Brickley Wealth Management

CIK 0001712533 · SAN MATEO, CA · Quarter end: 2026-06-30 · Filed on: 2026-07-14 · Open the SEC source

Brickley Wealth Management reported 68 positions worth $696.4M as of June 30, 2026 (13F filed July 14, 2026). Largest holding: VTV (20.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$696.4M
2026 Q2
Positions
68
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
81.4%
Est. Net Flow (Q)
2026 Q2
10 / 68 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VTVVANGUARD INDEX FDSSH$141.8M20.36%650,628
2AAPLAPPLE INCSH$114.2M16.40%394,727
3VUGVANGUARD INDEX FDSSH$72.0M10.34%835,687
4IEFAISHARES TRSH$63.2M9.07%653,903
5AVDVAMERICAN CENTY ETF TRSH$46.3M6.65%449,714
6VBKVANGUARD INDEX FDSSH$37.1M5.33%101,567
7VBRVANGUARD INDEX FDSSH$30.6M4.40%126,040
8SPYSTATE STR SPDR S&P 500 ETF TSH$26.0M3.74%34,863
9VTIPVANGUARD MALVERN FDSSH$20.8M2.99%414,646
10EFAISHARES TRSH$14.6M2.10%140,863

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Brickley Wealth Management hold as of Q2 2026?

Brickley Wealth Management reported 68 positions worth $696.4M in its Q2 2026 13F filing. Largest positions: VTV (20.4%), AAPL (16.4%), VUG (10.3%), IEFA (9.1%) and AVDV (6.7%).

What did Brickley Wealth Management buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Brickley Wealth Management sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.