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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
+533.88%
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 Miscellaneous 32.35%
2 Consumer Discretionary 21.9%
3 Technology 21.1%
4 Financials 5.6%
5 Industrials 4.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EFG icon
126
iShares MSCI EAFE Growth ETF
EFG
$17B
$5.89M 0.11%
47,348
-6,286
-12% -$758K
VBK icon
127
Vanguard Morningstar Small-Cap Growth ETF
VBK
$23.7B
$5.69M 0.11%
15,564
+457
+3% +$156K
PM icon
128
Philip Morris
PM
$284B
$5.66M 0.11%
31,276
+3,710
+13% +$643K
JBHT icon
129
JB Hunt Transport Services
JBHT
$25.7B
$5.65M 0.11%
19,511
+369
+2% +$94.8K
FTI icon
130
TechnipFMC
FTI
$31.3B
$5.63M 0.1%
84,926
-2,752
-3% -$195K
QCOM icon
131
Qualcomm
QCOM
$180B
$5.6M 0.1%
30,301
-927
-3% -$173K
TXN icon
132
Texas Instruments
TXN
$236B
$5.59M 0.1%
18,750
+1,115
+6% +$309K
VOE icon
133
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24.4B
$5.52M 0.1%
27,941
+3,863
+16% +$747K
TER icon
134
Teradyne
TER
$55.8B
$5.51M 0.1%
11,390
-1,094
-9% -$413K
IJR icon
135
iShares Core S&P Small-Cap ETF
IJR
$110B
$5.51M 0.1%
37,132
+1,015
+3% +$139K
VBR icon
136
Vanguard Morningstar Small-Cap Value ETF
VBR
$37.5B
$5.4M 0.1%
22,237
+1,085
+5% +$252K
FTNT icon
137
Fortinet
FTNT
$115B
$5.35M 0.1%
34,818
-5,928
-15% -$685K
UBER icon
138
Uber
UBER
$155B
$5.28M 0.1%
73,227
-11,057
-13% -$811K
VGT icon
139
Vanguard Information Technology ETF
VGT
$149B
$5.24M 0.1%
43,824
+3,424
+8% +$375K
VWO icon
140
Vanguard FTSE Emerging Markets ETF
VWO
$129B
$5.18M 0.1%
86,820
+4,493
+5% +$264K
HYS icon
141
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.79B
$5.18M 0.1%
+55,385
New +$5.18M
FCX icon
142
Freeport-McMoran
FCX
$104B
$5.14M 0.1%
81,676
+7,494
+10% +$482K
TJX icon
143
TJX Companies
TJX
$145B
$5.12M 0.1%
33,827
-896
-3% -$142K
RTX icon
144
RTX Corp
RTX
$271B
$5.11M 0.1%
26,948
+2,319
+9% +$425K
MA icon
145
Mastercard
MA
$507B
$5.1M 0.09%
9,925
+1,157
+13% +$577K
FIG
146
Figma
FIG
$12.9B
$5.06M 0.09%
279,526
-18,480
-6% -$372K
CMI icon
147
Cummins
CMI
$77.2B
$5.05M 0.09%
7,083
+222
+3% +$146K
AIRO
148
AIRO Group Holdings
AIRO
$234M
$5.05M 0.09%
683,339
+1,148
+0.2% +$8.99K
LMT icon
149
Lockheed Martin
LMT
$121B
$5.02M 0.09%
9,848
-1,056
-10% -$571K
RDDT icon
150
Reddit
RDDT
$29.7B
$5M 0.09%
28,782
-12,898
-31% -$2.07M
4 5
6
7 8

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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 Miscellaneous at 32% of assets, up from 31% a quarter earlier, followed by Consumer Discretionary and Technology.

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.