
+300
+2% +$3.51K
CEPT
1291
DELISTED
Cantor Equity Partners II
CEPT
$134K ﹤0.01%
10,000
– –
RDW icon
1292
Redwire
RDW
$3.38B
$134K ﹤0.01%
+10,941
New +$144K
NMR icon
1293
Nomura Holdings
NMR
$28.6B
$131K ﹤0.01%
14,889
+936
+7% +$7.79K
RIG icon
1294
Transocean
RIG
$6.49B
$130K ﹤0.01%
26,496
-2,922
-10% -$18.3K
ALIT icon
1295
Alight
ALIT
$364M
$127K ﹤0.01%
11,367
+3,037
+36% +$43K
MFA
1296
MFA Financial
MFA
$928M
$127K ﹤0.01%
13,077
-662
-5% -$6.42K
KRNY icon
1297
Kearny Financial
KRNY
$600M
$123K ﹤0.01%
13,053
+1,382
+12% +$11.4K
SFIX
1298
Stitch Fix
SFIX
$499M
$122K ﹤0.01%
29,619
+13,345
+82% +$48.5K
RPAY icon
1299
Repay Holdings
RPAY
$306M
$122K ﹤0.01%
28,981
+4,323
+18% +$15K
OEC icon
1300
Orion
OEC
$377M
$119K ﹤0.01%
17,971
+6,562
+58% +$47.2K
50 51
52
53 54

Similar funds

LP
Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
DWA
Douglass Winthrop Advisors New York $5.46B AUM 11.49% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return

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.