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Livermore
Livermore
ZHEN

Brighton Jones LLC

SEC CIK
0001360798
Latest filing
Aug 11, 2026

The latest 13F from Brighton Jones LLC covers Q2 2026 (filed Aug 11, 2026): 1,422 long positions worth $5.38B. The top 10 holdings make up 39.7% of the portfolio, and the largest is Amazon Com Inc (AMZN) at 17.9%. Livermore has 26 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
293
Est. +$124.1M
Added
683
Est. +$303.1M
Reduced
419
Est. −$162.9M
Sold out
71
Est. −$30.4M

Top 5 holdings

Share of this quarter's portfolio value

  1. AMZNAmazon Com Inc
    17.9%$963.6MHistory
  2. MSFTMicrosoft Corp
    5.9%$315.1MHistory
  3. AAPLApple Inc.
    3.1%$167.7MHistory
  4. NVDANVIDIA Corp
    2.8%$151.2MHistory
  5. Vanguard Morningstar Total Stock Market ETF922908769
    2.0%$109.2M

Biggest buys

New and added positions, by estimated amount bought

  1. iShares Tr46436E718
    +$32.2MAdded
  2. ARMArm Holdings PLC
    +$17.6MNewHistory
  3. NVDANVIDIA Corp
    +$12.9MAddedHistory
  4. Dimensional ETF Trust25434V625
    +$12.7MAdded
  5. GOOGAlphabet Inc.
    +$11.7MAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. iShares Tr46436E718
    +0.53 pp0.4% → 1.0%
  2. ARMArm Holdings PLC
    +0.33 pp0.0% → 0.3%History
  3. GOOGAlphabet Inc.
    +0.26 pp1.2% → 1.4%History
  4. DELLDell Technologies Inc.
    +0.26 pp0.2% → 0.4%History
  5. SNOWSnowflake Inc.
    +0.17 pp0.2% → 0.4%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. AMZNAmazon Com Inc
    −$21.8MReducedHistory
  2. COMPCompass, Inc.
    −$6.80MReducedHistory
  3. ABNBAirbnb, Inc.
    −$6.02MReducedHistory
  4. SBUXStarbucks Corp
    −$5.87MReducedHistory
  5. HONHoneywell International Inc
    −$5.46MSold outHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. AMZNAmazon Com Inc
    −1.10 pp19.0% → 17.9%History
  2. SBUXStarbucks Corp
    −0.13 pp0.5% → 0.4%History
  3. ABNBAirbnb, Inc.
    −0.13 pp0.4% → 0.2%History
  4. HONHoneywell International Inc
    −0.12 pp0.1% → 0.0%History
  5. WMTWalmart Inc.
    −0.11 pp0.4% → 0.3%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$5.38B
+$850.0M (+18.8%) vs. prior quarter
Positions
1,422
+222 vs. prior quarter
Top 10 concentration
39.7%
Top 10 as share of value
Turnover
3.9%
Q2 2026, one quarter
Average holding period
12.2 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $5.38B (Q2 2026)

Q1 2021: $1.69BQ2 2021: $1.94BQ3 2021: $1.94BQ4 2021: $2.12BQ1 2022: $2.15BQ2 2022: $1.73BQ3 2022: $1.70BQ4 2022: $1.67BQ1 2023: $1.76BQ2 2023: $1.98BQ3 2023: $1.97BQ4 2023: $2.37BQ1 2024: $2.77BQ2 2024: $3.03BQ3 2024: $2.66BQ4 2024: $3.46BQ1 2025: $3.12BQ2 2025: $3.69BQ3 2025: $4.17BQ4 2025: $2.71BQ1 2026: $4.53BQ2 2026: $5.38B
Q1 2021Q2 2026
13F filings of Brighton Jones LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 11, 20261,422$5.38BAMZNMSFTAAPLvs. Q1 2026SEC
Q1 2026Aug 6, 2026Amended1,200$4.53BAMZNMSFTAAPLvs. Q4 2025SEC
Q4 2025Jan 27, 202655$2.71BAMZNMSFTAAPLvs. Q3 2025SEC
Q3 2025Oct 14, 20251,025$4.17BAMZNMSFTAAPLvs. Q2 2025SEC
Q2 2025Jul 31, 2025925$3.69BAMZNMSFTAAPLvs. Q1 2025SEC
Q1 2025Apr 17, 2025700$3.12BAMZNMSFTAAPLvs. Q4 2024SEC
Q4 2024Mar 4, 2025Amended683$3.46BAMZNMSFTAAPLvs. Q3 2024SEC
Q3 2024Mar 4, 2025Amended579$2.66BAMZNMSFTAAPLvs. Q2 2024SEC
Q2 2024Mar 4, 2025Amended634$3.03BAMZNMSFTAAPLvs. Q1 2024SEC
Q1 2024May 9, 2024630$2.77BAMZNMSFTAAPLvs. Q4 2023SEC
Q4 2023Feb 5, 2024581$2.37BAMZNMSFTAAPLvs. Q3 2023SEC
Q3 2023Oct 26, 2023544$1.97BAMZNMSFTAAPLvs. Q2 2023SEC
Q2 2023Jul 31, 2023545$1.98BAMZNMSFTAAPLvs. Q1 2023SEC
Q1 2023May 8, 2023517$1.76BAMZNMSFTJPMorgan Chase & Covs. Q4 2022SEC
Q4 2022Feb 3, 2023474$1.67BAMZNJPMorgan Chase & CoMSFTvs. Q3 2022SEC
Q3 2022Nov 9, 2022466$1.70BAMZNJPMorgan Chase & CoMSFTvs. Q2 2022SEC
Q2 2022Aug 4, 2022474$1.73BAMZNMSFTTMUSvs. Q1 2022SEC
Q1 2022May 13, 2022515$2.15BAMZNMSFTJPMorgan Chase & Covs. Q4 2021SEC
Q4 2021Feb 3, 2022531$2.12BAMZNMSFTTMUSvs. Q3 2021SEC
Q3 2021Nov 4, 2021487$1.94BAMZNMSFTJPMorgan Chase & Covs. Q2 2021SEC
Q2 2021Aug 10, 2021480$1.94BAMZNMSFTTMUSvs. Q1 2021SEC
Q1 2021May 7, 2021430$1.69BAMZNMSFTJPMorgan Chase & Co–SEC