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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 66.40% of Brickley Wealth Management's stock portfolio.
Added to shares of these 10 stocks: AAPL, SGOV, VGIT, VTIP, LLY, WMT, VT, EFAV, MSFT, VTI.
Started 3 new stock positions in LLY, SGOV, WMT.
Reduced shares in these 10 stocks: VUG, IWF, AVDV, , VTV, IEFA, ESGV, VSGX, META, SCZ.
Sold out of its position in ORCL.
Brickley Wealth Management was a net buyer of stock by $3.4M.
Brickley Wealth Management has $593M in assets under management (AUM), dropping by 3.40%.
Central Index Key (CIK): 0001712533

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

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Portfolio Holdings for Brickley Wealth Management

Brickley Wealth Management holds 55 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Value Etf (VTV)	20.6	$123M		641k	190.99	View chart
Apple (AAPL)	17.8	$106M	+3%	388k	271.86	View chart
Vanguard Index Fds Growth Etf (VUG)	11.6	$69M		141k	487.86	View chart
Ishares Tr Core Msci Eafe (IEFA)	9.2	$54M		608k	89.46	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	7.2	$43M		453k	93.97	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	5.1	$30M		101k	302.11	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	4.4	$26M		125k	211.79	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	4.0	$24M		35k	681.92	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	3.4	$20M		405k	49.46	View chart
Ishares Tr Msci Eafe Etf (EFA)	2.3	$14M		141k	96.03	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	2.2	$13M	-3%	27k	473.30	View chart
Ishares Tr Msci Usa Min Vol (USMV)	1.7	$10M		107k	94.16	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	1.6	$9.3M	+4%	154k	59.93	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	1.4	$8.3M		47k	177.37	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	1.3	$7.9M		32k	250.31	View chart
Ishares Tr Msci Usa Smcp Mn (SMMV)	0.9	$5.5M		127k	43.33	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.5	$3.1M		58k	53.76	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.5	$2.7M	+3%	31k	86.25	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.3	$1.9M		41k	47.97	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$1.8M		74k	24.04	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$1.4M	+4%	4.2k	335.28	View chart
NVIDIA Corporation (NVDA)	0.2	$1.4M		7.3k	186.50	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.2	$1.3M	-5%	11k	120.96	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$1.2M	+16%	8.7k	141.05	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.2	$1.2M		12k	102.54	View chart
Microsoft Corporation (MSFT)	0.2	$1.2M	+8%	2.4k	483.62	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$1.1M		8.4k	136.94	View chart
Illumina (ILMN)	0.2	$1.0M		7.9k	131.16	View chart
Meta Platforms Cl A (META)	0.2	$987k		1.5k	660.09	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$679k	NEW	6.8k	100.38	View chart
Amazon (AMZN)	0.1	$672k		2.9k	230.82	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$650k		6.8k	96.16	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$604k		1.2k	502.65	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$571k		833.00	684.94	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$529k	-2%	7.4k	71.62	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$517k		1.6k	313.80	View chart
Lam Research Corp Com New (LRCX)	0.1	$501k		2.9k	171.18	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$499k	+7%	15k	32.62	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$486k		6.3k	77.53	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$469k	+12%	16k	29.61	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$456k	+5%	5.5k	82.82	View chart
Broadcom (AVGO)	0.1	$455k		1.3k	346.10	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$444k		4.4k	101.98	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$392k	+8%	3.9k	99.89	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$361k		1.2k	313.00	View chart
Tesla Motors (TSLA)	0.1	$346k		769.00	449.72	View chart
Kla Corp Com New (KLAC)	0.1	$340k		280.00	1215.08	View chart
JPMorgan Chase & Co. (JPM)	0.1	$328k		1.0k	322.22	View chart
Johnson & Johnson (JNJ)	0.0	$288k		1.4k	206.95	View chart
Eli Lilly & Co. (LLY)	0.0	$258k	NEW	240.00	1074.68	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.0	$257k		3.4k	75.77	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.0	$235k		4.0k	58.73	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$233k		2.6k	88.49	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.0	$224k	+6%	4.9k	45.53	View chart
Wal-Mart Stores (WMT)	0.0	$209k	NEW	1.9k	111.41	View chart

Past Filings by Brickley Wealth Management

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

Brickley Wealth Management 2025 Q4 filed Jan. 29, 2026
Brickley Wealth Management 2025 Q3 filed Oct. 22, 2025
Brickley Wealth Management 2025 Q2 filed Aug. 8, 2025
Brickley Wealth Management 2025 Q1 filed April 29, 2025
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

View all past filings

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