BRIGHTON JONES LLC

Registered adviser

CIK

1360798

Location

SEATTLE, WA

Portfolio Value

Mid $5,693,047,897

Diversification

Diversified

Filing Date

Global Rank

#837 / 8,825 ▲ 32 · as of Jun 2026

Top Industry

Internet Retail 26.2%

Period ended 35 days ago

Filed Nov 3, 2026 · 1d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 108601

Roster of Nov 1, 2026

Regulatory AUM

$18,879,719,548

Main clients

Individuals and high net worth (94% of AUM)

Private funds

5 funds · Private equity funds

Focus by gross assets, Schedule D of Dec 6, 2024

$63,307,823 gross assets

Registered funds advised

1 series (0 index, 0 ETFs)

$259,757,636 net assets· N-CEN Mar 31, 2026

LEI

984500FX6BA4C5771188

Private funds on Schedule D 7.B.(1)

As filed Dec 6, 2024; SEC's bulk Form ADV archive ends with 2024 filings.

$49,133,648 gross assets in 4 funds Private equity funds $49,133,648 (4)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$18,879,719,548	Individuals and high net worth (94%)
Aug 2025 to Mar 2026	$14,987,100,484	Individuals and high net worth (95%)
Apr 2025 to Jul 2025	$14,987,100,484	Individuals and high net worth (95%)
Apr 2024 to Mar 2025	$12,488,348,504	Individuals and high net worth (93%)
May 2023 to Mar 2024	$9,458,381,210	Individuals and high net worth (92%)
Apr 2023	$9,458,381,210	Individuals and high net worth (92%)

4 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 57.7%, 16.7 effective positions, active share 47.8% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

9.6% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 13.9 quarters (12+), a floor since 41.6% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 47.8%; sector active share 33.4% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

1,381 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

17.8%

−0.1 pts

Top 5

48.3%

+1.3 pts

Top 10

60.0%

+2.3 pts

HHI

618

Diversified+19

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	31.3%	$1,784,488,193	322
Technology	24.2%	$1,377,151,282	186
Consumer Cyclical	21.1%	$1,202,353,579	104
Financial Services	5.3%	$301,779,075	181
Healthcare	4.2%	$236,737,901	142
Communication Services	4.1%	$234,333,352	43
Industrials	4.0%	$230,358,469	149
Consumer Defensive	1.7%	$97,796,026	49
Energy	1.7%	$96,685,005	56
Real Estate	0.9%	$48,408,308	59
Basic Materials	0.7%	$42,508,272	43
Utilities	0.7%	$40,448,435	47

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
DFGR	Dimensional Global Real Estate ETF	+216,831	3,247,255	$87,838,247
DCOR	Dimensional ETF Trust	+165,254	1,341,466	$110,885,579
NVDA	Nvidia Corp	+153,200	908,890	$207,572,298
VGSR	Vert Global Sustainable Real Estate ETF	+148,653	4,016,346	$42,661,627
DFIC	Dimensional International Core Equity 2 ETF	+120,204	2,342,361	$88,096,197
SPCX	Space Exploration Technologies Corp	+106,615	112,458	$16,965,413
DFAI	Dimensional International Core Equity Market ETF	+75,548	1,735,706	$71,910,299
SGOV	iShares 0-3 Month Treasury Bond ETF	+74,519	591,889	$59,591,384
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	+63,541	1,223,700	$48,605,364
DFAX	Dimensional World ex. U.S. Core Equity 2 ETF	+60,686	901,007	$33,355,279
CNH	CNH Industrial N.V.	+54,224	81,207	$1,043,509
NKE	NIKE, Inc.	+53,236	154,567	$5,471,671
ASAN	Asana, Inc.	+49,575	86,116	$725,957
DFAE	Dimensional Emerging Core Equity Market ETF	+40,989	739,548	$29,071,631
AAPL	Apple Inc.	+36,321	615,978	$205,132,993
ORCL	Oracle Corp	+36,044	133,240	$18,293,852
PFE	Pfizer Inc	+35,788	191,304	$5,455,990
VFC	V F Corp	+34,322	77,901	$1,095,288
OXY	Occidental Petroleum Corp	+33,863	65,199	$3,606,808
ADT	ADT Inc.	+33,201	66,431	$403,900
VEA	Vanguard FTSE Developed Markets ETF	+32,184	287,453	$20,297,056
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	+32,086	118,906	$7,052,314
DIS	Walt Disney Co	+28,381	65,751	$6,897,279
DOW	Dow Inc.	+25,775	73,379	$2,020,857
MO	Altria Group, Inc.	+25,460	63,345	$4,265,652
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
PCG	PG&E Corp	−270,991	107,864	$1,321,334
CHWY	Chewy, Inc.	−140,519	276,934	$5,040,198
SOFI	SoFi Technologies, Inc.	−138,540	485,437	$7,631,069
DKNG	DraftKings Inc.	−55,536	53,914	$1,024,366
EIX	Edison International	−44,110	46,766	$2,512,737
FIG	Figma, Inc.	−43,101	236,425	$4,969,653
CCL	Carnival Corp Ltd.	−37,545	14,824	$363,780
WMT	Walmart Inc.	−35,753	111,112	$11,546,759
SIRI	Sirius Xm Holdings Inc.	−30,323	19,079	$493,764
LII	Lennox International Inc	−29,721	2,466	$875,479
CPRT	Copart Inc	−26,840	16,478	$449,519
TDUP	ThredUp Inc.	−25,962	10,759	$22,809
CSGP	Costar Group, Inc.	−22,043	13,084	$358,501
MNKD	Mannkind Corp	−21,825	25,207	$98,307
RC	Ready Capital Corp	−20,840	38,466	$44,620
RCKT	Rocket Pharmaceuticals, Inc.	−20,783	12,204	$32,096
SLDE	Slide Insurance Holdings, Inc.	−19,844	50,999	$1,137,787
ALLO	Allogene Therapeutics, Inc.	−19,645	13,357	$21,371
SFIX	Stitch Fix, Inc.	−18,265	11,354	$29,066
PYLD		−18,209	206,415	$5,240,876
HURA	TuHURA Biosciences, Inc.	−17,621	29,389	$61,716
GPK	Graphic Packaging Holding Co	−16,657	72,415	$655,355
OWL	Blue Owl Capital Inc.	−16,086	54,786	$498,004
VNDA	Vanda Pharmaceuticals Inc.	−15,706	10,379	$50,960
AA	Alcoa Corp	−15,421	9,168	$385,056
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
CBRS	Cerebras Systems Inc.	13,609	$2,417,638
INSM	INSMED Inc	10,311	$1,176,897
CAI	Caris Life Sciences, Inc.	37,894	$1,160,693
DK	Delek US Holdings, Inc.	15,597	$1,113,157
CHYM	Chime Financial, Inc.	40,841	$1,088,004
ZBRA	Zebra Technologies Corp	2,712	$1,012,416
ANF	Abercrombie & Fitch Co	7,367	$992,261
MDGL	Madrigal Pharmaceuticals, Inc.	1,961	$988,265
BNDX	Vanguard Total International Bond ETF	17,927	$840,238
PFGC	Performance Food Group Co	8,308	$760,265
UHS	Universal Health Services Inc	4,218	$735,028
LDOS	Leidos Holdings, Inc.	6,004	$731,467
WCCB	West Coast Community Bancorp	11,118	$671,527
GGG	Graco Inc	7,614	$585,059
UDR	UDR, Inc.	16,453	$551,998
ALLE	Allegion plc	3,544	$544,960
EQH	Equitable Holdings, Inc.	10,363	$531,311
TXNM	Txnm Energy Inc	8,862	$516,831
BIP	Brookfield Infrastructure Partners L.P.	14,383	$511,315
BEP	Brookfield Renewable Partners L.P.	18,098	$509,277
MRNA	Moderna, Inc.	2,575	$495,867
USIG	iShares Broad USD Investment Grade Corporate Bond ETF	9,729	$473,899
RRX	Regal Rexnord Corp	2,953	$458,039
FFBC	First Financial Bancorp	12,897	$403,934
SPSB	State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF	13,442	$397,748
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
BURL	Burlington Stores, Inc.	5,056	$1,601,740
IRDM	Iridium Communications Inc.	28,193	$1,546,386
—		27,789	$1,443,638
—		4,830	$990,343
POOL	Pool Corp	4,455	$957,379
HII	Huntington Ingalls Industries, Inc.	2,771	$775,575
EXE	EXPAND ENERGY Corp	7,931	$723,227
YEAR	AB Ultra Short Income ETF	12,267	$617,520
DSGR	Distribution Solutions Group, Inc.	22,258	$608,756
VSNT	Versant Media Group, Inc.	16,854	$606,912
XYL	Xylem Inc.	4,640	$548,494
RARE	Ultragenyx Pharmaceutical Inc.	15,356	$512,736
LULU	lululemon athletica inc.	4,281	$488,804
WY	Weyerhaeuser Co	18,128	$433,984
CPB	CAMPBELL'S Co	19,000	$423,130
GAB	Gabelli Equity Trust Inc	72,704	$411,504
EDV	Vanguard World Fund	6,007	$390,935
OLN	OLIN Corp	19,695	$390,354
SMBS	Schwab Mortgage-Backed Securities ETF	15,125	$384,477
PNR	PENTAIR plc	4,862	$372,720
WTRG	Essential Utilities, Inc.	9,265	$354,942
ACM	Aecom	5,065	$353,537
SRPT	Sarepta Therapeutics, Inc.	19,491	$350,253
CHDN	Churchill Downs Inc	3,842	$344,396
FIS	Fidelity National Information Services, Inc.	8,682	$337,556
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

1,381 tracked positions · $5,693,047,897 total · filing declares 1,386 positions · $5,726,669,171 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 1,381 positions by value · page 1 of 28

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AMZN	Amazon Com Inc Consumer Cyclical	Added	4,063,923	+21,049	$1,012,526,415	+5.1%	17.79%
MSFT	Microsoft Corp Technology	Reduced	841,216	-4,187	$431,459,686	+36.8%	7.58%
NVDA	Nvidia Corp Technology	Added	908,890	+153,200	$207,572,298	+37.3%	3.65%
AAPL	Apple Inc. Technology	Added	615,978	+36,321	$205,132,993	+22.3%	3.60%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	308,894	+13,719	$115,600,490	+5.8%	2.03%
DCOR	Dimensional ETF Trust	Added	1,341,466	+165,254	$110,885,579	+15.0%	1.95%
DFIC	Dimensional International Core Equity 2 ETF	Added	2,342,361	+120,204	$88,096,197	+6.4%	1.55%
DFAC	Dimensional U.S. Core Equity 2 ETF	Added	1,979,851	+8,970	$88,004,376	+0.7%	1.55%
DFGR	Dimensional Global Real Estate ETF	Added	3,247,255	+216,831	$87,838,247	+0.1%	1.54%
GOOG	Alphabet Inc. Communication Services	Added	215,338	+542	$73,374,270	−3.3%	1.29%
DFAI	Dimensional International Core Equity Market ETF	Added	1,735,706	+75,548	$71,910,299	+5.0%	1.26%
IWB	iShares Russell 1000 ETF	Reduced	158,911	-2,089	$66,127,634	+0.3%	1.16%
SGOV	iShares 0-3 Month Treasury Bond ETF	Added	591,889	+74,519	$59,591,384	+14.4%	1.05%
VT	VANGUARD TOTAL WORLD STOCK INDEX FUND	Added	348,060	+7,301	$54,941,271	+2.7%	0.97%
DFAU	Dimensional US Core Equity Market ETF	Reduced	1,010,455	-4,818	$52,907,423	+0.8%	0.93%
GOOGL	Alphabet Inc. Communication Services	Added	152,686	+1,692	$52,536,198	−2.6%	0.92%
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	Added	1,223,700	+63,541	$48,605,364	+3.1%	0.85%
SPY	Spdr S&P 500 ETF Trust PUT + SHARES	Added	62,329	+506	$47,533,965	+3.0%	0.83%
VGSR	Vert Global Sustainable Real Estate ETF	Added	4,016,346	+148,653	$42,661,627	−3.1%	0.75%
VOO	VANGUARD 500 INDEX FUND	Added	58,056	+12,267	$40,689,128	+29.4%	0.71%
IWF	iShares Russell 1000 Growth ETF	Added	321,880	+461	$40,318,688	+1.0%	0.71%
IVV	iShares Core S&P 500 ETF	Added	52,098	+238	$39,899,253	+2.7%	0.70%
META	Meta Platforms, Inc. CALL + SHARES Communication Services	Added	54,750	+2,654	$39,703,605	+35.3%	0.70%
AMD	Advanced Micro Devices Inc Technology	Added	62,035	+14,160	$37,950,531	+36.5%	0.67%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	70,867	+3,349	$35,288,222	+4.4%	0.62%
QQQ	Invesco Qqq Trust, Series 1	Added	45,957	+656	$33,997,609	+1.9%	0.60%
DFAX	Dimensional World ex. U.S. Core Equity 2 ETF	Added	901,007	+60,686	$33,355,279	+7.7%	0.59%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	91,660	-3,526	$32,521,884	−18.8%	0.57%
IWV	iShares Russell 3000 ETF	Reduced	73,430	-2,612	$31,696,793	−2.2%	0.56%
DFAE	Dimensional Emerging Core Equity Market ETF	Added	739,548	+40,989	$29,071,631	+3.5%	0.51%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	Added	163,472	+918	$27,182,124	+1.8%	0.48%
DELL	Dell Technologies Inc. Technology	Reduced	49,190	-6,543	$26,461,760	+10.0%	0.46%
XOM	ExxonMobil Holdings Corp Energy	Reduced	162,476	-3,351	$26,442,969	+16.6%	0.46%
MU	Micron Technology Inc Technology	Reduced	24,098	-1,666	$25,667,020	−13.7%	0.45%
SNOW	Snowflake Inc. Technology	Reduced	75,157	-5,608	$25,520,310	+24.2%	0.45%
JPM	Jpmorgan Chase & Co Financial Services	Added	75,861	+5,455	$25,097,094	+8.9%	0.44%
EFA	iShares MSCI EAFE ETF	Reduced	237,334	-3,025	$24,656,629	−1.2%	0.43%
INTC	Intel Corp Technology	Added	200,984	+8,782	$24,164,306	−10.0%	0.42%
AVGO	Broadcom Inc. Technology	Added	68,624	+2,588	$24,100,062	−3.4%	0.42%
IWM	iShares Russell 2000 ETF	Reduced	84,418	-1,865	$23,458,918	−9.5%	0.41%
TMUS	T-Mobile US, Inc. Communication Services	Reduced	139,674	-4,544	$22,778,035	−5.8%	0.40%
COST	Costco Wholesale Corp Consumer Defensive	Reduced	23,958	-1,707	$21,809,925	−9.2%	0.38%
LLY	ELI LILLY & Co Healthcare	Reduced	17,631	-327	$20,400,477	−5.3%	0.36%
SBUX	Starbucks Corp Consumer Cyclical	Added	216,068	+3,979	$20,301,749	−6.3%	0.36%
VEA	Vanguard FTSE Developed Markets ETF	Added	287,453	+32,184	$20,297,056	+11.6%	0.36%
ORCL	Oracle Corp Technology	Added	133,240	+36,044	$18,293,852	+28.4%	0.32%
BRK-A	Berkshire Hathaway Inc Financial Services	Held	24	0	$17,928,120	−0.2%	0.31%
LRCX	Lam Research Corp Technology	Added	51,700	+23,929	$16,983,967	+41.1%	0.30%
SPCX	Space Exploration Technologies Corp Industrials	Added	112,458	+106,615	$16,965,413	+1599.4%	0.30%
JNJ	Johnson & Johnson Healthcare	Added	60,818	+3,093	$16,100,957	+9.8%	0.28%

Showing the top 50 of 1,381 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.