Brickley Wealth Management Portfolio Holdings

Brickley Wealth Management

  • $583 Million
  • Q4 2025

Brickley Wealth Management has filed its 13F form on January 29, 2026 for Q4 2025 where it was disclosed a total value porftolio of $583 Million distributed in 55 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $120M, Apple Inc. with a value of $104M, Vanguard Growth ETF with a value of $68.3M, Ishares Tr with a value of $54M, and American Centy ETF Tr Avantis with a value of $40.9M.

Examining the 13F form we can see an increase of $9.39M in the current position value, from $573M to 583M.

Below you can find more details about Brickley Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $583 Million
ETFs: $470 Million
Technology: $107 Million
Communication Services: $1.7 Million
Healthcare: $1.47 Million
Consumer Cyclical: $996,000
Financial Services: $916,000
Consumer Defensive: $193,000

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$19B
$951,000 0.16% of portfolio
7,884
Q2 2025 Added 0.48%
$139B
$450,000 0.08% of portfolio
1,314
Q3 2025 Added 33.27%
$161B
$317,000 0.05% of portfolio
280
Q3 2025 Added 2.19%

Summary

  • Portfolio
  • No. of Stocks 55
  • Current Value $583 Million
  • Prior Value $573 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 29, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 3 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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