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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
CRM icon
151
Salesforce
CRM
$213B
$4.99M 0.09%
31,864
-6,265
-16% -$1.1M
VOT icon
152
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$19.5B
$4.94M 0.09%
16,139
+1,161
+8% +$335K
FDX icon
153
FedEx
FDX
$76.3B
$4.93M 0.09%
15,752
-260
-2% -$94.5K
AXP icon
154
American Express
AXP
$220B
$4.87M 0.09%
14,395
+67
+0.5% +$21.5K
VRT icon
155
Vertiv
VRT
$108B
$4.85M 0.09%
14,500
-849
-6% -$269K
IEMG icon
156
iShares Core MSCI Emerging Markets ETF
IEMG
$165B
$4.78M 0.09%
57,654
-2,475
-4% -$197K
SCHF icon
157
Schwab International Equity ETF
SCHF
$70.5B
$4.76M 0.09%
171,933
-21,209
-11% -$572K
DAL icon
158
Delta Air Lines
DAL
$52.7B
$4.73M 0.09%
50,525
+1,841
+4% +$139K
APH icon
159
Amphenol
APH
$204B
$4.72M 0.09%
53,504
+1,542
+3% +$111K
UNP icon
160
Union Pacific
UNP
$172B
$4.46M 0.08%
16,414
+3,439
+27% +$903K
DFSE
161
Dimensional Emerging Markets Sustainability Core 1 ETF
DFSE
$661M
$4.46M 0.08%
91,148
+9,021
+11% +$431K
BSV icon
162
Vanguard Short-Term Bond ETF
BSV
$46.5B
$4.41M 0.08%
56,625
+3,674
+7% +$287K
DFSI
163
Dimensional International Sustainability Core 1 ETF
DFSI
$1.2B
$4.41M 0.08%
97,777
+10,137
+12% +$456K
GLW icon
164
Corning
GLW
$133B
$4.41M 0.08%
17,252
-2,154
-11% -$392K
XLK icon
165
State Street Technology Select Sector SPDR ETF
XLK
$122B
$4.4M 0.08%
23,070
+1,948
+9% +$333K
TT icon
166
Trane Technologies
TT
$98.5B
$4.27M 0.08%
8,687
+555
+7% +$260K
VB icon
167
Vanguard Morningstar Small-Cap ETF
VB
$81B
$4.23M 0.08%
13,962
+312
+2% +$89.4K
SDY icon
168
State Street SPDR S&P Dividend ETF
SDY
$21.7B
$4.23M 0.08%
27,796
+5,246
+23% +$782K
RBLX icon
169
Roblox
RBLX
$30.9B
$4.21M 0.08%
77,444
+56,382
+268% +$2.8M
NEM icon
170
Newmont
NEM
$135B
$4.19M 0.08%
44,894
-3,753
-8% -$409K
NKE icon
171
Nike
NKE
$57B
$4.16M 0.08%
101,331
-18,383
-15% -$809K
MOH icon
172
Molina Healthcare
MOH
$10.5B
$4.12M 0.08%
17,998
+4,917
+38% +$891K
INCY icon
173
Incyte
INCY
$25.7B
$4.09M 0.08%
36,050
-4,301
-11% -$427K
KO icon
174
Coca-Cola
KO
$379B
$4.07M 0.08%
50,046
+4,316
+9% +$341K
CIEN icon
175
Ciena
CIEN
$45.5B
$4.06M 0.08%
8,279
-368
-4% -$188K
5 6
7
8 9

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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.