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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
VXF icon
576
Vanguard Extended Market ETF
VXF
$32.1B
$673K 0.01%
+3,272
New +$700K
AVUS icon
577
Avantis US Equity ETF
AVUS
$14.4B
$673K 0.01%
+6,054
New +$693K
ATRO icon
578
Astronics
ATRO
$4.3B
$672K 0.01%
+12,089
New +$730K
PEG icon
579
Public Service Enterprise Group
PEG
$37.7B
$672K 0.01%
+8,303
New +$681K
VMC icon
580
Vulcan Materials
VMC
$36.5B
$671K 0.01%
+2,465
New +$725K
CGNX icon
581
Cognex
CGNX
$10.4B
$670K 0.01%
+13,686
New +$639K
DLN icon
582
WisdomTree US LargeCap Dividend Fund
DLN
$6.42B
$669K 0.01%
+7,486
New +$681K
WBS icon
583
Webster Financial
WBS
$12.8B
$668K 0.01%
+9,617
New +$658K
EVH icon
584
Evolent Health
EVH
$495M
$665K 0.01%
+291,465
New +$925K
AWI icon
585
Armstrong World Industries
AWI
$7.76B
$660K 0.01%
+4,003
New +$732K
SFM icon
586
Sprouts Farmers Market
SFM
$7.86B
$658K 0.01%
+8,537
New +$637K
USRT icon
587
iShares Core US REIT ETF
USRT
$4.57B
$657K 0.01%
+11,097
New +$667K
ICE icon
588
Intercontinental Exchange
ICE
$85B
$656K 0.01%
+4,171
New +$680K
RGTI icon
589
Rigetti Computing
RGTI
$6.07B
$653K 0.01%
+46,500
New +$872K
FNF icon
590
Fidelity National Financial
FNF
$12.8B
$653K 0.01%
+14,076
New +$731K
WTW icon
591
Willis Towers Watson
WTW
$31.5B
$650K 0.01%
+2,237
New +$686K
STT icon
592
State Street
STT
$52B
$650K 0.01%
+5,139
New +$657K
ACGL icon
593
Arch Capital
ACGL
$33.4B
$650K 0.01%
+6,769
New +$648K
NUHY icon
594
Nuveen ESG High Yield Corporate Bond ETF
NUHY
$111M
$648K 0.01%
+30,601
New +$658K
SUSA icon
595
iShares ESG Optimized MSCI USA ETF
SUSA
$4.18B
$648K 0.01%
+4,905
New +$680K
FLEX icon
596
Flex
FLEX
$47.1B
$647K 0.01%
+9,882
New +$632K
RWT
597
Redwood Trust
RWT
$592M
$642K 0.01%
+114,374
New +$663K
EBAY icon
598
eBay
EBAY
$45.7B
$636K 0.01%
+6,992
New +$628K
SHV icon
599
iShares 0-1 Year Treasury Bond ETF
SHV
$20.6B
$632K 0.01%
+5,723
New +$631K
MSI icon
600
Motorola Solutions
MSI
$77.4B
$630K 0.01%
+1,452
New +$629K
22 23
24
25 26

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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.