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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 | |
|---|---|---|---|---|---|---|
101
Wells Fargo
WFC
$265B
| $6.06M | 0.13% |
+76,172
| New | +$6.54M |
|
102
Uber
UBER
$160B
| $6.06M | 0.13% |
+84,284
| New | +$6.49M |
|
103
TechnipFMC
FTI
$29.2B
| $6.06M | 0.13% |
+87,678
| New | +$5.27M |
|
104
UnitedHealth
UNH
$367B
| $6.04M | 0.13% |
+22,325
| New | +$6.65M |
|
105
IBM
IBM
$224B
| $6.02M | 0.13% |
+24,855
| New | +$6.73M |
|
106
iShares S&P 500 Growth ETF
IVW
$77.1B
| $6.02M | 0.13% |
+53,201
| New | +$6.4M |
|
107
iShares MSCI EAFE Growth ETF
EFG
$17.3B
| $5.97M | 0.13% |
+53,634
| New | +$6.31M |
|
108
Abbott
ABT
$190B
| $5.93M | 0.13% |
+57,736
| New | +$6.52M |
|
109
Boeing
BA
$185B
| $5.91M | 0.13% |
+29,681
| New | +$6.76M |
|
110
Lam Research
LRCX
$389B
| $5.9M | 0.13% |
+27,624
| New | +$6.18M |
|
111
Arista Networks
ANET
$248B
| $5.89M | 0.13% |
+47,932
| New | +$6.41M |
|
112
iShares MSCI Emerging Markets ETF
EEM
$29.9B
| $5.84M | 0.13% |
102,766
-9,264
| -8% | -$545K |
|
113
FedEx
FDX
$76B
| $5.7M | 0.13% |
+16,012
| New | +$5.56M |
|
114
Vanguard Dividend Appreciation ETF
VIG
$114B
| $5.7M | 0.13% |
+26,484
| New | +$5.9M |
|
115
Reddit
RDDT
$30.5B
| $5.61M | 0.12% |
+41,680
| New | +$7.09M |
|
116
iShares Core MSCI EAFE ETF
IEFA
$195B
| $5.56M | 0.12% |
+61,368
| New | +$5.73M |
|
117
Schwab US Large- Cap ETF
SCHX
$74.4B
| $5.55M | 0.12% |
216,373
-6,232
| -3% | -$167K |
|
118
TJX Companies
TJX
$173B
| $5.55M | 0.12% |
+34,723
| New | +$5.41M |
|
119
Honeywell
HON
$73.4B
| $5.46M | 0.12% |
+24,177
| New | +$5.52M |
|
120
Remitly
RELY
$5.02B
| $5.45M | 0.12% |
348,109
+10,587
| +3% | +$157K |
|
121
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.3B
| $5.43M | 0.12% |
+11,731
| New | +$5.68M |
|
122
Five Star Bancorp
FSBC
$1.14B
| $5.36M | 0.12% |
142,111
+4
| +0% | +$154 |
|
123
Applied Materials
AMAT
$416B
| $5.31M | 0.12% |
+15,550
| New | +$5.23M |
|
124
Newmont
NEM
$123B
| $5.27M | 0.12% |
+48,647
| New | +$5.61M |
|
|
AIRO
125
AIRO Group Holdings
AIRO
$264M
| $5.19M | 0.11% |
+682,191
| New | +$7.09M |
|
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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.