Brighton Jones LLC reported 1,052 positions worth $3.92B for the quarter ended Sep 30, 2026, up 7.5% on the prior quarter. It opened 88 new positions, added to 518, trimmed 440 and exited 143. Its largest holding is Amazon Com Inc at 25.8% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| NVDA Nvidia Corp | +153.2K | +20.3% | $34.99M | 5.3% |
| SPCX Space Exploration Technologies Corp | +106.6K | +1,824.7% | $16.08M | 0.433% |
| AAPL Apple Inc. | +36.3K | +6.3% | $12.10M | 5.24% |
| AMD Advanced Micro Devices Inc | +14.2K | +29.6% | $8.66M | 0.969% |
| LRCX Lam Research Corp | +23.9K | +86.2% | $7.86M | 0.433% |
| AMZN Amazon Com Inc | +21.0K | +0.5% | $5.24M | 25.84% |
| ORCL Oracle Corp | +36.0K | +37.1% | $4.95M | 0.467% |
| ISRG Intuitive Surgical Inc | +9,258 | +99.5% | $3.76M | 0.193% |
| DIS Walt Disney Co | +28.4K | +75.9% | $2.98M | 0.176% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | +5,807 | +31.0% | $2.65M | 0.286% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| LII Lennox International Inc | -29.7K | -92.3% | $10.55M | 0.022% |
| WMT Walmart Inc. | -35.8K | -24.3% | $3.72M | 0.295% |
| DELL Dell Technologies Inc. | -6,543 | -11.7% | $3.52M | 0.675% |
| PCG PG&E Corp | -271.0K | -71.5% | $3.32M | 0.034% |
| CRWD CrowdStrike Holdings, Inc. | -10.5K | -23.1% | $2.78M | 0.237% |
| CHWY Chewy, Inc. | -140.5K | -33.7% | $2.56M | 0.129% |
| EIX Edison International | -44.1K | -48.5% | $2.37M | 0.064% |
| SOFI SoFi Technologies, Inc. | -138.5K | -22.2% | $2.18M | 0.195% |
| TJX Tjx Companies Inc | -14.9K | -43.9% | $1.97M | 0.064% |
| AON Aon plc | -6,956 | -64.3% | $1.93M | 0.027% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| CBRS Cerebras Systems Inc. | +13.6K | $2.42M | 0.062% |
| INSM INSMED Inc | +10.3K | $1.18M | 0.03% |
| CAI Caris Life Sciences, Inc. | +37.9K | $1.16M | 0.03% |
| DK Delek US Holdings, Inc. | +15.6K | $1.11M | 0.028% |
| CHYM Chime Financial, Inc. | +40.8K | $1.09M | 0.028% |
| ZBRA Zebra Technologies Corp | +2,712 | $1.01M | 0.026% |
| ANF Abercrombie & Fitch Co | +7,367 | $992.22K | 0.025% |
| MDGL Madrigal Pharmaceuticals, Inc. | +1,961 | $988.27K | 0.025% |
| PFGC Performance Food Group Co | +8,308 | $760.22K | 0.019% |
| UHS Universal Health Services Inc | +4,218 | $735.07K | 0.019% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| BURL Burlington Stores, Inc. | -5,056 | $1.60M | 0.044% |
| IRDM Iridium Communications Inc. | -28.2K | $1.55M | 0.042% |
| POOL Pool Corp | -4,455 | $957.44K | 0.026% |
| HII Huntington Ingalls Industries, Inc. | -2,771 | $775.70K | 0.021% |
| EXE EXPAND ENERGY Corp | -7,931 | $723.26K | 0.02% |
| DSGR Distribution Solutions Group, Inc. | -22.3K | $608.76K | 0.017% |
| VSNT Versant Media Group, Inc. | -16.9K | $606.92K | 0.017% |
| XYL Xylem Inc. | -4,640 | $548.55K | 0.015% |
| RARE Ultragenyx Pharmaceutical Inc. | -15.4K | $512.75K | 0.014% |
| LULU lululemon athletica inc. | -4,281 | $488.78K | 0.013% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AMZN Amazon Com Inc | Consumer Discretionary | 4.06M | $1.01B | 25.84% | +21.0K | +0.5% | Added | 0.04% |
| 2 | MSFT Microsoft Corp | Technology | 841.2K | $431.46M | 11.01% | -3,587 | -0.4% | Reduced | 0.01% |
| 3 | NVDA Nvidia Corp | Technology | 908.9K | $207.58M | 5.3% | +153.2K | +20.3% | Added | 0% |
| 4 | AAPL Apple Inc. | Technology | 616.0K | $205.13M | 5.24% | +36.3K | +6.3% | Added | 0% |
| 5 | GOOG Alphabet Inc. | Technology | 215.3K | $73.37M | 1.87% | +542 | +0.3% | Added | 0% |
| 6 | GOOGL Alphabet Inc. | Technology | 152.7K | $52.54M | 1.34% | +1,692 | +1.1% | Added | 0% |
| 7 | META Meta Platforms, Inc. | Technology | 54.5K | $39.49M | 1.01% | +2,354 | +4.5% | Added | 0% |
| 8 | AMD Advanced Micro Devices Inc | Technology | 62.0K | $37.95M | 0.969% | +14.2K | +29.6% | Added | 0% |
| 9 | BRK-B Berkshire Hathaway Inc | Financial Services | 70.9K | $35.29M | 0.901% | +3,349 | +5.0% | Added | 0.01% |
| 10 | TSLA Tesla, Inc. | Consumer Discretionary | 91.7K | $32.52M | 0.83% | -3,526 | -3.7% | Reduced | 0% |
| 11 | DELL Dell Technologies Inc. | Technology | 49.2K | $26.46M | 0.675% | -6,543 | -11.7% | Reduced | 0.02% |
| 12 | XOM ExxonMobil Holdings Corp | Energy | 162.5K | $26.44M | 0.675% | -3,351 | -2.0% | Reduced | 0% |
| 13 | MU Micron Technology Inc | Technology | 24.1K | $25.67M | 0.655% | -1,666 | -6.5% | Reduced | 0% |
| 14 | SNOW Snowflake Inc. | Technology | 75.2K | $25.52M | 0.651% | -5,608 | -6.9% | Reduced | 0.02% |
| 15 | JPM Jpmorgan Chase & Co | Financial Services | 75.9K | $25.10M | 0.64% | +5,455 | +7.7% | Added | 0% |
Tip. Select a row to see that position’s full history at Brighton Jones.
As of its Q3 2026 13F filing, Brighton Jones LLC’s five largest positions were Amazon Com Inc (AMZN) at 25.8%, Microsoft Corp (MSFT) at 11.0%, Nvidia Corp (NVDA) at 5.3%, Apple Inc. (AAPL) at 5.2%, Alphabet Inc. (GOOG) at 1.9% of the reported portfolio.
Brighton Jones LLC reported a 13F portfolio worth $3.92B across 1,052 positions for Q3 2026. That is up 7.5% from the previous quarter.
Its largest purchases by value were Nvidia Corp ($34.99M), Space Exploration Technologies Corp ($16.08M), Apple Inc. ($12.10M). It opened 88 new positions.
Its largest sales by value were Lennox International Inc ($10.55M), Walmart Inc. ($3.72M), Dell Technologies Inc. ($3.52M). It exited 143 positions entirely.
From the Form 13F-HR reports Brighton Jones LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.