Brighton Jones LLC
- SEC CIK
- 0001360798
- Latest filing
- Aug 11, 2026
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Aug 10, 2021. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 480
- +50 vs. Q1 2021
- Portfolio value
- $1.94B
- +$253.2M (+15.0%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AMZNAmazon Com Inc | Stock | 174,335 | $599.7M | 30.9% | +2,927+1.7% | Added | History |
| MSFTMicrosoft Corp | Stock | 644,497 | $174.6M | 9.0% | +24,626+4.0% | Added | History |
| TMUST-Mobile US, Inc. | Stock | 1,011,018 | $146.4M | 7.5% | +189,590+23.1% | Added | History |
| JPMorgan Chase & Co46625H365 | ALERIAN ML ETN | 6,792,593 | $133.5M | 6.9% | +152,709+2.3% | Added | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 260,396 | $58.0M | 3.0% | −41,156−13.6% | Reduced | – |
| AAPLApple Inc. | Stock | 380,126 | $52.1M | 2.7% | +25,859+7.3% | Added | History |
| iShares Tr464287622 | RUS 1000 ETF | 185,466 | $44.9M | 2.3% | −3,330−1.8% | Reduced | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 119,572 | $30.6M | 1.6% | −5,944−4.7% | Reduced | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 89,614 | $24.3M | 1.3% | −3,194−3.4% | Reduced | – |
| iShares Russell 2000 ETF464287655 | ETF | 86,657 | $19.9M | 1.0% | +251+0.3% | Added | – |
| iShares MSCI Eafe ETF464287465 | ETF | 225,359 | $17.8M | 0.9% | −5,860−2.5% | Reduced | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 38,900 | $16.7M | 0.9% | −554−1.4% | Reduced | History |
| iShares Core S&P 500 ETF464287200 | ETF | 34,975 | $15.0M | 0.8% | −5,062−12.6% | Reduced | – |
| iShares Tr464287150 | CORE S&P TTL STK | 132,504 | $13.1M | 0.7% | −8,487−6.0% | Reduced | – |
| TSLATesla, Inc. | Stock | 18,575 | $12.6M | 0.7% | +966+5.5% | Added | History |
| SBUXStarbucks Corp | Stock | 102,596 | $11.5M | 0.6% | +7,818+8.2% | Added | History |
| iShares Russell Midcap ETF464287499 | ETF | 143,313 | $11.4M | 0.6% | −1,304−0.9% | Reduced | – |
| AVLRAvalara, Inc. | COM | 69,901 | $11.3M | 0.6% | −1,113−1.6% | Reduced | History |
| Vanguard Total World Stock ETF922042742 | ETF | 103,097 | $10.7M | 0.6% | +6,430+6.7% | Added | – |
| iShares Tr464288273 | EAFE SML CP ETF | 143,310 | $10.6M | 0.5% | +848+0.6% | Added | – |
| SPDR Index Shs FDS78463X749 | ST DOW GLOBA ETF | 182,482 | $9.40M | 0.5% | +7,956+4.6% | Added | – |
| SNOWSnowflake Inc. | Stock | 37,058 | $8.96M | 0.5% | −1,369−3.6% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 31,772 | $8.83M | 0.5% | +1,152+3.8% | Added | History |
| DOCUDocuSign, Inc. | Stock | 30,709 | $8.59M | 0.4% | −4,617−13.1% | Reduced | History |
| INTCIntel Corp | Stock | 145,919 | $8.19M | 0.4% | +1,615+1.1% | Added | History |
| NKENIKE, Inc. | Stock | 48,351 | $7.47M | 0.4% | +3,047+6.7% | Added | History |
| GOOGAlphabet Inc. | Stock | 2,863 | $7.18M | 0.4% | +425+17.4% | Added | History |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 34,999 | $7.03M | 0.4% | +77+0.2% | Added | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 255,061 | $6.88M | 0.4% | +255,061 | New | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 120,492 | $6.64M | 0.3% | −2,474−2.0% | Reduced | – |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 167,913 | $6.11M | 0.3% | −19,948−10.6% | Reduced | – |
| COSTCostco Wholesale Corp | Stock | 15,446 | $6.11M | 0.3% | +758+5.2% | Added | History |
| iShares Tr464288885 | EAFE GRWTH ETF | 55,885 | $6.00M | 0.3% | −2,205−3.8% | Reduced | – |
| GOOGLAlphabet Inc. | Stock | 2,420 | $5.91M | 0.3% | +373+18.2% | Added | History |
| METAMeta Platforms, Inc. | Stock | 16,318 | $5.67M | 0.3% | −1,120−6.4% | Reduced | History |
| CMCSAComcast Corp | Stock | 96,843 | $5.52M | 0.3% | +18,430+23.5% | Added | History |
| CRMSalesforce, Inc. | Stock | 22,546 | $5.51M | 0.3% | +740+3.4% | Added | History |
| AMGNAmgen Inc | Stock | 21,671 | $5.28M | 0.3% | +147+0.7% | Added | History |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 80,201 | $5.27M | 0.3% | +254+0.3% | Added | – |
| AMCAMC Entertainment Holdings, Inc. | CL A COM | 92,054 | $5.22M | 0.3% | −17,668−16.1% | Reduced | History |
| PCARPaccar Inc | COM | 57,642 | $5.14M | 0.3% | +90.0% | Added | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 21,328 | $5.06M | 0.3% | +31+0.1% | Added | – |
| JNJJohnson & Johnson | Stock | 30,020 | $4.95M | 0.3% | −203−0.7% | Reduced | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 13,675 | $4.85M | 0.2% | +289+2.2% | Added | – |
| JPMJPMorgan Chase & Co | Stock | 30,153 | $4.69M | 0.2% | +34+0.1% | Added | History |
| DISWalt Disney Co | Stock | 26,531 | $4.66M | 0.2% | +374+1.4% | Added | History |
| ACNAccenture plc | Stock | 15,300 | $4.51M | 0.2% | +200+1.3% | Added | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 15,468 | $4.44M | 0.2% | +1,689+12.3% | Added | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 64,913 | $4.05M | 0.2% | +1,259+2.0% | Added | – |
| HAPNHappen, Inc. | COM NEW | 214,038 | $3.88M | 0.2% | +26,734+14.3% | Added | History |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 34,251 | $3.88M | 0.2% | −1,182−3.3% | Reduced | – |
| LOWLowes Companies Inc | Stock | 19,883 | $3.86M | 0.2% | +627+3.3% | Added | History |
| HDHome Depot, Inc. | Stock | 12,069 | $3.85M | 0.2% | +603+5.3% | Added | History |
| BABoeing Co | Stock | 15,657 | $3.75M | 0.2% | −260−1.6% | Reduced | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 22,878 | $3.63M | 0.2% | +3,802+19.9% | Added | – |
| SEDGSolaredge Technologies, Inc. | COM | 13,105 | $3.62M | 0.2% | −22−0.2% | Reduced | History |
| Vanguard S&P 500 ETF922908363 | ETF | 9,137 | $3.60M | 0.2% | +771+9.2% | Added | – |
| SHOPShopify Inc. | Stock | 2,438 | $3.56M | 0.2% | +1,073+78.6% | Added | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 25,897 | $3.56M | 0.2% | +3,501+15.6% | Added | – |
| iShares Tips Bond ETF464287176 | ETF | 27,672 | $3.54M | 0.2% | +9,155+49.4% | Added | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 11,169 | $3.48M | 0.2% | −65−0.6% | Reduced | – |
| VVisa Inc. | Stock | 14,827 | $3.47M | 0.2% | −624−4.0% | Reduced | History |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 19,829 | $3.44M | 0.2% | +1,830+10.2% | Added | – |
| CSCOCisco Systems, Inc. | Stock | 62,991 | $3.34M | 0.2% | +9,650+18.1% | Added | History |
| ADBEAdobe Inc. | Stock | 5,594 | $3.28M | 0.2% | +530+10.5% | Added | History |
| iShares Tr464288257 | MSCI ACWI ETF | 30,863 | $3.12M | 0.2% | −184−0.6% | Reduced | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 10,373 | $3.01M | 0.2% | +1,171+12.7% | Added | – |
| BRK.ABerkshire Hathaway Inc | CL A | 7 | $2.93M | 0.2% | 00.0% | Unchanged | History |
| BACBank of America Corp | Stock | 70,400 | $2.90M | 0.1% | −342−0.5% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 44,124 | $2.78M | 0.1% | +22,247+101.7% | Added | History |
| Schwab International Equity ETF808524805 | ETF | 67,457 | $2.66M | 0.1% | +13,904+26.0% | Added | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 47,802 | $2.60M | 0.1% | +10,128+26.9% | Added | – |
| NVDANVIDIA Corp | Stock | 3,172 | $2.54M | 0.1% | +304+10.6% | Added | History |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 10,633 | $2.51M | 0.1% | −20.0% | Reduced | – |
| PEPPepsiCo Inc | Stock | 16,947 | $2.51M | 0.1% | +736+4.5% | Added | History |
| PYPLPayPal Holdings, Inc. | Stock | 8,609 | $2.51M | 0.1% | +540+6.7% | Added | History |
| iShares S&P 500 Growth ETF464287309 | ETF | 34,294 | $2.49M | 0.1% | +135+0.4% | Added | – |
| STXSeagate Technology Holdings plc | ORD SHS | 28,357 | $2.49M | 0.1% | −4,622−14.0% | Reduced | History |
| ORCLOracle Corp | Stock | 31,747 | $2.47M | 0.1% | +950+3.1% | Added | History |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 17,109 | $2.40M | 0.1% | +132+0.8% | Added | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 20,601 | $2.38M | 0.1% | −1,929−8.6% | Reduced | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 19,086 | $2.33M | 0.1% | −1,716−8.2% | Reduced | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 14,827 | $2.29M | 0.1% | +3,396+29.7% | Added | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 19,909 | $2.29M | 0.1% | +283+1.4% | Added | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 21,778 | $2.26M | 0.1% | +7,163+49.0% | Added | – |
| SIVBSVB Financial Group | COM | 3,986 | $2.22M | 0.1% | +766+23.8% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 5,502 | $2.20M | 0.1% | +89+1.6% | Added | History |
| VZVerizon Communications Inc | Stock | 36,762 | $2.06M | 0.1% | +3,512+10.6% | Added | History |
| GLDSPDR Gold Trust | ETF | 12,097 | $2.00M | 0.1% | +552+4.8% | Added | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 8,809 | $1.99M | 0.1% | +83+1.0% | Added | – |
| UNPUnion Pacific Corp | Stock | 8,907 | $1.96M | 0.1% | +203+2.3% | Added | History |
| MRKMerck & Co., Inc. | Stock | 25,056 | $1.95M | 0.1% | −581−2.3% | Reduced | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 36,874 | $1.90M | 0.1% | −1,781−4.6% | Reduced | – |
| NFLXNetflix Inc | Stock | 3,587 | $1.90M | 0.1% | −312−8.0% | Reduced | History |
| GBXGreenbrier Companies Inc | Stock | 42,879 | $1.87M | 0.1% | +3,095+7.8% | Added | History |
| PGProcter & Gamble Co | Stock | 13,804 | $1.86M | 0.1% | +793+6.1% | Added | History |
| LASRNlight, Inc. | COM | 51,043 | $1.85M | 0.1% | +500+1.0% | Added | History |
| ADPTAdaptive Biotechnologies Corp | COM | 45,142 | $1.84M | 0.1% | −305−0.7% | Reduced | History |
| ELVElevance Health, Inc. | Stock | 4,764 | $1.82M | 0.1% | +22+0.5% | Added | History |
| IBMInternational Business Machines Corp | Stock | 12,163 | $1.78M | 0.1% | +751+6.6% | Added | History |
Sold out since Q1 2021 (15)
Positions held at the end of Q1 2021 that are gone from this filing.
| Security | Class | Shares in Q1 2021 | Value in Q1 2021 | % of portfolio in Q1 2021 | History |
|---|---|---|---|---|---|
| NEWRNew Relic, Inc. | COM | 6,939 | $427.0K | <0.1% | History |
| HYTBlackRock Corporate High Yield Fund, Inc. | COM | 24,702 | $290.0K | <0.1% | History |
| J P Morgan Exchange-Traded F46641Q712 | BETBULD JAPAN | 9,782 | $279.0K | <0.1% | – |
| KHCKraft Heinz Co | Stock | 6,079 | $243.0K | <0.1% | History |
| DGXQuest Diagnostics Inc | COM | 1,843 | $237.0K | <0.1% | History |
| LGNDLigand Pharmaceuticals Inc | COM NEW | 1,500 | $229.0K | <0.1% | History |
| CTSHCognizant Technology Solutions Corp | CL A | 2,778 | $217.0K | <0.1% | History |
| DALDelta Air Lines, Inc. | COM NEW | 4,478 | $216.0K | <0.1% | History |
| iShares Tr464287457 | 1 3 YR TREAS BD | 2,502 | $216.0K | <0.1% | – |
| CARRCarrier Global Corp | Stock | 5,065 | $214.0K | <0.1% | History |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 4,050 | $206.0K | <0.1% | – |
| GLWCorning Inc | COM | 4,694 | $204.0K | <0.1% | History |
| GPNGlobal Payments Inc | Stock | 991 | $200.0K | <0.1% | History |
| MACMacerich Co | COM | 14,776 | $173.0K | <0.1% | History |
| Arya Sciences Acquisition CoG3166W106 | COM CL A | 10,000 | $138.0K | <0.1% | – |