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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 | |
|---|---|---|---|---|---|---|
1101
SmartRent
SMRT
$270M
| $184K | ﹤0.01% |
+122,589
| New | +$207K |
|
1102
AGNC Investment
AGNC
$12.9B
| $176K | ﹤0.01% |
+17,595
| New | +$195K |
|
1103
American Eagle Outfitters
AEO
$2.91B
| $174K | ﹤0.01% |
+10,446
| New | +$235K |
|
1104
Monte Rosa Therapeutics
GLUE
$1.34B
| $173K | ﹤0.01% |
+10,516
| New | +$201K |
|
1105
NatWest
NWG
$75.8B
| $164K | ﹤0.01% |
+11,000
| New | +$183K |
|
1106
Gogo Inc
GOGO
$392M
| $163K | ﹤0.01% |
+40,541
| New | +$185K |
|
1107
MIND Technology
MIND
$43.9M
| $154K | ﹤0.01% |
+18,448
| New | +$161K |
|
|
BULL
1108
Webull Corp
BULL
$4.03B
| $148K | ﹤0.01% |
+30,823
| New | +$200K |
|
1109
Biohaven
BHVN
$2.18B
| $144K | ﹤0.01% |
+16,997
| New | +$186K |
|
1110
Diamondrock Hospitality Co
DRH
$2.46B
| $144K | ﹤0.01% |
+15,341
| New | +$146K |
|
|
GTM
1111
ZoomInfo Technologies
GTM
$1.19B
| $143K | ﹤0.01% |
+23,965
| New | +$176K |
|
1112
Patterson-UTI
PTEN
$4.22B
| $143K | ﹤0.01% |
+13,170
| New | +$113K |
|
1113
Ironwood Pharmaceuticals
IRWD
$711M
| $141K | ﹤0.01% |
+40,039
| New | +$164K |
|
|
MFA
1114
MFA Financial
MFA
$928M
| $132K | ﹤0.01% |
+13,739
| New | +$135K |
|
1115
Asana
ASAN
$2.13B
| $132K | ﹤0.01% |
+20,552
| New | +$181K |
|
1116
QuinStreet
QNST
$1.2B
| $131K | ﹤0.01% |
+10,913
| New | +$138K |
|
1117
Coursera
COUR
$1.5B
| $124K | ﹤0.01% |
+21,362
| New | +$133K |
|
1118
ProShares Bitcoin Strategy ETF
BITO
$1.43B
| $119K | ﹤0.01% |
+12,829
| New | +$135K |
|
1119
Marqeta
MQ
$1.62B
| $117K | ﹤0.01% |
+7,173
| New | +$121K |
|
|
MCW
1120
DELISTED
Mister Car Wash
MCW
| $111K | ﹤0.01% |
+15,991
| New | +$103K |
|
1121
Kura Oncology
KURA
$882M
| $111K | ﹤0.01% |
+13,655
| New | +$117K |
|
1122
Nomura Holdings
NMR
$28.6B
| $110K | ﹤0.01% |
+13,953
| New | +$120K |
|
|
CEPT
1123
DELISTED
Cantor Equity Partners II
CEPT
| $109K | ﹤0.01% |
+10,000
| New | +$114K |
|
1124
PagSeguro Digital
PAGS
$2.48B
| $102K | ﹤0.01% |
+10,159
| New | +$106K |
|
1125
Bumble
BMBL
$367M
| $101K | ﹤0.01% |
+30,997
| New | +$103K |
|
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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.