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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
FMC icon
726
FMC
FMC
$1.28B
$469K 0.01%
+27,240
New +$407K
FBTC icon
727
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.8B
$468K 0.01%
+7,936
New +$528K
SCHO icon
728
Schwab Short-Term US Treasury ETF
SCHO
$12.9B
$468K 0.01%
+19,292
New +$470K
VGSH icon
729
Vanguard Short-Term Treasury ETF
VGSH
$30.2B
$468K 0.01%
+7,996
New +$469K
NVR icon
730
NVR
NVR
$16.8B
$468K 0.01%
+71
New +$517K
O icon
731
Realty Income
O
$59.2B
$466K 0.01%
+7,623
New +$477K
CRUS icon
732
Cirrus Logic
CRUS
$6.11B
$466K 0.01%
+3,222
New +$434K
CSGP icon
733
CoStar Group
CSGP
$12.4B
$464K 0.01%
+11,495
New +$598K
FICO icon
734
Fair Isaac
FICO
$22.6B
$463K 0.01%
+434
New +$595K
NWSA icon
735
News Corp Class A
NWSA
$15.5B
$462K 0.01%
+18,521
New +$459K
JEPQ icon
736
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$41.6B
$462K 0.01%
+8,314
New +$481K
MELI icon
737
Mercado Libre
MELI
$92.7B
$461K 0.01%
+266
New +$513K
PRFD icon
738
PIMCO Preferred and Capital Securities Active Exchange-Traded Fund
PRFD
$238M
$453K 0.01%
+8,945
New +$462K
EFAV icon
739
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.46B
$452K 0.01%
+4,949
New +$447K
STNG icon
740
Scorpio Tankers
STNG
$3.81B
$452K 0.01%
+6,051
New +$406K
AN icon
741
AutoNation
AN
$6.9B
$452K 0.01%
+2,313
New +$467K
CNQ icon
742
Canadian Natural Resources
CNQ
$98.1B
$450K 0.01%
+9,240
New +$380K
VNQI icon
743
Vanguard Global ex-US Real Estate ETF
VNQI
$3.53B
$449K 0.01%
+10,107
New +$481K
SOLS
744
Solstice Advanced Materials
SOLS
$9.88B
$449K 0.01%
+5,893
New +$404K
TCBI icon
745
Texas Capital Bancshares
TCBI
$4.38B
$447K 0.01%
+4,709
New +$459K
INGR icon
746
Ingredion
INGR
$6.54B
$446K 0.01%
+3,962
New +$455K
GNRC icon
747
Generac Holdings
GNRC
$13.1B
$446K 0.01%
+2,284
New +$439K
SGI
748
Somnigroup International
SGI
$13.5B
$446K 0.01%
+6,033
New +$523K
APP icon
749
Applovin
APP
$102B
$443K 0.01%
+1,112
New +$537K
BC icon
750
Brunswick
BC
$5.21B
$440K 0.01%
+6,050
New +$488K
28 29
30
31 32

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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.