BRIGHTON JONES LLC

Q2 2026 13F-HR Holdings

Location
Seattle, WA
Holdings as of
6/30/2026
Date filed
8/11/2026
Form type
13F-HR
Num holdings
1,423
Total value ($000)
$5,378,737
Net value change ($000)
+850,260 (18.8%)
New positions
295
Sold out positions
72
Turnover %
2.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AMZN 102,534 11.9%
SGOV 32,228 162.3%
NVDA 30,624 25.4%
GOOGL 23,758 45.6%
AAPL 23,069 15.9%
DCOR 22,780 30.9%
MU 19,876 201.5%
DFAC 18,712 27.2%
AMD 17,767 176.9%
ARM 17,628 NEW
Top Reduces (Value $000, Stocks/ETFs)
TMUS -5,711 -19.1%
HON -5,465 -100.0%
XOM -4,514 -16.6%
ABNB -3,851 -23.6%
COMP -3,616 -78.1%
PLTR -3,074 -30.5%
PEP -3,053 -23.8%
SBUX -2,472 -10.2%
WMT -2,361 -12.4%
NOW -2,327 -51.8%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 224 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type