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

About Brickley Wealth Management

Investment Activity

  • Brickley Wealth Management has $573.75 million in total holdings as of September 30, 2025.
  • Brickley Wealth Management owns shares of 53 different stocks, but just 9 companies or ETFs make up 80% of its holdings.
  • Approximately 2.86% of the portfolio was purchased this quarter.
  • About 0.07% of the portfolio was sold this quarter.
  • This quarter, Brickley Wealth Management has purchased 48 new stocks and bought additional shares in 26 stocks.
  • Brickley Wealth Management sold shares of 12 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

Vanguard Value ETF
$119,746,577
Apple
$95,615,078

Largest New Holdings this Quarter

464287200 - iShares Core S&P 500 ETF
$557,527 Holding
88160R101 - Tesla
$338,877 Holding
478160104 - Johnson & Johnson
$257,919 Holding
68389X105 - Oracle
$237,929 Holding
808524888 - Schwab International Small-Cap Equity ETF
$210,453 Holding

Largest Purchases this Quarter

Vanguard Growth ETF
22,878 shares (about $10.97M)
iShares Core S&P 500 ETF
833 shares (about $557.53K)
Avantis International Small Cap Value ETF
5,024 shares (about $447.29K)
Vanguard Intermediate-Term Treasury ETF
6,380 shares (about $382.99K)

Largest Sales this Quarter

iShares Russell 1000 Growth ETF
288 shares (about $134.90K)
iShares MSCI EAFE Min Vol Factor ETF
1,236 shares (about $104.85K)
Avantis U.S. Large Cap Value ETF
484 shares (about $34.97K)
Avantis U.S. Small Cap Value ETF
298 shares (about $29.66K)

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
$119,746,577$343,328 0.3%642,10720.9%ETF
Apple Inc. stock logo
AAPL
Apple
$95,615,078$301,991 0.3%375,50616.7%Computer and Technology
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$68,951,065$10,972,507 18.9%143,76512.0%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$53,205,883$145,546 0.3%609,3909.3%ETF
Avantis International Small Cap Value ETF stock logo
AVDV
Avantis International Small Cap Value ETF
$40,660,425$447,286 1.1%456,7057.1%ETF
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$29,950,380$107,441 0.4%100,6335.2%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$25,938,004$11,479 0.0%124,2784.5%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$23,225,033$126,574 0.5%34,8634.0%Finance
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$20,225,824$805,118 4.1%399,4833.5%Manufacturing
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$13,201,7710.0%141,3922.3%Finance
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$13,136,578$134,902 -1.0%28,0452.3%ETF
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$10,129,531$23,309 0.2%106,4701.8%ETF
Vanguard Intermediate-Term Treasury ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury ETF
$8,843,740$382,991 4.5%147,3221.5%ETF
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$8,147,299$17,982 -0.2%46,6681.4%ETF
iShares MSCI USA Momentum Factor ETF stock logo
MTUM
iShares MSCI USA Momentum Factor ETF
$8,067,4630.0%31,4581.4%ETF
iShares MSCI USA Small-Cap Min Vol Factor ETF stock logo
SMMV
iShares MSCI USA Small-Cap Min Vol Factor ETF
$5,468,680$39,046 -0.7%127,0311.0%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$3,162,537$2,005 0.1%58,3710.6%ETF
iShares MSCI EAFE Min Vol Factor ETF stock logo
EFAV
iShares MSCI EAFE Min Vol Factor ETF
$2,530,750$104,851 -4.0%29,8330.4%ETF
iShares MSCI Intl Momentum Factor ETF stock logo
IMTM
iShares MSCI Intl Momentum Factor ETF
$1,944,4800.0%40,6120.3%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$1,707,532$3,073 -0.2%73,3480.3%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$1,370,057$343,494 33.5%7,3430.2%Computer and Technology
Vanguard ESG U.S. Stock ETF stock logo
ESGV
Vanguard ESG U.S. Stock ETF
$1,362,771$948 -0.1%11,5060.2%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$1,308,109$67,604 5.4%3,9860.2%ETF
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$1,195,105$28,482 -2.3%8,3920.2%ETF
iShares Core S&P U.S. Value ETF stock logo
IUSV
iShares Core S&P U.S. Value ETF
$1,180,0100.0%11,8060.2%Manufacturing
Microsoft Corporation stock logo
MSFT
Microsoft
$1,164,352$92,713 8.7%2,2480.2%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,102,304$133,657 13.8%1,5010.2%Computer and Technology
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$1,030,436$36,929 3.7%7,4780.2%ETF
Illumina, Inc. stock logo
ILMN
Illumina
$748,7430.0%7,8840.1%Medical
iShares 7-10 Year Treasury Bond ETF stock logo
IEF
iShares 7-10 Year Treasury Bond ETF
$648,983$2,412 0.4%6,7280.1%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$636,314$186,195 41.4%2,8980.1%Retail/Wholesale
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$598,261$76,417 14.6%1,1900.1%Finance
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$557,527$557,527 New Holding8330.1%ETF
Vanguard ESG International Stock ETF stock logo
VSGX
Vanguard ESG International Stock ETF
$526,1020.0%7,5840.1%ETF
iShares MSCI EAFE Small-Cap ETF stock logo
SCZ
iShares MSCI EAFE Small-Cap ETF
$482,949$9,667 -2.0%6,2950.1%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$453,331$8,615 -1.9%14,2070.1%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$433,502$108,211 33.3%1,3140.1%Computer and Technology
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$432,0560.0%5,2080.1%Manufacturing
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$428,178$29,660 -6.5%4,3020.1%ETF
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$410,157$640 -0.2%14,0900.1%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$400,883$244 0.1%1,6460.1%Computer and Technology
LAM RESEARCH CORP
$391,658$15,800 4.2%2,9250.1%COM NEW
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$363,758$11,828 3.4%3,6290.1%Finance
Tesla, Inc. stock logo
TSLA
Tesla
$338,877$338,877 New Holding7620.1%Auto/Tires/Trucks
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$318,584$62,771 24.5%1,0100.1%Finance
KLA Corporation stock logo
KLAC
KLA
$302,008$6,472 2.2%2800.1%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$280,0510.0%1,1520.0%Computer and Technology
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$257,919$257,919 New Holding1,3910.0%Medical
Avantis U.S. Large Cap Value ETF stock logo
AVLV
Avantis U.S. Large Cap Value ETF
$245,106$34,974 -12.5%3,3920.0%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$240,4350.0%2,6300.0%ETF
Oracle Corporation stock logo
ORCL
Oracle
$237,929$237,929 New Holding8460.0%Computer and Technology
Vanguard Short-Term Treasury ETF stock logo
VGSH
Vanguard Short-Term Treasury ETF
$235,8710.0%4,0080.0%ETF
Schwab International Small-Cap Equity ETF stock logo
SCHC
Schwab International Small-Cap Equity ETF
$210,453$210,453 New Holding4,6240.0%ETF

Showing largest 100 holdings. View all holdings.
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