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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 52 of 72  ·  1,423 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 LPLA LPL FINL HLDGS INC Financial Services 1,141.0 $321K 0.01% NEW $281.72 +28.0%
1022 GSIE GOLDMAN SACHS ETF TR 7,032.0 $321K 0.01% NEW $45.70 +5.3%
1023 VTES VANGUARD WELLINGTON FD 3,172.0 $321K 0.01% NEW $101.31 -0.4%
1024 POWI POWER INTEGRATIONS INC Technology 3,830.0 $321K 0.01% NEW $83.76 -34.5%
1025 EMN EASTMAN CHEM CO Basic Materials 4,767.0 $319K 0.01% NEW $66.98 +10.7%
1026 RSPT INVESCO EXCHANGE TRADED FD T 4,935.0 $318K 0.01% NEW $64.50 -1.0%
1027 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 6,949.0 $316K 0.01% NEW $45.52 +31.5%
1028 HDEF DBX ETF TR 9,837.0 $316K 0.01% NEW $32.14 +6.9%
1029 MXL MAXLINEAR INC Technology 2,468.0 $316K 0.01% NEW $128.03 -48.8%
1030 FDL FIRST TR EXCHANGE-TRADED FD 6,491.0 $316K 0.01% NEW $48.66 +9.1%
1031 TSCO TRACTOR SUPPLY CO Consumer Cyclical 9,964.0 $315K 0.01% NEW $31.61 +10.3%
1032 WHR WHIRLPOOL CORP Consumer Cyclical 7,989.0 $315K 0.01% NEW $39.42 +4.3%
1033 GLTR ABRDN PRECIOUS METALS BASKET Financial Services 1,734.0 $314K 0.01% NEW $181.16 +15.9%
1034 SOUTHSTATE BK CORP 3,138.0 $314K 0.01% NEW $99.91
1035 AOR ISHARES TR 4,508.0 $313K 0.01% NEW $69.50 +0.4%
1036 ECPG ENCORE CAP GROUP INC Financial Services 3,295.0 $307K 0.01% NEW $93.29 +8.1%
1037 IDXX IDEXX LABS INC Healthcare 583.0 $307K 0.01% NEW $526.66 +5.3%
1038 FDIS FIDELITY COVINGTON TRUST 2,985.0 $307K 0.01% NEW $102.86 +0.2%
1039 COWZ PACER FDS TR 4,932.0 $307K 0.01% NEW $62.20 +15.6%
1040 IJT ISHARES TR 1,709.0 $305K 0.01% NEW $178.57 -2.7%
Page 52 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%