We are live on
!
Find out more
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 | |
|---|---|---|---|---|---|---|
1076
State Street SPDR S&P Regional Banking ETF
KRE
$4.61B
| $210K | ﹤0.01% |
+3,230
| New | +$218K |
|
1077
Snap
SNAP
$9.32B
| $210K | ﹤0.01% |
+45,697
| New | +$269K |
|
1078
RenaissanceRe
RNR
$13.2B
| $209K | ﹤0.01% |
+703
| New | +$204K |
|
1079
First Trust US Equity Opportunities ETF
FPX
$1.49B
| $209K | ﹤0.01% |
+1,314
| New | +$216K |
|
1080
Toronto Dominion Bank
TD
$201B
| $209K | ﹤0.01% |
+2,235
| New | +$213K |
|
1081
Immersion
IMMR
$248M
| $208K | ﹤0.01% |
+38,110
| New | +$240K |
|
1082
Liberty Broadband Class C
LBRDK
$5.32B
| $207K | ﹤0.01% |
+4,121
| New | +$208K |
|
1083
Hecla Mining
HL
$11.9B
| $207K | ﹤0.01% |
+11,086
| New | +$250K |
|
1084
Constellation Brands
STZ
$22.9B
| $206K | ﹤0.01% |
+1,371
| New | +$212K |
|
1085
CMS Energy
CMS
$21.8B
| $206K | ﹤0.01% |
+2,650
| New | +$197K |
|
1086
RPM International
RPM
$14.9B
| $206K | ﹤0.01% |
+2,068
| New | +$223K |
|
1087
FNB Corp
FNB
$6.8B
| $205K | ﹤0.01% |
+12,253
| New | +$212K |
|
1088
Spire
SR
$4.87B
| $204K | ﹤0.01% |
+2,249
| New | +$197K |
|
1089
Doximity
DOCS
$4.65B
| $203K | ﹤0.01% |
+8,729
| New | +$272K |
|
1090
Takeda Pharmaceutical
TAK
$55.8B
| $203K | ﹤0.01% |
+10,977
| New | +$193K |
|
1091
Liberty Energy
LBRT
$3.51B
| $202K | ﹤0.01% |
+7,005
| New | +$179K |
|
1092
Nordson
NDSN
$17.3B
| $201K | ﹤0.01% |
+756
| New | +$208K |
|
1093
Reynolds Consumer Products
REYN
$5.51B
| $201K | ﹤0.01% |
+9,476
| New | +$217K |
|
1094
PIMCO Senior Loan Active Exchange-Traded Fund
LONZ
$596M
| $201K | ﹤0.01% |
+4,063
| New | +$203K |
|
1095
Coeur Mining
CDE
$19.1B
| $196K | ﹤0.01% |
+10,464
| New | +$228K |
|
1096
Transocean
RIG
$6.49B
| $195K | ﹤0.01% |
+29,418
| New | +$166K |
|
1097
Freshworks
FRSH
$3.31B
| $194K | ﹤0.01% |
+24,220
| New | +$223K |
|
1098
Sprout Social
SPT
$600M
| $191K | ﹤0.01% |
+33,474
| New | +$258K |
|
1099
Graphic Packaging
GPK
$3.54B
| $191K | ﹤0.01% |
+19,175
| New | +$242K |
|
1100
Haleon
HLN
$43.7B
| $188K | ﹤0.01% |
+18,794
| New | +$196K |
|
Similar funds
LP
KKRC
WL
DWA
DRZID
SC
DDC
AS
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.