BRIGHTON JONES LLC
Sector Allocation
- Other30.9%$1.7B
- Technology24.9%$1.3B
- Consumer Discretionary21.5%$1.2B
- Financials6.0%$320.5M
- Industrials5.4%$292.8M
- Healthcare3.8%$202.7M
- Consumer Staples1.9%$105.0M
- Energy1.5%$82.3M
- Communication Services1.1%$57.1M
- Utilities1.0%$55.5M
AUM History
13fpro.ai/research/fund/brighton-jones-llc-1360798
Conviction and streaks
Diversifying · top 10 = 39.7%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
AMZN
$963.6MMSFT
$315.1MAAPL
$167.7MNVDA
$151.2M- VANGUARD$109.2M
- DIMENSIONAL$96.4M
- DIMENSIONAL$87.8M
- DIMENSIONAL$87.4M
- DIMENSIONAL$82.8M
GOOG
$75.9M- DIMENSIONAL$68.5M
- ISHARES$65.9M
GOOGL
$54.0MDOV
$53.5M- DIMENSIONAL$52.5M
- ISHARES$52.1M
- DIMENSIONAL$47.1M
SPY
$46.2M- MANAGER$44.0M
TSLA
$40.0M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/brighton-jones-llc-1360798
BRIGHTON JONES LLC 13F holdings — Q2 2026
$5.4B portfolio (+18.8% QoQ) · 1,423 holdings · Q2 2026 13F · top 10 are 40% of the stock portfolio
Includes $224K of put/call options ($0 puts, $224K calls), which 13F rules report at the value of the underlying shares, not the premium at risk. Stocks alone: $5.4B. Weights use the stock portfolio.
$963.6M
17.9% of stocks
-2%This quarter-8.5%Since filed10+ qtrsHeld$315.1M
5.9% of stocks
+0.2%This quarter+5.7%Since filed10+ qtrsHeld$167.7M
3.1% of stocks
+2%This quarter+12.8%Since filed10+ qtrsHeld$151.2M
2.8% of stocks
+9%This quarter-0.7%Since filed10+ qtrsHeld- 5
VANGUARD INDEX FDS - TOTAL STK MKT
$109.2M
2.0% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
DIMENSIONAL ETF TRUST - US COR EQU 1 ETF
$96.4M
1.8% of stocks
+15%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
DIMENSIONAL ETF TRUST - GLOBAL REAL EST
$87.8M
1.6% of stocks
+8%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
DIMENSIONAL ETF TRUST - US COR EQU 2 ETF
$87.4M
1.6% of stocks
+11%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
DIMENSIONAL ETF TRUST - INTL CORE EQUITY
$82.8M
1.5% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— $75.9M
1.4% of stocks
+18%This quarter-8.4%Since filed10+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $963.6M | 17.9% | -2% | -8.5% | 10+ qtrs | 67.5#363 | Estimated buy price is Pro: unlock with a free trial | ||
| 2 | $315.1M | 5.9% | +0.2% | +5.7% | 10+ qtrs | 79.8#30 | Estimated buy price is Pro: unlock with a free trial | ||
| 3 | $167.7M | 3.1% | +2% | +12.8% | 10+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 4 | $151.2M | 2.8% | +9% | -0.7% | 10+ qtrsAdded 7 qtrs in a row | 86.0#3 | Estimated buy price is Pro: unlock with a free trial | ||
| 5 | VANGUARD INDEX FDS - TOTAL STK MKT | $109.2M | 2.0% | +2% | — | — | — | — | |
| 6 | DIMENSIONAL ETF TRUST - US COR EQU 1 ETF | $96.4M | 1.8% | +15% | — | — | — | — | |
| 7 | DIMENSIONAL ETF TRUST - GLOBAL REAL EST | $87.8M | 1.6% | +8% | — | — | — | — | |
| 8 | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $87.4M | 1.6% | +11% | — | — | — | — | |
| 9 | DIMENSIONAL ETF TRUST - INTL CORE EQUITY | $82.8M | 1.5% | +7% | — | — | — | — | |
| 10 | $75.9M | 1.4% | +18% | -8.4% | 10+ qtrsAdded 4 qtrs in a row | 77.7#61 | Estimated buy price is Pro: unlock with a free trial |
All holdings — BRIGHTON JONES LLC (Q2 2026)
1,423 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated. The page lists up to 1,000; every position is in the Excel export.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | DIMENSIONAL ETF TRUST - INTL CORE EQT MKetf/fund | — | $68.5M | 1.3% | 1.66M | +5% | — | — | 13F |
| 12 | — | ISHARES TR - RUS 1000 ETFetf/fund | — | $65.9M | 1.2% | 161K | -0.0% | — | — | 13F |
| 13 | Alphabet Inc. | Technology | $54.0M | 1.0% | 151K | +6% | 10+ qtrsAdded 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | DOVER Corpetf/fund | Industrials | $53.5M | 1.0% | 341K | +4% | 10+ qtrsAdded 7 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | — | DIMENSIONAL ETF TRUST - US CORE EQT MKTetf/fund | — | $52.5M | 1.0% | 1.02M | +2% | — | — | 13F |
| 16 | — | ISHARES TR - 0-3 MTH TREASURYetf/fund | — | $52.1M | 1.0% | 517K | +162% | — | — | 13F |
| 17 | — | DIMENSIONAL ETF TRUST - EMERGING MKTS COetf/fund | — | $47.1M | 0.9% | 1.16M | +3% | — | — | 13F |
| 18 | SPDR S&P 500 ETF TRUSTetf/fund | — | $46.2M | 0.9% | 62K | +1% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | — | MANAGER DIRECTED PORTFOLIOS - VERT GLB SUST RE | — | $44.0M | 0.8% | 3.87M | +5% | — | — | 13F |
| 20 | Tesla, Inc. | Consumer Discretionary | $40.0M | 0.7% | 95K | -4% | 2 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | — | ISHARES TR - RUS 1000 GRW ETFetf/fund | — | $39.9M | 0.7% | 321K | +294% | — | — | 13F |
| 22 | — | ISHARES TR - CORE S&P500 ETFetf/fund | — | $38.8M | 0.7% | 52K | +3% | — | — | 13F |
| 23 | BERKSHIRE HATHAWAY INC | Financials | $33.8M | 0.6% | 68K | +23% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | INVESCO QQQ TRUST, SERIES 1etf/fund | — | $33.4M | 0.6% | 45K | +7% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | ISHARES TR - RUSSELL 3000 ETFetf/fund | — | $32.4M | 0.6% | 76K | -0.6% | — | — | 13F |
| 26 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $31.4M | 0.6% | 46K | +8% | |||
| 27 | — | DIMENSIONAL ETF TRUST - WORLD EX US CORE | — | $31.0M | 0.6% | 840K | +38% | |||
| 28 | $MU | MICRON TECHNOLOGY INC | Technology | $29.7M | 0.6% | 26K | -12% | |||
| 29 | $META | Meta Platforms, Inc. | Technology | $29.3M | 0.6% | 52K | +9% | |||
| 30 | — | DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG | — | $28.1M | 0.5% | 699K | +4% | |||
| 31 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $27.8M | 0.5% | 48K | -3% | |||
| 32 | $INTC | INTEL CORP | Technology | $26.8M | 0.5% | 192K | -11% | |||
| 33 | — | ISHARES TR - CORE S&P TTL STK | — | $26.7M | 0.5% | 163K | -2% | |||
| 34 | — | ISHARES TR - RUSSELL 2000 ETF | — | $25.9M | 0.5% | 86K | +2% | |||
| 35 | — | ISHARES TR - MSCI EAFE ETF | — | $25.0M | 0.5% | 240K | +1% | |||
| 36 | $AVGO | Broadcom Inc. | Technology | $24.9M | 0.5% | 66K | -9% | |||
| 37 | $TMUS | T-Mobile US, Inc. | Communication Services | $24.2M | 0.5% | 144K | +1% | |||
| 38 | $DELL | Dell Technologies Inc. | Technology | $24.0M | 0.5% | 56K | +7% | |||
| 39 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $24.0M | 0.5% | 26K | +4% | |||
| 40 | $JPM | JPMORGAN CHASE & CO | Financials | $23.0M | 0.4% | 70K | +3% | |||
| 41 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $22.7M | 0.4% | 166K | +3% | |||
| 42 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $21.7M | 0.4% | 212K | -21% | |||
| 43 | $LLY | ELI LILLY & Co | Healthcare | $21.5M | 0.4% | 18K | +15% | |||
| 44 | $SNOW | Snowflake Inc. | Technology | $20.6M | 0.4% | 81K | +27% | |||
| 45 | $LII | LENNOX INTERNATIONAL INC | Industrials | $18.4M | 0.3% | 32K | -0.7% | |||
| 46 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $18.2M | 0.3% | 255K | -0.8% | |||
| 47 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $18.0M | 0.3% | 24 | — | |||
| 48 | $ARM | ARM HOLDINGS PLC /UK | Technology | $17.6M | 0.3% | 50K | New | |||
| 49 | $WMT | Walmart Inc. | Consumer Staples | $16.6M | 0.3% | 147K | -4% | |||
| 50 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $15.1M | 0.3% | 43K | +12% | |||
| 51 | $KLAC | KLA CORP | Technology | $15.0M | 0.3% | 50K | +819% | |||
| 52 | $JNJ | JOHNSON & JOHNSON | Healthcare | $14.7M | 0.3% | 58K | +0.0% | |||
| 53 | $ORCL | ORACLE CORP | Technology | $14.2M | 0.3% | 97K | +7% | |||
| 54 | — | SPDR INDEX SHS FDS - ST DOW GLOBA ETF | — | $14.1M | 0.3% | 283K | +0.5% | |||
| 55 | $STX | Seagate Technology Holdings plc | Technology | $13.7M | 0.3% | 14K | +14% | |||
| 56 | $WDC | WESTERN DIGITAL CORP | Technology | $13.6M | 0.3% | 21K | -8% | |||
| 57 | — | VANGUARD INDEX FDS - LARGE CAP ETF | — | $13.5M | 0.3% | 39K | +0.2% | |||
| 58 | — | VANGUARD STAR FDS - VG TL INTL STK F | — | $12.7M | 0.2% | 149K | -2% | |||
| 59 | $ABNB | Airbnb, Inc. | Technology | $12.5M | 0.2% | 87K | -33% | |||
| 60 | $AMGN | AMGEN INC | Healthcare | $12.4M | 0.2% | 34K | +2% | |||
| 61 | $DLR | DIGITAL REALTY TRUST, INC. | Real Estate | $12.3M | 0.2% | 68K | -3% | |||
| 62 | $SNDK | Sandisk Corp | Technology | $12.1M | 0.2% | 5,318 | -29% | |||
| 63 | $LRCX | LAM RESEARCH CORP | Technology | $12.0M | 0.2% | 28K | +0.5% | |||
| 64 | — | ISHARES TR - RUS MID CAP ETF | — | $12.0M | 0.2% | 109K | +0.1% | |||
| 65 | $MRK | Merck & Co., Inc. | Healthcare | $11.6M | 0.2% | 90K | +0.6% | |||
| 66 | $CAT | CATERPILLAR INC | Industrials | $11.5M | 0.2% | 11K | +4% | |||
| 67 | $SOFI | SoFi Technologies, Inc. | Financials | $11.2M | 0.2% | 624K | -2% | |||
| 68 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | — | $11.0M | 0.2% | 131K | +2% | |||
| 69 | — | DIMENSIONAL ETF TRUST - US SUSTAINABILTY | — | $10.9M | 0.2% | 233K | +14% | |||
| 70 | $MAR | MARRIOTT INTERNATIONAL INC /MD/ | Consumer Discretionary | $10.7M | 0.2% | 29K | +11% | |||
| 71 | $CSCO | CISCO SYSTEMS, INC. | Technology | $10.7M | 0.2% | 91K | -0.0% | |||
| 72 | $PCAR | PACCAR INC | Industrials | $10.7M | 0.2% | 89K | -0.2% | |||
| 73 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $10.4M | 0.2% | 121K | +486% | |||
| 74 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $10.3M | 0.2% | 25K | +11% | |||
| 75 | $FIX | COMFORT SYSTEMS USA INC | Industrials | $10.1M | 0.2% | 5,106 | -7% | |||
| 76 | — | ISHARES TR - EAFE SML CP ETF | — | $10.1M | 0.2% | 123K | +3% | |||
| 77 | $GEV | GE Vernova Inc. | Industrials | $10.1M | 0.2% | 8,565 | +3% | |||
| 78 | $GE | GENERAL ELECTRIC CO | Industrials | $10.0M | 0.2% | 27K | +1% | |||
| 79 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $9.9M | 0.2% | 14K | -12% | |||
| 80 | $PEP | PEPSICO INC | Consumer Staples | $9.8M | 0.2% | 72K | -13% | |||
| 81 | — | ISHARES TR - CORE S&P MCP ETF | — | $9.5M | 0.2% | 123K | +26% | |||
| 82 | $V | VISA INC. | Financials | $9.3M | 0.2% | 27K | +3% | |||
| 83 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $8.9M | 0.2% | 19K | +4% | |||
| 84 | $CB | Chubb Ltd | Financials | $8.9M | 0.2% | 26K | -1% | |||
| 85 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $8.7M | 0.2% | 11K | +55% | |||
| 86 | — | VANGUARD INDEX FDS - VALUE ETF | — | $8.7M | 0.2% | 40K | +4% | |||
| 87 | — | ISHARES TR - RUS 1000 VAL ETF | — | $8.7M | 0.2% | 36K | +0.5% | |||
| 88 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | — | $8.5M | 0.2% | 293K | -7% | |||
| 89 | — | ISHARES INC - MSCI EMRG CHN | — | $8.4M | 0.2% | 82K | -3% | |||
| 90 | $ABBV | AbbVie Inc. | Healthcare | $8.4M | 0.2% | 33K | +3% | |||
| 91 | $CHWY | Chewy, Inc. | Consumer Discretionary | $8.2M | 0.1% | 417K | +124% | |||
| 92 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $8.0M | 0.1% | 54K | -2% | |||
| 93 | $BA | BOEING CO | Industrials | $7.9M | 0.1% | 37K | +24% | |||
| 94 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $7.9M | 0.1% | 138K | +9% | |||
| 95 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $7.8M | 0.1% | 28K | +12% | |||
| 96 | — | FIDELITY COVINGTON TRUST - MSCI INFO TECH I | — | $7.8M | 0.1% | 27K | -10% | |||
| 97 | — | VANGUARD INDEX FDS - MID CAP ETF | — | $7.7M | 0.1% | 95K | +336% | |||
| 98 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | — | $7.6M | 0.1% | 15K | +24% | |||
| 99 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $7.6M | 0.1% | 92K | +21% | |||
| 100 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $7.6M | 0.1% | 34K | -1% | |||
| 101 | — | ISHARES TR - S&P 500 GRWT ETF | — | $7.5M | 0.1% | 54K | +2% | |||
| 102 | $RELY | Remitly Global, Inc. | Industrials | $7.5M | 0.1% | 333K | -4% | |||
| 103 | $CVX | CHEVRON CORP | Energy | $7.3M | 0.1% | 44K | +28% | |||
| 104 | — | ISHARES TR - MSCI EMG MKT ETF | — | $7.1M | 0.1% | 104K | +0.9% | |||
| 105 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $7.0M | 0.1% | 122K | -13% | |||
| 106 | $PLTR | Palantir Technologies Inc. | Technology | $7.0M | 0.1% | 60K | -13% | |||
| 107 | $FSBC | FIVE STAR BANCORP | Financials | $6.9M | 0.1% | 142K | +0.0% | |||
| 108 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $6.9M | 0.1% | 34K | +25% | |||
| 109 | $CNC | CENTENE CORP | Healthcare | $6.9M | 0.1% | 107K | -18% | |||
| 110 | — | PROSHARES TR - ULTRAPRO QQQ | — | $6.8M | 0.1% | 84K | -2% | |||
| 111 | $EIX | EDISON INTERNATIONAL | Utilities | $6.8M | 0.1% | 91K | -3% | |||
| 112 | — | ISHARES TR - CORE MSCI EAFE | — | $6.6M | 0.1% | 69K | +12% | |||
| 113 | $NFLX | NETFLIX INC | Communication Services | $6.5M | 0.1% | 92K | +18% | |||
| 114 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $6.5M | 0.1% | 28K | +4% | |||
| 115 | $GM | General Motors Co | Consumer Discretionary | $6.5M | 0.1% | 84K | +2% | |||
| 116 | $PCG | PG&E Corp | Utilities | $6.4M | 0.1% | 379K | -6% | |||
| 117 | $GS | GOLDMAN SACHS GROUP INC | Financials | $6.4M | 0.1% | 6,291 | +35% | |||
| 118 | $ANET | Arista Networks, Inc. | Technology | $6.3M | 0.1% | 37K | -22% | |||
| 119 | $C | CITIGROUP INC | Financials | $6.3M | 0.1% | 45K | +5% | |||
| 120 | — | HAPPEN INC - COM NEW | — | $6.3M | 0.1% | 302K | -5% | |||
| 121 | $ABT | ABBOTT LABORATORIES | Healthcare | $6.1M | 0.1% | 68K | +17% | |||
| 122 | $GLD | SPDR GOLD TRUST | Financials | $6.1M | 0.1% | 16K | +8% | |||
| 123 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | — | $6.1M | 0.1% | 206K | -5% | |||
| 124 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $6.0M | 0.1% | 25K | +5% | |||
| 125 | — | PIMCO ETF TR - MULTISECTOR BD | — | $6.0M | 0.1% | 225K | +703% | |||
| 126 | — | ISHARES TR - EAFE GRWTH ETF | — | $5.9M | 0.1% | 47K | -12% | |||
| 127 | — | VANGUARD INDEX FDS - SML CP GRW ETF | — | $5.7M | 0.1% | 16K | +3% | |||
| 128 | $PM | Philip Morris International Inc. | Consumer Staples | $5.7M | 0.1% | 31K | +13% | |||
| 129 | $JBHT | HUNT J B TRANSPORT SERVICES INC | Industrials | $5.6M | 0.1% | 20K | +2% | |||
| 130 | $FTI | TechnipFMC plc | Energy | $5.6M | 0.1% | 85K | -3% | |||
| 131 | $QCOM | QUALCOMM INC/DE | Technology | $5.6M | 0.1% | 30K | -3% | |||
| 132 | $TXN | TEXAS INSTRUMENTS INC | Technology | $5.6M | 0.1% | 19K | +6% | |||
| 133 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | — | $5.5M | 0.1% | 28K | +16% | |||
| 134 | $TER | TERADYNE, INC | Technology | $5.5M | 0.1% | 11K | -9% | |||
| 135 | — | ISHARES TR - CORE S&P SCP ETF | — | $5.5M | 0.1% | 37K | +3% | |||
| 136 | — | VANGUARD INDEX FDS - SM CP VAL ETF | — | $5.4M | 0.1% | 22K | +5% | |||
| 137 | $FTNT | Fortinet, Inc. | Technology | $5.3M | 0.1% | 35K | -15% | |||
| 138 | $UBER | Uber Technologies, Inc | Technology | $5.3M | 0.1% | 73K | -13% | |||
| 139 | — | VANGUARD WORLD FD - INF TECH ETF | — | $5.2M | 0.1% | 44K | +768% | |||
| 140 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $5.2M | 0.1% | 87K | +5% | |||
| 141 | — | PIMCO ETF TR - 0-5 HIGH YIELD | — | $5.2M | 0.1% | 55K | New | |||
| 142 | $FCX | FREEPORT-MCMORAN INC | Materials | $5.1M | 0.1% | 82K | +10% | |||
| 143 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $5.1M | 0.1% | 34K | -3% | |||
| 144 | $RTX | RTX Corp | Industrials | $5.1M | 0.1% | 27K | +9% | |||
| 145 | $MA | Mastercard Inc | Financials | $5.1M | 0.1% | 9,925 | +13% | |||
| 146 | $FIG | Figma, Inc. | Technology | $5.1M | 0.1% | 280K | -6% | |||
| 147 | $CMI | CUMMINS INC | Industrials | $5.1M | 0.1% | 7,083 | +3% | |||
| 148 | $AIRO | AIRO Group Holdings, Inc. | Industrials | $5.0M | 0.1% | 683K | +0.2% | |||
| 149 | $LMT | LOCKHEED MARTIN CORP | Industrials | $5.0M | 0.1% | 9,848 | -10% | |||
| 150 | $RDDT | Reddit, Inc. | Technology | $5.0M | 0.1% | 29K | -31% |
What changed in Q2 2026
Against the previous quarter's 13F: 288 new, 689 added to, 418 trimmed, 69 sold out. Share-count changes; largest moves by dollar size first.
New positions (288)
$ARMARM HOLDINGS PLC /UK$17.6M
first bought this quarter
- PIMCO ETF TR - 0-5 HIGH YIELD$5.2M
first bought this quarter
- FRANKLIN TEMPLETON ETF TR - FTSE CANADA$4.0M
first bought this quarter
- VANGUARD MALVERN FDS - CORE BD ETF$3.2M
first bought this quarter
$WCNWaste Connections, Inc.$2.8M
first bought this quarter
$HONAHoneywell Aerospace Inc.$2.3M
first bought this quarter
+282 more in the Excel export
Added to (689)
- ISHARES TR - 0-3 MTH TREASURY+162%
now $52.1M
- ISHARES TR - RUS 1000 GRW ETF+294%
now $39.9M
$KLACKLA CORP+819%
now $15.0M · held 2 qtrs
now $151.2M · held 10+ qtrs, 7 adds in a row
- DIMENSIONAL ETF TRUST - US COR EQU 1 ETF+15%
now $96.4M
now $75.9M · held 10+ qtrs, 4 adds in a row
+683 more in the Excel export
Trimmed (418)
now $963.6M · held 10+ qtrs
$COMPCompass, Inc.-87%
now $1.0M
$ABNBAirbnb, Inc.-33%
now $12.5M · held 10+ qtrs
$SBUXSTARBUCKS CORP-21%
now $21.7M · held 10+ qtrs
$SNDKSandisk Corp-29%
now $12.1M · held 2 qtrs
$MUMICRON TECHNOLOGY INC-12%
now $29.7M · held 2 qtrs
+412 more in the Excel export
Holdings by quarter
Every 13F BRIGHTON JONES LLC has filed, 38 earlier quarters. Pick one to see what it held then.
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Q2 2026 13F filed with the SEC on Aug 11, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of BRIGHTON JONES's top 20 holdings: 72/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
-2.6%
Value-weighted move of the 10 largest stock positions
Turnover
4%
Last quarter; 10% over the last 4
Top 10 weight
40%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
52%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
BRIGHTON JONES LLC disclosed 1,423 positions worth $5.4B in its Form 13F-HR for Q2 2026 — $5.4B in common stock plus $223,812 of put/call option positions (reported at underlying notional value, not premium at risk), led by $AMZN (AMAZON COM INC) at 17.9% of the equity portfolio, followed by $MSFT and $AAPL. During the quarter the fund opened 288 new positions and exited 69 — including a new stake in $ARM and a full exit from $SDA. The portfolio is most concentrated in Other (30.9% of disclosed assets). All figures are sourced directly from BRIGHTON JONES LLC’s Form 13F-HR filing with the SEC under CIK 1360798.
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AI-Powered Hedge Fund Analysis: BRIGHTON JONES LLC
13F Pro is an AI hedge fund tracker and stock research platform. For BRIGHTON JONES LLC (SEC CIK: 1360798), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in BRIGHTON JONES LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.