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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 | |
|---|---|---|---|---|---|---|
1376
Altimmune
ALT
$583M
| $38.3K | ﹤0.01% |
+12,596
| New | +$37.6K |
|
1377
UWM Holdings
UWMC
$2.45B
| $37.9K | ﹤0.01% |
16,560
-2,058
| -11% | -$6.39K |
|
1378
Wipro
WIT
$19.5B
| $37K | ﹤0.01% |
+16,443
| New | +$35K |
|
1379
Expensify
EXFY
$211M
| $35.9K | ﹤0.01% |
+20,064
| New | +$22.5K |
|
1380
Conduent
CNDT
$245M
| $34.9K | ﹤0.01% |
23,882
+9,610
| +67% | +$14.9K |
|
1381
Pacific Biosciences
PACB
$354M
| $34.4K | ﹤0.01% |
20,491
+6,485
| +46% | +$9.43K |
|
1382
Aldeyra Therapeutics
ALDX
$91.1M
| $34.4K | ﹤0.01% |
16,144
-6,055
| -27% | -$10.4K |
|
1383
Quantum-Si Incorporated
QSI
$179M
| $34.1K | ﹤0.01% |
38,585
+11,025
| +40% | +$10.5K |
|
|
LPRO
1384
DELISTED
Open Lending Corp
LPRO
| $33.8K | ﹤0.01% |
10,879
-1,596
| -13% | -$3.26K |
|
1385
BlackRock TCP Capital
TCPC
$327M
| $33.6K | ﹤0.01% |
+10,000
| New | +$38.8K |
|
1386
8x8 Inc
EGHT
$309M
| $33.6K | ﹤0.01% |
19,634
-2,716
| -12% | -$5.47K |
|
1387
MaxCyte
MXCT
$133M
| $29.7K | ﹤0.01% |
24,157
+13,133
| +119% | +$13.1K |
|
1388
Clarivate
CLVT
$1.22B
| $29.5K | ﹤0.01% |
+13,659
| New | +$33.4K |
|
1389
Humacyte
HUMA
$191M
| $27.9K | ﹤0.01% |
35,726
+13,239
| +59% | +$12.3K |
|
1390
Getty Images
GETY
$121M
| $27.1K | ﹤0.01% |
31,557
+5,997
| +23% | +$5.19K |
|
1391
Cardiff Oncology
CRDF
$81.7M
| $26.6K | ﹤0.01% |
20,453
+3,497
| +21% | +$5.55K |
|
1392
EVgo
EVGO
$503M
| $24.9K | ﹤0.01% |
+13,010
| New | +$26.2K |
|
1393
Akebia Therapeutics
AKBA
$240M
| $22.4K | ﹤0.01% |
+19,650
| New | +$23.4K |
|
1394
Clean Energy Fuels
CLNE
$377M
| $21K | ﹤0.01% |
+10,243
| New | +$21.8K |
|
|
ELME
1395
Elme Communities
ELME
$144M
| $20.8K | ﹤0.01% |
14,087
-4,855
| -26% | -$9.84K |
|
|
BZAI
1396
Blaize Holdings
BZAI
$155M
| $19.7K | ﹤0.01% |
+14,267
| New | +$25.1K |
|
1397
SelectQuote
SLQT
$122M
| $19.2K | ﹤0.01% |
22,872
+11,094
| +94% | +$10.1K |
|
|
FFAI
1398
Faraday Future Intelligent Electric
FFAI
$10.6M
| $19.1K | ﹤0.01% |
+552
| New | +$27.2K |
|
|
ORBS
1399
Eightco Holdings
ORBS
$289M
| $19K | ﹤0.01% |
27,331
+4,053
| +17% | +$3.65K |
|
1400
Douglas Elliman
DOUG
$184M
| $18.2K | ﹤0.01% |
+10,292
| New | +$18.5K |
|
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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.