Brickley Wealth Management Portfolio Holdings
Brickley Wealth Management
- $573 Million
- Q3 2025
Brickley Wealth Management has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $573 Million distributed in 53 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 $95.6M, Vanguard Growth ETF with a value of $69M, Ishares Tr with a value of $53.2M, and American Centy ETF Tr Avantis with a value of $40.7M.
Examining the 13F form we can see an increase of $62.7M in the current position value, from $511M to 573M.
Below you can find more details about Brickley Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$573 Million
ETFs: $469 Million
Technology: $99.1 Million
Communication Services: $1.78 Million
Healthcare: $1.01 Million
Consumer Cyclical: $974,000
Financial Services: $916,000
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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