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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
SMFG icon
851
Sumitomo Mitsui Financial
SMFG
$160B
$349K 0.01%
+17,657
New +$371K
ODFL icon
852
Old Dominion Freight Line
ODFL
$43.4B
$347K 0.01%
+1,774
New +$331K
VTHR icon
853
Vanguard Russell 3000 ETF
VTHR
$4.84B
$345K 0.01%
+1,201
New +$361K
SCHZ icon
854
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
$344K 0.01%
+14,821
New +$347K
XYZ
855
Block Inc
XYZ
$47.5B
$344K 0.01%
+5,715
New +$347K
CBRL icon
856
Cracker Barrel
CBRL
$1.25B
$344K 0.01%
+12,230
New +$372K
DV icon
857
DoubleVerify
DV
$2.03B
$344K 0.01%
+36,163
New +$370K
FSLR icon
858
First Solar
FSLR
$25.9B
$343K 0.01%
+1,740
New +$385K
WY icon
859
Weyerhaeuser
WY
$18B
$343K 0.01%
+14,026
New +$353K
CCC
860
CCC Intelligent Solutions
CCC
$4.05B
$342K 0.01%
+57,013
New +$373K
GDXJ icon
861
VanEck Junior Gold Miners ETF
GDXJ
$8.53B
$341K 0.01%
+2,841
New +$371K
CSTM icon
862
Constellium
CSTM
$4.05B
$340K 0.01%
+13,849
New +$330K
TPC
863
Tutor Perini Cor
TPC
$5.13B
$340K 0.01%
+4,406
New +$337K
PSP icon
864
Invesco Global Listed Private Equity ETF
PSP
$249M
$339K 0.01%
+6,000
New +$377K
OMF icon
865
OneMain Financial
OMF
$7.32B
$339K 0.01%
+6,336
New +$376K
OGE icon
866
OGE Energy
OGE
$9.57B
$337K 0.01%
+7,021
New +$321K
OMER icon
867
Omeros
OMER
$984M
$337K 0.01%
+31,880
New +$376K
NLY icon
868
Annaly Capital Management
NLY
$17.4B
$336K 0.01%
+15,906
New +$362K
DRI icon
869
Darden Restaurants
DRI
$24.9B
$336K 0.01%
+1,714
New +$352K
LDOS icon
870
Leidos
LDOS
$17.7B
$336K 0.01%
+2,158
New +$387K
MFC icon
871
Manulife Financial
MFC
$72.7B
$336K 0.01%
+9,742
New +$351K
WAY
872
Waystar Holding Corp
WAY
$4.66B
$334K 0.01%
+13,860
New +$368K
IGV icon
873
iShares Expanded Tech-Software Sector ETF
IGV
$14.9B
$333K 0.01%
+4,156
New +$368K
LYFT icon
874
Lyft
LYFT
$6.64B
$333K 0.01%
25,009
-91,549
-79% -$1.42M
CF icon
875
CF Industries
CF
$17.8B
$332K 0.01%
+2,560
New +$261K
33 34
35
36 37

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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.