BRIGHTON JONES LLC
Q3 2026 13F-HR Holdings
Net value change ($000)
+347,932
(6.5%)
New positions
130
Sold out positions
167
Turnover %
5.9%
Sector allocation + QoQ delta (equities-only)
Snapshot: Change Analysis
Compared to Q2 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)
| MSFT | 116,331 | 36.9% |
| DFA INVT DIMENSIONS GROUP IN | 110,886 | NEW |
| NVDA | 56,377 | 37.3% |
| AMZN | 48,947 | 5.1% |
| AAPL | 37,404 | 22.3% |
| XOM | 26,443 | NEW |
| SPACE EXPLORATION TECHN CORP | 15,967 | 1599.9% |
| META | 10,141 | 34.6% |
| AMD | 10,139 | 36.5% |
| VOO | 9,241 | 29.4% |
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000):
981
(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.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|