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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
DECK icon
326
Deckers Outdoor
DECK
$12.8B
$1.6M 0.04%
+15,960
New +$1.71M
BP icon
327
BP
BP
$111B
$1.6M 0.04%
+33,984
New +$1.33M
VLO icon
328
Valero Energy
VLO
$93.3B
$1.58M 0.03%
+6,386
New +$1.32M
SCHE icon
329
Schwab Emerging Markets Equity ETF
SCHE
$12.8B
$1.58M 0.03%
+47,872
New +$1.63M
BMRN icon
330
BioMarin Pharmaceuticals
BMRN
$13.5B
$1.57M 0.03%
+27,779
New +$1.62M
SLV icon
331
iShares Silver Trust
SLV
$31.5B
$1.57M 0.03%
+23,012
New +$1.75M
TEL icon
332
TE Connectivity
TEL
$63.3B
$1.57M 0.03%
+7,498
New +$1.65M
ETN icon
333
Eaton
ETN
$178B
$1.56M 0.03%
+4,374
New +$1.56M
OXY icon
334
Occidental Petroleum
OXY
$59B
$1.56M 0.03%
+24,006
New +$1.21M
THC icon
335
Tenet Healthcare
THC
$20.9B
$1.55M 0.03%
+8,237
New +$1.74M
ITW icon
336
Illinois Tool Works
ITW
$83.5B
$1.55M 0.03%
+5,952
New +$1.62M
CTVA icon
337
Corteva
CTVA
$50.9B
$1.53M 0.03%
+18,241
New +$1.37M
LECO icon
338
Lincoln Electric
LECO
$15.5B
$1.53M 0.03%
+6,126
New +$1.64M
NTRS icon
339
Northern Trust
NTRS
$34.4B
$1.52M 0.03%
+10,923
New +$1.57M
BBY icon
340
Best Buy
BBY
$17.6B
$1.52M 0.03%
+23,680
New +$1.55M
NTNX icon
341
Nutanix
NTNX
$17.4B
$1.51M 0.03%
+39,852
New +$1.68M
OMC icon
342
Omnicom Group
OMC
$23.6B
$1.51M 0.03%
+20,044
New +$1.55M
XLE icon
343
State Street Energy Select Sector SPDR ETF
XLE
$39.8B
$1.51M 0.03%
+24,612
New +$1.32M
XLV icon
344
State Street Health Care Select Sector SPDR ETF
XLV
$43.9B
$1.5M 0.03%
+10,224
New +$1.58M
UAL icon
345
United Airlines
UAL
$41B
$1.49M 0.03%
+16,230
New +$1.7M
CBRE icon
346
CBRE Group
CBRE
$42.7B
$1.49M 0.03%
+11,017
New +$1.67M
ETR icon
347
Entergy
ETR
$49.7B
$1.48M 0.03%
+13,208
New +$1.33M
BIIB icon
348
Biogen
BIIB
$30.1B
$1.48M 0.03%
+8,051
New +$1.48M
ROST icon
349
Ross Stores
ROST
$80.8B
$1.47M 0.03%
+6,808
New +$1.36M
VRSN icon
350
VeriSign
VRSN
$26B
$1.47M 0.03%
+5,935
New +$1.41M
12 13
14
15 16

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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.