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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
AMGN icon
51
Amgen
AMGN
$224B
$11.8M 0.26%
+33,477
New +$11.9M
VV icon
52
Vanguard Morningstar Large-Cap ETF
VV
$54.4B
$11.7M 0.26%
+39,293
New +$12.3M
VXUS icon
53
Vanguard Total International Stock ETF
VXUS
$162B
$11.7M 0.26%
151,312
+21,460
+17% +$1.7M
MRK icon
54
Merck
MRK
$322B
$10.8M 0.24%
+89,649
New +$10.3M
IWR icon
55
iShares Russell Mid-Cap ETF
IWR
$57.7B
$10.5M 0.23%
108,462
+412
+0.4% +$41.2K
PCAR icon
56
PACCAR
PCAR
$69.7B
$10.3M 0.23%
+88,990
New +$10.8M
SOFI icon
57
SoFi Technologies
SOFI
$23.2B
$10.1M 0.22%
636,631
+5,072
+0.8% +$107K
PLTR icon
58
Palantir
PLTR
$423B
$10.1M 0.22%
+68,846
New +$10.5M
AMD icon
59
Advanced Micro Devices
AMD
$765B
$10M 0.22%
+49,372
New +$10.5M
MU icon
60
Micron Technology
MU
$964B
$9.86M 0.22%
+29,193
New +$11.4M
VEU icon
61
Vanguard FTSE All-World ex-US ETF
VEU
$70B
$9.63M 0.21%
128,257
+1,514
+1% +$117K
SNOW icon
62
Snowflake
SNOW
$116B
$9.57M 0.21%
+63,458
New +$11.7M
INTC icon
63
Intel
INTC
$490B
$9.49M 0.21%
215,116
-22,268
-9% -$1.02M
SCZ icon
64
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.5B
$9.32M 0.21%
118,810
+925
+0.8% +$75.2K
VUG icon
65
Vanguard Morningstar Growth ETF
VUG
$229B
$9.04M 0.2%
+124,182
New +$9.66M
CB icon
66
Chubb
CB
$134B
$8.65M 0.19%
+26,541
New +$8.52M
DELL icon
67
Dell
DELL
$285B
$8.56M 0.19%
+52,126
New +$6.94M
MAR icon
68
Marriott International
MAR
$91B
$8.5M 0.19%
+26,000
New +$8.55M
BMY icon
69
Bristol-Myers Squibb
BMY
$130B
$8.46M 0.19%
139,568
+29,028
+26% +$1.69M
DFSU
70
Dimensional US Sustainability Core 1 ETF
DFSU
$2.36B
$8.41M 0.19%
204,667
+3,766
+2% +$163K
LOW icon
71
Lowe's Companies
LOW
$124B
$8.24M 0.18%
+34,860
New +$9.09M
KLAC icon
72
KLA
KLAC
$259B
$7.98M 0.18%
+54,190
New +$7.93M
PG icon
73
Procter & Gamble
PG
$336B
$7.98M 0.18%
+55,237
New +$8.37M
V icon
74
Visa
V
$679B
$7.93M 0.18%
+26,247
New +$8.44M
SCHB icon
75
Schwab US Broad Market ETF
SCHB
$44.8B
$7.92M 0.17%
315,388
+11,086
+4% +$291K
1 2
3
4 5

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WL
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DRZID
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DDC
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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.