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BJL

Brighton Jones LLC Portfolio holdings

AUM $5.38B
1-Year Est. Return 27.31%
This Fund
S&P 500
This Quarter Est. Return
-3.57%
1 Year Est. Return
+27.31%
3 Year Est. Return
+97.88%
5 Year Est. Return
+112.4%
10 Year Est. Return
+557.65%
AUM
$4.53B
AUM Growth
+$1.82B
Cap. Flow
+$2.11B
Cap. Flow %
46.5%
Top 10 Hldgs %
41.6%
Holding
1,200
New
1,145
Increased
37
Reduced
16
Closed
–

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$44.1M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$41.4M
3
TSLA icon
Tesla
TSLA
+$40.9M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$37M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$34.4M

Top Sells

Rank Stock Value
1
PFE icon
Pfizer
PFE
+$7.85M
2
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$6.67M
3
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$4.82M
4
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$2.1M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.86M

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 23.66%
2 Technology 19.54%
3 Financials 5.61%
4 Industrials 4.66%
5 Communication Services 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VEEV icon
276
Veeva Systems
VEEV
$38.4B
$1.93M 0.04%
+11,006
New +$2.16M
OKE icon
277
Oneok
OKE
$57.7B
$1.93M 0.04%
+21,330
New +$1.76M
DOV icon
278
Dover
DOV
$28.1B
$1.92M 0.04%
+9,222
New +$1.97M
LITE icon
279
Lumentum
LITE
$63.8B
$1.89M 0.04%
+2,695
New +$1.48M
ALNY icon
280
Alnylam Pharmaceuticals
ALNY
$29.6B
$1.89M 0.04%
+5,699
New +$1.94M
KMX icon
281
CarMax
KMX
$8.26B
$1.88M 0.04%
+45,288
New +$1.98M
VIS icon
282
Vanguard Industrials ETF
VIS
$8.49B
$1.88M 0.04%
+6,013
New +$1.95M
WBD icon
283
Warner Bros
WBD
$67.9B
$1.88M 0.04%
+68,286
New +$1.91M
EMR icon
284
Emerson Electric
EMR
$91.7B
$1.87M 0.04%
+14,256
New +$2.05M
IUSG icon
285
iShares Core S&P US Growth ETF
IUSG
$33.6B
$1.86M 0.04%
+11,988
New +$1.97M
SYF icon
286
Synchrony
SYF
$25.5B
$1.86M 0.04%
+27,294
New +$1.98M
UTHR icon
287
United Therapeutics
UTHR
$22.1B
$1.85M 0.04%
+3,120
New +$1.55M
EQIX icon
288
Equinix
EQIX
$102B
$1.84M 0.04%
+1,877
New +$1.67M
SHOP icon
289
Shopify
SHOP
$196B
$1.84M 0.04%
+15,508
New +$2.04M
DVY icon
290
iShares Select Dividend ETF
DVY
$23.7B
$1.84M 0.04%
+12,133
New +$1.83M
MTZ icon
291
MasTec
MTZ
$21.9B
$1.8M 0.04%
+5,603
New +$1.52M
EXEL icon
292
Exelixis
EXEL
$12.7B
$1.8M 0.04%
+41,884
New +$1.8M
MDB icon
293
MongoDB
MDB
$35.3B
$1.79M 0.04%
+7,319
New +$2.45M
SO icon
294
Southern Company
SO
$106B
$1.77M 0.04%
+18,390
New +$1.7M
VIK icon
295
Viking Holdings
VIK
$45.3B
$1.77M 0.04%
+24,123
New +$1.76M
AA icon
296
Alcoa
AA
$14.3B
$1.77M 0.04%
+26,716
New +$1.64M
MMM icon
297
3M
MMM
$94.4B
$1.77M 0.04%
+12,188
New +$1.94M
EXE
298
Expand Energy Corp
EXE
$22.7B
$1.76M 0.04%
+16,056
New +$1.71M
DVN icon
299
Devon Energy
DVN
$49.9B
$1.75M 0.04%
+34,834
New +$1.49M
MOH icon
300
Molina Healthcare
MOH
$10.2B
$1.74M 0.04%
+13,081
New +$2.08M
10 11
12
13 14

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Brighton Jones LLC's Q1 2026 Portfolio in Review

As of Q1 2026, Brighton Jones LLC held 1,200 positions worth $4.53B, up 67% from $2.71B the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Brighton Jones LLC deployed $2.11B of net new capital in Q1 2026, opening 1,145 new positions and adding to 37 existing holdings. Its largest new stake was State Street SPDR S&P 500 ETF Trust: 60,915 shares worth $39.6M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 24% of assets, down from 36% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was Pfizer, an estimated $7.85M trimmed.

  • Brighton Jones LLC's largest Q1 2026 buy was State Street SPDR S&P 500 ETF Trust: 60,915 shares worth $39.6M.
  • Brighton Jones LLC added most to Microsoft in Q1 2026, an estimated $44.1M increase.
  • Brighton Jones LLC's biggest Q1 2026 reduction was Pfizer, cutting an estimated $7.85M.
  • Brighton Jones LLC's ten largest holdings make up 42% of its $4.53B portfolio in Q1 2026.
  • Brighton Jones LLC opened 1,145 new positions and closed 0 in Q1 2026.
  • Brighton Jones LLC's portfolio value rose 67% quarter-over-quarter to $4.53B.

Based on Brighton Jones LLC's 13F filing for Q1 2026, filed 28 Apr 2026.