Brighton Jones LLC
- SEC CIK
- 0001360798
- Latest filing
- Aug 11, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 11, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 1,422
- +222 vs. Q1 2026
- Portfolio value
- $5.38B
- +$850.0M (+18.8%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AMZNAmazon Com Inc | Stock | 4,042,874 | $963.6M | 17.9% | −91,400−2.2% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 844,803 | $315.1M | 5.9% | +1,479+0.2% | Added | History |
| AAPLApple Inc. | Stock | 579,657 | $167.7M | 3.1% | +9,658+1.7% | Added | History |
| NVDANVIDIA Corp | Stock | 755,690 | $151.2M | 2.8% | +64,284+9.3% | Added | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 295,175 | $109.2M | 2.0% | +4,478+1.5% | Added | – |
| Dimensional ETF Trust25434V625 | US COR EQU 1 ETF | 1,176,212 | $96.4M | 1.8% | +154,489+15.1% | Added | – |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 3,030,424 | $87.8M | 1.6% | +232,208+8.3% | Added | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 1,970,881 | $87.4M | 1.6% | +202,585+11.5% | Added | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 2,222,157 | $82.8M | 1.5% | +143,532+6.9% | Added | – |
| GOOGAlphabet Inc. | Stock | 214,796 | $75.9M | 1.4% | +33,047+18.2% | Added | History |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 1,660,158 | $68.5M | 1.3% | +75,675+4.8% | Added | – |
| iShares Tr464287622 | RUS 1000 ETF | 161,000 | $65.9M | 1.2% | −660.0% | Reduced | – |
| GOOGLAlphabet Inc. | Stock | 150,994 | $54.0M | 1.0% | +8,818+6.2% | Added | History |
| Vanguard Total World Stock ETF922042742 | ETF | 340,759 | $53.5M | 1.0% | +12,054+3.7% | Added | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 1,015,273 | $52.5M | 1.0% | +19,862+2.0% | Added | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 517,370 | $52.1M | 1.0% | +320,117+162.3% | Added | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 1,160,159 | $47.1M | 0.9% | +33,028+2.9% | Added | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 61,823 | $46.2M | 0.9% | +908+1.5% | Added | History |
| Manager Directed Portfolios56170L695 | VERT GLB SUST RE | 3,867,693 | $44.0M | 0.8% | +193,654+5.3% | Added | – |
| TSLATesla, Inc. | Stock | 95,186 | $40.0M | 0.7% | −4,031−4.1% | Reduced | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 321,419 | $39.9M | 0.7% | −4,741−1.5% | ReducedConverted for a 4-for-1 split | – |
| iShares Core S&P 500 ETF464287200 | ETF | 51,860 | $38.8M | 0.7% | +1,551+3.1% | Added | – |
| BRK.BBerkshire Hathaway Inc | Stock | 67,518 | $33.8M | 0.6% | +12,453+22.6% | Added | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 45,301 | $33.4M | 0.6% | +2,855+6.7% | Added | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 76,042 | $32.4M | 0.6% | −481−0.6% | Reduced | – |
| Vanguard S&P 500 ETF922908363 | ETF | 45,789 | $31.4M | 0.6% | +3,564+8.4% | Added | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 840,321 | $31.0M | 0.6% | +231,872+38.1% | Added | – |
| MUMicron Technology Inc | Stock | 25,764 | $29.7M | 0.6% | −3,429−11.7% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 52,096 | $29.3M | 0.5% | +4,140+8.6% | Added | History |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 698,559 | $28.1M | 0.5% | +25,873+3.8% | Added | – |
| AMDAdvanced Micro Devices Inc | Stock | 47,875 | $27.8M | 0.5% | −1,497−3.0% | Reduced | History |
| INTCIntel Corp | Stock | 192,202 | $26.8M | 0.5% | −22,914−10.7% | Reduced | History |
| iShares Tr464287150 | CORE S&P TTL STK | 162,554 | $26.7M | 0.5% | −3,376−2.0% | Reduced | – |
| iShares Russell 2000 ETF464287655 | ETF | 86,283 | $25.9M | 0.5% | +1,689+2.0% | Added | – |
| iShares MSCI Eafe ETF464287465 | ETF | 240,359 | $25.0M | 0.5% | +3,037+1.3% | Added | – |
| AVGOBroadcom Inc. | Stock | 66,036 | $24.9M | 0.5% | −6,298−8.7% | Reduced | History |
| TMUST-Mobile US, Inc. | Stock | 144,218 | $24.2M | 0.4% | +1,852+1.3% | Added | History |
| DELLDell Technologies Inc. | Stock | 55,733 | $24.0M | 0.4% | +3,607+6.9% | Added | History |
| COSTCostco Wholesale Corp | Stock | 25,665 | $24.0M | 0.4% | +1,090+4.4% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 70,406 | $23.0M | 0.4% | +2,246+3.3% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 165,827 | $22.7M | 0.4% | +5,592+3.5% | Added | History |
| SBUXStarbucks Corp | Stock | 212,089 | $21.7M | 0.4% | −57,415−21.3% | Reduced | History |
| LLYEli Lilly & Co | Stock | 17,958 | $21.5M | 0.4% | +2,341+15.0% | Added | History |
| SNOWSnowflake Inc. | Stock | 80,765 | $20.6M | 0.4% | +17,307+27.3% | Added | History |
| LIILennox International Inc | COM | 32,187 | $18.4M | 0.3% | −240−0.7% | Reduced | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 255,269 | $18.2M | 0.3% | −2,167−0.8% | Reduced | – |
| BRK.ABerkshire Hathaway Inc | CL A | 24 | $18.0M | 0.3% | 00.0% | Unchanged | History |
| ARMArm Holdings PLC | ADR | 49,716 | $17.6M | 0.3% | +49,716 | New | History |
| WMTWalmart Inc. | Stock | 146,865 | $16.6M | 0.3% | −5,965−3.9% | Reduced | History |
| HDHome Depot, Inc. | Stock | 42,808 | $15.1M | 0.3% | +4,735+12.4% | Added | History |
| KLACKLA Corp | COM NEW | 49,814 | $15.0M | 0.3% | −4,376−8.1% | ReducedConverted for a 10-for-1 split | History |
| JNJJohnson & Johnson | Stock | 57,725 | $14.7M | 0.3% | +280.0% | Added | History |
| ORCLOracle Corp | Stock | 97,196 | $14.2M | 0.3% | +6,546+7.2% | Added | History |
| SPDR Index Shs FDS78463X749 | ST DOW GLOBA ETF | 282,843 | $14.1M | 0.3% | +1,334+0.5% | Added | – |
| STXSeagate Technology Holdings plc | ORD SHS | 14,170 | $13.7M | 0.3% | +1,728+13.9% | Added | History |
| WDCWestern Digital Corp | COM | 21,222 | $13.6M | 0.3% | −1,793−7.8% | Reduced | History |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 39,369 | $13.5M | 0.3% | +76+0.2% | Added | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 148,510 | $12.7M | 0.2% | −2,802−1.9% | Reduced | – |
| ABNBAirbnb, Inc. | Stock | 87,027 | $12.5M | 0.2% | −42,093−32.6% | Reduced | History |
| AMGNAmgen Inc | Stock | 34,281 | $12.4M | 0.2% | +804+2.4% | Added | History |
| DLRDigital Realty Trust, Inc. | COM | 68,451 | $12.3M | 0.2% | −2,193−3.1% | Reduced | History |
| SNDKSandisk Corp | COM | 5,318 | $12.1M | 0.2% | −2,205−29.3% | Reduced | History |
| LRCXLam Research Corp | Stock | 27,771 | $12.0M | 0.2% | +147+0.5% | Added | History |
| iShares Russell Midcap ETF464287499 | ETF | 108,612 | $12.0M | 0.2% | +150+0.1% | Added | – |
| MRKMerck & Co., Inc. | Stock | 90,183 | $11.6M | 0.2% | +534+0.6% | Added | History |
| CATCaterpillar Inc | Stock | 10,841 | $11.5M | 0.2% | +413+4.0% | Added | History |
| SOFISoFi Technologies, Inc. | Stock | 623,977 | $11.2M | 0.2% | −12,654−2.0% | Reduced | History |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 131,417 | $11.0M | 0.2% | +3,160+2.5% | Added | – |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 233,340 | $10.9M | 0.2% | +28,673+14.0% | Added | – |
| MARMarriott International Inc | Stock | 28,870 | $10.7M | 0.2% | +2,870+11.0% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 91,074 | $10.7M | 0.2% | −240.0% | Reduced | History |
| PCARPaccar Inc | COM | 88,840 | $10.7M | 0.2% | −150−0.2% | Reduced | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 121,265 | $10.4M | 0.2% | −2,917−2.3% | ReducedConverted for a 6-for-1 split | – |
| UNHUnitedHealth Group Inc | Stock | 24,767 | $10.3M | 0.2% | +2,442+10.9% | Added | History |
| FIXComfort Systems USA Inc | COM | 5,106 | $10.1M | 0.2% | −367−6.7% | Reduced | History |
| iShares Tr464288273 | EAFE SML CP ETF | 122,742 | $10.1M | 0.2% | +3,932+3.3% | Added | – |
| GEVGE Vernova Inc. | Stock | 8,565 | $10.1M | 0.2% | +273+3.3% | Added | History |
| GEGeneral Electric Co | Stock | 26,739 | $9.99M | 0.2% | +391+1.5% | Added | History |
| AMATApplied Materials Inc | Stock | 13,705 | $9.91M | 0.2% | −1,845−11.9% | Reduced | History |
| PEPPepsiCo Inc | Stock | 72,183 | $9.77M | 0.2% | −10,419−12.6% | Reduced | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 122,759 | $9.47M | 0.2% | +25,274+25.9% | Added | – |
| VVisa Inc. | Stock | 26,979 | $9.26M | 0.2% | +732+2.8% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 18,720 | $8.94M | 0.2% | +643+3.6% | Added | History |
| CBChubb Ltd | Stock | 26,145 | $8.91M | 0.2% | −396−1.5% | Reduced | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 11,375 | $8.68M | 0.2% | +4,033+54.9% | Added | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 39,723 | $8.66M | 0.2% | +1,644+4.3% | Added | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 35,684 | $8.65M | 0.2% | +169+0.5% | Added | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 292,527 | $8.47M | 0.2% | −22,861−7.2% | Reduced | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 82,089 | $8.40M | 0.2% | −2,164−2.6% | Reduced | – |
| ABBVAbbVie Inc. | Stock | 33,304 | $8.38M | 0.2% | +820+2.5% | Added | History |
| CHWYChewy, Inc. | CL A | 417,453 | $8.20M | 0.2% | +230,847+123.7% | Added | History |
| PGProcter & Gamble Co | Stock | 54,325 | $7.97M | 0.1% | −912−1.7% | Reduced | History |
| BABoeing Co | Stock | 36,680 | $7.94M | 0.1% | +6,999+23.6% | Added | History |
| BACBank of America Corp | Stock | 137,977 | $7.86M | 0.1% | +11,085+8.7% | Added | History |
| IBMInternational Business Machines Corp | Stock | 27,739 | $7.80M | 0.1% | +2,884+11.6% | Added | History |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 27,307 | $7.80M | 0.1% | −3,031−10.0% | Reduced | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 95,092 | $7.66M | 0.1% | +7,872+9.0% | AddedConverted for a 4-for-1 split | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 14,554 | $7.60M | 0.1% | +2,823+24.1% | Added | History |
| WFCWells Fargo & Company | Stock | 91,922 | $7.60M | 0.1% | +15,750+20.7% | Added | History |
| LOWLowes Companies Inc | Stock | 34,353 | $7.57M | 0.1% | −507−1.5% | Reduced | History |
Options (1)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| MSFTMicrosoft Corp | Stock | – | $223.8K |
Sold out since Q1 2026 (71)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| HONHoneywell International Inc | COM | 24,177 | $5.46M | 0.1% | History |
| SEESealed Air Corp | COM | 29,460 | $1.24M | <0.1% | History |
| GGenpact LTD | SHS | 31,361 | $1.17M | <0.1% | History |
| PCORProcore Technologies, Inc. | COM | 16,576 | $944.8K | <0.1% | History |
| MASIMasimo Corp | COM | 5,281 | $939.3K | <0.1% | History |
| ROPRoper Technologies Inc | Stock | 2,638 | $933.4K | <0.1% | History |
| CTRACoterra Energy Inc. | Stock | 24,547 | $862.6K | <0.1% | History |
| UNFIUnited Natural Foods Inc | COM | 18,985 | $855.5K | <0.1% | History |
| WEXWEX Inc. | COM | 5,380 | $823.4K | <0.1% | History |
| WBSWebster Financial Corp | COM | 9,617 | $667.6K | <0.1% | History |
| ALSumisho Air Lease Corp | CL A | 8,211 | $533.3K | <0.1% | History |
| IOTSamsara Inc. | Stock | 16,556 | $524.6K | <0.1% | History |
| CTSHCognizant Technology Solutions Corp | CL A | 7,980 | $489.6K | <0.1% | History |
| CACICACI International Inc | CL A | 892 | $485.1K | <0.1% | History |
| INGRIngredion Inc | COM | 3,962 | $446.3K | <0.1% | History |
| GPNGlobal Payments Inc | Stock | 6,356 | $427.8K | <0.1% | History |
| GMEDGlobus Medical Inc | Stock | 4,908 | $422.9K | <0.1% | History |
| NWENorthWestern Energy Group, Inc. | COM NEW | 6,254 | $412.4K | <0.1% | History |
| EPAMEPAM Systems, Inc. | COM | 2,859 | $387.1K | <0.1% | History |
| UHSUniversal Health Services Inc | CL B | 2,093 | $374.6K | <0.1% | History |
| TRUTransUnion | COM | 5,321 | $368.2K | <0.1% | History |
| CPNGCoupang, Inc. | CL A | 18,705 | $353.2K | <0.1% | History |
| LDOSLeidos Holdings, Inc. | COM | 2,158 | $335.6K | <0.1% | History |
| WAYWaystar Holding Corp. | COM | 13,860 | $334.2K | <0.1% | History |
| iShares Tr464287515 | EXPANDED TECH | 4,156 | $332.7K | <0.1% | – |
| iShares Tr464288588 | MBS ETF | 3,490 | $331.4K | <0.1% | – |
| SAMBoston Beer Co Inc | CL A | 1,402 | $323.0K | <0.1% | History |
| PEGAPegasystems Inc | COM | 7,525 | $320.3K | <0.1% | History |
| CNXCConcentrix Corp | Stock | 11,644 | $318.6K | <0.1% | History |
| KVYOKlaviyo, Inc. | COM SER A | 16,061 | $312.5K | <0.1% | History |
| AVYAvery Dennison Corp | COM | 1,790 | $309.0K | <0.1% | History |
| CZRCaesars Entertainment, Inc. | COM | 11,295 | $298.5K | <0.1% | History |
| iShares U.S. Medical Devices ETF464288810 | ETF | 5,544 | $295.8K | <0.1% | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 6,370 | $290.6K | <0.1% | – |
| HAYWHayward Holdings, Inc. | COM | 21,113 | $282.5K | <0.1% | History |
| ATRAptargroup, Inc. | Stock | 2,219 | $279.7K | <0.1% | History |
| Fidelity Merrimack STR Tr316188705 | INVESTMENT GR SE | 6,267 | $274.7K | <0.1% | – |
| EQHEquitable Holdings, Inc. | COM | 7,070 | $262.4K | <0.1% | History |
| Schwab U.S. REIT ETF808524847 | ETF | 12,190 | $262.0K | <0.1% | – |
| NXSTNexstar Media Group, Inc. | COMMON STOCK | 1,444 | $261.1K | <0.1% | History |
| Dimensional Ultrashort Fixed Income ETF25434V591 | ETF | 5,117 | $259.5K | <0.1% | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 4,965 | $238.6K | <0.1% | – |
| OLLIOllie's Bargain Outlet Holdings, Inc. | Stock | 2,562 | $235.8K | <0.1% | History |
| MTDMettler Toledo International Inc | COM | 183 | $230.5K | <0.1% | History |
| TMHCTaylor Morrison Home Corp | COM | 3,940 | $229.5K | <0.1% | History |
| RRCRange Resources Corp | COM | 5,038 | $227.6K | <0.1% | History |
| TRIThomson Reuters Corp | COM NO PAR | 2,528 | $227.5K | <0.1% | History |
| TYLTyler Technologies Inc | COM | 654 | $224.0K | <0.1% | History |
| UIUbiquiti Inc. | COM | 282 | $223.0K | <0.1% | History |
| SUSuncor Energy Inc | Stock | 3,353 | $221.7K | <0.1% | History |
| PPCPilgrims Pride Corp | Stock | 5,757 | $217.4K | <0.1% | History |
| KGCKinross Gold Corp | COM | 7,095 | $216.5K | <0.1% | History |
| AOSSmith A O Corp | COM | 3,278 | $216.2K | <0.1% | History |
| CHKPCheck Point Software Technologies Ltd | ORD | 1,510 | $215.7K | <0.1% | History |
| NENoble Corp plc | ORD SHS A | 4,338 | $212.9K | <0.1% | History |
| YUMCYum China Holdings, Inc. | COM | 4,323 | $210.9K | <0.1% | History |
| LBRDKLiberty Broadband Corp | COM SER C | 4,121 | $207.3K | <0.1% | History |
| STZConstellation Brands, Inc. | Stock | 1,371 | $205.7K | <0.1% | History |
| RPMRPM International Inc | COM | 2,068 | $205.5K | <0.1% | History |
| SRSpire Inc | COM | 2,249 | $203.6K | <0.1% | History |
| DOCSDoximity, Inc. | CL A | 8,729 | $203.4K | <0.1% | History |
| LBRTLiberty Energy Inc. | COM CL A | 7,005 | $201.7K | <0.1% | History |
| REYNReynolds Consumer Products Inc. | COM | 9,476 | $200.7K | <0.1% | History |
| AEOAmerican Eagle Outfitters Inc | COM | 10,446 | $174.4K | <0.1% | History |
| ProShares Bitcoin ETF74347G440 | ETF | 12,829 | $119.4K | <0.1% | – |
| MCWMister Car Wash, Inc. | COM | 15,991 | $111.5K | <0.1% | History |
| PAGSPagSeguro Digital Ltd. | COM CL A | 10,159 | $101.8K | <0.1% | History |
| RITMRithm Capital Corp. | REIT | 10,163 | $96.3K | <0.1% | History |
| ESBAEmpire State Realty OP, L.P. | UNIT LTD PRTNSP | 15,311 | $77.2K | <0.1% | History |
| UDMYUdemy, Inc. | COM | 14,999 | $69.3K | <0.1% | History |
| Okta, Inc.679295AF2 | NOTE 0.375% 6/1 | 31,000 | $30.7K | <0.1% | – |