Brighton Jones LLC holds a focused book of 1422 stocks worth $5.4B as of Q2 2026 (disclosed Aug 11, 2026, a ~42-day 13F lag). This quarter they opened Arm Holdings PLC-ADR and trimmed Amazon.com Inc. Their largest long position is Amazon.com Inc at 18% of the equity book. They also disclosed $224K in call options (bullish), shown separately below and excluded from the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
68% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Brighton Jones LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $624.5B |
| ROYAL BANK OF CANADA | 80 / 80 | $174.0B |
| LPL Financial LLC | 80 / 80 | $86.0B |
| COMMONWEALTH EQUITY SERVICES, LLC | 80 / 80 | $22.0B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $19.0B |
| Beacon Pointe Advisors, LLC | 80 / 80 | $8.3B |
| Allworth Financial LP | 80 / 80 | $7.2B |
| JPMORGAN CHASE & CO | 79 / 80 | $553.6B |
Ranked by the share of each fund's own book sitting in the names it shares with Brighton Jones LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Amazon Com Inc COM | $963.6M | 4.04M | 17.9% | ▼−2.2% Reduced · −91K sh | |
| 2 | Microsoft Corp COM | $315.1M | 844.8K | 5.9% | ▲+0.2% Added · +1K sh | |
| 3 | Apple Inc COM | $167.7M | 579.7K | 3.1% | ▲+1.7% Added · +10K sh | |
| 4 | Nvidia Corporation COM | $151.2M | 755.7K | 2.8% | ▲+9.3% Added · +64K sh | |
| 5 | Vanguard Index FDS TOTAL STK MKT | $109.2M | 295.2K | 2.0% | ▲+1.5% Added · +4K sh | |
| 6 | Dimensional ETF Trust US COR EQU 1 ETF | $96.4M | 1.18M | 1.8% | ▲+15% Added · +154K sh | |
| 7 | Dimensional ETF Trust GLOBAL REAL EST | $87.8M | 3.03M | 1.6% | ▲+8.3% Added · +232K sh | |
| 8 | Dimensional ETF Trust US COR EQU 2 ETF | $87.4M | 1.97M | 1.6% | ▲+11% Added · +203K sh | |
| 9 | Dimensional ETF Trust INTL CORE EQUITY | $82.8M | 2.22M | 1.5% | ▲+6.9% Added · +144K sh | |
| 10 | Alphabet Inc CAP STK CL C | $75.9M | 214.8K | 1.4% | ▲+18% Added · +33K sh | |
| 11 | Dimensional ETF Trust INTL CORE EQT MK | $68.5M | 1.66M | 1.3% | ▲+4.8% Added · +76K sh | |
| 12 | Ishares TR RUS 1000 ETF | $65.9M | 161.0K | 1.2% | ▼~0% Reduced · −66 sh | |
| 13 | Alphabet Inc CAP STK CL A | $54.0M | 151.0K | 1.0% | ▲+6.2% Added · +9K sh | |
| 14 | Vanguard Intl Equity Index F TT WRLD ST ETF | $53.5M | 340.8K | 1.0% | ▲+3.7% Added · +12K sh | |
| 15 | Dimensional ETF Trust US CORE EQT MKT | $52.5M | 1.02M | 1.0% | ▲+2.0% Added · +20K sh | |
| 16 | Ishares TR 0-3 MTH TREASURY | $52.1M | 517.4K | 1.0% | ▲+162% Added · +320K sh | |
| 17 | Dimensional ETF Trust EMERGING MKTS CO | $47.1M | 1.16M | 0.9% | ▲+2.9% Added · +33K sh | |
| 18 | State STR SPDR S&P 500 ETF T TR UNIT | $46.2M | 61.8K | 0.9% | ▲+1.5% Added · +908 sh | |
| 19 | Manager Directed Portfolios VERT GLB SUST RE | $44.0M | 3.87M | 0.8% | ▲+5.3% Added · +194K sh | |
| 20 | Tesla Inc COM | $40.0M | 95.2K | 0.7% | ▼−4.1% Reduced · −4K sh | |
| 21 | Ishares TR RUS 1000 GRW ETF | $39.9M | 321.4K | 0.7% | ▲+294% Added · +240K sh | |
| 22 | Ishares TR CORE S&P500 ETF | $38.8M | 51.9K | 0.7% | ▲+3.1% Added · +2K sh | |
| 23 | Berkshire Hathaway Inc Del CL B NEW | $33.8M | 67.5K | 0.6% | ▲+23% Added · +12K sh | |
| 24 | Invesco QQQ TR UNIT SER 1 | $33.4M | 45.3K | 0.6% | ▲+6.7% Added · +3K sh | |
| 25 | Ishares TR RUSSELL 3000 ETF | $32.4M | 76.0K | 0.6% | ▼−0.6% Reduced · −481 sh | |
| 26 | Vanguard Index FDS S&P 500 ETF SHS | $31.4M | 45.8K | 0.6% | ▲+8.4% Added · +4K sh | |
| 27 | Dimensional ETF Trust WORLD EX US CORE | $31.0M | 840.3K | 0.6% | ▲+38% Added · +232K sh | |
| 28 | Micron Technology Inc COM | $29.7M | 25.8K | 0.6% | ▼−12% Reduced · −3K sh | |
| 29 | Meta Platforms Inc CL A | $29.3M | 52.1K | 0.5% | ▲+8.6% Added · +4K sh | |
| 30 | Dimensional ETF Trust EMGR CRE EQT MNG | $28.1M | 698.6K | 0.5% | ▲+3.8% Added · +26K sh | |
| 31 | Advanced Micro Devices Inc COM | $27.8M | 47.9K | 0.5% | ▼−3.0% Reduced · −1K sh | |
| 32 | Intel Corp COM | $26.8M | 192.2K | 0.5% | ▼−11% Reduced · −23K sh | |
| 33 | Ishares TR CORE S&P TTL STK | $26.7M | 162.6K | 0.5% | ▼−2.0% Reduced · −3K sh | |
| 34 | Ishares TR RUSSELL 2000 ETF | $25.9M | 86.3K | 0.5% | ▲+2.0% Added · +2K sh | |
| 35 | Ishares TR MSCI EAFE ETF | $25.0M | 240.4K | 0.5% | ▲+1.3% Added · +3K sh | |
| 36 | Broadcom Inc COM | $24.9M | 66.0K | 0.5% | ▼−8.7% Reduced · −6K sh | |
| 37 | T-Mobile US Inc COM | $24.2M | 144.2K | 0.4% | ▲+1.3% Added · +2K sh | |
| 38 | Dell Technologies Inc CL C | $24.0M | 55.7K | 0.4% | ▲+6.9% Added · +4K sh | |
| 39 | Costco Wholesale Corporation COM | $24.0M | 25.7K | 0.4% | ▲+4.4% Added · +1K sh | |
| 40 | JPMorgan Chase & Co COM | $23.0M | 70.4K | 0.4% | ▲+3.3% Added · +2K sh | |
| 41 | Exxon Mobil Corp COM | $22.7M | 165.8K | 0.4% | ▲+3.5% Added · +6K sh | |
| 42 | Starbucks Corp COM | $21.7M | 212.1K | 0.4% | ▼−21% Reduced · −57K sh | |
| 43 | Eli Lilly & Co COM | $21.5M | 18.0K | 0.4% | ▲+15% Added · +2K sh | |
| 44 | Snowflake Inc COM SHS | $20.6M | 80.8K | 0.4% | ▲+27% Added · +17K sh | |
| 45 | Lennox Intl Inc COM | $18.4M | 32.2K | 0.3% | ▼−0.7% Reduced · −240 sh | |
| 46 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $18.2M | 255.3K | 0.3% | ▼−0.8% Reduced · −2K sh | |
| 47 | Berkshire Hathaway Inc Del CL A | $18.0M | 24 | 0.3% | —Held | |
| 48 | Arm Holdings PLC SPONSORED ADS | $17.6M | 49.7K | 0.3% | ▲New New position | |
| 49 | Walmart Inc COM | $16.6M | 146.9K | 0.3% | ▼−3.9% Reduced · −6K sh | |
| 50 | Home Depot Inc COM | $15.1M | 42.8K | 0.3% | ▲+12% Added · +5K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1360798/holdings"
Use Arkolith to show BRIGHTON JONES LLC's latest holdings, largest changes, and filing provenance.
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| CALL · bullish | MICROSOFT CORPMSFT | $224K | 600 |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 11, 2026 | 1,423 | $5.4B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Aug 7, 2026 | 1,200 | $4.5B | 13F-HR/A |
| Q4 2025 | Dec 31, 2025 | Jan 27, 2026 | 55 | $2.7B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 14, 2025 | 1,025 | $4.2B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 31, 2025 | 927 | $3.7B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 17, 2025 | 704 | $3.1B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Mar 4, 2025 | 685 | $3.5B | 13F-HR/A |
| Q3 2024 | Sep 30, 2024 | Mar 4, 2025 | 579 | $2.7B | 13F-HR/A |
| Q2 2024 | Jun 30, 2024 | Mar 4, 2025 | 634 | $3.0B | 13F-HR/A |
| Q1 2024 | Mar 31, 2024 | May 9, 2024 | 630 | $2.8B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 5, 2024 | 581 | $2.4B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Oct 26, 2023 | 544 | $2.0B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Jul 31, 2023 | 545 | $2.0B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 8, 2023 | 518 | $1.8B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 3, 2023 | 476 | $1.7B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 9, 2022 | 466 | $1.7B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 4, 2022 | 474 | $1.7B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 13, 2022 | 516 | $2.1B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 3, 2022 | 532 | $2.1B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 4, 2021 | 488 | $1.9B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.