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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
Cap. Flow
+$2.11B
Cap. Flow %
46.5%
Top 10 Hldgs %
41.6%
Holding
1,200
New
1,145
Increased
37
Reduced
16
Closed
–

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$44.1M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$41.4M
3
TSLA icon
Tesla
TSLA
+$40.9M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$37M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$34.4M

Top Sells

Rank Stock Value
1
PFE icon
Pfizer
PFE
+$7.85M
2
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$6.67M
3
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$4.82M
4
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$2.1M
5
IWB icon
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
AMZN icon
1
Amazon
AMZN
$2.93T
$861M 19.01%
4,134,274
+130,413
+3% +$28.7M
MSFT icon
2
Microsoft
MSFT
$3.73T
$312M 6.89%
843,324
+105,471
+14% +$44.1M
AAPL icon
3
Apple
AAPL
$4.47T
$145M 3.19%
569,999
+4,991
+0.9% +$1.3M
NVDA icon
4
NVIDIA
NVDA
$5.28T
$121M 2.66%
691,406
+147,477
+27% +$27.1M
VTI icon
5
Vanguard Morningstar Total Stock Market ETF
VTI
$690B
$93.3M 2.06%
290,697
-4,691
-2% -$1.57M
DFGR icon
6
Dimensional Global Real Estate ETF
DFGR
$3.79B
$74.4M 1.64%
2,798,216
+187,016
+7% +$5.13M
DFIC icon
7
Dimensional International Core Equity 2 ETF
DFIC
$15.2B
$73.9M 1.63%
2,078,625
+58,682
+3% +$2.13M
DCOR icon
8
Dimensional US Core Equity 1 ETF
DCOR
$3.46B
$73.6M 1.63%
1,021,723
+151,437
+17% +$11.3M
DFAC icon
9
Dimensional US Core Equity 2 ETF
DFAC
$49.5B
$68.7M 1.52%
1,768,296
-119,637
-6% -$4.82M
DFAI
10
Dimensional International Core Equity Market ETF
DFAI
$17.9B
$61.7M 1.36%
1,584,483
+103,478
+7% +$4.14M
IWB icon
11
iShares Russell 1000 ETF
IWB
$50.1B
$57.4M 1.27%
161,066
-5,002
-3% -$1.86M
GOOG icon
12
Alphabet (Google) Class C
GOOG
$4.25T
$52.1M 1.15%
181,749
+6,951
+4% +$2.18M
VT icon
13
Vanguard Total World Stock ETF
VT
$81.2B
$45.5M 1%
328,705
+13,498
+4% +$1.94M
DFAU icon
14
Dimensional US Core Equity Market ETF
DFAU
$12.8B
$44.9M 0.99%
995,411
+258
+0% +$12.1K
GOOGL icon
15
Alphabet (Google) Class A
GOOGL
$4.26T
$40.9M 0.9%
142,176
+11,240
+9% +$3.53M
SPY icon
16
State Street SPDR S&P 500 ETF Trust
SPY
$808B
$39.6M 0.87%
+60,915
New +$41.4M
DFEM icon
17
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$9.23B
$38.9M 0.86%
1,127,131
+53,645
+5% +$1.91M
VGSR icon
18
Vert Global Sustainable Real Estate ETF
VGSR
$539M
$38M 0.84%
3,674,039
+95,642
+3% +$1.03M
TSLA icon
19
Tesla
TSLA
$1.31T
$36.9M 0.81%
+99,217
New +$40.9M
IWF icon
20
iShares Russell 1000 Growth ETF
IWF
$127B
$34.8M 0.77%
+326,160
New +$37M
IVV icon
21
iShares Core S&P 500 ETF
IVV
$903B
$32.9M 0.73%
+50,309
New +$34.4M
TMUS icon
22
T-Mobile US
TMUS
$194B
$29.9M 0.66%
142,366
-1,967
-1% -$404K
IWV icon
23
iShares Russell 3000 ETF
IWV
$20.4B
$28.4M 0.63%
+76,523
New +$29.6M
META icon
24
Meta Platforms (Facebook)
META
$1.54T
$27.4M 0.61%
+47,956
New +$30.7M
XOM icon
25
ExxonMobil
XOM
$659B
$27.2M 0.6%
160,235
+21,183
+15% +$3.09M
1
2 3 4 5

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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.