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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 2 of 72  ·  1,423 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IWF ISHARES TR 321,419.0 $39.9M 0.74% NEW $124.17 -0.9%
22 IVV ISHARES TR 51,860.0 $38.8M 0.72% NEW $748.89 +2.9%
23 BERKSHIRE HATHAWAY INC DEL 67,518.0 $33.8M 0.63% NEW $500.39
24 QQQ INVESCO QQQ TR Financial Services 45,301.0 $33.4M 0.62% NEW $736.42 -2.6%
25 IWV ISHARES TR 76,042.0 $32.4M 0.60% NEW $426.40 +2.5%
26 VOO VANGUARD INDEX FDS 45,789.0 $31.4M 0.58% NEW $686.81 +2.7%
27 DFAX DIMENSIONAL ETF TRUST 840,321.0 $31.0M 0.58% NEW $36.84 +2.2%
28 MU MICRON TECHNOLOGY INC Technology 25,764.0 $29.7M 0.55% NEW $1154.28 -18.5%
29 META META PLATFORMS INC Communication Services 52,096.0 $29.3M 0.55% NEW $563.28 -3.5%
30 DFAE DIMENSIONAL ETF TRUST 698,559.0 $28.1M 0.52% NEW $40.21 -3.9%
31 AMD ADVANCED MICRO DEVICES INC Technology 47,875.0 $27.8M 0.52% NEW $580.91 -16.6%
32 INTC INTEL CORP Technology 192,202.0 $26.8M 0.50% NEW $139.63 -30.8%
33 ITOT ISHARES TR 162,554.0 $26.7M 0.50% NEW $164.27 +2.5%
34 IWM ISHARES TR 86,283.0 $25.9M 0.48% NEW $300.45 -0.1%
35 EFA ISHARES TR 240,359.0 $25.0M 0.46% NEW $103.88 +3.3%
36 AVGO BROADCOM INC Technology 66,036.0 $24.9M 0.46% NEW $377.75 +0.6%
37 TMUS T-MOBILE US INC Communication Services 144,218.0 $24.2M 0.45% NEW $167.73 +9.0%
38 DELL DELL TECHNOLOGIES INC Technology 55,733.0 $24.0M 0.45% NEW $431.46 +8.6%
39 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 25,665.0 $24.0M 0.45% NEW $935.49 +2.8%
40 JPM JPMORGAN CHASE & CO Financial Services 70,406.0 $23.0M 0.43% NEW $327.33 +11.0%
Page 2 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%