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Brickley Wealth Management Top Holdings and 13F Report (2025)

About Brickley Wealth Management

Investment Activity

  • Brickley Wealth Management has $482.13 million in total holdings as of March 31, 2025.
  • Brickley Wealth Management owns shares of 45 different stocks, but just 9 companies or ETFs make up 80% of its holdings.
  • Approximately 0.68% of the portfolio was purchased this quarter.
  • About 0.29% of the portfolio was sold this quarter.
  • This quarter, Brickley Wealth Management has purchased 45 new stocks and bought additional shares in 25 stocks.
  • Brickley Wealth Management sold shares of 8 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

Vanguard Value ETF
$110,135,885
Apple
$80,128,189

Largest Purchases this Quarter

Vanguard Growth ETF
5,614 shares (about $2.08M)
Vanguard Intermediate-Term Treasury Index ETF
3,305 shares (about $196.32K)
Avantis International Small Cap Value ETF
2,525 shares (about $176.09K)
Apple
454 shares (about $100.85K)

Largest Sales this Quarter

SPDR S&P 500 ETF Trust
1,917 shares (about $1.07M)
iShares Russell 1000 Growth ETF
432 shares (about $155.99K)
Vanguard ESG US Stock ETF
440 shares (about $43.10K)
iShares MSCI EAFE ETF
466 shares (about $38.09K)
Vanguard Small-Cap Growth ETF
145 shares (about $36.51K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofBrickley Wealth Management

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$110,135,885$33,512 0.0%637,58222.8%ETF
Apple Inc. stock logo
AAPL
Apple
$80,128,189$100,847 0.1%360,72716.6%Computer and Technology
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$46,052,837$67,555 0.1%608,7629.6%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$44,939,170$2,081,777 4.9%121,1899.3%ETF
Avantis International Small Cap Value ETF stock logo
AVDV
Avantis International Small Cap Value ETF
$31,589,204$176,093 0.6%452,9576.6%ETF
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$25,165,635$36,507 -0.1%99,9555.2%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$23,036,487$31,297 0.1%123,6594.8%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$20,845,109$1,072,351 -4.9%37,2644.3%Finance
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$19,204,364$241,865 1.3%384,8574.0%Manufacturing
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$11,567,492$38,086 -0.3%141,5332.4%Finance
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$10,375,214$155,991 -1.5%28,7332.2%ETF
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$9,977,950$94 0.0%106,5342.1%ETF
Vanguard Intermediate-Term Treasury Index ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury Index ETF
$8,194,765$196,317 2.5%137,9591.7%ETF
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$7,512,7900.0%46,7971.6%ETF
iShares MSCI USA Momentum Factor ETF stock logo
MTUM
iShares MSCI USA Momentum Factor ETF
$6,358,6520.0%31,4581.3%ETF
iShares MSCI USA Small-Cap Min Vol Factor ETF stock logo
SMMV
iShares MSCI USA Small-Cap Min Vol Factor ETF
$5,303,938$41 0.0%127,9601.1%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$2,636,347$543 0.0%58,2490.5%ETF
iShares MSCI EAFE Min Vol Factor ETF stock logo
EFAV
iShares MSCI EAFE Min Vol Factor ETF
$2,429,950$2,883 0.1%31,1850.5%ETF
iShares MSCI Intl Momentum Factor ETF stock logo
IMTM
iShares MSCI Intl Momentum Factor ETF
$1,622,0240.0%40,6120.3%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$1,436,989$31,094 2.2%72,6490.3%ETF
Vanguard ESG US Stock ETF stock logo
ESGV
Vanguard ESG US Stock ETF
$1,161,785$43,098 -3.6%11,8610.2%ETF
iShares Core S&P U.S. Value ETF stock logo
IUSV
iShares Core S&P U.S. Value ETF
$1,089,5760.0%11,8060.2%Manufacturing
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$1,025,453$32,192 -3.0%8,7280.2%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$1,003,778$41,229 4.3%3,6520.2%ETF
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$836,955$8,233 1.0%7,2180.2%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$767,297$55,933 7.9%2,0440.2%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$726,790$16,138 2.3%1,2610.2%Computer and Technology
iShares 7-10 Year Treasury Bond ETF stock logo
IEF
iShares 7-10 Year Treasury Bond ETF
$638,7880.0%6,6980.1%ETF
Illumina, Inc. stock logo
ILMN
Illumina
$622,502$1,190 -0.2%7,8460.1%Medical
NVIDIA Co. stock logo
NVDA
NVIDIA
$541,033$50,939 10.4%4,9920.1%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$513,940$12,782 2.6%9650.1%Finance
Invesco QQQ stock logo
QQQ
Invesco QQQ
$499,4000.0%1,0650.1%Finance
Vanguard ESG International Stock ETF stock logo
VSGX
Vanguard ESG International Stock ETF
$447,363$472 0.1%7,5850.1%ETF
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$430,8580.0%5,2080.1%Manufacturing
iShares MSCI EAFE Small-Cap ETF stock logo
SCZ
iShares MSCI EAFE Small-Cap ETF
$417,7100.0%6,5750.1%ETF
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$381,892$872 0.2%4,3810.1%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$342,087$43,569 14.6%1,7980.1%Retail/Wholesale
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$339,131$44,654 15.2%12,7590.1%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$335,550$45,321 15.6%13,4010.1%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$319,760$17,209 5.7%3,2330.1%Finance
Avantis U.S. Large Cap Value ETF stock logo
AVLV
Avantis U.S. Large Cap Value ETF
$252,7540.0%3,8760.1%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$250,280$16,717 7.2%1,6020.1%Computer and Technology
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$238,1200.0%2,6300.0%ETF
Vanguard Short-Term Treasury Index ETF stock logo
VGSH
Vanguard Short-Term Treasury Index ETF
$235,2300.0%4,0080.0%ETF
LAM RESEARCH CORP
$203,5600.0%2,8000.0%COM NEW

Showing largest 100 holdings. View all holdings.
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