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CIK: 0001712533
Total reported value
$696.4M
$696.4M
60 檔
55.2%
As reported in its official Q1 2026 Form 13F filing, Brickley Wealth Management's tracked investment portfolio stood at $696.4M with 60 total positions.
In Q1 2026, Brickley Wealth Management displayed an active expansion posture, initiating 5 new positions and adding to 22 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | ETF-Other | 21.67% | -1.31% | +0.41% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 16.65% | -0.25% | -1.43% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 10.33% | +0.01% | -2.37% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 9.53% | -0.46% | +0.88% | |
| 5 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 7.73% | -1.08% | -0.42% | |
| 6 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 5.23% | +0.10% | +0.05% | |
| 7 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 4.65% | -0.25% | +0.23% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.89% | -0.15% | — | |
| 9 | VTIP | Vanguard Short-term Tips | ETF-Other | 3.50% | -0.51% | +0.87% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.35% | -0.25% | -0.37% | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.95% | -0.08% | -1.62% | |
| 12 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.70% | -0.32% | +0.10% | |
| 13 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.62% | -0.17% | +2.64% | |
| 14 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.47% | -0.16% | -0.55% | |
| 15 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 1.29% | +0.26% | — | |
| 16 | SMMV | Ishares Msci USA Small-cap M | ETF-Other | 0.95% | -0.14% | +0.07% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.54% | -0.04% | +0.45% | |
| 18 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.49% | -0.15% | +0.87% | |
| 19 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 0.33% | -0.01% | +0.00% | |
| 20 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.30% | -0.02% | -5.39% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.23% | +0.05% | +0.94% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 0.22% | -0.01% | +1.65% | |
| 23 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.22% | -0.01% | +6.35% | |
| 24 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.21% | -0.02% | — | |
| 25 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.20% | -0.01% | -4.25% | |
| 26 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.18% | -0.01% | -0.73% | |
| 27 | ILMN | Illumina Inc | Stock-Healthcare | 0.17% | +0.03% | — | |
| 28 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.16% | -0.02% | +33.00% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.15% | -0.03% | +2.61% | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.15% | -0.02% | -3.57% | |
| 31 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.11% | -0.02% | — | |
| 32 | LRCX | Lam Research CORP | Stock-Tech | 0.11% | +0.07% | — | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.11% | -0.01% | +2.51% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.10% | -0.02% | +2.25% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.09% | — | — | |
| 36 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.09% | -0.01% | -5.37% | |
| 37 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.08% | — | -0.11% | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.08% | -0.03% | +41.77% | |
| 39 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.08% | -0.01% | -2.09% | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.08% | — | — | |
| 41 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.08% | — | +1.99% | |
| 42 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.08% | -0.01% | — | |
| 43 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.08% | -0.01% | -7.77% | |
| 44 | KLAC | Kla CORP | Stock-Tech | 0.07% | +0.05% | — | |
| 45 | AVGO | Broadcom Inc | Stock-Tech | 0.07% | — | +0.38% | |
| 46 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.06% | — | -3.93% | |
| 47 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.06% | — | — | |
| 48 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.05% | — | -4.94% | |
| 49 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.05% | — | — | |
| 50 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.04% | — | -15.03% |
According to official SEC Form 13F filings, Brickley Wealth Management reported a total U.S. public equity portfolio value of $696.4M across 60 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including VTV, AAPL, VUG) accounted for 55.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
VXUS
市值: $263.9K
Top Position Liquidated / Trimmed
AAPL
前期市值: $105.5M
During Q1 2026, Brickley Wealth Management's top holdings by market value included VTV (21.7%)、AAPL (16.6%)、VUG (10.3%). The largest single position, VTV, represented 21.7% of total portfolio value.
In Q1 2026, Brickley Wealth Management made 47 total portfolio adjustments, initiating 5 new buys, adding to 22 positions, trimming 20 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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