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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 | |
|---|---|---|---|---|---|---|
426
Hewlett Packard
HPE
$72B
| $1.12M | 0.02% |
+47,148
| New | +$1.04M |
|
427
Invesco FTSE RAFI US 1000 ETF
PRF
$10B
| $1.12M | 0.02% |
+23,489
| New | +$1.14M |
|
428
DraftKings
DKNG
$12.6B
| $1.11M | 0.02% |
+51,380
| New | +$1.39M |
|
429
ATI
ATI
$31.3B
| $1.1M | 0.02% |
+7,566
| New | +$1.05M |
|
430
LyondellBasell Industries
LYB
$20.7B
| $1.1M | 0.02% |
+13,655
| New | +$810K |
|
431
Columbia Banking Systems
COLB
$8.97B
| $1.1M | 0.02% |
+40,065
| New | +$1.16M |
|
432
Williams-Sonoma
WSM
$29.5B
| $1.09M | 0.02% |
+6,003
| New | +$1.2M |
|
433
Iron Mountain
IRM
$36.4B
| $1.09M | 0.02% |
+10,675
| New | +$1.06M |
|
434
IQVIA
IQV
$40.1B
| $1.09M | 0.02% |
+6,392
| New | +$1.25M |
|
435
General Mills
GIS
$20.2B
| $1.08M | 0.02% |
+29,084
| New | +$1.26M |
|
436
RBC Bearings
RBC
$17.5B
| $1.08M | 0.02% |
+1,993
| New | +$1.06M |
|
437
Vanguard Morningstar Mega Cap Growth ETF
MGK
$33.6B
| $1.08M | 0.02% |
+14,660
| New | +$1.15M |
|
|
GRMN
438
Garmin
GRMN
$59.7B
| $1.08M | 0.02% |
+4,634
| New | +$1.04M |
|
439
ETC 6 Meridian Hedged Equity Index Option ETF
SIXH
$587M
| $1.07M | 0.02% |
+25,448
| New | +$1.06M |
|
440
Cardinal Health
CAH
$55.9B
| $1.07M | 0.02% |
+5,046
| New | +$1.09M |
|
441
Ball Corp
BALL
$16.6B
| $1.06M | 0.02% |
+17,953
| New | +$1.09M |
|
442
Dimensional US High Profitability ETF
DUHP
$12.7B
| $1.06M | 0.02% |
+28,793
| New | +$1.1M |
|
443
Prologis
PLD
$133B
| $1.06M | 0.02% |
+7,984
| New | +$1.07M |
|
444
PayPal
PYPL
$50.5B
| $1.05M | 0.02% |
+23,316
| New | +$1.13M |
|
|
DOCU
445
DocuSign
DOCU
$11.3B
| $1.05M | 0.02% |
+22,222
| New | +$1.14M |
|
446
Limbach Holdings
LMB
$553M
| $1.05M | 0.02% |
+13,498
| New | +$1.14M |
|
447
Manhattan Associates
MANH
$11.4B
| $1.05M | 0.02% |
+7,912
| New | +$1.18M |
|
448
Atlassian
TEAM
$39.1B
| $1.05M | 0.02% |
+15,411
| New | +$1.52M |
|
449
MSCI
MSCI
$40.8B
| $1.05M | 0.02% |
+1,944
| New | +$1.1M |
|
450
O'Reilly Automotive
ORLY
$74.9B
| $1.05M | 0.02% |
+11,351
| New | +$1.06M |
|
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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.