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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
XLI icon
676
State Street Industrial Select Sector SPDR ETF
XLI
$34.7B
$528K 0.01%
+3,265
New +$548K
GPC icon
677
Genuine Parts
GPC
$18.5B
$527K 0.01%
+4,986
New +$617K
PPG icon
678
PPG Industries
PPG
$25.5B
$525K 0.01%
+4,914
New +$557K
IOT icon
679
Samsara
IOT
$22.9B
$525K 0.01%
+16,556
New +$506K
CNH
680
CNH Industrial
CNH
$17.3B
$522K 0.01%
+47,451
New +$534K
CR icon
681
Crane Co
CR
$12.9B
$521K 0.01%
+3,045
New +$585K
ALLY icon
682
Ally Financial
ALLY
$13.5B
$520K 0.01%
+13,251
New +$545K
GSAT icon
683
Globalstar
GSAT
$10.8B
$520K 0.01%
+7,822
New +$477K
DRS icon
684
Leonardo DRS
DRS
$12.1B
$513K 0.01%
+11,532
New +$486K
AMH icon
685
American Homes 4 Rent
AMH
$12.2B
$513K 0.01%
+18,365
New +$555K
XLP icon
686
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
$513K 0.01%
+6,252
New +$527K
UL icon
687
Unilever
UL
$133B
$509K 0.01%
+8,937
New +$599K
ESGU icon
688
iShares ESG Aware MSCI USA ETF
ESGU
$18.4B
$508K 0.01%
+3,593
New +$532K
GFS icon
689
GlobalFoundries
GFS
$29.2B
$508K 0.01%
+11,421
New +$504K
ATO icon
690
Atmos Energy
ATO
$28.7B
$507K 0.01%
+2,743
New +$485K
XLU icon
691
State Street Utilities Select Sector SPDR ETF
XLU
$22.8B
$505K 0.01%
+11,000
New +$494K
DFAW icon
692
Dimensional World Equity ETF
DFAW
$1.65B
$503K 0.01%
+6,813
New +$519K
CMF icon
693
iShares California Muni Bond ETF
CMF
$4.62B
$501K 0.01%
+8,817
New +$509K
SPTM icon
694
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14.1B
$500K 0.01%
+6,320
New +$522K
BRO icon
695
Brown & Brown
BRO
$23.8B
$495K 0.01%
+7,587
New +$547K
MAA icon
696
Mid-America Apartment Communities
MAA
$15.4B
$495K 0.01%
+4,050
New +$535K
SONY icon
697
Sony
SONY
$138B
$494K 0.01%
+23,874
New +$535K
GSLC icon
698
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$16B
$494K 0.01%
+3,944
New +$517K
CNP icon
699
CenterPoint Energy
CNP
$26.7B
$492K 0.01%
+11,390
New +$470K
LW icon
700
Lamb Weston
LW
$7.3B
$491K 0.01%
+11,611
New +$518K
26 27
28
29 30

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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.