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BJL

Brighton Jones LLC Portfolio holdings

AUM $2.37B
1-Year Est. Return 16.36%
This Fund
S&P 500
This Quarter Est. Return
-7.34%
1 Year Est. Return
+16.36%
3 Year Est. Return
+81.04%
5 Year Est. Return
+91.07%
10 Year Est. Return
+455.51%
AUM
$2.37B
AUM Growth
-$338M
Cap. Flow
-$134M
Cap. Flow %
-5.64%
Top 10 Hldgs %
79.39%
Holding
55
New
–
Increased
17
Reduced
7
Closed
31

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$44.1M
2
AMZN icon
Amazon
AMZN
+$28.7M
3
NVDA icon
NVIDIA
NVDA
+$27.1M
4
DCOR icon
Dimensional US Core Equity 1 ETF
DCOR
+$11.3M
5
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$5.13M

Top Sells

Rank Stock Value
1
ABNB icon
Airbnb
ABNB
+$16.9M
2
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$16.9M
3
SOFI icon
SoFi Technologies
SOFI
+$16.5M
4
WMT icon
Walmart Inc
WMT
+$16.2M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$15.4M

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 37.3%
2 Technology 24.33%
3 Communication Services 5.18%
4 Energy 1.15%
5 Real Estate 0%

No holdings matched the selected filter criteria.

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Brighton Jones LLC's Q1 2026 Portfolio in Review

As of Q1 2026, Brighton Jones LLC held 55 positions worth $2.37B, down 12% from $2.71B the previous quarter. Its ten largest holdings account for 79% of the portfolio.

Brighton Jones LLC withdrew a net $134M in Q1 2026, closing 31 positions and reducing 7 holdings. Its most notable exit was Airbnb, an estimated $16.9M position sold in full.

By sector, the portfolio is most concentrated in Consumer Discretionary at 37% of assets, up from 36% a quarter earlier, followed by Technology and Communication Services.

Against the trend, Brighton Jones LLC added an estimated $44.1M to Microsoft.

  • Brighton Jones LLC added most to Microsoft in Q1 2026, an estimated $44.1M increase.
  • Brighton Jones LLC's biggest Q1 2026 reduction was Dimensional US Core Equity 2 ETF, cutting an estimated $4.82M.
  • Brighton Jones LLC fully exited Airbnb in Q1 2026, selling an estimated $16.9M.
  • Brighton Jones LLC's ten largest holdings make up 79% of its $2.37B portfolio in Q1 2026.
  • Brighton Jones LLC opened 0 new positions and closed 31 in Q1 2026.
  • Brighton Jones LLC's portfolio value fell 12% quarter-over-quarter to $2.37B.

Based on Brighton Jones LLC's 13F filing for Q1 2026, filed 28 Apr 2026.