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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 | |
|---|---|---|---|---|---|---|
|
VBIL
151
Vanguard 0-3 Month Treasury Bill ETF
VBIL
$10.1B
| $4.2M | 0.09% |
+55,466
| New | +$4.19M |
|
152
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
| $4.19M | 0.09% |
+60,129
| New | +$4.34M |
|
153
Republic Services
RSG
$65.9B
| $4.17M | 0.09% |
+19,037
| New | +$4.18M |
|
|
SCHW
154
Charles Schwab
SCHW
$186B
| $4.16M | 0.09% |
+44,317
| New | +$4.35M |
|
155
Vanguard Short-Term Bond ETF
BSV
$45.6B
| $4.15M | 0.09% |
+52,951
| New | +$4.17M |
|
156
Walt Disney
DIS
$179B
| $4.13M | 0.09% |
+42,858
| New | +$4.53M |
|
157
Intuitive Surgical
ISRG
$142B
| $4.12M | 0.09% |
+8,940
| New | +$4.52M |
|
158
Booking.com
BKNG
$160B
| $4.07M | 0.09% |
+24,175
| New | +$4.45M |
|
159
JB Hunt Transport Services
JBHT
$24.9B
| $4.06M | 0.09% |
+19,142
| New | +$4.08M |
|
160
Qualcomm
QCOM
$171B
| $4.02M | 0.09% |
+31,228
| New | +$4.56M |
|
161
McDonald's
MCD
$194B
| $4.01M | 0.09% |
+12,907
| New | +$4.11M |
|
|
162
Pfizer
PFE
$152B
| $3.95M | 0.09% |
140,565
-294,922
| -68% | -$7.85M |
|
163
Goldman Sachs
GS
$301B
| $3.93M | 0.09% |
+4,645
| New | +$4.14M |
|
164
ConocoPhillips
COP
$151B
| $3.87M | 0.09% |
+29,303
| New | +$3.24M |
|
165
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$19.8B
| $3.85M | 0.09% |
+14,978
| New | +$4.11M |
|
166
Vertiv
VRT
$108B
| $3.85M | 0.08% |
+15,349
| New | +$3.41M |
|
167
Phillips 66
PSX
$89.5B
| $3.85M | 0.08% |
+21,109
| New | +$3.31M |
|
168
Incyte
INCY
$24.5B
| $3.8M | 0.08% |
+40,351
| New | +$4.03M |
|
169
Accenture
ACN
$110B
| $3.79M | 0.08% |
+19,114
| New | +$4.45M |
|
170
Intuit
INTU
$92B
| $3.74M | 0.08% |
+8,648
| New | +$4.13M |
|
|
DFSI
171
Dimensional International Sustainability Core 1 ETF
DFSI
$1.19B
| $3.72M | 0.08% |
+87,640
| New | +$3.88M |
|
172
Teradyne
TER
$59.3B
| $3.7M | 0.08% |
+12,484
| New | +$3.48M |
|
173
Cummins
CMI
$87.1B
| $3.69M | 0.08% |
+6,861
| New | +$3.88M |
|
|
WRD
174
WeRide Inc
WRD
$2.08B
| $3.6M | 0.08% |
444,723
| – | – |
|
175
ProShares UltraPro QQQ
TQQQ
$36.7B
| $3.59M | 0.08% |
+86,114
| New | +$4.31M |
|
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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.