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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 62.82% of Brickley Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VUG (+$60M), AVEM (+$12M), IWF (+$9.7M), VSS (+$7.7M), AVIV (+$6.9M), SNOW (+$6.5M), IEFA, AAPL, VTV, VOO.
Started 9 new stock positions in AMD, ASML, AVIV, VOO, SNOW, MU, VEU, AVEM, VSS.
Reduced shares in these 10 stocks: USMV, EFAV, SMMV, , AVDV, JNJ, AVUV, VSGX, ESGV, BRK.B.
Sold out of its position in XOM.
Brickley Wealth Management was a net buyer of stock by $115M.
Brickley Wealth Management has $696M in assets under management (AUM), dropping by 19.43%.
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 68 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Value Etf (VTV)	20.4	$142M		651k	217.93	View chart
Apple (AAPL)	16.4	$114M	+3%	395k	289.36	View chart
Vanguard Index Fds Growth Etf (VUG)	10.3	$72M	+506%	836k	86.14	View chart
Ishares Tr Core Msci Eafe (IEFA)	9.1	$63M	+6%	654k	96.58	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	6.7	$46M		450k	103.05	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	5.3	$37M		102k	365.70	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	4.4	$31M		126k	242.99	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	3.7	$26M		35k	746.77	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	3.0	$21M		415k	50.23	View chart
Ishares Tr Msci Eafe Etf (EFA)	2.1	$15M		141k	103.88	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.9	$13M	+294%	105k	124.17	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.7	$12M	NEW	123k	96.49	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	1.6	$11M		32k	342.83	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	1.4	$10M	+7%	171k	58.98	View chart
Ishares Tr Msci Usa Min Etf (USMV)	1.4	$9.6M	-6%	100k	96.46	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	1.3	$9.2M		46k	197.60	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	1.1	$7.7M	NEW	50k	154.29	View chart
American Centy Etf Tr International Lr (AVIV)	1.0	$6.9M	NEW	90k	77.42	View chart
Snowflake Com Shs (SNOW)	0.9	$6.5M	NEW	25k	254.50	View chart
Ishares Tr Msci Usa Smcp Mn (SMMV)	0.8	$5.6M	-4%	122k	46.04	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.5	$3.5M		59k	59.69	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.3	$2.4M	-13%	27k	87.71	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.3	$2.2M	+2%	42k	53.33	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$1.9M		70k	27.70	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$1.9M	+24%	5.2k	370.07	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$1.5M		9.4k	156.94	View chart
NVIDIA Corporation (NVDA)	0.2	$1.5M		7.4k	200.09	View chart
Illumina (ILMN)	0.2	$1.4M		7.9k	175.83	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.2	$1.4M		10k	132.24	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.2	$1.3M		12k	110.15	View chart
Lam Research Corp Com New (LRCX)	0.2	$1.3M		2.9k	433.33	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$1.2M	NEW	1.8k	686.81	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$1.2M		8.3k	146.41	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.1	$962k	+6%	9.6k	100.67	View chart
Microsoft Corporation (MSFT)	0.1	$871k		2.3k	373.02	View chart
Meta Platforms Cl A (META)	0.1	$867k		1.5k	563.29	View chart
Kla Corp Com New (KLAC)	0.1	$845k	+900%	2.8k	301.71	View chart
Amazon (AMZN)	0.1	$710k		3.0k	238.34	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$636k		6.7k	94.57	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$624k		833.00	748.89	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$592k	-3%	1.2k	500.39	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$577k		1.6k	353.33	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$565k	+6%	17k	33.84	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$550k	-4%	6.7k	82.34	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$547k		16k	34.81	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$505k		6.1k	82.27	View chart
Broadcom (AVGO)	0.1	$501k		1.3k	377.75	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$477k	+5%	5.8k	82.11	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$457k	-8%	3.7k	124.76	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$406k		1.1k	357.37	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$389k	+4%	3.9k	98.99	View chart
Micron Technology (MU)	0.1	$361k	NEW	313.00	1154.29	View chart
Johnson & Johnson (JNJ)	0.1	$356k	-28%	1.4k	253.97	View chart
Tesla Motors (TSLA)	0.0	$318k	+3%	757.00	420.60	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$317k	+8%	3.7k	85.48	View chart
JPMorgan Chase & Co. (JPM)	0.0	$302k	+6%	923.00	327.33	View chart
Eli Lilly & Co. (LLY)	0.0	$293k		244.00	1199.43	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.0	$274k		372.00	736.40	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$271k		3.8k	71.25	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.0	$271k		3.0k	91.21	View chart
Advanced Micro Devices (AMD)	0.0	$259k	NEW	446.00	580.91	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.0	$259k	NEW	130.00	1989.44	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.0	$234k		4.9k	48.12	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.0	$233k		4.0k	58.20	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$227k		2.4k	96.43	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$222k	NEW	2.6k	83.75	View chart
Wal-Mart Stores (WMT)	0.0	$209k		1.8k	113.26	View chart
Lockheed Martin Corporation (LMT)	0.0	$203k		399.00	509.46	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 Q2 filed July 14, 2026
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

View all past filings

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