BRIGHTON JONES LLC
SEC Form 13F institutional filer · CIK 0001360798
13F-HR · 12 reported holdings · 2026-03-31
SEC-registered institutional investment manager.
Reported long-US-equity value
$1.79B
Top-10 concentration
97.3%
BRIGHTON JONES LLC — $1.79B AUM allocation strategy
BRIGHTON JONES LLC files SEC Form 13F and reports $1.79B of long US equity value across 12 reported holdings for 2026-03-31.
Its largest sector bet is Consumer Discretionary 49.5%, followed by Information Technology 32.3% and Communication Services 6.9%.
The top 10 holdings account for 97% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
BRIGHTON JONES LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$1.79B
total across 12 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
97% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$NVDA +147K sh · +$19.1M+$AMZN +130K sh · −$63.1M+$MSFT +105K sh · −$44.7M
Biggest trims (shares)
−$IWM −113K sh · −$15M−$VTI −4.69K sh · −$5.78M−$TMUS −1.97K sh · +$596K
Added from nil (new positions)
None this quarter
Exited to nil (held last quarter, gone now)
$SCHW ($18.4M last qtr)$ABNB ($16.9M last qtr)$WMT ($16.2M last qtr)$PFE ($10.8M last qtr)$INTC ($8.76M last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Broadline Retail48.2%—
- Systems Software17.5%—
- Technology Hardware, Storage & Peripherals8.1%—
- Semiconductors6.7%—
- Interactive Media & Services5.2%—
- Wireless Telecommunication Services1.7%—
- Integrated Oil & Gas1.5%—
- Restaurants1.4%—
- Other holdings9.7%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AMZN | Amazon.com Inc | 4.13M | $861M | +130K | 48.2% |
| $MSFT | Microsoft Corporation | 843K | $312M | +105K | 17.5% |
| $AAPL | Apple Inc | 570K | $145M | +4.99K | 8.1% |
| $NVDA | NVIDIA Corporation | 691K | $121M | +147K | 6.7% |
| $GOOGL | Alphabet Inc | 182K | $52.1M | +6.95K | 2.9% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 142K | $40.9M | +11.2K | 2.3% |
| $TMUS | T-Mobile US Inc | 142K | $29.9M | -1.97K | 1.7% |
| $XOM | ExxonMobil Holdings Corporation | 160K | $27.2M | +21.2K | 1.5% |
…and 4 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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