AI Portfolio Summary
In 2026 Q1, BRIGHTON JONES LLC maintained a portfolio of 55 distinct positions. They heavily accumulated shares in AMAZON COM INC, increasing their position by 3.3%. Conversely, BRIGHTON JONES LLC completely exited their position in LYFT INC.
Total Positions
55
Quarter
2026 Q1
Top Holding
AMZN (36.3%)
Top 10 Concentration
79.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 55
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 36.28% | 34.08% |
#1
Prev: #1
|
6.5 | 130,413 | 3.3% |
P
S
|
4,134,274 | $861,045,297 | 2011 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 13.15% | 13.16% |
#2
Prev: #2
|
7.5 | 105,471 | 14.3% |
P
S
|
843,324 | $312,173,069 | 2011 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
AAPL
APPLE INC
|
Technology | 6.10% | 5.67% |
#3
Prev: #3
|
3.9 | 4,991 | 0.9% |
P
S
|
569,999 | $144,660,042 | 2011 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 5.08% | 3.74% |
#4
Prev: #4
|
5.0 | 147,477 | 27.1% |
P
S
|
691,406 | $120,581,627 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 3.93% | 3.65% |
#5
Prev: #5
|
2.6 | -4,691 | -1.6% |
P
S
|
290,697 | $93,258,662 | 2011 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
DFGR
DIMENSIONAL ETF...
|
ETF | 3.13% | 2.54% |
#6
2
Prev: #8
|
3.3 | 187,016 | 7.2% |
P
S
|
2,798,216 | $74,376,584 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
DFIC
DIMENSIONAL ETF...
|
Bond/Debt | 3.11% | 2.57% |
#7
Prev: #7
|
1.7 | 58,682 | 2.9% |
P
S
|
2,078,625 | $73,853,552 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
DCOR
DIMENSIONAL ETF...
|
ETF | 3.10% | 2.36% |
#8
1
Prev: #9
|
3.2 | 151,437 | 17.4% |
P
S
|
1,021,723 | $73,645,808 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
DFAC
DIMENSIONAL ETF...
|
ETF | 2.90% | 2.76% |
#9
3
Prev: #6
|
1.7 | -119,637 | -6.3% |
P
S
|
1,768,296 | $68,715,968 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
DFAI
DIMENSIONAL ETF...
|
Bond/Debt | 2.60% | 2.08% |
#10
1
Prev: #11
|
3.0 | 103,478 | 7.0% |
P
S
|
1,584,483 | $61,731,477 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
IWB
ISHARES TR
|
ETF | 2.42% | 2.29% |
#11
1
Prev: #10
|
1.5 | -5,002 | -3.0% |
P
S
|
161,066 | $57,429,565 | 2011 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 2.20% | 2.02% |
#12
Prev: #12
|
1.4 | 6,951 | 4.0% |
P
S
|
181,749 | $52,136,421 | 2011 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
VT
VANGUARD INTL E...
|
ETF | 1.92% | 1.64% |
#13
1
Prev: #14
|
1.3 | 13,498 | 4.3% |
P
S
|
328,705 | $45,466,506 | 2017 Q3 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
DFAU
DIMENSIONAL ETF...
|
ETF | 1.89% | 1.72% |
#14
1
Prev: #13
|
1.3 | 258 | 0.0% |
P
S
|
995,411 | $44,912,940 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.72% | 1.51% |
#15
Prev: #15
|
2.7 | 11,240 | 8.6% |
P
S
|
142,176 | $40,884,122 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
DFEM
DIMENSIONAL ETF...
|
ETF | 1.64% | 1.31% |
#16
1
Prev: #17
|
1.2 | 53,645 | 5.0% |
P
S
|
1,127,131 | $38,942,374 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
VGSR
MANAGER DIRECTE...
|
Unknown | 1.60% | 1.37% |
#17
1
Prev: #16
|
1.1 | 95,642 | 2.7% |
P
S
|
3,674,039 | $37,952,827 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
TMUS
T-MOBILE US INC
|
Communication Services | 1.26% | 1.08% |
#18
Prev: #18
|
1.0 | -1,967 | -1.4% |
P
S
|
142,366 | $29,901,210 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 1.15% | 0.62% |
#19
7
Prev: #26
|
2.5 | 21,183 | 15.2% |
P
S
|
160,235 | $27,185,517 | 2011 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
SBUX
STARBUCKS CORP
|
Consumer Cyclical | 1.02% | 0.84% |
#20
1
Prev: #21
|
0.9 | -560 | -0.2% |
P
S
|
269,504 | $24,144,827 | 2011 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
ITOT
ISHARES TR
|
ETF | 1.00% | 0.86% |
#21
2
Prev: #19
|
2.4 | 9,318 | 5.9% |
P
S
|
165,930 | $23,633,353 | 2011 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
EFA
ISHARES TR
|
ETF | 0.97% | 0.85% |
#22
2
Prev: #20
|
0.9 | -2,797 | -1.2% |
P
S
|
237,322 | $23,051,088 | 2011 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
DFAE
DIMENSIONAL ETF...
|
ETF | 0.96% | 0.78% |
#23
Prev: #23
|
0.9 | 21,193 | 3.3% |
P
S
|
672,686 | $22,777,158 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
DFAX
DIMENSIONAL ETF...
|
ETF | 0.87% | 0.81% |
#24
2
Prev: #22
|
0.8 | -60,229 | -9.0% |
P
S
|
608,449 | $20,669,008 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
LYFT
LYFT INC
|
Technology | 0.00% | 0.08% |
Sold All 😨
(Was: #55) |
0.0 | -116,558 | -100.0% |
CLOSED
|
— | $— | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
RSMC
TIDAL TRUST III
|
Unknown | 0.00% | 0.11% |
Sold All 😨
(Was: #54) |
0.0 | -120,663 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
CMCSA
COMCAST CORP NE...
|
Communication Services | 0.00% | 0.12% |
Sold All 😨
(Was: #53) |
0.0 | -106,716 | -100.0% |
CLOSED
|
— | $— | 2011 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
WRD
WERIDE INC
|
Technology | 0.00% | 0.14% |
Sold All 😨
(Was: #52) |
0.0 | -444,723 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
SCHF
SCHWAB STRATEGI...
|
Bond/Debt | 0.00% | 0.16% |
Sold All 😨
(Was: #51) |
0.0 | -184,269 | -100.0% |
CLOSED
|
— | $— | 2015 Q3 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
RELY
REMITLY GLOBAL ...
|
Technology | 0.00% | 0.17% |
Sold All 😨
(Was: #50) |
0.0 | -337,522 | -100.0% |
CLOSED
|
— | $— | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
FSBC
FIVE STAR BANCO...
|
Financial Services | 0.00% | 0.19% |
Sold All 😨
(Was: #49) |
0.0 | -142,107 | -100.0% |
CLOSED
|
— | $— | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
PCG
PG&E CORP
|
Utilities | 0.00% | 0.20% |
Sold All 😨
(Was: #48) |
0.0 | -339,516 | -100.0% |
CLOSED
|
— | $— | 2017 Q2 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
CNC
CENTENE CORP DE...
|
Healthcare | 0.00% | 0.21% |
Sold All 😨
(Was: #47) |
0.0 | -139,542 | -100.0% |
CLOSED
|
— | $— | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
LC
LENDINGCLUB COR...
|
Financial Services | 0.00% | 0.22% |
Sold All 😨
(Was: #46) |
0.0 | -311,340 | -100.0% |
CLOSED
|
— | $— | 2017 Q2 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
BMY
BRISTOL-MYERS S...
|
Healthcare | 0.00% | 0.22% |
Sold All 😨
(Was: #45) |
0.0 | -110,540 | -100.0% |
CLOSED
|
— | $— | 2011 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
SCHX
SCHWAB STRATEGI...
|
ETF | 0.00% | 0.22% |
Sold All 😨
(Was: #44) |
0.0 | -222,605 | -100.0% |
CLOSED
|
— | $— | 2012 Q2 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
EEM
ISHARES TR
|
ETF | 0.00% | 0.23% |
Sold All 😨
(Was: #43) |
0.0 | -112,030 | -100.0% |
CLOSED
|
— | $— | 2011 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
COMP
COMPASS INC
|
Real Estate | 0.00% | 0.24% |
Sold All 😨
(Was: #42) |
0.0 | -628,046 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
JEPI
J P MORGAN EXCH...
|
ETF | 0.00% | 0.27% |
Sold All 😨
(Was: #41) |
0.0 | -127,528 | -100.0% |
CLOSED
|
— | $— | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
BAC
BANK AMERICA CO...
|
Financial Services | 0.00% | 0.27% |
Sold All 😨
(Was: #40) |
0.0 | -133,382 | -100.0% |
CLOSED
|
— | $— | 2011 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
SCHB
SCHWAB STRATEGI...
|
ETF | 0.00% | 0.29% |
Sold All 😨
(Was: #39) |
0.0 | -304,302 | -100.0% |
CLOSED
|
— | $— | 2015 Q3 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
DFSU
DIMENSIONAL ETF...
|
ETF | 0.00% | 0.32% |
Sold All 😨
(Was: #38) |
0.0 | -200,901 | -100.0% |
CLOSED
|
— | $— | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
INTC
INTEL CORP
|
Technology | 0.00% | 0.32% |
Sold All 😨
(Was: #37) |
0.0 | -237,384 | -100.0% |
CLOSED
|
— | $— | 2011 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
SCZ
ISHARES TR
|
ETF | 0.00% | 0.34% |
Sold All 😨
(Was: #36) |
0.0 | -117,885 | -100.0% |
CLOSED
|
— | $— | 2011 Q3 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
VEU
VANGUARD INTL E...
|
ETF | 0.00% | 0.34% |
Sold All 😨
(Was: #35) |
0.0 | -126,743 | -100.0% |
CLOSED
|
— | $— | 2012 Q2 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 0.00% | 0.36% |
Sold All 😨
(Was: #34) |
0.0 | -129,852 | -100.0% |
CLOSED
|
— | $— | 2017 Q2 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
FIG
FIGMA INC
|
Technology | 0.00% | 0.37% |
Sold All 😨
(Was: #33) |
0.0 | -271,050 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
IWR
ISHARES TR
|
ETF | 0.00% | 0.38% |
Sold All 😨
(Was: #32) |
0.0 | -108,050 | -100.0% |
CLOSED
|
— | $— | 2011 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
PFE
PFIZER INC
|
Healthcare | 0.00% | 0.40% |
Sold All 😨
(Was: #31) |
0.0 | -435,487 | -100.0% |
CLOSED
|
— | $— | 2011 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
RWO
SPDR INDEX SHS ...
|
ETF | 0.00% | 0.46% |
Sold All 😨
(Was: #30) |
0.0 | -279,630 | -100.0% |
CLOSED
|
— | $— | 2015 Q3 | 13F Filing | 2026-03-31 | 2026-04-28 |
Showing 1-50 of 55 holdings