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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 | |
|---|---|---|---|---|---|---|
701
Prudential Financial
PRU
$42.1B
| $491K | 0.01% |
+5,021
| New | +$520K |
|
702
First Horizon
FHN
$12.1B
| $490K | 0.01% |
+21,531
| New | +$515K |
|
703
Cognizant
CTSH
$25.9B
| $490K | 0.01% |
+7,980
| New | +$571K |
|
704
Clorox
CLX
$12.9B
| $489K | 0.01% |
+4,721
| New | +$535K |
|
705
iShares National Muni Bond ETF
MUB
$45.9B
| $489K | 0.01% |
+4,605
| New | +$495K |
|
706
Otis Worldwide
OTIS
$27.9B
| $489K | 0.01% |
+6,338
| New | +$555K |
|
707
Bank of Montreal
BMO
$128B
| $487K | 0.01% |
+3,600
| New | +$500K |
|
708
VanEck Morningstar Wide Moat ETF
MOAT
$12.3B
| $487K | 0.01% |
+5,038
| New | +$522K |
|
709
Robert Half
RHI
$4.26B
| $485K | 0.01% |
+19,104
| New | +$505K |
|
710
CACI
CACI
$14.8B
| $485K | 0.01% |
+892
| New | +$537K |
|
711
ASE Group
ASX
$103B
| $485K | 0.01% |
+22,355
| New | +$470K |
|
712
SAP
SAP
$235B
| $483K | 0.01% |
+2,819
| New | +$582K |
|
713
Schwab US TIPS ETF
SCHP
$16.2B
| $482K | 0.01% |
+18,129
| New | +$484K |
|
714
Knight Transportation
KNX
$11.6B
| $481K | 0.01% |
+8,360
| New | +$479K |
|
715
iShares MSCI USA Momentum Factor ETF
MTUM
$26B
| $479K | 0.01% |
+1,995
| New | +$501K |
|
716
10x Genomics
TXG
$7.59B
| $479K | 0.01% |
+22,549
| New | +$451K |
|
|
Q
717
Qnity Electronics Inc
Q
$29.6B
| $477K | 0.01% |
+4,132
| New | +$439K |
|
718
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
| $476K | 0.01% |
+6,008
| New | +$479K |
|
719
Elbit Systems
ESLT
$36.7B
| $474K | 0.01% |
+559
| New | +$431K |
|
720
Baker Hughes
BKR
$64.2B
| $473K | 0.01% |
+7,743
| New | +$448K |
|
|
ARTY
721
iShares Future AI & Tech ETF
ARTY
$3.97B
| $472K | 0.01% |
+10,152
| New | +$509K |
|
722
Dimensional US Targeted Value ETF
DFAT
$14.7B
| $472K | 0.01% |
+7,562
| New | +$480K |
|
723
HSBC
HSBC
$358B
| $471K | 0.01% |
+5,714
| New | +$484K |
|
724
Loews
L
$23.3B
| $470K | 0.01% |
+4,400
| New | +$471K |
|
725
Raymond James Financial
RJF
$34.6B
| $469K | 0.01% |
+3,241
| New | +$514K |
|
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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.