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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: VTV, IEFA, VXUS, VEA, VGIT, LMT, SGOV, XOM, QQQ, VTIP.
Started 5 new stock positions in VXUS, VEA, QQQ, XOM, LMT.
Reduced shares in these 10 stocks: VUG, AAPL, AVDV, IWF, SCHF, ESGV, EFA, VOE, JPM, AVUV.
Brickley Wealth Management was a net seller of stock by $-466k.
Brickley Wealth Management has $583M in assets under management (AUM), dropping by -1.72%.
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 60 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Value Etf (VTV)	21.7	$126M		644k	196.20	View chart
Apple (AAPL)	16.7	$97M		383k	253.79	View chart
Vanguard Index Fds Growth Etf (VUG)	10.3	$60M	-2%	138k	436.79	View chart
Ishares Tr Core Msci Eafe (IEFA)	9.5	$56M		614k	90.53	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	7.7	$45M		451k	99.86	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	5.2	$31M		101k	302.25	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	4.7	$27M		125k	217.25	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	3.9	$23M		35k	650.34	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	3.5	$20M		409k	49.95	View chart
Ishares Tr Msci Eafe Etf (EFA)	2.3	$14M		141k	97.13	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.9	$11M		27k	426.40	View chart
Ishares Tr Msci Usa Min Vol (USMV)	1.7	$9.9M		107k	92.74	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	1.6	$9.4M	+2%	159k	59.55	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	1.5	$8.6M		46k	184.28	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	1.3	$7.5M		32k	239.99	View chart
Ishares Tr Msci Usa Smcp Mn (SMMV)	1.0	$5.5M		127k	43.62	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.5	$3.2M		59k	54.05	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.5	$2.9M		31k	91.37	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.3	$2.0M		41k	48.02	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$1.7M	-5%	70k	24.75	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$1.3M		4.2k	320.82	View chart
NVIDIA Corporation (NVDA)	0.2	$1.3M		7.5k	174.40	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$1.3M	+6%	9.3k	138.31	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.2	$1.2M		12k	102.25	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.2	$1.2M	-4%	10k	112.27	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$1.1M		8.3k	128.12	View chart
Illumina (ILMN)	0.2	$972k		7.9k	123.26	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.2	$905k	+32%	9.0k	100.66	View chart
Meta Platforms Cl A (META)	0.2	$878k	+2%	1.5k	572.13	View chart
Microsoft Corporation (MSFT)	0.1	$871k	-3%	2.4k	370.17	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$646k		6.8k	95.44	View chart
Lam Research Corp Com New (LRCX)	0.1	$625k		2.9k	213.66	View chart
Amazon (AMZN)	0.1	$621k	+2%	3.0k	208.27	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$589k	+2%	1.2k	479.20	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$544k		833.00	653.21	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$501k	-5%	7.0k	71.73	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$482k		16k	30.50	View chart
Johnson & Johnson (JNJ)	0.1	$482k	+41%	2.0k	244.44	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$482k	-2%	6.1k	78.41	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$472k		1.6k	286.86	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$455k		16k	29.13	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$455k		5.5k	82.57	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$443k	-7%	4.0k	110.47	View chart
Kla Corp Com New (KLAC)	0.1	$412k		280.00	1472.41	View chart
Broadcom (AVGO)	0.1	$408k		1.3k	309.51	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$374k	-3%	3.8k	99.28	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$331k		1.2k	287.56	View chart
Tesla Motors (TSLA)	0.0	$272k	-4%	731.00	371.75	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$264k	NEW	3.4k	77.12	View chart
JPMorgan Chase & Co. (JPM)	0.0	$254k	-15%	865.00	294.16	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$248k	NEW	3.9k	64.08	View chart
Lockheed Martin Corporation (LMT)	0.0	$242k	NEW	400.00	604.39	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.0	$239k	-12%	3.0k	80.61	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.0	$235k		4.0k	58.54	View chart
Wal-Mart Stores (WMT)	0.0	$233k		1.9k	124.28	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.0	$225k		4.8k	46.74	View chart
Eli Lilly & Co. (LLY)	0.0	$224k		244.00	919.77	View chart
Exxon Mobil Corporation (XOM)	0.0	$222k	NEW	1.3k	169.66	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.0	$215k	NEW	372.00	577.18	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$209k	-10%	2.4k	88.70	View chart

Past Filings by Brickley Wealth Management

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

Brickley Wealth Management 2026 Q1 filed May 5, 2026
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

View all past filings

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