BRIGHTON JONES LLC
13F Reported Value
ⓘ$5.4B
incl. option notional
Equity Holdings
ⓘ$5.4B
Option Notional
ⓘ$223,812
$0 puts / $223,812 calls
Holdings
1,423
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
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.
AI Fund Analysis
Diversifying
$AMZN
$MSFT
$AAPL
$NVDA
$TSMSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 68.7#300
Quality
$963.6M4,042,874 sh - 79.8#31
Quality
$315.1M844,803 sh - 76.4#84
Quality
$167.7M579,657 sh - 85.9
Quality
$151.2M755,690 sh VANGUARD INDEX FDS - TOTAL STK MKT
—Quality
$109.2M295,175 shDIMENSIONAL ETF TRUST - US COR EQU 1 ETF
—Quality
$96.4M1,176,212 shDIMENSIONAL ETF TRUST - GLOBAL REAL EST
—Quality
$87.8M3,030,424 shDIMENSIONAL ETF TRUST - US COR EQU 2 ETF
—Quality
$87.4M1,970,881 shDIMENSIONAL ETF TRUST - INTL CORE EQUITY
—Quality
$82.8M2,222,157 sh- 78.2
Quality
$75.9M214,796 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| AMAZON COM INC$AMZN | 68.7#300 | $963.6M | 4,042,874 |
| MICROSOFT CORP$MSFT | 79.8#31 | $315.1M | 844,803 |
| Apple Inc.$AAPL | 76.4#84 | $167.7M | 579,657 |
| NVIDIA CORP$NVDA | 85.9 | $151.2M | 755,690 |
| VANGUARD INDEX FDS - TOTAL STK MKT | — | $109.2M | 295,175 |
| DIMENSIONAL ETF TRUST - US COR EQU 1 ETF | — | $96.4M | 1,176,212 |
| DIMENSIONAL ETF TRUST - GLOBAL REAL EST | — | $87.8M | 3,030,424 |
| DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | — | $87.4M | 1,970,881 |
| DIMENSIONAL ETF TRUST - INTL CORE EQUITY | — | $82.8M | 2,222,157 |
 Alphabet Inc.$GOOGL | 78.2 | $75.9M | 214,796 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of BRIGHTON JONES LLC's 1,423 positions.
Showing top 10 of 1,423 holdings.
Sector Allocation
Other
$1.7B
Technology
$1.3B
Consumer Discretionary
$1.2B
Industrials
$347.8M
Financials
$319.0M
Healthcare
$189.5M
Energy
$82.3M
Consumer Staples
$58.2M
Top Holdings — BRIGHTON JONES LLC (Q2 2026)
Top 150 of 1,423 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AMZN | AMAZON COM INC | $963.6M | 17.9% | -2% | 68.7 |
| 2 | $MSFT | MICROSOFT CORP | $315.1M | 5.9% | +0% | 79.8 |
| 3 | $AAPL | Apple Inc. | $167.7M | 3.1% | +2% | 76.4 |
| 4 | $NVDA | NVIDIA CORP | $151.2M | 2.8% | +9% | 85.9 |
| 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 | $GOOGL | Alphabet Inc. | $75.9M | 1.4% | +18% | 78.2 |
| 11 | — | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | $68.5M | 1.3% | +5% | — |
| 12 | — | ISHARES TR - RUS 1000 ETF | $65.9M | 1.2% | -0% | — |
| 13 |  $GOOG | Alphabet Inc. | $54.0M | 1.0% | +6% | 78.2 |
| 14 |  $DOV | DOVER Corp | $53.5M | 1.0% | +4% | 58.1 |
| 15 | — | DIMENSIONAL ETF TRUST - US CORE EQT MKT | $52.5M | 1.0% | +2% | — |
| 16 | — | ISHARES TR - 0-3 MTH TREASURY | $52.1M | 1.0% | +162% | — |
| 17 | — | DIMENSIONAL ETF TRUST - EMERGING MKTS CO | $47.1M | 0.9% | +3% | — |
| 18 |  $SPY | SPDR S&P 500 ETF TRUST | $46.2M | 0.9% | +1% | — |
| 19 | — | MANAGER DIRECTED PORTFOLIOS - VERT GLB SUST RE | $44.0M | 0.8% | +5% | — |
| 20 |  $TSLA | Tesla, Inc. | $40.0M | 0.7% | -4% | 53.9 |
| 21 | — | ISHARES TR - RUS 1000 GRW ETF | $39.9M | 0.7% | +294% | — |
| 22 | — | ISHARES TR - CORE S&P500 ETF | $38.8M | 0.7% | +3% | — |
| 23 |  $BRK.B | BERKSHIRE HATHAWAY INC | $33.8M | 0.6% | +23% | 73.8 |
| 24 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $33.4M | 0.6% | +7% | — |
| 25 | — | ISHARES TR - RUSSELL 3000 ETF | $32.4M | 0.6% | -1% | — |
| 26 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $31.4M | 0.6% | +8% | — |
| 27 | — | DIMENSIONAL ETF TRUST - WORLD EX US CORE | $31.0M | 0.6% | +38% | — |
| 28 |  $MU | MICRON TECHNOLOGY INC | $29.7M | 0.6% | -12% | 86.2 |
| 29 |  $META | Meta Platforms, Inc. | $29.3M | 0.6% | +9% | 79.6 |
| 30 | — | DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG | $28.1M | 0.5% | +4% | — |
| 31 |  $AMD | ADVANCED MICRO DEVICES INC | $27.8M | 0.5% | -3% | 79.8 |
| 32 |  $INTC | INTEL CORP | $26.8M | 0.5% | -11% | 45.6 |
| 33 | — | ISHARES TR - CORE S&P TTL STK | $26.7M | 0.5% | -2% | — |
| 34 | — | ISHARES TR - RUSSELL 2000 ETF | $25.9M | 0.5% | +2% | — |
| 35 | — | ISHARES TR - MSCI EAFE ETF | $25.0M | 0.5% | +1% | — |
| 36 |  $AVGO | Broadcom Inc. | $24.9M | 0.5% | -9% | 84.5 |
| 37 |  $TMUS | T-Mobile US, Inc. | $24.2M | 0.5% | +1% | 69.1 |
| 38 |  $DELL | Dell Technologies Inc. | $24.0M | 0.5% | +7% | 71.2 |
| 39 |  $COST | COSTCO WHOLESALE CORP /NEW | $24.0M | 0.5% | +4% | 66.2 |
| 40 |  $JPM | JPMORGAN CHASE & CO | $23.0M | 0.4% | +3% | 70.7 |
| 41 |  $XOM.R34088 | EXXON MOBIL CORP | $22.7M | 0.4% | +3% | 57.9 |
| 42 |  $SBUX | STARBUCKS CORP | $21.7M | 0.4% | -21% | 58.2 |
| 43 |  $LLY | ELI LILLY & Co | $21.5M | 0.4% | +15% | 87.5 |
| 44 |  $SNOW | Snowflake Inc. | $20.6M | 0.4% | +27% | 54.9 |
| 45 |  $LII | LENNOX INTERNATIONAL INC | $18.4M | 0.3% | -1% | 61.3 |
| 46 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $18.2M | 0.3% | -1% | — |
| 47 |  $BRK.A | BERKSHIRE HATHAWAY INC | $18.0M | 0.3% | +0% | 73.8 |
| 48 |  $ARM | ARM HOLDINGS PLC /UK | $17.6M | 0.3% | NEW | — |
| 49 |  $WMT | Walmart Inc. | $16.6M | 0.3% | -4% | 60.2 |
| 50 |  $HD | HOME DEPOT, INC. | $15.1M | 0.3% | +12% | 60.3 |
| 51 |  $KLAC | KLA CORP | $15.0M | 0.3% | +819% | 78.6 |
| 52 |  $JNJ | JOHNSON & JOHNSON | $14.7M | 0.3% | +0% | 69 |
| 53 |  $ORCL | ORACLE CORP | $14.2M | 0.3% | +7% | 66.2 |
| 54 | — | SPDR INDEX SHS FDS - ST DOW GLOBA ETF | $14.1M | 0.3% | +0% | — |
| 55 |  $STX | Seagate Technology Holdings plc | $13.7M | 0.3% | +14% | — |
| 56 |  $WDC | WESTERN DIGITAL CORP | $13.6M | 0.3% | -8% | 80.7 |
| 57 | — | VANGUARD INDEX FDS - LARGE CAP ETF | $13.5M | 0.3% | +0% | — |
| 58 | — | VANGUARD STAR FDS - VG TL INTL STK F | $12.7M | 0.2% | -2% | — |
| 59 |  $ABNB | Airbnb, Inc. | $12.5M | 0.2% | -33% | 71 |
| 60 |  $AMGN | AMGEN INC | $12.4M | 0.2% | +2% | 79.2 |
| 61 |  $DLR | DIGITAL REALTY TRUST, INC. | $12.3M | 0.2% | -3% | 72.8 |
| 62 |  $SNDK | Sandisk Corp | $12.1M | 0.2% | -29% | 87.7 |
| 63 |  $LRCX | LAM RESEARCH CORP | $12.0M | 0.2% | +1% | 79.4 |
| 64 | — | ISHARES TR - RUS MID CAP ETF | $12.0M | 0.2% | +0% | — |
| 65 |  $MRK | Merck & Co., Inc. | $11.6M | 0.2% | +1% | 59.9 |
| 66 |  $CAT | CATERPILLAR INC | $11.5M | 0.2% | +4% | 66.5 |
| 67 |  $SOFI | SoFi Technologies, Inc. | $11.2M | 0.2% | -2% | 62.4 |
| 68 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $11.0M | 0.2% | +2% | — |
| 69 | — | DIMENSIONAL ETF TRUST - US SUSTAINABILTY | $10.9M | 0.2% | +14% | — |
| 70 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $10.7M | 0.2% | +11% | 61.7 |
| 71 |  $CSCO | CISCO SYSTEMS, INC. | $10.7M | 0.2% | -0% | 70.3 |
| 72 |  $PCAR | PACCAR INC | $10.7M | 0.2% | -0% | 56.5 |
| 73 | — | VANGUARD INDEX FDS - GROWTH ETF | $10.4M | 0.2% | +486% | — |
| 74 |  $UNH | UNITEDHEALTH GROUP INC | $10.3M | 0.2% | +11% | 62.7 |
| 75 |  $FIX | COMFORT SYSTEMS USA INC | $10.1M | 0.2% | -7% | 77.7 |
| 76 | — | ISHARES TR - EAFE SML CP ETF | $10.1M | 0.2% | +3% | — |
| 77 |  $GEV | GE Vernova Inc. | $10.1M | 0.2% | +3% | 81.1 |
| 78 |  $GE | GENERAL ELECTRIC CO | $10.0M | 0.2% | +1% | 73.8 |
| 79 |  $AMAT | APPLIED MATERIALS INC /DE | $9.9M | 0.2% | -12% | 72.3 |
| 80 |  $PEP | PEPSICO INC | $9.8M | 0.2% | -13% | 63.4 |
| 81 | — | ISHARES TR - CORE S&P MCP ETF | $9.5M | 0.2% | +26% | — |
| 82 |  $V | VISA INC. | $9.3M | 0.2% | +3% | 82.9 |
| 83 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $8.9M | 0.2% | +4% | — |
| 84 |  $CB | Chubb Ltd | $8.9M | 0.2% | -1% | — |
| 85 |  $CRWD | CrowdStrike Holdings, Inc. | $8.7M | 0.2% | +55% | 67.7 |
| 86 | — | VANGUARD INDEX FDS - VALUE ETF | $8.7M | 0.2% | +4% | — |
| 87 | — | ISHARES TR - RUS 1000 VAL ETF | $8.7M | 0.2% | +0% | — |
| 88 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $8.5M | 0.2% | -7% | — |
| 89 | — | ISHARES INC - MSCI EMRG CHN | $8.4M | 0.2% | -3% | — |
| 90 |  $ABBV | AbbVie Inc. | $8.4M | 0.2% | +3% | 72.6 |
| 91 |  $CHWY | Chewy, Inc. | $8.2M | 0.1% | +124% | 56.3 |
| 92 |  $PG | PROCTER & GAMBLE Co | $8.0M | 0.1% | -2% | 64.6 |
| 93 |  $BA | BOEING CO | $7.9M | 0.1% | +24% | 61.6 |
| 94 |  $BAC | BANK OF AMERICA CORP /DE/ | $7.9M | 0.1% | +9% | 67.6 |
| 95 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $7.8M | 0.1% | +12% | 70 |
| 96 | — | FIDELITY COVINGTON TRUST - MSCI INFO TECH I | $7.8M | 0.1% | -10% | — |
| 97 | — | VANGUARD INDEX FDS - MID CAP ETF | $7.7M | 0.1% | +336% | — |
| 98 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | $7.6M | 0.1% | +24% | — |
| 99 |  $WFC | WELLS FARGO & COMPANY/MN | $7.6M | 0.1% | +21% | 61.8 |
| 100 |  $LOW | LOWES COMPANIES INC | $7.6M | 0.1% | -1% | 60.8 |
| 101 | — | ISHARES TR - S&P 500 GRWT ETF | $7.5M | 0.1% | +2% | — |
| 102 |  $RELY | Remitly Global, Inc. | $7.5M | 0.1% | -4% | 72.5 |
| 103 |  $CVX | CHEVRON CORP | $7.3M | 0.1% | +28% | 62.8 |
| 104 | — | ISHARES TR - MSCI EMG MKT ETF | $7.1M | 0.1% | +1% | — |
| 105 |  $BMY | BRISTOL MYERS SQUIBB CO | $7.0M | 0.1% | -13% | 70.4 |
| 106 |  $PLTR | Palantir Technologies Inc. | $7.0M | 0.1% | -13% | 84.6 |
| 107 |  $FSBC | FIVE STAR BANCORP | $6.9M | 0.1% | +0% | 62 |
| 108 |  $COF | CAPITAL ONE FINANCIAL CORP | $6.9M | 0.1% | +25% | 62.4 |
| 109 |  $CNC | CENTENE CORP | $6.9M | 0.1% | -18% | 58.2 |
| 110 | — | PROSHARES TR - ULTRAPRO QQQ | $6.8M | 0.1% | -2% | — |
| 111 |  $EIX | EDISON INTERNATIONAL | $6.8M | 0.1% | -3% | 61.2 |
| 112 | — | ISHARES TR - CORE MSCI EAFE | $6.6M | 0.1% | +12% | — |
| 113 |  $NFLX | NETFLIX INC | $6.5M | 0.1% | +18% | 78.8 |
| 114 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $6.5M | 0.1% | +4% | — |
| 115 |  $GM | General Motors Co | $6.5M | 0.1% | +2% | 54.3 |
| 116 |  $PCG | PG&E Corp | $6.4M | 0.1% | -6% | 58.8 |
| 117 |  $GS | GOLDMAN SACHS GROUP INC | $6.4M | 0.1% | +35% | 73.5 |
| 118 |  $ANET | Arista Networks, Inc. | $6.3M | 0.1% | -22% | 81.9 |
| 119 |  $C | CITIGROUP INC | $6.3M | 0.1% | +5% | 65 |
| 120 | — | HAPPEN INC - COM NEW | $6.3M | 0.1% | -5% | — |
| 121 |  $ABT | ABBOTT LABORATORIES | $6.1M | 0.1% | +17% | 65.5 |
| 122 |  $GLD | SPDR GOLD TRUST | $6.1M | 0.1% | +8% | — |
| 123 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $6.1M | 0.1% | -5% | — |
| 124 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $6.0M | 0.1% | +5% | 73.7 |
| 125 | — | PIMCO ETF TR - MULTISECTOR BD | $6.0M | 0.1% | +703% | — |
| 126 | — | ISHARES TR - EAFE GRWTH ETF | $5.9M | 0.1% | -12% | — |
| 127 | — | VANGUARD INDEX FDS - SML CP GRW ETF | $5.7M | 0.1% | +3% | — |
| 128 |  $PM | Philip Morris International Inc. | $5.7M | 0.1% | +13% | 75.9 |
| 129 |  $JBHT | HUNT J B TRANSPORT SERVICES INC | $5.6M | 0.1% | +2% | 60.2 |
| 130 |  $FTI | TechnipFMC plc | $5.6M | 0.1% | -3% | — |
| 131 |  $QCOM | QUALCOMM INC/DE | $5.6M | 0.1% | -3% | 70.5 |
| 132 |  $TXN | TEXAS INSTRUMENTS INC | $5.6M | 0.1% | +6% | 73.4 |
| 133 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | $5.5M | 0.1% | +16% | — |
| 134 |  $TER | TERADYNE, INC | $5.5M | 0.1% | -9% | 77.3 |
| 135 | — | ISHARES TR - CORE S&P SCP ETF | $5.5M | 0.1% | +3% | — |
| 136 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $5.4M | 0.1% | +5% | — |
| 137 |  $FTNT | Fortinet, Inc. | $5.3M | 0.1% | -15% | 80.1 |
| 138 |  $UBER | Uber Technologies, Inc | $5.3M | 0.1% | -13% | 73.5 |
| 139 | — | VANGUARD WORLD FD - INF TECH ETF | $5.2M | 0.1% | +768% | — |
| 140 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $5.2M | 0.1% | +5% | — |
| 141 | — | PIMCO ETF TR - 0-5 HIGH YIELD | $5.2M | 0.1% | NEW | — |
| 142 |  $FCX | FREEPORT-MCMORAN INC | $5.1M | 0.1% | +10% | 62 |
| 143 |  $TJX | TJX COMPANIES INC /DE/ | $5.1M | 0.1% | -3% | 68.7 |
| 144 |  $RTX | RTX Corp | $5.1M | 0.1% | +9% | 73.2 |
| 145 |  $MA | Mastercard Inc | $5.1M | 0.1% | +13% | 85.1 |
| 146 |  $FIG | Figma, Inc. | $5.1M | 0.1% | -6% | 43.9 |
| 147 |  $CMI | CUMMINS INC | $5.1M | 0.1% | +3% | 58.1 |
| 148 |  $AIRO | AIRO Group Holdings, Inc. | $5.0M | 0.1% | +0% | 32.2 |
| 149 |  $LMT | LOCKHEED MARTIN CORP | $5.0M | 0.1% | -10% | 65.6 |
| 150 |  $RDDT | Reddit, Inc. | $5.0M | 0.1% | -31% | 79.8 |
New Positions (288)
$ARM ARM HOLDINGS PLC /UK$17.6M
$WCN Waste Connections, Inc.$2.8M
$HONA Honeywell Aerospace Inc.$2.3M
$RBRK Rubrik, Inc.$2.3M
$NBIS Nebius Group N.V.$1.7M
$WAL WESTERN ALLIANCE BANCORPORATION$1.6M
$GDDY GoDaddy Inc.$1.2M
$FDXF FedEx Freight Holding Company, Inc.$1.2M
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$998,415
$ZVIA Zevia PBC$953,076
$MKC MCCORMICK & CO INC$949,060Exited Positions (69)
$SDA SunCar Technology Group Inc.
$G Genpact LTD
$PCOR PROCORE TECHNOLOGIES, INC.
$MASI MASIMO CORP
$ROP ROPER TECHNOLOGIES INC
$CTRA Coterra Energy Inc.
$UNFI UNITED NATURAL FOODS INC
$WEX WEX Inc.
$WBS WEBSTER FINANCIAL CORP
$AL AIR LEASE CORP
$IOT Samsara Inc.
$CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP
$CACI CACI INTERNATIONAL INC /DE/
$INGR Ingredion Inc
$GPN GLOBAL PAYMENTS INCBrowse Top Institutional Investors
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