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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
BITO icon
1426
ProShares Bitcoin Strategy ETF
BITO
$1.43B
– –
-12,829
Closed -$119K
BNDX icon
1427
Vanguard Total International Bond ETF
BNDX
$82.9B
– –
-4,965
Closed -$239K
CACI icon
1428
CACI
CACI
$14.8B
– –
-892
Closed -$485K
CHKP icon
1429
Check Point Software Technologies
CHKP
$13.2B
– –
-1,510
Closed -$216K
CNXC icon
1430
Concentrix
CNXC
$1.57B
– –
-11,644
Closed -$319K
CPNG icon
1431
Coupang
CPNG
$29.7B
– –
-18,705
Closed -$353K
CTRA
1432
DELISTED
Coterra Energy
CTRA
– –
-24,547
Closed -$863K
CTSH icon
1433
Cognizant
CTSH
$26.4B
– –
-7,980
Closed -$490K
CZR icon
1434
Caesars Entertainment
CZR
$6.06B
– –
-11,295
Closed -$299K
DOCS icon
1435
Doximity
DOCS
$4.65B
– –
-8,729
Closed -$203K
DUSB icon
1436
Dimensional Ultrashort Fixed Income ETF
DUSB
$2.23B
– –
-5,117
Closed -$259K
EPAM icon
1437
EPAM Systems
EPAM
$5.15B
– –
-2,859
Closed -$387K
EQH icon
1438
Equitable Holdings
EQH
$14B
– –
-7,070
Closed -$262K
ESBA icon
1439
Empire State Realty Series ES
ESBA
$1.29B
– –
-15,311
Closed -$77.2K
FBND icon
1440
Fidelity Total Bond ETF
FBND
$27.3B
– –
-6,370
Closed -$291K
FSEC icon
1441
Fidelity Investment Grade Securitized ETF
FSEC
$4.63B
– –
-6,267
Closed -$275K
G icon
1442
Genpact
G
$5.71B
– –
-31,361
Closed -$1.17M
GMED icon
1443
Globus Medical
GMED
$11.4B
– –
-4,908
Closed -$423K
GPN icon
1444
Global Payments
GPN
$22.7B
– –
-6,356
Closed -$428K
HAYW icon
1445
Hayward Holdings
HAYW
$3.3B
– –
-21,113
Closed -$282K
IGV icon
1446
iShares Expanded Tech-Software Sector ETF
IGV
$14.9B
– –
-4,156
Closed -$333K
IHI icon
1447
iShares US Medical Devices ETF
IHI
$3.47B
– –
-5,544
Closed -$296K
INGR icon
1448
Ingredion
INGR
$6.6B
– –
-3,962
Closed -$446K
IOT icon
1449
Samsara
IOT
$23.5B
– –
-16,556
Closed -$525K
KGC icon
1450
Kinross Gold
KGC
$32.3B
– –
-7,095
Closed -$217K
56 57
58
59 60

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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.