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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
STZ icon
1476
Constellation Brands
STZ
$22.9B
– –
-1,371
Closed -$206K
SU icon
1477
Suncor Energy
SU
$74B
– –
-3,353
Closed -$222K
TMHC
1478
DELISTED
Taylor Morrison
TMHC
– –
-3,940
Closed -$229K
TRI icon
1479
Thomson Reuters
TRI
$45.4B
– –
-2,489
Closed -$227K
TRU icon
1480
TransUnion
TRU
$15.4B
– –
-5,321
Closed -$368K
TYL icon
1481
Tyler Technologies
TYL
$13.2B
– –
-654
Closed -$224K
UDMY
1482
DELISTED
Udemy
UDMY
– –
-14,999
Closed -$69.3K
UHS icon
1483
Universal Health Services
UHS
$9.94B
– –
-2,093
Closed -$375K
UI icon
1484
Ubiquiti
UI
$34.7B
– –
-282
Closed -$223K
UNFI icon
1485
United Natural Foods
UNFI
$2.86B
– –
-18,985
Closed -$855K
WBS icon
1486
Webster Financial
WBS
$12.8B
– –
-9,617
Closed -$668K
WEX icon
1487
WEX
WEX
$6.44B
– –
-5,380
Closed -$823K
YUMC icon
1488
Yum China
YUMC
$16.3B
– –
-4,323
Closed -$211K
WAY
1489
Waystar Holding Corp
WAY
$4.66B
– –
-13,860
Closed -$334K
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.