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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 | |
|---|---|---|---|---|---|---|
201
Vanguard High Dividend Yield ETF
VYM
$83.8B
| $3.06M | 0.07% |
+20,635
| New | +$3.1M |
|
202
Comcast
CMCSA
$91B
| $3.04M | 0.07% |
106,044
-672
| -0.6% | -$20.1K |
|
203
Linde
LIN
$226B
| $3.04M | 0.07% |
+6,133
| New | +$2.89M |
|
204
iShares Russell 2000 Growth ETF
IWO
$14.9B
| $3.03M | 0.07% |
+9,670
| New | +$3.22M |
|
205
Vanguard Real Estate ETF
VNQ
$38.3B
| $3.02M | 0.07% |
+34,040
| New | +$3.12M |
|
206
Vertex Pharmaceuticals
VRTX
$134B
| $3.02M | 0.07% |
+6,756
| New | +$3.15M |
|
|
RSMC
207
Rockefeller U.S. Small-Mid Cap ETF
RSMC
$788M
| $3M | 0.07% |
120,663
| – | – |
|
208
Emcor
EME
$36B
| $2.95M | 0.07% |
+4,001
| New | +$2.91M |
|
209
Boston Scientific
BSX
$74.2B
| $2.95M | 0.07% |
+46,988
| New | +$3.76M |
|
210
CrowdStrike
CRWD
$226B
| $2.87M | 0.06% |
+29,368
| New | +$3.11M |
|
211
iShares Russell Mid-Cap Growth ETF
IWP
$20.8B
| $2.85M | 0.06% |
+22,207
| New | +$3.01M |
|
212
Schwab US Dividend Equity ETF
SCHD
$107B
| $2.84M | 0.06% |
+92,461
| New | +$2.8M |
|
213
State Street Technology Select Sector SPDR ETF
XLK
$122B
| $2.81M | 0.06% |
+21,122
| New | +$2.98M |
|
214
Marathon Petroleum
MPC
$94.5B
| $2.81M | 0.06% |
+11,489
| New | +$2.32M |
|
215
Deere & Co
DE
$167B
| $2.78M | 0.06% |
+4,934
| New | +$2.78M |
|
216
iShares Russell Mid-Cap Value ETF
IWS
$15.9B
| $2.76M | 0.06% |
+18,934
| New | +$2.81M |
|
217
State Street Financial Select Sector SPDR ETF
XLF
$59B
| $2.74M | 0.06% |
+55,448
| New | +$2.89M |
|
218
Dollar General
DG
$26.5B
| $2.73M | 0.06% |
+22,954
| New | +$3.27M |
|
219
iShares S&P 500 Value ETF
IVE
$50B
| $2.71M | 0.06% |
+12,856
| New | +$2.78M |
|
220
Travelers Companies
TRV
$78.3B
| $2.7M | 0.06% |
+9,242
| New | +$2.71M |
|
221
Cigna
CI
$72.4B
| $2.66M | 0.06% |
+9,981
| New | +$2.76M |
|
222
Corning
GLW
$137B
| $2.64M | 0.06% |
+19,406
| New | +$2.34M |
|
|
SLDE
223
Slide Insurance Holdings
SLDE
$2.41B
| $2.63M | 0.06% |
+145,887
| New | +$2.55M |
|
224
Alerian MLP ETF
AMLP
$13.3B
| $2.62M | 0.06% |
+49,767
| New | +$2.53M |
|
225
Invesco S&P 500 Equal Weight ETF
RSP
$99.4B
| $2.62M | 0.06% |
+13,626
| New | +$2.7M |
|
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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.