Brighton Jones LLC has filed its latest 13F-HR report, detailing its investment holdings as of September 30, 2026. The filing reveals that the firm manages a total of $5,726,669,171 in assets, reflecting its strategic positioning in the financial services sector.
This update is significant as it provides insights into Brighton Jones' investment strategies and the firms it has chosen to back during a time of fluctuating market conditions. The detailed report includes a total of 1,386 separate holdings, showcasing a diverse portfolio that spans multiple industries.
Background
Brighton Jones LLC is a financial services firm based in Seattle, Washington. The company operates under the Central Index Key (CIK) number 0001360798. Brighton Jones specializes in wealth management and investment advisory services, catering to a variety of clients, including individuals and institutions.
The firm has consistently filed reports with the SEC, with its most recent filings including the 13F-HR on November 3, 2026, and previous filings in August 2026. These filings indicate the firm's active management approach and its commitment to transparency in its investment activities.
What the Filing Says
The 13F-HR filing submitted on November 3, 2026, indicates that Brighton Jones has a total of 1,386 holdings with a cumulative value of $5,726,669,171. The filing was signed by Christina Owens, the Chief Compliance Officer, emphasizing the firm's adherence to regulatory requirements.
Impact
This filing may affect clients and investors who rely on Brighton Jones for wealth management services. The firm's diverse investment portfolio may also influence market trends, as other financial services firms observe its strategies and adjust their own investment approaches accordingly.
What's Next
The filing does not say what happens next, leaving stakeholders to anticipate future updates regarding the firm’s investment strategies and market positioning.
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