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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
SYK icon
226
Stryker
SYK
$134B
$2.57M 0.06%
+7,823
New +$2.81M
VZ icon
227
Verizon
VZ
$196B
$2.56M 0.06%
+50,956
New +$2.36M
TPR icon
228
Tapestry
TPR
$32.4B
$2.53M 0.06%
+17,941
New +$2.54M
GILD icon
229
Gilead Sciences
GILD
$168B
$2.52M 0.06%
+18,108
New +$2.54M
NBIX icon
230
Neurocrine Biosciences
NBIX
$16.5B
$2.49M 0.05%
+18,872
New +$2.5M
IXUS icon
231
iShares Core MSCI Total International Stock ETF
IXUS
$60.2B
$2.45M 0.05%
+28,247
New +$2.52M
ILMN icon
232
Illumina
ILMN
$29.1B
$2.44M 0.05%
+19,829
New +$2.6M
MLI icon
233
Mueller Industries
MLI
$15.1B
$2.41M 0.05%
+43,558
New +$2.61M
SYY icon
234
Sysco
SYY
$40.3B
$2.4M 0.05%
+33,662
New +$2.78M
AMP icon
235
Ameriprise Financial
AMP
$49.7B
$2.39M 0.05%
+5,384
New +$2.59M
MS icon
236
Morgan Stanley
MS
$338B
$2.39M 0.05%
+14,517
New +$2.51M
BWA icon
237
BorgWarner
BWA
$14.2B
$2.39M 0.05%
+43,967
New +$2.32M
MO icon
238
Altria Group
MO
$109B
$2.38M 0.05%
+36,110
New +$2.32M
VDE icon
239
Vanguard Energy ETF
VDE
$10.4B
$2.37M 0.05%
+13,718
New +$2.08M
ADP icon
240
Automatic Data Processing
ADP
$108B
$2.37M 0.05%
+11,669
New +$2.68M
AEP icon
241
American Electric Power
AEP
$67.3B
$2.35M 0.05%
+17,904
New +$2.24M
NTRA icon
242
Natera
NTRA
$45.1B
$2.34M 0.05%
+11,699
New +$2.52M
TXRH icon
243
Texas Roadhouse
TXRH
$13.8B
$2.3M 0.05%
+13,899
New +$2.5M
DOW icon
244
Dow Inc
DOW
$22.6B
$2.29M 0.05%
+54,925
New +$1.74M
KMI icon
245
Kinder Morgan
KMI
$70.1B
$2.26M 0.05%
+67,481
New +$2.11M
JCI icon
246
Johnson Controls International
JCI
$93.7B
$2.24M 0.05%
+17,090
New +$2.21M
AFL icon
247
Aflac
AFL
$60.7B
$2.23M 0.05%
+20,303
New +$2.25M
NOC icon
248
Northrop Grumman
NOC
$81.8B
$2.21M 0.05%
+3,239
New +$2.24M
FIVE icon
249
Five Below
FIVE
$13B
$2.19M 0.05%
+9,578
New +$2M
MEDP icon
250
Medpace
MEDP
$16.9B
$2.18M 0.05%
+4,542
New +$2.33M
8 9
10
11 12

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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.