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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 | |
|---|---|---|---|---|---|---|
551
Banco Bilbao Vizcaya Argentaria
BBVA
$157B
| $748K | 0.02% |
+34,515
| New | +$799K |
|
552
Constellation Energy
CEG
$99.5B
| $741K | 0.02% |
+2,654
| New | +$807K |
|
553
MetLife
MET
$61.5B
| $738K | 0.02% |
+10,431
| New | +$781K |
|
554
Roku
ROKU
$22.4B
| $736K | 0.02% |
+7,783
| New | +$758K |
|
555
PIMCO Multi Sector Bond Active ETF
PYLD
$15.2B
| $732K | 0.02% |
+27,956
| New | +$745K |
|
|
556
JPMorgan Equity Premium Income ETF
JEPI
$46.1B
| $729K | 0.02% |
12,862
-114,666
| -90% | -$6.67M |
|
557
iShares ESG Aware MSCI EAFE ETF
ESGD
$12.3B
| $728K | 0.02% |
+7,611
| New | +$753K |
|
558
Jones Lang LaSalle
JLL
$16.8B
| $724K | 0.02% |
+2,379
| New | +$768K |
|
559
Sarepta Therapeutics
SRPT
$1.93B
| $718K | 0.02% |
+32,993
| New | +$639K |
|
560
Porch Group
PRCH
$1.81B
| $717K | 0.02% |
+100,050
| New | +$799K |
|
561
DuPont de Nemours
DD
$19.3B
| $716K | 0.02% |
+5,214
| New | +$719K |
|
562
Vanguard FTSE Europe ETF
VGK
$31B
| $707K | 0.02% |
+8,581
| New | +$738K |
|
563
Nasdaq
NDAQ
$53.3B
| $705K | 0.02% |
+8,310
| New | +$745K |
|
564
Trex
TREX
$4.96B
| $699K | 0.02% |
+19,191
| New | +$772K |
|
565
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$19B
| $696K | 0.02% |
+11,750
| New | +$715K |
|
566
Carnival Corporation Ltd
CCL
$37.9B
| $696K | 0.02% |
+26,874
| New | +$784K |
|
567
iShares MSCI EAFE Value ETF
EFV
$30B
| $692K | 0.02% |
+9,313
| New | +$700K |
|
568
CME Group
CME
$94.2B
| $691K | 0.02% |
+2,340
| New | +$695K |
|
569
Steris
STE
$22.9B
| $689K | 0.02% |
+3,114
| New | +$762K |
|
570
Vanguard Morningstar Mega Cap Value ETF
MGV
$13.7B
| $682K | 0.02% |
+4,707
| New | +$697K |
|
571
Evergy
EVRG
$19.1B
| $682K | 0.02% |
+8,321
| New | +$658K |
|
572
Monolithic Power Systems
MPWR
$70.3B
| $681K | 0.02% |
+623
| New | +$681K |
|
|
P
573
Everpure Inc
P
$36.3B
| $679K | 0.02% |
+11,509
| New | +$780K |
|
574
Autodesk
ADSK
$52.2B
| $679K | 0.02% |
+2,837
| New | +$713K |
|
575
SLB Ltd
SLB
$78.4B
| $678K | 0.02% |
+13,192
| New | +$640K |
|
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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.