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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
(+67%)
Cap. Flow
+$2.11B
Cap. Flow
% of AUM
46.5%
Top 10 Holdings %
Top 10 Hldgs %
41.6%
Holding
1,200
New
1,145
Increased
37
Reduced
16
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$44.1M |
| 2 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$41.4M |
| 3 |
Tesla
TSLA
|
+$40.9M |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
+$37M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$34.4M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Pfizer
PFE
|
+$7.85M |
| 2 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$6.67M |
| 3 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$4.82M |
| 4 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
+$2.1M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
76
iShares Russell 1000 Value ETF
IWD
$84.1B
| $7.59M | 0.17% |
+35,515
| New | +$7.78M |
|
77
Comfort Systems
FIX
$59.8B
| $7.55M | 0.17% |
+5,473
| New | +$6.95M |
|
78
GE Aerospace
GE
$381B
| $7.48M | 0.17% |
+26,348
| New | +$8.28M |
|
79
Vanguard Morningstar Value ETF
VTV
$192B
| $7.47M | 0.17% |
+38,079
| New | +$7.62M |
|
80
Netflix
NFLX
$312B
| $7.45M | 0.16% |
+77,455
| New | +$6.82M |
|
81
Caterpillar
CAT
$389B
| $7.39M | 0.16% |
+10,428
| New | +$7.22M |
|
82
GE Vernova
GEV
$270B
| $7.24M | 0.16% |
+8,292
| New | +$6.47M |
|
83
Salesforce
CRM
$162B
| $7.12M | 0.16% |
+38,129
| New | +$7.9M |
|
84
Chevron
CVX
$385B
| $7.08M | 0.16% |
+34,229
| New | +$6.24M |
|
85
PG&E
PCG
$37.7B
| $7.08M | 0.16% |
402,962
+63,446
| +19% | +$1.08M |
|
86
Cisco
CSCO
$476B
| $7.07M | 0.16% |
+91,098
| New | +$7.13M |
|
87
AbbVie
ABBV
$440B
| $7.06M | 0.16% |
+32,484
| New | +$7.21M |
|
88
Edison International
EIX
$26.6B
| $6.89M | 0.15% |
+94,130
| New | +$6.35M |
|
89
iShares MSCI Emerging Markets ex China ETF
EMXC
$24B
| $6.63M | 0.15% |
+84,253
| New | +$6.77M |
|
90
Lockheed Martin
LMT
$137B
| $6.59M | 0.15% |
+10,904
| New | +$6.72M |
|
91
SPDR Gold Trust
GLD
$143B
| $6.58M | 0.15% |
+15,300
| New | +$6.85M |
|
92
iShares Core S&P Mid-Cap ETF
IJH
$127B
| $6.58M | 0.15% |
+97,485
| New | +$6.76M |
|
93
Nike
NKE
$60.8B
| $6.32M | 0.14% |
+119,714
| New | +$7.26M |
|
94
Fidelity MSCI Information Technology Index ETF
FTEC
$21.1B
| $6.31M | 0.14% |
+30,338
| New | +$6.66M |
|
|
FIG
95
Figma
FIG
$13.4B
| $6.3M | 0.14% |
298,006
+26,956
| +10% | +$740K |
|
96
Vanguard Morningstar Mid-Cap ETF
VO
$109B
| $6.26M | 0.14% |
+87,220
| New | +$6.48M |
|
97
Western Digital
WDC
$152B
| $6.23M | 0.14% |
+23,015
| New | +$6.01M |
|
98
Bank of America
BAC
$448B
| $6.19M | 0.14% |
126,892
-6,490
| -5% | -$335K |
|
99
General Motors
GM
$78.5B
| $6.15M | 0.14% |
+82,568
| New | +$6.56M |
|
100
TSMC
TSM
$2.19T
| $6.11M | 0.14% |
+18,077
| New | +$6.22M |
|
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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.