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 | |
|---|---|---|---|---|---|---|
1151
Repay Holdings
RPAY
$316M
| $64.1K | ﹤0.01% |
+24,658
| New | +$79K |
|
1152
Sweetgreen
SG
$645M
| $61.5K | ﹤0.01% |
+11,845
| New | +$72K |
|
1153
Under Armour
UAA
$2.31B
| $60K | ﹤0.01% |
+10,150
| New | +$65.8K |
|
1154
LegalZoom.com
LZ
$949M
| $59.9K | ﹤0.01% |
+10,556
| New | +$80.1K |
|
|
RC
1155
Ready Capital
RC
$330M
| $58.7K | ﹤0.01% |
+36,214
| New | +$69.3K |
|
1156
Journey Medical
DERM
$177M
| $58.3K | ﹤0.01% |
+12,436
| New | +$96.5K |
|
1157
Playtika
PLTK
$992M
| $57.8K | ﹤0.01% |
+20,800
| New | +$68.2K |
|
1158
Pulmonx
LUNG
$101M
| $57.7K | ﹤0.01% |
+44,733
| New | +$73.9K |
|
|
BDN
1159
Brandywine Realty Trust
BDN
$539M
| $57.3K | ﹤0.01% |
+21,152
| New | +$63.3K |
|
1160
Blend Labs
BLND
$336M
| $56.6K | ﹤0.01% |
+33,308
| New | +$71.2K |
|
1161
Corsair Gaming
CRSR
$1.38B
| $55.7K | ﹤0.01% |
+10,035
| New | +$55.3K |
|
1162
Ardagh Metal Packaging
AMBP
$3B
| $55.7K | ﹤0.01% |
+13,749
| New | +$60.9K |
|
|
SFIX
1163
Stitch Fix
SFIX
$504M
| $53.9K | ﹤0.01% |
+16,274
| New | +$66.4K |
|
1164
Beyond Meat
BYND
$214M
| $52.5K | ﹤0.01% |
+74,838
| New | +$59.8K |
|
1165
Baytex Energy
BTE
$3.09B
| $51K | ﹤0.01% |
+11,409
| New | +$42.1K |
|
1166
Rackspace Technology
RXT
$1.16B
| $45.1K | ﹤0.01% |
+46,069
| New | +$56K |
|
1167
Cerus
CERS
$524M
| $44.2K | ﹤0.01% |
+24,272
| New | +$52.9K |
|
1168
Opko Health
OPK
$1.04B
| $43.3K | ﹤0.01% |
+37,950
| New | +$46.7K |
|
1169
The Honest Company
HNST
$553M
| $42.5K | ﹤0.01% |
+14,439
| New | +$37.1K |
|
1170
ZipRecruiter
ZIP
$406M
| $40.4K | ﹤0.01% |
+21,958
| New | +$53.9K |
|
1171
Acco Brands
ACCO
$400M
| $38.8K | ﹤0.01% |
+12,939
| New | +$48.7K |
|
|
ELME
1172
Elme Communities
ELME
$145M
| $38.1K | ﹤0.01% |
+18,942
| New | +$62.4K |
|
1173
Aldeyra Therapeutics
ALDX
$91.7M
| $37.5K | ﹤0.01% |
+22,199
| New | +$97.3K |
|
1174
8x8 Inc
EGHT
$308M
| $37.1K | ﹤0.01% |
+22,350
| New | +$45.7K |
|
1175
Krispy Kreme
DNUT
$540M
| $35.9K | ﹤0.01% |
+10,587
| New | +$36.5K |
|
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.