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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 65.91% of Brickley Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VUG (+$11M), VTIP, IVV, AVDV, VGIT, NVDA, VTV, TSLA, AAPL, JNJ.
Started 5 new stock positions in JNJ, ORCL, IVV, SCHC, TSLA.
Reduced shares in these 10 stocks: IWF, EFAV, SMMV, AVLV, AVUV, IWP, VOE, SCZ, SCHG, SCHF.
Brickley Wealth Management was a net buyer of stock by $16M.
Brickley Wealth Management has $574M in assets under management (AUM), dropping by 12.29%.
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 53 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Value Etf (VTV)	20.9	$120M		642k	186.49	View chart
Apple (AAPL)	16.7	$96M		376k	254.63	View chart
Vanguard Index Fds Growth Etf (VUG)	12.0	$69M	+18%	144k	479.61	View chart
Ishares Tr Core Msci Eafe (IEFA)	9.3	$53M		609k	87.31	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	7.1	$41M		457k	89.03	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	5.2	$30M		101k	297.62	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	4.5	$26M		124k	208.71	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	4.0	$23M		35k	666.18	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	3.5	$20M	+4%	400k	50.63	View chart
Ishares Tr Msci Eafe Etf (EFA)	2.3	$13M		141k	93.37	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	2.3	$13M		28k	468.41	View chart
Ishares Tr Msci Usa Min Vol (USMV)	1.8	$10M		107k	95.14	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	1.5	$8.8M	+4%	147k	60.03	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	1.4	$8.1M		47k	174.58	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	1.4	$8.1M		32k	256.45	View chart
Ishares Tr Msci Usa Smcp Mn (SMMV)	1.0	$5.5M		127k	43.05	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$3.2M		58k	54.18	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.4	$2.5M	-3%	30k	84.83	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.3	$1.9M		41k	47.88	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$1.7M		73k	23.28	View chart
NVIDIA Corporation (NVDA)	0.2	$1.4M	+33%	7.3k	186.58	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.2	$1.4M		12k	118.44	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$1.3M	+5%	4.0k	328.18	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$1.2M	-2%	8.4k	142.41	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.2	$1.2M		12k	99.95	View chart
Microsoft Corporation (MSFT)	0.2	$1.2M	+8%	2.2k	517.95	View chart
Meta Platforms Cl A (META)	0.2	$1.1M	+13%	1.5k	734.38	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$1.0M	+3%	7.5k	137.80	View chart
Illumina (ILMN)	0.1	$749k		7.9k	94.97	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$649k		6.7k	96.46	View chart
Amazon (AMZN)	0.1	$636k	+41%	2.9k	219.57	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$598k	+14%	1.2k	502.74	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$558k	NEW	833.00	669.30	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$526k		7.6k	69.37	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$483k		6.3k	76.72	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$453k		14k	31.91	View chart
Broadcom (AVGO)	0.1	$434k	+33%	1.3k	329.91	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$432k		5.2k	82.96	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$428k	-6%	4.3k	99.53	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$410k		14k	29.11	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$401k		1.6k	243.55	View chart
Lam Research Corp Com New (LRCX)	0.1	$392k	+4%	2.9k	133.90	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$364k	+3%	3.6k	100.24	View chart
Tesla Motors (TSLA)	0.1	$339k	NEW	762.00	444.72	View chart
JPMorgan Chase & Co. (JPM)	0.1	$319k	+24%	1.0k	315.43	View chart
Kla Corp Com New (KLAC)	0.1	$302k	+2%	280.00	1078.60	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.0	$280k		1.2k	243.10	View chart
Johnson & Johnson (JNJ)	0.0	$258k	NEW	1.4k	185.42	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.0	$245k	-12%	3.4k	72.26	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$240k		2.6k	91.42	View chart
Oracle Corporation (ORCL)	0.0	$238k	NEW	846.00	281.24	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.0	$236k		4.0k	58.85	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.0	$211k	NEW	4.6k	45.51	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 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
Brickley Wealth Management 2021 Q4 filed Jan. 25, 2022

View all past filings

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