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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
UAA icon
1351
Under Armour
UAA
$2.29B
$64.2K ﹤0.01%
10,052
-98
-1% -$581
WVE icon
1352
Wave Life Sciences
WVE
$993M
$63.5K ﹤0.01%
+10,923
New +$72.4K
NXDR
1353
Nextdoor Holdings
NXDR
$1.03B
$63.5K ﹤0.01%
27,955
+6,657
+31% +$12.4K
PLTK icon
1354
Playtika
PLTK
$1.02B
$63.2K ﹤0.01%
16,978
-3,822
-18% -$13.2K
EVEX icon
1355
Eve Holding
EVEX
$993M
$63K ﹤0.01%
+25,096
New +$72.3K
BLND icon
1356
Blend Labs
BLND
$341M
$61.1K ﹤0.01%
35,724
+2,416
+7% +$3.85K
BTBT icon
1357
Bit Digital
BTBT
$471M
$59.7K ﹤0.01%
+33,187
New +$58.4K
CMRC
1358
Commerce.com Inc Series 1
CMRC
$186M
$59.2K ﹤0.01%
19,992
+8,651
+76% +$24.8K
RXST icon
1359
RxSight
RXST
$293M
$58.1K ﹤0.01%
+12,051
New +$72.7K
EDIT icon
1360
Editas Medicine
EDIT
$453M
$57.5K ﹤0.01%
+17,751
New +$51.9K
LRMR icon
1361
Larimar Therapeutics
LRMR
$448M
$56.4K ﹤0.01%
+18,476
New +$73.4K
AMC icon
1362
AMC Entertainment Holdings
AMC
$2.14B
$55.8K ﹤0.01%
+29,364
New +$50.5K
CYH icon
1363
Community Health Systems
CYH
$400M
$54.7K ﹤0.01%
+16,365
New +$48.2K
TLS icon
1364
Telos
TLS
$321M
$53.4K ﹤0.01%
+11,619
New +$51.4K
XRX icon
1365
Xerox
XRX
$423M
$51.6K ﹤0.01%
+16,474
New +$41.1K
WTI icon
1366
W&T Offshore
WTI
$575M
$49.8K ﹤0.01%
+15,801
New +$58.6K
SMRT icon
1367
SmartRent
SMRT
$270M
$49K ﹤0.01%
41,212
-81,377
-66% -$103K
ACCO icon
1368
Acco Brands
ACCO
$396M
$45.9K ﹤0.01%
11,038
-1,901
-15% -$6.98K
BTE icon
1369
Baytex Energy
BTE
$3.08B
$45.8K ﹤0.01%
11,441
+32
+0.3% +$148
VTEX icon
1370
VTEX
VTEX
$670M
$45.1K ﹤0.01%
+11,270
New +$43K
JELD icon
1371
JELD-WEN Holding
JELD
$164M
$43.1K ﹤0.01%
+28,745
New +$44.3K
NKTX icon
1372
Nkarta
NKTX
$167M
$41.7K ﹤0.01%
+14,751
New +$41.5K
CMPX icon
1373
Compass Therapeutics
CMPX
$396M
$40.1K ﹤0.01%
+18,317
New +$54.1K
THRY icon
1374
Thryv Holdings
THRY
$95.1M
$39.6K ﹤0.01%
+10,050
New +$35.7K
BMBL icon
1375
Bumble
BMBL
$367M
$38.9K ﹤0.01%
12,167
-18,830
-61% -$64.4K
53 54
55
56 57

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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.