BRIGHTON JONES LLC

Q1 2026 13F-HR Holdings

Location
Seattle, WA
Holdings as of
3/31/2026
Date filed
4/28/2026
Form type
13F-HR
Num holdings
24
Total value ($000)
$2,373,129
Net value change ($000)
-338,257 (-12.5%)
New positions
0
Sold out positions
31
Turnover %
11.1%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
NVDA 19,139 18.9%
XOM 10,453 62.5%
DCOR 9,567 14.9%
DFGR 5,389 7.8%
DFAI 5,290 9.4%
DFIC 4,247 6.1%
DFEM 3,431 9.7%
DFAE 1,558 7.3%
SBUX 1,403 6.2%
VT 1,004 2.3%
Top Reduces (Value $000, Stocks/ETFs)
AMZN -63,126 -6.8%
MSFT -44,667 -12.5%
ABNB -16,886 -100.0%
SGOV -16,874 -100.0%
SOFI -16,534 -100.0%
WMT -16,201 -100.0%
VEA -15,427 -100.0%
RWO -12,589 -100.0%
PFE -10,844 -100.0%
IWR -10,402 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type