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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 | |
|---|---|---|---|---|---|---|
1126
Lightwave Logic
LWLG
$1.16B
| $98.4K | ﹤0.01% |
+14,000
| New | +$66.4K |
|
1127
Alight
ALIT
$364M
| $97.1K | ﹤0.01% |
+8,330
| New | +$199K |
|
1128
Rithm Capital
RITM
$5.72B
| $96.3K | ﹤0.01% |
+10,163
| New | +$106K |
|
1129
Phreesia
PHR
$758M
| $95.6K | ﹤0.01% |
+11,408
| New | +$151K |
|
1130
United Microelectronic
UMC
$47.5B
| $90.6K | ﹤0.01% |
+10,090
| New | +$98.4K |
|
1131
Ardelyx
ARDX
$982M
| $90.1K | ﹤0.01% |
+15,035
| New | +$99.5K |
|
1132
Rocket Pharmaceuticals
RCKT
$382M
| $88.7K | ﹤0.01% |
+24,766
| New | +$98.4K |
|
1133
Kearny Financial
KRNY
$600M
| $88.1K | ﹤0.01% |
+11,671
| New | +$89.9K |
|
|
HURA
1134
TuHURA Biosciences
HURA
$146M
| $87K | ﹤0.01% |
+48,585
| New | +$59.5K |
|
1135
Vanda Pharmaceuticals
VNDA
$298M
| $86.3K | ﹤0.01% |
+12,495
| New | +$96.4K |
|
|
AOMR
1136
Angel Oak Mortgage REIT
AOMR
$208M
| $85.4K | ﹤0.01% |
+10,385
| New | +$90.3K |
|
1137
Peloton Interactive
PTON
$2.46B
| $85.2K | ﹤0.01% |
+19,869
| New | +$96.9K |
|
1138
Allogene Therapeutics
ALLO
$732M
| $84.1K | ﹤0.01% |
+34,452
| New | +$69.1K |
|
1139
ProFrac Holding
ACDC
$960M
| $83.2K | ﹤0.01% |
+13,425
| New | +$71.9K |
|
1140
Nokia
NOK
$52.7B
| $83K | ﹤0.01% |
+10,323
| New | +$75.8K |
|
1141
Recursion Pharmaceuticals
RXRX
$1.8B
| $80.2K | ﹤0.01% |
+26,131
| New | +$101K |
|
1142
Bloomin' Brands
BLMN
$952M
| $78.7K | ﹤0.01% |
+14,573
| New | +$93.3K |
|
1143
PagerDuty
PD
$915M
| $77.2K | ﹤0.01% |
+12,434
| New | +$108K |
|
1144
Empire State Realty Series ES
ESBA
$1.29B
| $77.2K | ﹤0.01% |
+15,311
| New | +$90.2K |
|
1145
Lumen
LUMN
$6.58B
| $75.1K | ﹤0.01% |
+10,804
| New | +$81.8K |
|
1146
Orion
OEC
$377M
| $74.2K | ﹤0.01% |
+11,409
| New | +$67.5K |
|
1147
QuantumScape Corp
QS
$3.9B
| $72.5K | ﹤0.01% |
+11,368
| New | +$94.4K |
|
1148
Satellogic
SATL
$884M
| $71.2K | ﹤0.01% |
+13,090
| New | +$48.2K |
|
|
UDMY
1149
DELISTED
Udemy
UDMY
| $69.3K | ﹤0.01% |
+14,999
| New | +$74K |
|
1150
UWM Holdings
UWMC
$2.45B
| $67.4K | ﹤0.01% |
+18,618
| New | +$85.7K |
|
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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.