Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Brickley Wealth Management

Latest statistics and disclosures from Brickley Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTV, AAPL, VUG, IEFA, AVDV, and represent 64.50% of Brickley Wealth Management's stock portfolio.
Added to shares of these 10 stocks: AAPL, VBR, VBK, VTV, IEFA, SCHF, VGIT, AVDV, VTIP, SCHG.
Started 1 new stock position in LRCX.
Reduced shares in these 10 stocks: VB, IWF, Lam Research Corporation, LMT, KLAC, VUG, MSFT, ESGV, NVDA, VOE.
Sold out of its positions in KLAC, Lam Research Corporation, LMT, VB.
Brickley Wealth Management was a net buyer of stock by $5.2M.
Brickley Wealth Management has $493M in assets under management (AUM), dropping by 0.50%.
Central Index Key (CIK): 0001712533

Tip: Access up to 7 years of quarterly data

Positions held by Brickley Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Brickley Wealth Management

Brickley Wealth Management holds 45 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Value Etf (VTV)	21.9	$108M		638k	169.30	View chart
Apple (AAPL)	18.3	$90M	+4%	360k	250.42	View chart
Vanguard Index Fds Growth Etf (VUG)	9.6	$47M		116k	410.44	View chart
Ishares Tr Core Msci Eafe (IEFA)	8.7	$43M		608k	70.28	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	6.0	$29M		450k	65.08	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	5.7	$28M	+4%	100k	280.06	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	5.0	$25M	+5%	124k	198.18	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	4.7	$23M		39k	586.08	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	3.7	$18M		380k	48.42	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	2.4	$12M	-13%	29k	401.58	View chart
Ishares Tr Msci Eafe Etf (EFA)	2.2	$11M		142k	75.61	View chart
Ishares Tr Msci Usa Min Vol (USMV)	1.9	$9.5M		107k	88.79	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	1.6	$7.8M	+8%	135k	58.00	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	1.5	$7.6M		47k	161.77	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	1.3	$6.5M		32k	206.92	View chart
Ishares Tr Msci Usa Smcp Mn (SMMV)	1.1	$5.3M		128k	41.46	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.5	$2.6M		58k	44.04	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.4	$2.2M		31k	70.71	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.3	$1.5M		41k	37.40	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$1.3M	+109%	71k	18.50	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.3	$1.3M	-2%	12k	104.89	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$1.1M		9.0k	126.75	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.2	$1.1M		12k	92.59	View chart
Illumina (ILMN)	0.2	$1.1M		7.9k	133.63	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$1.0M	+6%	3.5k	289.82	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$840k	+3%	7.1k	117.48	View chart
Microsoft Corporation (MSFT)	0.2	$799k	-4%	1.9k	421.50	View chart
Meta Platforms Cl A (META)	0.1	$722k		1.2k	585.51	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$619k		6.7k	92.45	View chart
NVIDIA Corporation (NVDA)	0.1	$607k	-3%	4.5k	134.29	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$545k		1.1k	511.23	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$430k		7.6k	56.70	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$427k		5.2k	81.98	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$427k		941.00	453.28	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$422k		4.4k	96.53	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$399k		6.6k	60.75	View chart
Amazon (AMZN)	0.1	$344k		1.6k	219.39	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$323k	+356%	12k	27.87	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$296k	+21%	3.1k	96.88	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$289k	+284%	11k	26.07	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$285k		1.5k	190.44	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.1	$259k		3.9k	66.77	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$234k	+9%	2.6k	89.08	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.0	$233k		4.0k	58.18	View chart
Lam Research Corp Com New (LRCX)	0.0	$202k	NEW	2.8k	72.23	View chart

Past Filings by Brickley Wealth Management

SEC 13F filings are viewable for Brickley Wealth Management going back to 2017

Brickley Wealth Management 2024 Q4 filed Jan. 28, 2025
Brickley Wealth Management 2024 Q3 filed Nov. 4, 2024
Brickley Wealth Management 2024 Q2 filed July 22, 2024
Brickley Wealth Management 2024 Q1 filed April 19, 2024
Brickley Wealth Management 2023 Q4 filed Jan. 25, 2024
Brickley Wealth Management 2023 Q3 filed Oct. 27, 2023
Brickley Wealth Management 2023 Q2 filed July 11, 2023
Brickley Wealth Management 2023 Q1 filed April 28, 2023
Brickley Wealth Management 2022 Q4 filed Jan. 25, 2023
Brickley Wealth Management 2022 Q3 filed Nov. 1, 2022
Brickley Wealth Management 2022 Q2 filed July 29, 2022
Brickley Wealth Management 2022 Q1 filed April 25, 2022
Brickley Wealth Management 2021 Q4 filed Jan. 25, 2022
Brickley Wealth Management 2021 Q3 filed Oct. 26, 2021
Brickley Wealth Management 2021 Q2 filed July 27, 2021
Brickley Wealth Management 2021 Q1 filed April 26, 2021

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z