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Portfolio (Quarterly) Guide ↗

BRIGHTON JONES LLC

· CIK 0001360798
13F Portfolio $5.4B AUM 1,423 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 1423 New
Page 11 of 72  ·  1,423 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 VNQ VANGUARD INDEX FDS 34,755.0 $3.4M 0.06% NEW $96.43 +1.2%
202 VYM VANGUARD WHITEHALL FDS 21,185.0 $3.3M 0.06% NEW $158.03 +4.8%
203 BLK BLACKROCK INC Financial Services 3,480.0 $3.3M 0.06% NEW $961.59 +20.0%
204 LIN LINDE PLC Basic Materials 6,371.0 $3.3M 0.06% NEW $518.97 -7.8%
205 NEE NEXTERA ENERGY INC Utilities 37,564.0 $3.3M 0.06% NEW $87.77 -1.8%
206 IWP ISHARES TR 22,341.0 $3.3M 0.06% NEW $146.41 -1.4%
207 PRFD PIMCO ETF TR 63,429.0 $3.3M 0.06% NEW $51.35 -1.8%
208 ES EVERSOURCE ENERGY Utilities 44,790.0 $3.2M 0.06% NEW $72.27 -0.1%
209 DE DEERE & CO Industrials 5,098.0 $3.2M 0.06% NEW $634.27 -7.2%
210 VCRB VANGUARD MALVERN FDS 41,822.0 $3.2M 0.06% NEW $77.23 -1.7%
211 SPGI S&P GLOBAL INC Financial Services 7,905.0 $3.2M 0.06% NEW $407.24 +2.7%
212 TRV TRAVELERS COMPANIES INC Financial Services 9,691.0 $3.2M 0.06% NEW $330.11 +11.5%
213 IWS ISHARES TR 19,031.0 $3.1M 0.06% NEW $164.60 +3.8%
214 MRVL MARVELL TECHNOLOGY INC Technology 10,447.0 $3.1M 0.06% NEW $297.90 -27.5%
215 ILMN ILLUMINA INC Healthcare 17,689.0 $3.1M 0.06% NEW $175.83 +7.1%
216 RSP INVESCO EXCHANGE TRADED FD T 14,558.0 $3.1M 0.06% NEW $212.77 +3.3%
217 NTRA NATERA INC Healthcare 11,391.0 $3.1M 0.06% NEW $271.44 +14.8%
218 MRSH MARSH & MCLENNAN COS INC Financial Services 18,527.0 $3.1M 0.06% NEW $166.67 +11.8%
219 DFIP DIMENSIONAL ETF TRUST 74,292.0 $3.1M 0.06% NEW $41.26 -2.3%
220 LONZ PIMCO ETF TR 62,114.0 $3.1M 0.06% NEW $49.31 -0.2%
Page 11 of 72  ·  1,423 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Cyclical 32.1%
Technology 31.0%
Financial Services 9.5%
Industrials 6.8%
Communication Services 6.2%
Healthcare 5.6%
Consumer Defensive 2.8%
Energy 2.0%
Utilities 1.6%
Real Estate 1.4%