Brickley Wealth Management Portfolio Holdings
Brickley Wealth Management
- $490 Million
- Q3 2024
Brickley Wealth Management has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $490 Million distributed in 48 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $110M, Apple Inc. with a value of $80.6M, Ishares Tr with a value of $46.6M, Vanguard Growth ETF with a value of $44.5M, and American Centy ETF Tr Avantis with a value of $31.5M.
Examining the 13F form we can see an increase of $33.5M in the current position value, from $457M to 490M.
Below you can find more details about Brickley Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$490 Million
ETFs: $404 Million
Technology: $82.5 Million
Healthcare: $1.03 Million
Communication Services: $961,000
Financial Services: $440,000
Consumer Cyclical: $293,000
Industrials: $216,000
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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