Brighton Jones

SEATTLE, WAfiles as BRIGHTON JONES LLC

$5.4bn in 1,422 US stocks at the end of 30 June 2026. The top 10 are 39.7% of the money. It changed about 9.2% of the portfolio this quarter.

Value

$5.4bn

Stocks

1,422

Top 10 share

39.7%

Turnover

9.2%

What changed this quarter

New

Bought for the first time this quarter.

ARM HoldingsARM
0.3% of the fund
Pimco ETF TRHYS
<0.1% of the fund
Franklin Templeton ETF TRFLCA
<0.1% of the fund
Vanguard Malvern FDSVCRB
<0.1% of the fund
Waste ConnectionsWCN
<0.1% of the fund
Honeywell InternationalHON
<0.1% of the fund
Honeywell AerospaceHONA
<0.1% of the fund
RubrikRBRK
<0.1% of the fund
Nebius GroupNBIS
<0.1% of the fund
Western Alliance BancorporationWAL
<0.1% of the fund
CarnivalCCL
<0.1% of the fund
Direxion Shares ETF TrustSOXL
<0.1% of the fund
GoDaddyGDDY
<0.1% of the fund
FedEx Freight Holding CompanyFDXF
<0.1% of the fund
Space Exploration TechnologiesSPCX
<0.1% of the fund
Unity SoftwareU
<0.1% of the fund
Zevia PBCZVIA
<0.1% of the fund
McCormickMKC
<0.1% of the fund
Charter CommunicationsCHTR
<0.1% of the fund
Advisors Inner Circle FD IIIBAFE
<0.1% of the fund
H&R BlockHRB
<0.1% of the fund
CoreWeaveCRWV
<0.1% of the fund
International PaperIP
<0.1% of the fund
DuolingoDUOL
<0.1% of the fund
DuPont de NemoursDD
<0.1% of the fund

Added

Bought more of a stock they already held.

NvidiaNVDA
2.8% of the fund
+9%
Dimensional ETF TrustDCOR
1.8% of the fund
+15%
Dimensional ETF TrustDFGR
1.6% of the fund
+8%
Dimensional ETF TrustDFAC
1.6% of the fund
+11%
Dimensional ETF TrustDFIC
1.5% of the fund
+7%
AlphabetGOOG
1.4% of the fund
+18%
Dimensional ETF TrustDFAI
1.3% of the fund
+5%
AlphabetGOOGL
1.0% of the fund
+6%
Vanguard Intl Equity Index FVT
1.0% of the fund
+4%
Ishares TRSGOV
1.0% of the fund
+162%
Dimensional ETF TrustDFEM
0.9% of the fund
+3%
Manager Directed PortfoliosVGSR
0.8% of the fund
+5%
Ishares TRIVV
0.7% of the fund
+3%
Berkshire HathawayBRK-B
0.6% of the fund
+23%
Invesco QQQ TRQQQ
0.6% of the fund
+7%
Vanguard Index FDSVOO
0.6% of the fund
+8%
Dimensional ETF TrustDFAX
0.6% of the fund
+38%
Meta PlatformsMETA
0.5% of the fund
+9%
Dimensional ETF TrustDFAE
0.5% of the fund
+4%
Dell TechnologiesDELL
0.4% of the fund
+7%
Costco WholesaleCOST
0.4% of the fund
+4%
JPMorgan ChaseJPM
0.4% of the fund
+3%
ExxonMobil HoldingsXOM
0.4% of the fund
+3%
Eli LillyLLY
0.4% of the fund
+15%
SnowflakeSNOW
0.4% of the fund
+27%

Cut

Sold some of their stake.

Amazon.comAMZN
17.9% of the fund
-2%
TeslaTSLA
0.7% of the fund
-4%
Micron TechnologyMU
0.6% of the fund
-12%
Advanced Micro DevicesAMD
0.5% of the fund
-3%
IntelINTC
0.5% of the fund
-11%
Ishares TRITOT
0.5% of the fund
-2%
BroadcomAVGO
0.5% of the fund
-9%
StarbucksSBUX
0.4% of the fund
-21%
WalmartWMT
0.3% of the fund
-4%
KLAKLAC
0.3% of the fund
-8%
Western DigitalWDC
0.3% of the fund
-8%
AirbnbABNB
0.2% of the fund
-33%
Digital Realty TrustDLR
0.2% of the fund
-3%
SandiskSNDK
0.2% of the fund
-29%
Vanguard Index FDSVUG
0.2% of the fund
-2%
Comfort Systems USAFIX
0.2% of the fund
-7%
Applied MaterialsAMAT
0.2% of the fund
-12%
PepsiCoPEP
0.2% of the fund
-13%
Schwab Strategic TRSCHB
0.2% of the fund
-7%
IsharesEMXC
0.2% of the fund
-3%
Fidelity Covington TrustFTEC
0.1% of the fund
-10%
Remitly GlobalRELY
0.1% of the fund
-4%
Bristol-Myers SquibbBMY
0.1% of the fund
-13%
Palantir TechnologiesPLTR
0.1% of the fund
-13%
CenteneCNC
0.1% of the fund
-18%

Sold out

Sold their entire stake.

Honeywell InternationalHON
-100%
Sealed Air Corp New
-100%
GenpactG
-100%
Procore TechnologiesPCOR
-100%
Masimo
-100%
Roper TechnologiesROP
-100%
Coterra EnergyCTRA
-100%
United Natural FoodsUNFI
-100%
WEXWEX
-100%
DuPont de NemoursDD
-100%
Carnival
-100%
Webster FinancialWBS
-100%
Air Lease
-100%
SamsaraIOT
-100%
Cognizant Technology SolutionsCTSH
-100%
Caci InternationalCACI
-100%
IngredionINGR
-100%
Global PaymentsGPN
-100%
Globus MedicalGMED
-100%
NorthWestern Energy GroupNWE
-100%
EPAM SystemsEPAM
-100%
Universal Health ServicesUHS
-100%
TransUnionTRU
-100%
CoupangCPNG
-100%
Leidos HoldingsLDOS
-100%

Holdings

Amazon.comAMZN
Share
17.9%
Value
$964m
Shares
4,042,874
-2%
MicrosoftMSFT
Share
5.9%
Value
$315m
Shares
844,803
Held
AppleAAPL
Share
3.1%
Value
$168m
Shares
579,657
Held
NvidiaNVDA
Share
2.8%
Value
$151m
Shares
755,690
+9%
Vanguard Index FDSVTI
Share
2.0%
Value
$109m
Shares
295,175
Held
Dimensional ETF TrustDCOR
Share
1.8%
Value
$96m
Shares
1,176,212
+15%
Dimensional ETF TrustDFGR
Share
1.6%
Value
$88m
Shares
3,030,424
+8%
Dimensional ETF TrustDFAC
Share
1.6%
Value
$87m
Shares
1,970,881
+11%
Dimensional ETF TrustDFIC
Share
1.5%
Value
$83m
Shares
2,222,157
+7%
AlphabetGOOG
Share
1.4%
Value
$76m
Shares
214,796
+18%
Dimensional ETF TrustDFAI
Share
1.3%
Value
$68m
Shares
1,660,158
+5%
Ishares TRIWB
Share
1.2%
Value
$66m
Shares
161,000
Held
AlphabetGOOGL
Share
1.0%
Value
$54m
Shares
150,994
+6%
Vanguard Intl Equity Index FVT
Share
1.0%
Value
$53m
Shares
340,759
+4%
Dimensional ETF TrustDFAU
Share
1.0%
Value
$52m
Shares
1,015,273
Held
Ishares TRSGOV
Share
1.0%
Value
$52m
Shares
517,370
+162%
Dimensional ETF TrustDFEM
Share
0.9%
Value
$47m
Shares
1,160,159
+3%
State STR Spdr S&P 500 ETF TSPY
Share
0.9%
Value
$46m
Shares
61,823
Held
Manager Directed PortfoliosVGSR
Share
0.8%
Value
$44m
Shares
3,867,693
+5%
TeslaTSLA
Share
0.7%
Value
$40m
Shares
95,186
-4%
Ishares TRIWF
Share
0.7%
Value
$40m
Shares
321,419
Held
Ishares TRIVV
Share
0.7%
Value
$39m
Shares
51,860
+3%
Berkshire HathawayBRK-B
Share
0.6%
Value
$34m
Shares
67,518
+23%
Invesco QQQ TRQQQ
Share
0.6%
Value
$33m
Shares
45,301
+7%
Ishares TRIWV
Share
0.6%
Value
$32m
Shares
76,042
Held
Vanguard Index FDSVOO
Share
0.6%
Value
$31m
Shares
45,789
+8%
Dimensional ETF TrustDFAX
Share
0.6%
Value
$31m
Shares
840,321
+38%
Micron TechnologyMU
Share
0.6%
Value
$30m
Shares
25,764
-12%
Meta PlatformsMETA
Share
0.5%
Value
$29m
Shares
52,096
+9%
Dimensional ETF TrustDFAE
Share
0.5%
Value
$28m
Shares
698,559
+4%
Advanced Micro DevicesAMD
Share
0.5%
Value
$28m
Shares
47,875
-3%
IntelINTC
Share
0.5%
Value
$27m
Shares
192,202
-11%
Ishares TRITOT
Share
0.5%
Value
$27m
Shares
162,554
-2%
Ishares TRIWM
Share
0.5%
Value
$26m
Shares
86,283
Held
Ishares TREFA
Share
0.5%
Value
$25m
Shares
240,359
Held
BroadcomAVGO
Share
0.5%
Value
$25m
Shares
66,036
-9%
T-Mobile USTMUS
Share
0.4%
Value
$24m
Shares
144,218
Held
Dell TechnologiesDELL
Share
0.4%
Value
$24m
Shares
55,733
+7%
Costco WholesaleCOST
Share
0.4%
Value
$24m
Shares
25,665
+4%
JPMorgan ChaseJPM
Share
0.4%
Value
$23m
Shares
70,406
+3%
ExxonMobil HoldingsXOM
Share
0.4%
Value
$23m
Shares
165,827
+3%
StarbucksSBUX
Share
0.4%
Value
$22m
Shares
212,089
-21%
Eli LillyLLY
Share
0.4%
Value
$22m
Shares
17,958
+15%
SnowflakeSNOW
Share
0.4%
Value
$21m
Shares
80,765
+27%
Lennox InternationalLII
Share
0.3%
Value
$18m
Shares
32,187
Held
Vanguard Tax-Managed FDSVEA
Share
0.3%
Value
$18m
Shares
255,269
Held
Berkshire Hathaway INC DELBRK-A
Share
0.3%
Value
$18m
Shares
24
Held
ARM HoldingsARM
Share
0.3%
Value
$18m
Shares
49,716
New
WalmartWMT
Share
0.3%
Value
$17m
Shares
146,865
-4%
Home DepotHD
Share
0.3%
Value
$15m
Shares
42,808
+12%
KLAKLAC
Share
0.3%
Value
$15m
Shares
49,814
-8%
Johnson & JohnsonJNJ
Share
0.3%
Value
$15m
Shares
57,725
Held
OracleORCL
Share
0.3%
Value
$14m
Shares
97,196
+7%
Spdr Index SHS FDSRWO
Share
0.3%
Value
$14m
Shares
282,843
Held
Seagate Technology HoldingsSTX
Share
0.3%
Value
$14m
Shares
14,170
+14%
Western DigitalWDC
Share
0.3%
Value
$14m
Shares
21,222
-8%
Vanguard Index FDSVV
Share
0.3%
Value
$14m
Shares
39,369
Held
Vanguard Star FDSVXUS
Share
0.2%
Value
$13m
Shares
148,510
Held
AirbnbABNB
Share
0.2%
Value
$12m
Shares
87,027
-33%
AmgenAMGN
Share
0.2%
Value
$12m
Shares
34,281
+2%
Digital Realty TrustDLR
Share
0.2%
Value
$12m
Shares
68,451
-3%
SandiskSNDK
Share
0.2%
Value
$12m
Shares
5,318
-29%
Lam ResearchLRCX
Share
0.2%
Value
$12m
Shares
27,771
Held
Ishares TRIWR
Share
0.2%
Value
$12m
Shares
108,612
Held
MerckMRK
Share
0.2%
Value
$12m
Shares
90,183
Held
CaterpillarCAT
Share
0.2%
Value
$12m
Shares
10,841
+4%
SoFi TechnologiesSOFI
Share
0.2%
Value
$11m
Shares
623,977
Held
Vanguard Intl Equity Index FVEU
Share
0.2%
Value
$11m
Shares
131,417
+2%
Dimensional ETF TrustDFSU
Share
0.2%
Value
$11m
Shares
233,340
+14%
Marriott InternationalMAR
Share
0.2%
Value
$11m
Shares
28,870
+11%
Cisco SystemsCSCO
Share
0.2%
Value
$11m
Shares
91,074
Held
PaccarPCAR
Share
0.2%
Value
$11m
Shares
88,840
Held
Vanguard Index FDSVUG
Share
0.2%
Value
$10m
Shares
121,265
-2%
UnitedHealth GroupUNH
Share
0.2%
Value
$10m
Shares
24,767
+11%
Comfort Systems USAFIX
Share
0.2%
Value
$10m
Shares
5,106
-7%
Ishares TRSCZ
Share
0.2%
Value
$10m
Shares
122,742
+3%
GE VernovaGEV
Share
0.2%
Value
$10m
Shares
8,565
+3%
General ElectricGE
Share
0.2%
Value
$10m
Shares
26,739
Held
Applied MaterialsAMAT
Share
0.2%
Value
$10m
Shares
13,705
-12%
PepsiCoPEP
Share
0.2%
Value
$10m
Shares
72,183
-13%
Ishares TRIJH
Share
0.2%
Value
$9m
Shares
122,759
+26%
VisaV
Share
0.2%
Value
$9m
Shares
26,979
+3%
Taiwan Semiconductor ManufacturingTSM
Share
0.2%
Value
$9m
Shares
18,720
+4%
ChubbCB
Share
0.2%
Value
$9m
Shares
26,145
Held
CrowdStrike HoldingsCRWD
Share
0.2%
Value
$9m
Shares
11,375
+55%
Vanguard Index FDSVTV
Share
0.2%
Value
$9m
Shares
39,723
+4%
Ishares TRIWD
Share
0.2%
Value
$9m
Shares
35,684
Held
Schwab Strategic TRSCHB
Share
0.2%
Value
$8m
Shares
292,527
-7%
IsharesEMXC
Share
0.2%
Value
$8m
Shares
82,089
-3%
AbbVieABBV
Share
0.2%
Value
$8m
Shares
33,304
+3%
ChewyCHWY
Share
0.2%
Value
$8m
Shares
417,453
+124%
Procter & GamblePG
Share
0.1%
Value
$8m
Shares
54,325
Held
BoeingBA
Share
0.1%
Value
$8m
Shares
36,680
+24%
Bank of AmericaBAC
Share
0.1%
Value
$8m
Shares
137,977
+9%
International Business MachinesIBM
Share
0.1%
Value
$8m
Shares
27,739
+12%
Fidelity Covington TrustFTEC
Share
0.1%
Value
$8m
Shares
27,307
-10%
Vanguard Index FDSVO
Share
0.1%
Value
$8m
Shares
95,092
+9%
State STR Spdr DOW Jones INDDIA
Share
0.1%
Value
$8m
Shares
14,554
+24%
Wells Fargo & CompanyWFC
Share
0.1%
Value
$8m
Shares
91,922
+21%
Lowe's CompaniesLOW
Share
0.1%
Value
$8m
Shares
34,353
Held

Company	Share of fund	Value	Shares	Change
Amazon.comAMZN	17.9%	$964m	4,042,874	-2%
MicrosoftMSFT	5.9%	$315m	844,803	Held
AppleAAPL	3.1%	$168m	579,657	Held
NvidiaNVDA	2.8%	$151m	755,690	+9%
Vanguard Index FDSVTI	2.0%	$109m	295,175	Held
Dimensional ETF TrustDCOR	1.8%	$96m	1,176,212	+15%
Dimensional ETF TrustDFGR	1.6%	$88m	3,030,424	+8%
Dimensional ETF TrustDFAC	1.6%	$87m	1,970,881	+11%
Dimensional ETF TrustDFIC	1.5%	$83m	2,222,157	+7%
AlphabetGOOG	1.4%	$76m	214,796	+18%
Dimensional ETF TrustDFAI	1.3%	$68m	1,660,158	+5%
Ishares TRIWB	1.2%	$66m	161,000	Held
AlphabetGOOGL	1.0%	$54m	150,994	+6%
Vanguard Intl Equity Index FVT	1.0%	$53m	340,759	+4%
Dimensional ETF TrustDFAU	1.0%	$52m	1,015,273	Held
Ishares TRSGOV	1.0%	$52m	517,370	+162%
Dimensional ETF TrustDFEM	0.9%	$47m	1,160,159	+3%
State STR Spdr S&P 500 ETF TSPY	0.9%	$46m	61,823	Held
Manager Directed PortfoliosVGSR	0.8%	$44m	3,867,693	+5%
TeslaTSLA	0.7%	$40m	95,186	-4%
Ishares TRIWF	0.7%	$40m	321,419	Held
Ishares TRIVV	0.7%	$39m	51,860	+3%
Berkshire HathawayBRK-B	0.6%	$34m	67,518	+23%
Invesco QQQ TRQQQ	0.6%	$33m	45,301	+7%
Ishares TRIWV	0.6%	$32m	76,042	Held
Vanguard Index FDSVOO	0.6%	$31m	45,789	+8%
Dimensional ETF TrustDFAX	0.6%	$31m	840,321	+38%
Micron TechnologyMU	0.6%	$30m	25,764	-12%
Meta PlatformsMETA	0.5%	$29m	52,096	+9%
Dimensional ETF TrustDFAE	0.5%	$28m	698,559	+4%
Advanced Micro DevicesAMD	0.5%	$28m	47,875	-3%
IntelINTC	0.5%	$27m	192,202	-11%
Ishares TRITOT	0.5%	$27m	162,554	-2%
Ishares TRIWM	0.5%	$26m	86,283	Held
Ishares TREFA	0.5%	$25m	240,359	Held
BroadcomAVGO	0.5%	$25m	66,036	-9%
T-Mobile USTMUS	0.4%	$24m	144,218	Held
Dell TechnologiesDELL	0.4%	$24m	55,733	+7%
Costco WholesaleCOST	0.4%	$24m	25,665	+4%
JPMorgan ChaseJPM	0.4%	$23m	70,406	+3%
ExxonMobil HoldingsXOM	0.4%	$23m	165,827	+3%
StarbucksSBUX	0.4%	$22m	212,089	-21%
Eli LillyLLY	0.4%	$22m	17,958	+15%
SnowflakeSNOW	0.4%	$21m	80,765	+27%
Lennox InternationalLII	0.3%	$18m	32,187	Held
Vanguard Tax-Managed FDSVEA	0.3%	$18m	255,269	Held
Berkshire Hathaway INC DELBRK-A	0.3%	$18m	24	Held
ARM HoldingsARM	0.3%	$18m	49,716	New
WalmartWMT	0.3%	$17m	146,865	-4%
Home DepotHD	0.3%	$15m	42,808	+12%
KLAKLAC	0.3%	$15m	49,814	-8%
Johnson & JohnsonJNJ	0.3%	$15m	57,725	Held
OracleORCL	0.3%	$14m	97,196	+7%
Spdr Index SHS FDSRWO	0.3%	$14m	282,843	Held
Seagate Technology HoldingsSTX	0.3%	$14m	14,170	+14%
Western DigitalWDC	0.3%	$14m	21,222	-8%
Vanguard Index FDSVV	0.3%	$14m	39,369	Held
Vanguard Star FDSVXUS	0.2%	$13m	148,510	Held
AirbnbABNB	0.2%	$12m	87,027	-33%
AmgenAMGN	0.2%	$12m	34,281	+2%
Digital Realty TrustDLR	0.2%	$12m	68,451	-3%
SandiskSNDK	0.2%	$12m	5,318	-29%
Lam ResearchLRCX	0.2%	$12m	27,771	Held
Ishares TRIWR	0.2%	$12m	108,612	Held
MerckMRK	0.2%	$12m	90,183	Held
CaterpillarCAT	0.2%	$12m	10,841	+4%
SoFi TechnologiesSOFI	0.2%	$11m	623,977	Held
Vanguard Intl Equity Index FVEU	0.2%	$11m	131,417	+2%
Dimensional ETF TrustDFSU	0.2%	$11m	233,340	+14%
Marriott InternationalMAR	0.2%	$11m	28,870	+11%
Cisco SystemsCSCO	0.2%	$11m	91,074	Held
PaccarPCAR	0.2%	$11m	88,840	Held
Vanguard Index FDSVUG	0.2%	$10m	121,265	-2%
UnitedHealth GroupUNH	0.2%	$10m	24,767	+11%
Comfort Systems USAFIX	0.2%	$10m	5,106	-7%
Ishares TRSCZ	0.2%	$10m	122,742	+3%
GE VernovaGEV	0.2%	$10m	8,565	+3%
General ElectricGE	0.2%	$10m	26,739	Held
Applied MaterialsAMAT	0.2%	$10m	13,705	-12%
PepsiCoPEP	0.2%	$10m	72,183	-13%
Ishares TRIJH	0.2%	$9m	122,759	+26%
VisaV	0.2%	$9m	26,979	+3%
Taiwan Semiconductor ManufacturingTSM	0.2%	$9m	18,720	+4%
ChubbCB	0.2%	$9m	26,145	Held
CrowdStrike HoldingsCRWD	0.2%	$9m	11,375	+55%
Vanguard Index FDSVTV	0.2%	$9m	39,723	+4%
Ishares TRIWD	0.2%	$9m	35,684	Held
Schwab Strategic TRSCHB	0.2%	$8m	292,527	-7%
IsharesEMXC	0.2%	$8m	82,089	-3%
AbbVieABBV	0.2%	$8m	33,304	+3%
ChewyCHWY	0.2%	$8m	417,453	+124%
Procter & GamblePG	0.1%	$8m	54,325	Held
BoeingBA	0.1%	$8m	36,680	+24%
Bank of AmericaBAC	0.1%	$8m	137,977	+9%
International Business MachinesIBM	0.1%	$8m	27,739	+12%
Fidelity Covington TrustFTEC	0.1%	$8m	27,307	-10%
Vanguard Index FDSVO	0.1%	$8m	95,092	+9%
State STR Spdr DOW Jones INDDIA	0.1%	$8m	14,554	+24%
Wells Fargo & CompanyWFC	0.1%	$8m	91,922	+21%
Lowe's CompaniesLOW	0.1%	$8m	34,353	Held

Showing the largest 100 of 1,422.

Options (1)

MicrosoftMSFT
Type
Call
Value
$223,812
Contracts
600

Company	Type	Value	Contracts
MicrosoftMSFT	Call	$223,812	600

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 45.7% since 30 June 2025.

Where the money is

Retail & consumer21.8%

Technology20.9%

Financial services5.3%

Industrials5.1%

Media & telecom4.1%

Health care3.8%

Everyday goods1.9%

Energy1.4%

Utilities1.0%

Real estate1.0%

Materials0.8%

Other32.9%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.