BRIGHTON JONES LLC

Q1 2026 13F-HR/A Holdings

Location
Seattle, WA
Holdings as of
3/31/2026
Date filed
8/6/2026
Form type
13F-HR/A - RESTATEMENT
Num holdings
1,200
Total value ($000)
$4,528,477
Net value change ($000)
+1,817,091 (67.0%)
New positions
1140
Sold out positions
0
Turnover %
42.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/27/2026 Next filing: — SEC filing

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)
SPY 39,615 NEW
TSLA 36,884 NEW
IWF 34,769 NEW
IVV 32,863 NEW
IWV 28,365 NEW
META 27,437 NEW
BRK-B 26,387 NEW
VOO 25,231 NEW
QQQ 24,499 NEW
COST 24,487 NEW
Top Reduces (Value $000, Stocks/ETFs)
AMZN -63,126 -6.8%
MSFT -44,667 -12.5%
AAPL -8,943 -5.8%
PFE -6,897 -63.6%
JEPI -6,571 -90.0%
SOFI -6,424 -38.9%
DFAC -6,027 -8.1%
VTI -5,776 -5.8%
IWB -4,586 -7.4%
FIG -3,829 -37.8%
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