Brickley Wealth Management Portfolio Holdings
Brickley Wealth Management
- $511 Million
- Q2 2025
Brickley Wealth Management has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $511 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 $113M, Apple Inc. with a value of $76.8M, Vanguard Growth ETF with a value of $53M, Ishares Tr with a value of $50.7M, and American Centy ETF Tr Avantis with a value of $35.8M.
Examining the 13F form we can see an increase of $28.8M in the current position value, from $482M to 511M.
Below you can find more details about Brickley Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$511 Million
ETFs: $428 Million
Technology: $79.2 Million
Communication Services: $1.47 Million
Healthcare: $752,000
Financial Services: $739,000
Consumer Cyclical: $449,000
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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