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

About Brickley Wealth Management

Investment Activity

  • Brickley Wealth Management has $510.97 million in total holdings as of June 30, 2025.
  • Brickley Wealth Management owns shares of 48 different stocks, but just 9 companies or ETFs make up 80% of its holdings.
  • Approximately 0.98% of the portfolio was purchased this quarter.
  • About 0.54% of the portfolio was sold this quarter.
  • This quarter, Brickley Wealth Management has purchased 45 new stocks and bought additional shares in 21 stocks.
  • Brickley Wealth Management sold shares of 16 stocks and completely divested from 1 stock this quarter.

Largest Holdings

Vanguard Value ETF
$113,160,587
Apple
$76,799,184

Largest New Holdings this Quarter

11135F101 - Broadcom
$271,791 Holding
482480100 - KLA
$245,433 Holding
46625H100 - JPMorgan Chase & Co.
$235,117 Holding
02079K305 - Alphabet
$203,017 Holding

Largest Purchases this Quarter

Apple
13,593 shares (about $2.79M)
Vanguard Value ETF
2,684 shares (about $474.37K)
Broadcom
986 shares (about $271.79K)
KLA
274 shares (about $245.43K)
JPMorgan Chase & Co.
811 shares (about $235.12K)

Largest Sales this Quarter

SPDR S&P 500 ETF Trust
2,591 shares (about $1.60M)
iShares Russell 1000 Growth ETF
400 shares (about $169.83K)
Vanguard Growth ETF
302 shares (about $132.40K)
Avantis International Small Cap Value ETF
1,276 shares (about $101.16K)
iShares Core MSCI EAFE ETF
1,039 shares (about $86.74K)

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
$113,160,587$474,370 0.4%640,26622.1%ETF
Apple Inc. stock logo
AAPL
Apple
$76,799,184$2,788,874 3.8%374,32015.0%Computer and Technology
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$52,996,920$132,397 -0.2%120,88710.4%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$50,732,718$86,736 -0.2%607,7239.9%ETF
Avantis International Small Cap Value ETF stock logo
AVDV
Avantis International Small Cap Value ETF
$35,809,250$101,161 -0.3%451,6817.0%ETF
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$27,769,316$87,790 0.3%100,2725.4%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$24,224,673$109,985 0.5%124,2234.7%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$21,422,713$1,600,849 -7.0%34,6734.2%Finance
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$19,282,617$64,145 -0.3%383,5813.8%Manufacturing
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$12,639,031$12,604 -0.1%141,3922.5%Finance
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$12,029,642$169,832 -1.4%28,3332.4%ETF
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$9,971,316$29,006 -0.3%106,2252.0%ETF
Vanguard Intermediate-Term Treasury ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury ETF
$8,429,741$178,413 2.2%140,9421.6%ETF
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$7,691,959$4,276 -0.1%46,7711.5%ETF
iShares MSCI USA Momentum Factor ETF stock logo
MTUM
iShares MSCI USA Momentum Factor ETF
$7,560,0420.0%31,4581.5%ETF
iShares MSCI USA Small-Cap Min Vol Factor ETF stock logo
SMMV
iShares MSCI USA Small-Cap Min Vol Factor ETF
$5,374,671$924 0.0%127,9381.1%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$2,885,196$4,204 0.1%58,3340.6%ETF
iShares MSCI EAFE Min Vol Factor ETF stock logo
EFAV
iShares MSCI EAFE Min Vol Factor ETF
$2,611,676$9,751 -0.4%31,0690.5%ETF
iShares MSCI Intl Momentum Factor ETF stock logo
IMTM
iShares MSCI Intl Momentum Factor ETF
$1,855,5400.0%40,6120.4%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$1,623,899$18,365 1.1%73,4800.3%ETF
Vanguard ESG U.S. Stock ETF stock logo
ESGV
Vanguard ESG U.S. Stock ETF
$1,262,395$38,045 -2.9%11,5140.2%ETF
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$1,191,539$18,860 -1.6%8,5920.2%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$1,148,924$38,905 3.5%3,7800.2%ETF
iShares Core S&P U.S. Value ETF stock logo
IUSV
iShares Core S&P U.S. Value ETF
$1,117,2020.0%11,8060.2%Manufacturing
Microsoft Corporation stock logo
MSFT
Microsoft
$1,029,141$12,435 1.2%2,0690.2%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$973,541$42,809 4.6%1,3190.2%Computer and Technology
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$926,666$1,028 -0.1%7,2100.2%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$869,261$80,575 10.2%5,5020.2%Computer and Technology
Illumina, Inc. stock logo
ILMN
Illumina
$752,212$3,626 0.5%7,8840.1%Medical
iShares 7-10 Year Treasury Bond ETF stock logo
IEF
iShares 7-10 Year Treasury Bond ETF
$641,946$479 0.1%6,7030.1%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$504,229$35,461 7.6%1,0380.1%Finance
Vanguard ESG International Stock ETF stock logo
VSGX
Vanguard ESG International Stock ETF
$496,752$66 0.0%7,5840.1%ETF
iShares MSCI EAFE Small-Cap ETF stock logo
SCZ
iShares MSCI EAFE Small-Cap ETF
$466,675$11,193 -2.3%6,4210.1%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$449,750$55,286 14.0%2,0500.1%Retail/Wholesale
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$431,5350.0%5,2080.1%Manufacturing
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$422,860$31,429 8.0%14,4770.1%ETF
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$419,060$19,951 5.0%4,6000.1%ETF
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$390,476$37,437 10.6%14,1120.1%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$348,243$27,574 8.6%3,5110.1%Finance
Alphabet Inc. stock logo
GOOG
Alphabet
$291,807$7,628 2.7%1,6450.1%Computer and Technology
LAM RESEARCH CORP
$273,233$681 0.3%2,8070.1%COM NEW
Broadcom Inc. stock logo
AVGO
Broadcom
$271,791$271,791 New Holding9860.1%Computer and Technology
Avantis U.S. Large Cap Value ETF stock logo
AVLV
Avantis U.S. Large Cap Value ETF
$264,3820.0%3,8760.1%ETF
KLA Corporation stock logo
KLAC
KLA
$245,433$245,433 New Holding2740.0%Computer and Technology
Vanguard Short-Term Treasury ETF stock logo
VGSH
Vanguard Short-Term Treasury ETF
$235,5900.0%4,0080.0%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$235,117$235,117 New Holding8110.0%Finance
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$234,2280.0%2,6300.0%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$203,017$203,017 New Holding1,1520.0%Computer and Technology
Invesco QQQ stock logo
QQQ
Invesco QQQ
$0$499,400 -100.0%00.0%Finance

Showing largest 100 holdings. View all holdings.
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