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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 | |
|---|---|---|---|---|---|---|
776
Ford
F
$55.7B
| $414K | 0.01% |
+35,903
| New | +$473K |
|
777
GSK
GSK
$102B
| $414K | 0.01% |
+7,506
| New | +$407K |
|
778
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
| $414K | 0.01% |
+5,205
| New | +$419K |
|
779
NorthWestern Energy
NWE
$4.35B
| $412K | 0.01% |
+6,254
| New | +$423K |
|
780
WEC Energy
WEC
$34.8B
| $411K | 0.01% |
+3,554
| New | +$399K |
|
781
Corpay
CPAY
$26.7B
| $411K | 0.01% |
+1,413
| New | +$453K |
|
782
Royal Gold
RGLD
$19.8B
| $410K | 0.01% |
+1,610
| New | +$427K |
|
783
Xcel Energy
XEL
$48.5B
| $409K | 0.01% |
+5,147
| New | +$404K |
|
784
EnerSys
ENS
$6.79B
| $408K | 0.01% |
+2,348
| New | +$398K |
|
785
Ameren
AEE
$29.8B
| $407K | 0.01% |
+3,700
| New | +$396K |
|
786
iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
$1.18B
| $407K | 0.01% |
+1,825
| New | +$425K |
|
787
First American
FAF
$7.32B
| $405K | 0.01% |
+6,712
| New | +$430K |
|
|
HDV
788
iShares Core High Dividend ETF
HDV
$15B
| $403K | 0.01% |
+14,840
| New | +$395K |
|
789
Idexx Laboratories
IDXX
$46.2B
| $403K | 0.01% |
+716
| New | +$459K |
|
|
ETHA
790
iShares Ethereum Trust ETF
ETHA
$5.54B
| $402K | 0.01% |
+25,423
| New | +$460K |
|
791
Wayfair
W
$14.1B
| $402K | 0.01% |
+5,348
| New | +$484K |
|
792
DTE Energy
DTE
$28.6B
| $402K | 0.01% |
+2,749
| New | +$387K |
|
793
Paycom
PAYC
$9.57B
| $402K | 0.01% |
+3,305
| New | +$442K |
|
794
Schwab 1000 Index ETF
SCHK
$5.92B
| $401K | 0.01% |
+12,787
| New | +$419K |
|
795
iShares Core MSCI Europe ETF
IEUR
$9.14B
| $400K | 0.01% |
+5,692
| New | +$415K |
|
796
Fidelity Enhanced Mid Cap Core ETF
FMDE
$8.15B
| $398K | 0.01% |
+11,077
| New | +$410K |
|
797
Alexandria Real Estate Equities
ARE
$8.28B
| $398K | 0.01% |
+8,570
| New | +$452K |
|
798
East-West Bancorp
EWBC
$18.2B
| $397K | 0.01% |
+3,723
| New | +$420K |
|
799
InterDigital
IDCC
$8.72B
| $397K | 0.01% |
+1,315
| New | +$447K |
|
800
Littelfuse
LFUS
$11.5B
| $397K | 0.01% |
+1,169
| New | +$379K |
|
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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.