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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
LNG icon
526
Cheniere Energy
LNG
$55.3B
$822K 0.02%
+2,896
New +$669K
DGRO icon
527
iShares Core Dividend Growth ETF
DGRO
$43.7B
$820K 0.02%
+11,682
New +$838K
EW icon
528
Edwards Lifesciences
EW
$53.2B
$818K 0.02%
+10,220
New +$843K
FAST icon
529
Fastenal
FAST
$59.8B
$813K 0.02%
+17,532
New +$787K
CDNS icon
530
Cadence Design Systems
CDNS
$89.7B
$805K 0.02%
+2,895
New +$864K
MCHP icon
531
Microchip Technology
MCHP
$43.6B
$804K 0.02%
+12,445
New +$895K
NNN icon
532
NNN REIT
NNN
$8.78B
$802K 0.02%
+19,078
New +$822K
PCTY icon
533
Paylocity
PCTY
$7.64B
$799K 0.02%
+7,397
New +$908K
FLR icon
534
Fluor
FLR
$7.03B
$798K 0.02%
+17,106
New +$797K
WPM icon
535
Wheaton Precious Metals
WPM
$61.8B
$796K 0.02%
+6,076
New +$845K
SUB icon
536
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$795K 0.02%
+7,468
New +$799K
FNDE icon
537
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.99B
$795K 0.02%
+20,776
New +$801K
FNDF icon
538
Schwab Fundamental International Large Company Index ETF
FNDF
$25.8B
$791K 0.02%
+16,174
New +$792K
SNX icon
539
TD Synnex
SNX
$20.6B
$788K 0.02%
+4,671
New +$736K
ROK icon
540
Rockwell Automation
ROK
$49.8B
$788K 0.02%
+2,195
New +$866K
MOS icon
541
The Mosaic Company
MOS
$7.15B
$786K 0.02%
+30,819
New +$845K
ED icon
542
Consolidated Edison
ED
$39.9B
$779K 0.02%
+6,884
New +$746K
AOA icon
543
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.28B
$773K 0.02%
+8,740
New +$796K
AZN icon
544
AstraZeneca
AZN
$245B
$771K 0.02%
+3,911
New +$754K
PODD icon
545
Insulet
PODD
$9.95B
$771K 0.02%
+3,674
New +$923K
SPDW icon
546
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$41.9B
$771K 0.02%
+16,883
New +$792K
FR icon
547
First Industrial Realty Trust
FR
$8.39B
$765K 0.02%
+13,229
New +$787K
SPG icon
548
Simon Property Group
SPG
$71.5B
$752K 0.02%
+4,033
New +$769K
QQQM icon
549
Invesco NASDAQ 100 ETF
QQQM
$102B
$749K 0.02%
+3,154
New +$789K
HWM icon
550
Howmet Aerospace
HWM
$113B
$749K 0.02%
+3,252
New +$758K
20 21
22
23 24

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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.