BRIGHTON JONES LLC — 13F Holdings & Portfolio
CIK 1360798 · latest 13F-HR filed 2026-08-11
BRIGHTON JONES LLC manages $5.38B in 13F-reported U.S. long-equity assets across 1,423 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AMZN (17.91%), MSFT (5.86%), AAPL (3.12%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 295 new positions and exited 73; 715 existing positions rose in reported value and 262 fell.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$5.38B
Long-equity book
Holdings
1,423
Distinct positions
Period
2026-06-30
Filed 2026-08-11
Q/Q Activity
+295 / −73 / ↑715 / ↓262
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26AMZN17.9% · -2%MSFT5.9% · +0%AAPL3.1% · +2%NVDA2.8% · +9%VTI2.0% · +2%DCOR1.8% · +15%DFGR1.6% · +8%DFAC1.6% · +12%DFIC1.5% · +7%GOOG1.4% · +18%DFAI1.3% · +5%IWB1.2% · -0%GOOGL1.0% · +6%VT1.0% · +4%DFAU1.0% · +2%SGOV1.0% · +162%DFEM0.9% · +3%SPY0.9% · +2%VGSR0.8% · +5%TSLA0.7% · -4%IWF0.7% · +294%IVV0.7% · +3%BRK.B0.6% · +23%QQQ0.6% · +7%IWV0.6% · -1%VOO0.6% · +8%DFAX0.6% · +38%MU0.6% · -12%META0.5% · +9%DFAE0.5% · +4%AMD0.5% · -3%INTC0.5% · -11%ITOT0.5% · -2%IWM0.5% · +2%EFA0.5% · +1%AVGO0.5% · -9%TMUS0.5% · +1%DELL0.4% · +7%COST0.4% · +4%JPM0.4% · +3%XOM0.4% · +4%SBUX0.4% · -21%LLY0.4% · +15%SNOW0.4% · +27%LII0.3% · -1%VEA0.3% · -1%BRK.A0.3% · 0%ARM0.3% · newWMT0.3% · -4%HD0.3% · +12%KLAC0.3% · +819%JNJ0.3% · 0%ORCL0.3% · +7%RWO0.3% · +0%STX0.3% · +14%WDC0.3% · -8%VV0.3% · +0%VXUS0.2% · -2%ABNB0.2% · -33%AMGN0.2% · +2%
Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
3 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 39.7%Cumulative share of the portfolio held in the largest N positions.
Firm Profile & Key People
As of the firm’s regulatory filing dated Jul 7, 2026.
Assets Under Management
$18.88B
Discretionary
$18.76B
Employees
316
Accounts
3,808
Address
2030 1ST AVENUE
3RD FLOOR
SEATTLE, WA 98121
3RD FLOOR
SEATTLE, WA 98121
Phone
(206) 258-5000
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| BRIGHTON, CHARLES, EDWIN Control | MANAGING DIRECTOR since Oct 1999 | 25–50% | Individual |
| DILLON, CARLEY, M Control | CHIEF EXPERIENCE OFFICER since Sep 2020 | Less than 5% | Individual |
| HO, ROBERT, KAR-FAI Control | CHIEF FINANCIAL OFFICER since Jan 2025 | Less than 5% | Individual |
| JONES, JON, DAVID Control | CHIEF EXECUTIVE OFFICER since Oct 1999 | 25–50% | Individual |
| Kyrkos, April Control | CHIEF OPERATING OFFICER since Feb 2021 | Less than 5% | Individual |
| OWENS, CHRISTINA Control | GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER since May 2024 | Less than 5% | Individual |
| TALL, BRIAN, C Control | CHIEF INVESTMENT OFFICER since Jul 2013 | Less than 5% | Individual |
| JONES, MARK, R | CHIEF REVENUE OFFICER since Sep 2021 | Less than 5% | Individual |
| LEBER, SCOTT | CHIEF CORPORATE DEVELOPMENT OFFICER since Jan 2019 | Less than 5% | Individual |
| MAYFIELD, TYLER | MANAGING DIRECTOR since Nov 2012 | Less than 5% | Individual |
| SAICHUA, TANG | CHIEF CLIENT OFFICER since Jan 2025 | Less than 5% | Individual |
| TORRES, MELINDA | CHIEF MARKETING OFFICER since Jan 2026 | Less than 5% | Individual |
Ownership & leadership changes · 17 filings with changes since Mar 30, 2012
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
Mar 31, 2026 filing
- No longer listedDougherty, John · CHIEF MARKETING OFFICER · Less than 5% · listed since Dec 2019
- No longer listedPRESTON, THOMAS, PATRICK · VICE PRESIDENT OF CLIENT SERVICES · Less than 5% · listed since Apr 2012
- No longer listedRAMZA, TIM, WILLIAM · CHIEF INNOVATION OFFICER · Less than 5% · listed since Jun 2023
- AddedSAICHUA, TANG · CHIEF CLIENT OFFICER · Less than 5%
- AddedTORRES, MELINDA · CHIEF MARKETING OFFICER · Less than 5%
- ChangedLEBER, SCOTT · title CHIEF STRATEGY OFFICER → CHIEF CORPORATE DEVELOPMENT OFFICER
Mar 31, 2025 filing
- AddedHO, ROBERT, KAR-FAI · CHIEF FINANCIAL OFFICER · Less than 5% · control person
- ChangedDILLON, CARLEY, M · now a control person
- ChangedKyrkos, April · now a control person
- ChangedOWENS, CHRISTINA · now a control person
- ChangedRAMZA, TIM, WILLIAM · title CHIEF TECHNOLOGY OFFICER → CHIEF INNOVATION OFFICER
- ChangedTALL, BRIAN, C · now a control person
May 31, 2024 filing
- AddedOWENS, CHRISTINA · GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER · Less than 5%
- ChangedMAYFIELD, TYLER · title MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER → MANAGING DIRECTOR
Mar 29, 2024 filing
- AddedRAMZA, TIM, WILLIAM · CHIEF TECHNOLOGY OFFICER · Less than 5%
- ChangedPRESTON, THOMAS, PATRICK · title DIRECTOR OF CLIENT SERVICES → VICE PRESIDENT OF CLIENT SERVICES
Mar 31, 2023 filing
- ChangedDILLON, CARLEY, M · title V.P. OF CLIENT EXPERIENCE → CHIEF EXPERIENCE OFFICER
- ChangedLEBER, SCOTT · title MANAGING DIRECTOR → CHIEF STRATEGY OFFICER
Apr 5, 2022 filing
- No longer listedCAROLAN, BRETT, HOWARD · SENIOR LEAD ADVISOR · 5–10% · listed since Jan 2005
Mar 29, 2022 filing
- AddedDILLON, CARLEY, M · V.P. OF CLIENT EXPERIENCE · Less than 5%
- AddedJONES, MARK, R · CHIEF REVENUE OFFICER · Less than 5%
- ChangedBRIGHTON, CHARLES, EDWIN · title MEMBER → MANAGING DIRECTOR
- ChangedCAROLAN, BRETT, HOWARD · title MEMBER → SENIOR LEAD ADVISOR
- ChangedDougherty, John · no longer a control person
- ChangedJONES, JON, DAVID · title MEMBER → CHIEF EXECUTIVE OFFICER
- ChangedKyrkos, April · no longer a control person
- ChangedLEBER, SCOTT · title MEMBER → MANAGING DIRECTOR; no longer a control person
- ChangedMAYFIELD, TYLER · no longer a control person
- ChangedPRESTON, THOMAS, PATRICK · title MEMBER → DIRECTOR OF CLIENT SERVICES
- ChangedTALL, BRIAN, C · title MEMBER → CHIEF INVESTMENT OFFICER
Mar 30, 2021 filing
- AddedDougherty, John · CHIEF MARKETING OFFICER · Less than 5% · control person
- AddedKyrkos, April · CHIEF OPERATING OFFICER · Less than 5% · control person
Mar 28, 2020 filing
- ChangedMAYFIELD, TYLER · title CHIEF OPERATIONS OFFICER/CHIEF COMPLIANCE OFFICER → MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER
Mar 29, 2019 filing
- No longer listedCAMRUD, MATTHEW, ALLAN · MEMBER · Less than 5% · listed since Apr 2014
- No longer listedCHRISTENSEN, CLINT, MICHAEL · MEMBER · Less than 5% · listed since Nov 2007
- No longer listedLEADON, KORY, BRYAN · MEMBER · Less than 5% · listed since Jul 2008
- No longer listedMCCARTHY, JEROME, FRANCIS · MEMBER · Less than 5% · listed since Sep 2003
- No longer listedMORMINO, MATTHEW, LEWIS · MEMBER · Less than 5% · listed since Jan 2016
- No longer listedWIKSTROM, ERIC, JASON · MEMBER · Less than 5% · listed since Jan 2007
- AddedLEBER, SCOTT · MEMBER · Less than 5% · control person
Older changes (8 more filings)
Sep 9, 2016 filing
- No longer listedRAGAN, VARONICA, STEVENS · CHIEF COMPLIANCE OFFICER/DIRECTOR OF FINANCE AND ACCOUNTING · Less than 5% · control person · listed since Aug 2015
- ChangedMAYFIELD, TYLER · title CHIEF OPERATIONS OFFICER → CHIEF OPERATIONS OFFICER/CHIEF COMPLIANCE OFFICER
Mar 28, 2016 filing
- AddedMORMINO, MATTHEW, LEWIS · MEMBER · Less than 5%
- ChangedCHRISTENSEN, CLINT, MICHAEL · title LEAD ADVISOR → MEMBER
- ChangedMCCARTHY, JEROME, FRANCIS · title LEAD ADVISOR → MEMBER
Sep 3, 2015 filing
- AddedRAGAN, VARONICA, STEVENS · CHIEF COMPLIANCE OFFICER/DIRECTOR OF FINANCE AND ACCOUNTING · Less than 5% · control person
- ChangedMAYFIELD, TYLER · title CHIEF COMPLIANCE OFFICER / CHIEF OPERATIONS OFFICER → CHIEF OPERATIONS OFFICER
Mar 31, 2014 filing
- AddedCAMRUD, MATTHEW, ALLAN · MEMBER · Less than 5%
- AddedTALL, BRIAN, C · MEMBER · Less than 5%
- Listed againPRESTON, THOMAS, PATRICK · MEMBER · Less than 5%
- ChangedCAROLAN, BRETT, HOWARD · no longer a control person
- ChangedCHRISTENSEN, CLINT, MICHAEL · no longer a control person
- ChangedMCCARTHY, JEROME, FRANCIS · no longer a control person
- ChangedWIKSTROM, ERIC, JASON · no longer a control person
Mar 26, 2013 filing
- AddedCHRISTENSEN, CLINT, MICHAEL · LEAD ADVISOR · Less than 5% · control person
- AddedMCCARTHY, JEROME, FRANCIS · LEAD ADVISOR · Less than 5% · control person
Dec 5, 2012 filing
- No longer listedPRESTON, THOMAS, PATRICK · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Nov 2012
- AddedMAYFIELD, TYLER · CHIEF COMPLIANCE OFFICER / CHIEF OPERATIONS OFFICER · Less than 5% · control person
Nov 6, 2012 filing
- No longer listedSPRAGINS, ALAN, WOOD · CHIEF COMPLIANCE OFFICER, CFO & GENERAL COUNSEL · Less than 5% · control person · listed since Jan 2008
- AddedPRESTON, THOMAS, PATRICK · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Mar 30, 2012 filing (earliest on record)
- ListedBRIGHTON, CHARLES, EDWIN · MEMBER · 25–50% · control person
- ListedCAROLAN, BRETT, HOWARD · MEMBER · 5–10% · control person
- ListedJONES, JON, DAVID · MEMBER · 25–50% · control person
- ListedLEADON, KORY, BRYAN · MEMBER · Less than 5%
- ListedSPRAGINS, ALAN, WOOD · CHIEF COMPLIANCE OFFICER, CFO & GENERAL COUNSEL · Less than 5% · control person
- ListedWIKSTROM, ERIC, JASON · MEMBER · Less than 5% · control person
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- AMAZON COM INC$102.5M +11.9%
- ISHARES TR$32.2M +162.3%
- NVIDIA CORPORATION$30.6M +25.4%
- ALPHABET INC$23.8M +45.6%
- APPLE INC$23.1M +15.9%
Top Trims
- T-MOBILE US INC-$5.7M -19.1%
- EXXON MOBIL CORP-$4.5M -16.6%
- AIRBNB INC-$3.9M -23.6%
- COMPASS INC-$3.6M -78.1%
- PALANTIR TECHNOLOGIES INC-$3.1M -30.5%
New Positions
- ARM HOLDINGS PLC$17.6M
- PIMCO ETF TR$5.2M
- FRANKLIN TEMPLETON ETF TR$4.0M
- VANGUARD MALVERN FDS$3.2M
- WASTE CONNECTIONS INC$2.8M
Exited Positions
- HONEYWELL INTL INC$5.5M
- SEALED AIR CORP NEW$1.2M
- GENPACT LIMITED$1.2M
- PROCORE TECHNOLOGIES INC$944.8K
- MASIMO CORP$939.3K
BRIGHTON JONES LLC Holdings (2026-06-30)
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 023135106 | $963.6M | 17.91% | 4,042,874 | SH |
| 2 | MICROSOFT CORP | MSFT | 594918104 | $315.1M | 5.86% | 844,803 | SH |
| 3 | APPLE INC | AAPL | 037833100 | $167.7M | 3.12% | 579,657 | SH |
| 4 | NVIDIA CORPORATION | NVDA | 67066G104 | $151.2M | 2.81% | 755,690 | SH |
| 5 | VANGUARD INDEX FDS | VTI | 922908769 | $109.2M | 2.03% | 295,175 | SH |
| 6 | DIMENSIONAL ETF TRUST | DCOR | 25434V625 | $96.4M | 1.79% | 1,176,212 | SH |
| 7 | DIMENSIONAL ETF TRUST | DFGR | 25434V658 | $87.8M | 1.63% | 3,030,424 | SH |
| 8 | DIMENSIONAL ETF TRUST | DFAC | 25434V708 | $87.4M | 1.63% | 1,970,881 | SH |
| 9 | DIMENSIONAL ETF TRUST | DFIC | 25434V799 | $82.8M | 1.54% | 2,222,157 | SH |
| 10 | ALPHABET INC | GOOG | 02079K107 | $75.9M | 1.41% | 214,796 | SH |
| 11 | DIMENSIONAL ETF TRUST | DFAI | 25434V203 | $68.5M | 1.27% | 1,660,158 | SH |
| 12 | ISHARES TR | IWB | 464287622 | $65.9M | 1.23% | 161,000 | SH |
| 13 | ALPHABET INC | GOOGL | 02079K305 | $54.0M | 1.00% | 150,994 | SH |
| 14 | VANGUARD INTL EQUITY INDEX F | VT | 922042742 | $53.5M | 0.99% | 340,759 | SH |
| 15 | DIMENSIONAL ETF TRUST | DFAU | 25434V104 | $52.5M | 0.98% | 1,015,273 | SH |
| 16 | ISHARES TR | SGOV | 46436E718 | $52.1M | 0.97% | 517,370 | SH |
| 17 | DIMENSIONAL ETF TRUST | DFEM | 25434V732 | $47.1M | 0.88% | 1,160,159 | SH |
| 18 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $46.2M | 0.86% | 61,823 | SH |
| 19 | MANAGER DIRECTED PORTFOLIOS | VGSR | 56170L695 | $44.0M | 0.82% | 3,867,693 | SH |
| 20 | TESLA INC | TSLA | 88160R101 | $40.0M | 0.74% | 95,186 | SH |
| 21 | ISHARES TR | IWF | 464287614 | $39.9M | 0.74% | 321,419 | SH |
| 22 | ISHARES TR | IVV | 464287200 | $38.8M | 0.72% | 51,860 | SH |
| 23 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $33.8M | 0.63% | 67,518 | SH |
| 24 | INVESCO QQQ TR | QQQ | 46090E103 | $33.4M | 0.62% | 45,301 | SH |
| 25 | ISHARES TR | IWV | 464287689 | $32.4M | 0.60% | 76,042 | SH |
| 26 | VANGUARD INDEX FDS | VOO | 922908363 | $31.4M | 0.58% | 45,789 | SH |
| 27 | DIMENSIONAL ETF TRUST | DFAX | 25434V880 | $31.0M | 0.58% | 840,321 | SH |
| 28 | MICRON TECHNOLOGY INC | MU | 595112103 | $29.7M | 0.55% | 25,764 | SH |
| 29 | META PLATFORMS INC | META | 30303M102 | $29.3M | 0.55% | 52,096 | SH |
| 30 | DIMENSIONAL ETF TRUST | DFAE | 25434V302 | $28.1M | 0.52% | 698,559 | SH |
| 31 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $27.8M | 0.52% | 47,875 | SH |
| 32 | INTEL CORP | INTC | 458140100 | $26.8M | 0.50% | 192,202 | SH |
| 33 | ISHARES TR | ITOT | 464287150 | $26.7M | 0.50% | 162,554 | SH |
| 34 | ISHARES TR | IWM | 464287655 | $25.9M | 0.48% | 86,283 | SH |
| 35 | ISHARES TR | EFA | 464287465 | $25.0M | 0.46% | 240,359 | SH |
| 36 | BROADCOM INC | AVGO | 11135F101 | $24.9M | 0.46% | 66,036 | SH |
| 37 | T-MOBILE US INC | TMUS | 872590104 | $24.2M | 0.45% | 144,218 | SH |
| 38 | DELL TECHNOLOGIES INC | DELL | 24703L202 | $24.0M | 0.45% | 55,733 | SH |
| 39 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $24.0M | 0.45% | 25,665 | SH |
| 40 | JPMORGAN CHASE & CO | JPM | 46625H100 | $23.0M | 0.43% | 70,406 | SH |
| 41 | EXXON MOBIL CORP | XOM | 30231G102 | $22.7M | 0.42% | 165,827 | SH |
| 42 | STARBUCKS CORP | SBUX | 855244109 | $21.7M | 0.40% | 212,089 | SH |
| 43 | ELI LILLY & CO | LLY | 532457108 | $21.5M | 0.40% | 17,958 | SH |
| 44 | SNOWFLAKE INC | SNOW | 833445109 | $20.6M | 0.38% | 80,765 | SH |
| 45 | LENNOX INTL INC | LII | 526107107 | $18.4M | 0.34% | 32,187 | SH |
| 46 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $18.2M | 0.34% | 255,269 | SH |
| 47 | BERKSHIRE HATHAWAY INC DEL | BRK.A | 084670108 | $18.0M | 0.33% | 24 | SH |
| 48 | ARM HOLDINGS PLC | ARM | 042068205 | $17.6M | 0.33% | 49,716 | SH |
| 49 | WALMART INC | WMT | 931142103 | $16.6M | 0.31% | 146,865 | SH |
| 50 | HOME DEPOT INC | HD | 437076102 | $15.1M | 0.28% | 42,808 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-11 | $5.38B | 1,423 | 0001360798-26-000005 |
| 2026-03-31 | 2026-04-28 | $2.37B | 24 | 0001360798-26-000003 |
| 2026-03-31 | 2026-08-07 | $4.53B | 1,200 | 0001360798-26-000004 |
| 2025-12-31 | 2026-01-27 | $2.71B | 55 | 0001360798-26-000001 |
Filer Information
Address
2030 1ST AVENUE3RD FLOOR
SEATTLE, WA 98121
Phone
(206) 258-5000
Filing Manager
BRIGHTON JONES LLC
SEATTLE, WA
Signatory
Christina Owens
Chief Compliance Officer