Brighton Jones LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 11, 2026), Brighton Jones LLC reported 1,422 stock positions worth $5.4 billion. Its top holding was Amazon.com (AMZN) at 17.9% of the portfolio, followed by Microsoft (MSFT, 5.9%) and Apple (AAPL, 3.1%). Compared with Q1 2026, it opened 290 new positions, sold out of 70, added to 685 and reduced 422. The biggest buy was iShares 0-3 Month Treasury B (SGOV, shares +162%) and the biggest sale Amazon.com (AMZN, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- SEATTLE, WA
- CIK
- 0001360798
- Portfolio Value
- $5.4B (Q2 2026)
- SEC Filing
- 0001360798-26-000005 ↗ filed Aug 11, 2026
Holdings Value
Holdings 1,422 stocks · $5.4B
| AMZN Amazon.com Inc. | 17.92% | 4,042,874 | $963.6M | Reduce -2.2% |
| MSFT Microsoft Corp. | 5.86% | 844,803 | $315.1M | Add +0.2% |
| AAPL Apple Inc. | 3.12% | 579,657 | $167.7M | Add +1.7% |
| NVDA Nvidia Corp. | 2.81% | 755,690 | $151.2M | Add +9.3% |
| VTI VG Morningstar TS MKT ETF-US | 2.03% | 295,175 | $109.2M | Add +1.5% |
| DCOR Dimensional US Core Eq 1 ETF | 1.79% | 1,176,212 | $96.4M | Add +15.1% |
| DFGR Dim Global Real Estate ETF | 1.63% | 3,030,424 | $87.8M | Add +8.3% |
| DFAC Dimensional US Core Equity 2 | 1.63% | 1,970,881 | $87.4M | Add +11.5% |
| DFIC Dimensional International Co. | 1.54% | 2,222,157 | $82.8M | Add +6.9% |
| GOOG Alphabet Inc. Class C | 1.41% | 214,796 | $75.9M | Add +18.2% |
| DFAI Dimensional International Co. | 1.27% | 1,660,158 | $68.5M | Add +4.8% |
| IWB iShares Russell 1000 ETF | 1.23% | 161,000 | $65.9M | Reduce -0.0% |
| GOOGL Alphabet Inc. Class A | 1.00% | 150,994 | $54.0M | Add +6.2% |
| VT Vanguard Tot World STK ETF | 0.99% | 340,759 | $53.5M | Add +3.7% |
| DFAU Dimensional US Core Equity M | 0.98% | 1,015,273 | $52.5M | Add +2.0% |
| SGOV iShares 0-3 Month Treasury B | 0.97% | 517,370 | $52.1M | Add +162.3% |
| DFEM Dimensional Emrg MRKT Core | 0.88% | 1,160,159 | $47.1M | Add +2.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.86% | 61,823 | $46.2M | Add +1.5% |
| VGSR Vert GLB Sust Re ETF filed as MANAGER DIRECTED PORTFOLIOS | 0.82% | 3,867,693 | $44.0M | Add +5.3% |
| TSLA Tesla Inc. | 0.74% | 95,186 | $40.0M | Reduce -4.1% |
| IWF iShares Russell 1000 Growth | 0.74% | 321,419 | $39.9M | Reduce -1.4% |
| IVV iShares Core S&P 500 ETF | 0.72% | 51,860 | $38.8M | Add +3.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.63% | 67,518 | $33.8M | Add +22.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.62% | 45,301 | $33.4M | Add +6.7% |
| IWV iShares Russell 3000 ETF | 0.60% | 76,042 | $32.4M | Reduce -0.6% |
| VOO Vanguard S&P 500 ETF | 0.58% | 45,789 | $31.4M | Add +8.4% |
| DFAX Dimensional World Ex US Core | 0.58% | 840,321 | $31.0M | Add +38.1% |
| MU Micron Technology Inc. | 0.55% | 25,764 | $29.7M | Reduce -11.8% |
| META Meta Platforms Inc. Class A | 0.55% | 52,096 | $29.3M | Add +8.6% |
| DFAE Dimensional Emerging Core Eq | 0.52% | 698,559 | $28.1M | Add +3.9% |
| AMD Advanced Micro Devices | 0.52% | 47,875 | $27.8M | Reduce -3.0% |
| INTC Intel Corp. | 0.50% | 192,202 | $26.8M | Reduce -10.7% |
| ITOT iShares Core S&P Total U.S. | 0.50% | 162,554 | $26.7M | Reduce -2.0% |
| IWM iShares Russell 2000 ETF | 0.48% | 86,283 | $25.9M | Add +2.0% |
| EFA iShares MSCI Eafe ETF | 0.46% | 240,359 | $25.0M | Add +1.3% |
| AVGO Broadcom Inc. | 0.46% | 66,036 | $24.9M | Reduce -8.7% |
| TMUS T-Mobile US Inc. | 0.45% | 144,218 | $24.2M | Add +1.3% |
| DELL Dell Technologies -C | 0.45% | 55,733 | $24.0M | Add +6.9% |
| COST Costco Wholesale Corp. | 0.45% | 25,665 | $24.0M | Add +4.4% |
| JPM JPMorgan Chase & Co. | 0.43% | 70,406 | $23.0M | Add +3.3% |
| XOM Exxon Mobil Corp. | 0.42% | 165,827 | $22.7M | Add +3.5% |
| SBUX Starbucks Corp. | 0.40% | 212,089 | $21.7M | Reduce -21.3% |
| LLY Eli Lilly & Co. | 0.40% | 17,958 | $21.5M | Add +15.0% |
| SNOW Snowflake Inc. | 0.38% | 80,765 | $20.6M | Add +27.3% |
| LII Lennox International Inc. | 0.34% | 32,187 | $18.4M | Reduce -0.7% |
| VEA Vanguard Ftse Developed ETF | 0.34% | 255,269 | $18.2M | Reduce -0.8% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.33% | 24 | $18.0M | No change |
| ARM Arm Holdings PLC-ADR | 0.33% | 49,716 | $17.6M | New |
| WMT Walmart Inc. | 0.31% | 146,865 | $16.6M | Reduce -3.9% |
| HD Home Depot Inc. | 0.28% | 42,808 | $15.1M | Add +12.4% |
| KLAC KLA Corp. | 0.28% | 49,814 | $15.0M | Reduce -8.1% |
| JNJ Johnson & Johnson | 0.27% | 57,725 | $14.7M | Add +0.1% |
| ORCL Oracle Corp. | 0.26% | 97,196 | $14.2M | Add +7.2% |
| RWO State Street SPDR Dow Jones | 0.26% | 282,843 | $14.1M | Add +0.5% |
| STX Seagate Technology Holdings | 0.25% | 14,170 | $13.7M | Add +13.9% |
| WDC Western Digital Corp. | 0.25% | 21,222 | $13.6M | Reduce -7.8% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.25% | 39,369 | $13.5M | Add +0.2% |
| VXUS Vanguard Total Intl Stock | 0.24% | 148,510 | $12.7M | Reduce -1.9% |
| ABNB Airbnb Inc. Class A | 0.23% | 87,027 | $12.5M | Reduce -32.6% |
| AMGN Amgen Inc. | 0.23% | 34,281 | $12.4M | Add +2.4% |
| DLR Digital Realty Trust Inc. | 0.23% | 68,451 | $12.3M | Reduce -3.1% |
| SNDK Sandisk Corp. | 0.22% | 5,318 | $12.1M | Reduce -29.3% |
| LRCX Lam Research Corp. | 0.22% | 27,771 | $12.0M | Add +0.5% |
| IWR iShares Russell Mid-Cap ETF | 0.22% | 108,612 | $12.0M | Add +0.1% |
| MRK Merck & Co. Inc. | 0.22% | 90,183 | $11.6M | Add +0.6% |
| CAT Caterpillar Inc. | 0.21% | 10,841 | $11.5M | Add +4.0% |
| SOFI Sofi Technologies Inc. | 0.21% | 623,977 | $11.2M | Reduce -2.0% |
| VEU Vanguard Ftse All-World Ex-U | 0.20% | 131,417 | $11.0M | Add +2.5% |
| DFSU Dimensional US Sus CORE1 ETF | 0.20% | 233,340 | $10.9M | Add +14.0% |
| MAR Marriott International Class A | 0.20% | 28,870 | $10.7M | Add +11.0% |
| CSCO Cisco Systems Inc. | 0.20% | 91,074 | $10.7M | Reduce -0.0% |
| PCAR Paccar Inc. | 0.20% | 88,840 | $10.7M | Reduce -0.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.19% | 121,265 | $10.4M | Reduce -2.4% |
| UNH Unitedhealth Group Inc. | 0.19% | 24,767 | $10.3M | Add +10.9% |
| FIX Comfort Systems USA Inc. | 0.19% | 5,106 | $10.1M | Reduce -6.7% |
| SCZ iShares MSCI Eafe Small-Cap | 0.19% | 122,742 | $10.1M | Add +3.3% |
| GEV GE Vernova Inc. | 0.19% | 8,565 | $10.1M | Add +3.3% |
| GE General Electric filed as GE AEROSPACE | 0.19% | 26,739 | $10.0M | Add +1.5% |
| AMAT Applied Materials Inc. | 0.18% | 13,705 | $9.9M | Reduce -11.9% |
| PEP Pepsico Inc. | 0.18% | 72,183 | $9.8M | Reduce -12.6% |
| IJH iShares Core S&P Midcap ETF | 0.18% | 122,759 | $9.5M | Add +25.9% |
| V Visa Inc. Class A | 0.17% | 26,979 | $9.3M | Add +2.8% |
| TSM Taiwan Semiconductor-SP ADR | 0.17% | 18,720 | $8.9M | Add +3.6% |
| CB Chubb Ltd. | 0.17% | 26,145 | $8.9M | Reduce -1.5% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.16% | 11,375 | $8.7M | Add +54.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.16% | 39,723 | $8.7M | Add +4.3% |
| IWD iShares Russell 1000 Value E | 0.16% | 35,684 | $8.7M | Add +0.5% |
| SCHB Schwab US Broad Market ETF | 0.16% | 292,527 | $8.5M | Reduce -7.3% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.16% | 82,089 | $8.4M | Reduce -2.6% |
| ABBV Abbvie Inc. | 0.16% | 33,304 | $8.4M | Add +2.5% |
| CHWY Chewy Inc. Class A | 0.15% | 417,453 | $8.2M | Add +123.7% |
| PG The Procter & Gamble Co. | 0.15% | 54,325 | $8.0M | Reduce -1.6% |
| BA The Boeing Co. | 0.15% | 36,680 | $7.9M | Add +23.6% |
| BAC Bank of America Corp. | 0.15% | 137,977 | $7.9M | Add +8.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.14% | 27,739 | $7.8M | Add +11.6% |
| FTEC Fidelity MSCI Info Tech Indx | 0.14% | 27,307 | $7.8M | Reduce -10.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.14% | 95,092 | $7.7M | Add +9.0% |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.14% | 14,554 | $7.6M | Add +24.1% |
| WFC Wells Fargo & Co. | 0.14% | 91,922 | $7.6M | Add +20.7% |
| LOW Lowe's Cos Inc. | 0.14% | 34,353 | $7.6M | Reduce -1.4% |
Options reported separately and not counted above: MSFT calls ($224K).
Portfolio Sells Q1 2026 → Q2 2026
| AMZN Amazon.com Inc. | Reduce -2.2% | 17.92% | −1.10 |
| SBUX Starbucks Corp. | Reduce -21.3% | 0.40% | −0.13 |
| ABNB Airbnb Inc. Class A | Reduce -32.6% | 0.23% | −0.13 |
| WMT Walmart Inc. | Reduce -3.9% | 0.31% | −0.11 |
| PEP Pepsico Inc. | Reduce -12.6% | 0.18% | −0.10 |
| PLTR Palantir Technologies Inc. Class A | Reduce -12.9% | 0.13% | −0.09 |
| COMP Compass Inc. Class A | Reduce -87.0% | 0.02% | −0.08 |
| HON Honeywell International Inc. | Reduce -7.1% | 0.05% | −0.07 |
| TSLA Tesla Inc. | Reduce -4.1% | 0.74% | −0.07 |
| CRM Salesforce Inc. | Reduce -16.4% | 0.09% | −0.06 |
| NKE Nike Inc. Class B | Reduce -15.4% | 0.08% | −0.06 |
| NOW ServiceNow Inc. | Reduce -49.3% | 0.04% | −0.06 |
| BMY Bristol-Myers Squibb Co. | Reduce -12.6% | 0.13% | −0.06 |
| DHR Danaher Corp. | Reduce -50.3% | 0.04% | −0.06 |
| REGN Regeneron Pharmaceuticals | Reduce -29.5% | 0.05% | −0.05 |
| DLR Digital Realty Trust Inc. | Reduce -3.1% | 0.23% | −0.05 |
| INTU Intuit Inc. | Reduce -27.8% | 0.03% | −0.05 |
| LMT Lockheed Martin Corp. | Reduce -9.7% | 0.09% | −0.05 |
| BKNG Booking Holdings Inc. | Reduce -50.3% | 0.04% | −0.05 |
| FIG Figma Inc. Class A | Reduce -6.2% | 0.09% | −0.05 |
| VBIL Vanguard 0-3M T-Bill ETF | Reduce -39.1% | 0.05% | −0.05 |
| CRCL Circle Internet Group Inc. | Reduce -21.8% | 0.03% | −0.04 |
| IWB iShares Russell 1000 ETF | Reduce -0.0% | 1.23% | −0.04 |
| LOW Lowe's Cos Inc. | Reduce -1.4% | 0.14% | −0.04 |
| MKTX Marketaxess Holdings Inc. | Reduce -72.1% | 0.01% | −0.04 |
| ADBE Adobe Inc. | Reduce -31.8% | 0.04% | −0.04 |
| SPGI S&P Global Inc. | Reduce -24.5% | 0.06% | −0.04 |
| NEM Newmont Corp. | Reduce -7.7% | 0.08% | −0.04 |
| PCG P G & E Corp. | Reduce -6.0% | 0.12% | −0.04 |
| UBER Uber Technologies Inc. | Reduce -13.1% | 0.10% | −0.04 |
| FDX FedEx Corp. | Reduce -1.6% | 0.09% | −0.03 |
| SLDE Slide Insurance Holdings Inc. | Reduce -51.4% | 0.03% | −0.03 |
| RDDT Reddit Inc. Class A | Reduce -30.9% | 0.09% | −0.03 |
| SF Stifel Financial Corp. | Reduce -76.3% | 0.01% | −0.03 |
| AVGO Broadcom Inc. | Reduce -8.7% | 0.46% | −0.03 |
| HII Huntington Ingalls Industrie | Reduce -47.8% | 0.01% | −0.03 |
| FTI Technipfmc PLC | Reduce -3.1% | 0.10% | −0.03 |
| COP Conocophillips | Reduce -0.1% | 0.06% | −0.03 |
| PCAR Paccar Inc. | Reduce -0.2% | 0.20% | −0.03 |
| PG The Procter & Gamble Co. | Reduce -1.6% | 0.15% | −0.03 |
| LULU Lululemon Athletica Inc. | Reduce -60.9% | 0.01% | −0.03 |
| NYT New York Times Co. Class A | Reduce -14.0% | 0.04% | −0.03 |
| SEE Sealed Air Corp. | Sold out | 0.00% | −0.03 |
| AMP Ameriprise Financial Inc. | Reduce -44.3% | 0.03% | −0.03 |
| TJX TJX Companies Inc. | Reduce -2.6% | 0.10% | −0.03 |
| CMCSA Comcast Corp. Class A | Reduce -17.2% | 0.04% | −0.03 |
| GD General Dynamics Corp. | Reduce -16.8% | 0.07% | −0.03 |
| DOW Dow Inc. | Reduce -13.3% | 0.02% | −0.03 |
| EIX Edison International | Reduce -3.5% | 0.13% | −0.03 |
| VEA Vanguard Ftse Developed ETF | Reduce -0.8% | 0.34% | −0.03 |
Portfolio Buys Q1 2026 → Q2 2026
| SGOV iShares 0-3 Month Treasury B | Add +162.3% | 0.97% | +0.53 |
| ARM Arm Holdings PLC-ADR | New | 0.33% | +0.33 |
| GOOG Alphabet Inc. Class C | Add +18.2% | 1.41% | +0.26 |
| DELL Dell Technologies -C | Add +6.9% | 0.45% | +0.26 |
| SNOW Snowflake Inc. | Add +27.3% | 0.38% | +0.17 |
| DCOR Dimensional US Core Eq 1 ETF | Add +15.1% | 1.79% | +0.17 |
| NVDA Nvidia Corp. | Add +9.3% | 2.81% | +0.15 |
| STX Seagate Technology Holdings | Add +13.9% | 0.25% | +0.15 |
| DFAX Dimensional World Ex US Core | Add +38.1% | 0.58% | +0.12 |
| DFAC Dimensional US Core Equity 2 | Add +11.5% | 1.63% | +0.11 |
| GOOGL Alphabet Inc. Class A | Add +6.2% | 1.00% | +0.10 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +54.9% | 0.16% | +0.10 |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | New | 0.10% | +0.10 |
| PYLD PIMCO Multisector Bond Actv | Add +703.5% | 0.11% | +0.09 |
| LRCX Lam Research Corp. | Add +0.5% | 0.22% | +0.09 |
| LLY Eli Lilly & Co. | Add +15.0% | 0.40% | +0.08 |
| QQQ Invesco QQQ Trust Series 1 | Add +6.7% | 0.62% | +0.08 |
| FLCA Franklin Ftse Canada ETF | New | 0.07% | +0.07 |
| VCRB Vanguard Core Bond ETF | New | 0.06% | +0.06 |
| UNH Unitedhealth Group Inc. | Add +10.9% | 0.19% | +0.06 |
| LONZ PIMCO Senior Loan Active ETF | Add +1428.8% | 0.06% | +0.05 |
| DFIP Dimensional Inflation-Protec | Add +1335.3% | 0.06% | +0.05 |
| RBLX Roblox Corp. Class A | Add +267.7% | 0.08% | +0.05 |
| WCN Waste Connections Inc. | New | 0.05% | +0.05 |
| CAT Caterpillar Inc. | Add +4.0% | 0.21% | +0.05 |
| PRFD PIMCO Pref and Cap Sec Act | Add +609.1% | 0.06% | +0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +22.6% | 0.63% | +0.05 |
| RBRK Rubrik Inc. Class A | New | 0.04% | +0.04 |
| CHWY Chewy Inc. Class A | Add +123.7% | 0.15% | +0.04 |
| CRS Carpenter Technology | Add +110.7% | 0.06% | +0.04 |
| MOH Molina Healthcare Inc. | Add +37.6% | 0.08% | +0.04 |
| ETN Eaton Corp. PLC | Add +106.0% | 0.07% | +0.04 |
| SNPS Synopsys Inc. | Add +100.3% | 0.07% | +0.03 |
| ES Eversource Energy | Add +143.7% | 0.06% | +0.03 |
| NBIS Nebius Group NV | New | 0.03% | +0.03 |
| GS Goldman Sachs Group Inc. | Add +35.4% | 0.12% | +0.03 |
| TSM Taiwan Semiconductor-SP ADR | Add +3.6% | 0.17% | +0.03 |
| IJH iShares Core S&P Midcap ETF | Add +25.9% | 0.18% | +0.03 |
| WAL Western Alliance Bancorp | New | 0.03% | +0.03 |
| TXN Texas Instruments Inc. | Add +6.3% | 0.10% | +0.03 |
| FDS Factset Research Systems Inc. | Add +402.8% | 0.04% | +0.03 |
| VOO Vanguard S&P 500 ETF | Add +8.4% | 0.58% | +0.03 |
| GEV GE Vernova Inc. | Add +3.3% | 0.19% | +0.03 |
| DDOG Datadog Inc. Class A | Add +22.9% | 0.05% | +0.03 |
| DKNG Draftkings Inc. Class A | Add +113.0% | 0.05% | +0.03 |
| SOXX iShares Semiconductor ETF | Add +26.2% | 0.05% | +0.02 |
| PANW Palo Alto Networks Inc. | Add +5.3% | 0.05% | +0.02 |
| TEAM Atlassian Corp. Class A | Add +111.6% | 0.05% | +0.02 |
| SOXL Direx Dail Semi Bu 3X Et-Usd | New | 0.02% | +0.02 |
| GDDY GoDaddy Inc. Class A | New | 0.02% | +0.02 |
Options Activity Q1 2026 → Q2 2026
| MSFT Microsoft Corp. | call | New | 600 | $224K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,422 | $5.4B | AMZN, MSFT, AAPL, NVDA, VTI |
| Q1 2026Amended | 1,200 | $4.5B | AMZN, MSFT, AAPL, NVDA, VTI |
| Q4 2025 | 55 | $2.7B | AMZN, MSFT, AAPL, NVDA, VTI |
| Q3 2025 | 1,025 | $4.2B | AMZN, MSFT, AAPL, VTI, NVDA |
| Q2 2025 | 925 | $3.7B | AMZN, MSFT, AAPL, VTI, NVDA |
| Q1 2025 | 700 | $3.1B | AMZN, MSFT, AAPL, VTI, DFAC |
| Q4 2024Amended | 683 | $3.5B | AMZN, MSFT, AAPL, VTI, DFAC |
| Q3 2024Amended | 579 | $2.7B | AMZN, MSFT, AAPL, VTI, IWB |
| Q2 2024Amended | 634 | $3.0B | AMZN, MSFT, AAPL, VTI, DFAC |
| Q1 2024 | 630 | $2.8B | AMZN, MSFT, AAPL, VTI, IWB |