1y return+11.5%S&P 500 +20.9%
3y return+61.0%S&P 500 +68.5%
5y return+52.2%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2017: $317 against $317 in the S&P 500.2
Brighton Jones LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AMZNAmazon Com Inc | $963.6M | 17.9% | −2.2% |
| MSFTMicrosoft Corp | $315.1M | 5.9% | |
| AAPLApple Inc | $167.7M | 3.1% | +1.7% |
| NVDANvidia Corporation | $151.2M | 2.8% | +9.3% |
| VTIVanguard Index Fds | $109.2M | 2.0% | +1.5% |
| Dimensional Etf TrustCUSIP 25434V625 | $96.4M | 1.8% | +15.1% |
| DFGRDimensional Etf Trust | $87.8M | 1.6% | +8.3% |
| Dimensional Etf TrustCUSIP 25434V708 | $87.4M | 1.6% | +11.5% |
| DFICDimensional Etf Trust | $82.8M | 1.5% | +6.9% |
| GOOGAlphabet Inc | $75.9M | 1.4% | +18.2% |
| DFAIDimensional Etf Trust | $68.5M | 1.3% | +4.8% |
| IWBIshares Tr | $65.9M | 1.2% | |
| GOOGLAlphabet Inc | $54.0M | 1.0% | +6.2% |
| VTVanguard Intl Equity Index F | $53.5M | 1.0% | +3.7% |
| DFAUDimensional Etf Trust | $52.5M | 1.0% | +2.0% |
| SGOVIshares Tr | $52.1M | 1.0% | +162.3% |
| DFEMDimensional Etf Trust | $47.1M | 0.9% | +2.9% |
| SPYState Str Spdr S&p 500 Etf T | $46.2M | 0.9% | +1.5% |
| VGSRManager Directed Portfolios | $44.0M | 0.8% | +5.3% |
| TSLATesla Inc | $40.0M | 0.7% | −4.1% |
| IWFIshares Tr | $39.9M | 0.7% | −1.5% |
| IVVIshares Tr | $38.8M | 0.7% | +3.1% |
| BRK/BBerkshire Hathaway Inc Del | $33.8M | 0.6% | +22.6% |
| QQQInvesco Qqq Tr | $33.4M | 0.6% | +6.7% |
| IWVIshares Tr | $32.4M | 0.6% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $151.2M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $54.0M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $75.9M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $167.7M |
| AMDAdvanced Micro Devices Inc | March 31, 2026 | +185.6% | $27.8M |
| DELLDell Technologies Inc | March 31, 2026 | +162.9% | $24.0M |
| IWBIshares Tr | June 30, 2020 | +138.5% | $65.9M |
| ITOTIshares Tr | June 30, 2020 | +136.6% | $26.7M |
| VTIVanguard Index Fds | June 30, 2020 | +136.4% | $109.2M |
| VTVanguard Intl Equity Index F | June 30, 2020 | +109.8% | $53.5M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $5.5M
- Sealed Air Corp NewCUSIP 81211K100 was $1.2M
- Genpact LimitedCUSIP G3922B107 was $1.2M
- PCORProcore Technologies Inc was $945K
- Masimo CorpCUSIP 574795100 was $939K
- ROPRoper Technologies Inc was $933K
- CTRACoterra Energy Inc was $863K
- UNFIUnited Nat Foods Inc was $855K
- WEXWex Inc was $823K
- Dupont De Nemours IncCUSIP 26614N102 was $716K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.1% | +14.8% |
| March 31, 2026 | −7.6% | −4.6% |
| December 31, 2025 | +1.8% | +2.4% |
| September 30, 2025 | +5.7% | +7.8% |
| June 30, 2025 | +12.1% | +10.5% |
| March 31, 2025 | −6.7% | −4.6% |
| December 31, 2024 | +5.8% | +2.1% |
| September 30, 2024 | +3.5% | +5.4% |
| June 30, 2024 | +3.9% | +4.0% |
| March 31, 2024 | +10.2% | +10.0% |
| December 31, 2023 | +13.8% | +11.2% |
| September 30, 2023 | −3.3% | −3.6% |
| June 30, 2023 | +12.3% | +8.3% |
| March 31, 2023 | +10.8% | +7.0% |
| December 31, 2022 | −2.0% | +7.1% |
| September 30, 2022 | −1.9% | −5.3% |
| June 30, 2022 | −20.2% | −16.5% |
| March 31, 2022 | −2.8% | −4.9% |
| December 31, 2021 | +4.8% | +10.7% |
| September 30, 2021 | −2.6% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Brighton Jones LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1360798&type=13F-HR&dateb=&owner=include&count=40CIK 1360798
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1360798/000136079826000005/Filed August 11, 2026 · accession 0001360798-26-000005