Brickley Wealth Management Purchases in Q3 2025

Brickley Wealth Management

  • $573 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
1.19K
+ 0.32%
$202.38 - $256.87 $240K - $305K
376K $95.6M
VUG
Vanguard Growth ETF

ETFs
22.9K
+ 18.93%
$433.97 - $484.08 $9.93M - $11.1M
144K $69M
VTV
Vanguard Value ETF

ETFs
1.84K
+ 0.29%
$175.51 - $186.57 $323K - $343K
642K $120M
AVDV
American Centy ETF Tr Avantis

ETFs
5.02K
+ 1.11%
$79.24 - $89.03 $398K - $447K
457K $40.7M
IEFA
Ishares Tr

ETFs
1.67K
+ 0.27%
$81.7 - $87.53 $136K - $146K
609K $53.2M
VBK
Vanguard Small Cap Growth ETF

ETFs
361
+ 0.36%
$276.51 - $305.12 $99.8K - $110K
101K $30M
SPY
Spdr S&P 500 ETF Trust

ETFs
190
+ 0.55%
$617.65 - $666.84 $117K - $127K
34.9K $23.2M
VBR
Vanguard Small Cap Value ETF

ETFs
55
+ 0.04%
$195.41 - $212.37 $10.7K - $11.7K
124K $25.9M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
15.9K
+ 4.15%
$49.78 - $50.75 $792K - $807K
399K $20.2M
IVV
Ishares Core S&P 500 ETF

ETFs
833
New
$620.67 - $670.08 $517K - $558K
833 $557K
VGIT
Vanguard Intermediate Term Tre

ETFs
6.38K
+ 4.53%
$58.97 - $60.36 $376K - $385K
147K $8.84M
TSLA
Tesla, Inc.

Consumer Cyclical
762
New
$293.94 - $444.72 $224K - $339K
762 $338K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
37
+ 0.06%
$49.43 - $54.52 $1.83K - $2.02K
58.4K $3.16M
JNJ
Johnson & Johnson

Healthcare
1.39K
New
$155.17 - $185.42 $216K - $258K
1.39K $257K
ORCL
Oracle Corp

Technology
846
New
$218.96 - $328.33 $185K - $278K
846 $237K
SCHC
Schwab Strategic Tr Intl Small

ETFs
4.62K
New
$42.28 - $45.71 $196K - $211K
4.62K $210K
AMZN
Amazon Com Inc

Consumer Cyclical
848
+ 41.37%
$211.65 - $238.24 $179K - $202K
2.9K $636K
AVGO
Broadcom Inc.

Technology
328
+ 33.27%
$264.74 - $369.57 $86.8K - $121K
1.31K $433K
VTI
Vanguard Total Stock Market Et

ETFs
206
+ 5.45%
$303.93 - $329.86 $62.6K - $68K
3.99K $1.31M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
245
+ 0.23%
$92.18 - $95.14 $22.6K - $23.3K
106K $10.1M
MSFT
Microsoft Corp

Technology
179
+ 8.65%
$491.09 - $535.64 $87.9K - $95.9K
2.25K $1.16M
META
Meta Platforms, Inc.

Communication Services
182
+ 13.8%
$695.21 - $791.73 $127K - $144K
1.5K $1.1M
GOOG
Alphabet Inc.

Communication Services
1
+ 0.06%
$175.16 - $255.24 $175 - $255
1.65K $400K
VT
Vanguard Total World Stk Index

ETFs
268
+ 3.72%
$128.41 - $138.03 $34.4K - $37K
7.48K $1.03M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
152
+ 14.64%
$459.11 - $506.91 $69.8K - $77.1K
1.19K $598K
JPM
Jpmorgan Chase & CO

Financial Services
199
+ 24.54%
$282.78 - $316.06 $56.3K - $62.9K
1.01K $318K
KLAC
Kla Corp

Technology
6
+ 2.19%
$843.9 - $1078.6 $5.06K - $6.47K
280 $302K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
118
+ 3.36%
$97.75 - $100.75 $11.5K - $11.9K
3.63K $363K
IEF
Ishares Barclays

ETFs
25
+ 0.37%
$93.91 - $97.26 $2.35K - $2.43K
6.73K $648K
Lam Research Corp
118
+ 4.2%
N/A
2.93K $0
Activity Summary
Buys All Purchases 31 New Holdings 5 Increased Positions 26 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
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