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Livermore
Livermore
ZHEN

Brighton Jones LLC

SEC CIK
0001360798
Latest filing
Aug 11, 2026

Holdings in Q1 2026

Holdings as of Mar 31, 2026, filed Aug 6, 2026. Long positions only; changes compare share counts with Q4 2025.

Institution overview
Positions
1,200
+1,145 vs. Q4 2025
Portfolio value
$4.53B
+$1.82B (+67.0%) vs. Q4 2025
Filed
Aug 6, 2026
AmendedSEC
Holdings of Brighton Jones LLC in Q1 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
AMZNAmazon Com IncStock4,134,274$861.0M19.0%+130,413+3.3%AddedHistory
MSFTMicrosoft CorpStock843,324$312.2M6.9%+105,471+14.3%AddedHistory
AAPLApple Inc.Stock569,999$144.7M3.2%+4,991+0.9%AddedHistory
NVDANVIDIA CorpStock691,406$120.6M2.7%+147,477+27.1%AddedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF290,697$93.3M2.1%−4,691−1.6%Reduced–
Dimensional ETF Trust25434V658GLOBAL REAL EST2,798,216$74.4M1.6%+187,016+7.2%Added–
Dimensional ETF Trust25434V799INTL CORE EQUITY2,078,625$73.9M1.6%+58,682+2.9%Added–
Dimensional ETF Trust25434V625US COR EQU 1 ETF1,021,723$73.6M1.6%+151,437+17.4%Added–
Dimensional U.S. Core Equity 2 ETF25434V708ETF1,768,296$68.7M1.5%−119,637−6.3%Reduced–
Dimensional ETF Trust25434V203INTL CORE EQT MK1,584,483$61.7M1.4%+103,478+7.0%Added–
iShares Tr464287622RUS 1000 ETF161,066$57.4M1.3%−5,002−3.0%Reduced–
GOOGAlphabet Inc.Stock181,749$52.1M1.2%+6,951+4.0%AddedHistory
Vanguard Total World Stock ETF922042742ETF328,705$45.5M1.0%+13,498+4.3%Added–
Dimensional ETF Trust25434V104US CORE EQT MKT995,411$44.9M1.0%+2580.0%Added–
GOOGLAlphabet Inc.Stock142,176$40.9M0.9%+11,240+8.6%AddedHistory
SPYSPDR S&P 500 ETF TrustETF60,915$39.6M0.9%+60,915NewHistory
Dimensional ETF Trust25434V732EMERGING MKTS CO1,127,131$38.9M0.9%+53,645+5.0%Added–
Manager Directed Portfolios56170L695VERT GLB SUST RE3,674,039$38.0M0.8%+95,642+2.7%Added–
TSLATesla, Inc.Stock99,217$36.9M0.8%+99,217NewHistory
iShares Russell 1000 Growth ETF464287614ETF81,540$34.8M0.8%+81,540New–
iShares Core S&P 500 ETF464287200ETF50,309$32.9M0.7%+50,309New–
TMUST-Mobile US, Inc.Stock142,366$29.9M0.7%−1,967−1.4%ReducedHistory
iShares Tr464287689RUSSELL 3000 ETF76,523$28.4M0.6%+76,523New–
METAMeta Platforms, Inc.Stock47,956$27.4M0.6%+47,956NewHistory
XOMExxonMobil Holdings CorpCOM160,235$27.2M0.6%+21,183+15.2%AddedHistory
BRK.BBerkshire Hathaway IncStock55,065$26.4M0.6%+55,065NewHistory
Vanguard S&P 500 ETF922908363ETF42,225$25.2M0.6%+42,225New–
Invesco QQQ Trust Series I46090E103ETF42,446$24.5M0.5%+42,446New–
COSTCostco Wholesale CorpStock24,575$24.5M0.5%+24,575NewHistory
SBUXStarbucks CorpStock269,504$24.1M0.5%−560−0.2%ReducedHistory
iShares Tr464287150CORE S&P TTL STK165,930$23.6M0.5%+9,318+5.9%Added–
iShares MSCI Eafe ETF464287465ETF237,322$23.1M0.5%−2,797−1.2%Reduced–
Dimensional Emerging Core Equity Market ETF25434V302ETF672,686$22.8M0.5%+21,193+3.3%Added–
AVGOBroadcom Inc.Stock72,334$22.4M0.5%+72,334NewHistory
iShares Russell 2000 ETF464287655ETF84,594$21.0M0.5%+84,594New–
Dimensional World Ex U.S. Core Equity 2 ETF25434V880ETF608,449$20.7M0.5%−60,229−9.0%Reduced–
JPMJPMorgan Chase & CoStock68,160$20.0M0.4%+68,160NewHistory
iShares Tr46436E7180-3 MTH TREASURY197,253$19.9M0.4%+29,149+17.3%Added–
WMTWalmart Inc.Stock152,830$19.0M0.4%+7,409+5.1%AddedHistory
BRK.ABerkshire Hathaway IncCL A24$17.2M0.4%+24NewHistory
Vanguard Ftse Developed Markets ETF921943858ETF257,436$16.5M0.4%+10,488+4.2%Added–
ABNBAirbnb, Inc.Stock129,120$16.3M0.4%+4,702+3.8%AddedHistory
LIILennox International IncCOM32,427$15.1M0.3%+32,427NewHistory
LLYEli Lilly & CoStock15,617$14.4M0.3%+15,617NewHistory
JNJJohnson & JohnsonStock57,697$14.1M0.3%+57,697NewHistory
ORCLOracle CorpStock90,650$13.3M0.3%+90,650NewHistory
SPDR Index Shs FDS78463X749ST DOW GLOBA ETF281,509$12.9M0.3%+1,879+0.7%Added–
PEPPepsiCo IncStock82,602$12.8M0.3%+82,602NewHistory
DLRDigital Realty Trust, Inc.COM70,644$12.7M0.3%+70,644NewHistory
HDHome Depot, Inc.Stock38,073$12.5M0.3%+38,073NewHistory
AMGNAmgen IncStock33,477$11.8M0.3%+33,477NewHistory
Vanguard Morningstar Large-Cap ETF922908637ETF39,293$11.7M0.3%+39,293New–
Vanguard Star FDS921909768VG TL INTL STK F151,312$11.7M0.3%+21,460+16.5%Added–
MRKMerck & Co., Inc.Stock89,649$10.8M0.2%+89,649NewHistory
iShares Russell Midcap ETF464287499ETF108,462$10.5M0.2%+412+0.4%Added–
PCARPaccar IncCOM88,990$10.3M0.2%+88,990NewHistory
SOFISoFi Technologies, Inc.Stock636,631$10.1M0.2%+5,072+0.8%AddedHistory
PLTRPalantir Technologies Inc.Stock68,846$10.1M0.2%+68,846NewHistory
AMDAdvanced Micro Devices IncStock49,372$10.0M0.2%+49,372NewHistory
MUMicron Technology IncStock29,193$9.86M0.2%+29,193NewHistory
Vanguard Ftse All-World Ex-US Index Fund922042775ETF128,257$9.63M0.2%+1,514+1.2%Added–
SNOWSnowflake Inc.Stock63,458$9.57M0.2%+63,458NewHistory
INTCIntel CorpStock215,116$9.49M0.2%−22,268−9.4%ReducedHistory
iShares Tr464288273EAFE SML CP ETF118,810$9.32M0.2%+925+0.8%Added–
Vanguard Morningstar Growth ETF922908736ETF20,697$9.04M0.2%+20,697New–
CBChubb LtdStock26,541$8.65M0.2%+26,541NewHistory
DELLDell Technologies Inc.Stock52,126$8.56M0.2%+52,126NewHistory
MARMarriott International IncStock26,000$8.50M0.2%+26,000NewHistory
BMYBristol Myers Squibb CoStock139,568$8.46M0.2%+29,028+26.3%AddedHistory
Dimensional ETF Trust25434V716US SUSTAINABILTY204,667$8.41M0.2%+3,766+1.9%Added–
LOWLowes Companies IncStock34,860$8.24M0.2%+34,860NewHistory
KLACKLA CorpCOM NEW5,419$7.98M0.2%+5,419NewHistory
PGProcter & Gamble CoStock55,237$7.98M0.2%+55,237NewHistory
VVisa Inc.Stock26,247$7.93M0.2%+26,247NewHistory
Schwab U.S. Broad Market ETF808524102ETF315,388$7.92M0.2%+11,086+3.6%Added–
iShares Russell 1000 Value ETF464287598ETF35,515$7.59M0.2%+35,515New–
FIXComfort Systems USA IncCOM5,473$7.55M0.2%+5,473NewHistory
GEGeneral Electric CoStock26,348$7.48M0.2%+26,348NewHistory
Vanguard Morningstar Value ETF922908744ETF38,079$7.47M0.2%+38,079New–
NFLXNetflix IncStock77,455$7.45M0.2%+77,455NewHistory
CATCaterpillar IncStock10,428$7.39M0.2%+10,428NewHistory
GEVGE Vernova Inc.Stock8,292$7.24M0.2%+8,292NewHistory
CRMSalesforce, Inc.Stock38,129$7.12M0.2%+38,129NewHistory
CVXChevron CorpStock34,229$7.08M0.2%+34,229NewHistory
PCGPG&E CorpStock402,962$7.08M0.2%+63,446+18.7%AddedHistory
CSCOCisco Systems, Inc.Stock91,098$7.07M0.2%+91,098NewHistory
ABBVAbbVie Inc.Stock32,484$7.06M0.2%+32,484NewHistory
EIXEdison InternationalStock94,130$6.89M0.2%+94,130NewHistory
iShares Inc46434G764MSCI EMRG CHN84,253$6.63M0.1%+84,253New–
LMTLockheed Martin CorpStock10,904$6.59M0.1%+10,904NewHistory
GLDSPDR Gold TrustETF15,300$6.58M0.1%+15,300NewHistory
iShares Core S&P Mid-Cap ETF464287507ETF97,485$6.58M0.1%+97,485New–
NKENIKE, Inc.Stock119,714$6.32M0.1%+119,714NewHistory
Fidelity MSCI Information Technology Index ETF316092808ETF30,338$6.31M0.1%+30,338New–
FIGFigma, Inc.Stock298,006$6.30M0.1%+26,956+9.9%AddedHistory
Vanguard Morningstar Mid-Cap ETF922908629ETF21,805$6.26M0.1%+21,805New–
WDCWestern Digital CorpCOM23,015$6.23M0.1%+23,015NewHistory
BACBank of America CorpStock126,892$6.19M0.1%−6,490−4.9%ReducedHistory
GMGeneral Motors CoCOM82,568$6.15M0.1%+82,568NewHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR18,077$6.11M0.1%+18,077NewHistory