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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 42 of 72  ·  1,423 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 4,854.0 $466K 0.01% NEW $95.98 +24.3%
822 GDX VANECK ETF TRUST 6,172.0 $466K 0.01% NEW $75.45 +36.3%
823 CRBN ISHARES TR 1,837.0 $465K 0.01% NEW $253.04 +2.3%
824 GSK GSK PLC Healthcare 8,857.0 $464K 0.01% NEW $52.42 -0.0%
825 UNM UNUM GROUP Financial Services 5,155.0 $461K 0.01% NEW $89.40 -1.8%
826 CRUS CIRRUS LOGIC INC Technology 3,097.0 $460K 0.01% NEW $148.53 -22.4%
827 EFAV ISHARES TR 5,237.0 $459K 0.01% NEW $87.72 +7.9%
828 DGX QUEST DIAGNOSTICS INC Healthcare 2,160.0 $458K 0.01% NEW $211.92 +15.3%
829 IXC ISHARES TR 9,300.0 $457K 0.01% NEW $49.13 +19.0%
830 DRI DARDEN RESTAURANTS INC Consumer Cyclical 2,217.0 $457K 0.01% NEW $206.00 +7.6%
831 ISCB ISHARES TR 6,018.0 $454K 0.01% NEW $75.51 +1.3%
832 VGSH VANGUARD SCOTTSDALE FDS 7,800.0 $454K 0.01% NEW $58.20 -0.1%
833 STNG SCORPIO TANKERS INC Energy 6,545.0 $453K 0.01% NEW $69.26 +13.3%
834 TM TOYOTA MOTOR CORP Consumer Cyclical 2,686.0 $452K 0.01% NEW $168.42 +17.2%
835 DFIV DIMENSIONAL ETF TRUST 8,373.0 $452K 0.01% NEW $54.02 +7.9%
836 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 19,175.0 $452K 0.01% NEW $23.58 +6.2%
837 CGGR CAPITAL GROUP GROWTH ETF 9,578.0 $452K 0.01% NEW $47.20 -0.4%
838 BKLC BNY MELLON ETF TRUST 3,139.0 $450K 0.01% NEW $47.80 +2.4%
839 FMDE FIDELITY COVINGTON TRUST 11,091.0 $450K 0.01% NEW $40.58 +4.5%
840 SSNC SS&C TECH HLDGS Technology 7,245.0 $450K 0.01% NEW $62.05 +33.7%
Page 42 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 32.8%
Technology 31.7%
Financial Services 9.7%
Industrials 7.0%
Healthcare 5.7%
Communication Services 4.2%
Consumer Defensive 2.9%
Energy 2.0%
Utilities 1.6%
Real Estate 1.4%