Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Brickley Wealth Management 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Brickley Wealth Management (CIK 1712533) reported $696.4M across 68 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VTV ($141.8M, 20.36%), AAPL ($114.2M, 16.40%), VUG ($72.0M, 10.34%), IEFA ($63.2M, 9.07%), AVDV ($46.3M, 6.65%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1VTVVANGUARD INDEX FDS$141.8M20.36%650,628Added
2AAPLAPPLE INC$114.2M16.40%394,727Added
3VUGVANGUARD INDEX FDS$72.0M10.34%835,687Added
4IEFAISHARES TR$63.2M9.07%653,903Added
5AVDVAMERICAN CENTY ETF TR$46.3M6.65%449,714Trimmed
6VBKVANGUARD INDEX FDS$37.1M5.33%101,567Added
7VBRVANGUARD INDEX FDS$30.6M4.40%126,040Added
8SPYSTATE STR SPDR S&P 500 ETF T$26.0M3.74%34,863Hold
9VTIPVANGUARD MALVERN FDS$20.8M2.99%414,646Added
10EFAISHARES TR$14.6M2.10%140,863Hold
11IWFISHARES TR$13.0M1.87%104,921Added
12AVEMAMERICAN CENTY ETF TR$11.8M1.70%122,618New
13MTUMISHARES TR$10.8M1.55%31,537Added
14VGITVANGUARD SCOTTSDALE FDS$10.1M1.45%171,031Added
15USMVISHARES TR$9.6M1.38%99,796Trimmed
16VOEVANGUARD INDEX FDS$9.2M1.31%46,323Trimmed
17VSSVANGUARD INTL EQUITY INDEX F$7.7M1.11%49,945New
18AVIVAMERICAN CENTY ETF TR$6.9M1.00%89,607New
19SNOWSNOWFLAKE INC$6.5M0.93%25,391New
20SMMVISHARES TR$5.6M0.81%121,953Trimmed
21VWOVANGUARD INTL EQUITY INDEX F$3.5M0.50%58,627Trimmed
22EFAVISHARES TR$2.4M0.34%26,950Trimmed
23IMTMISHARES TR$2.2M0.32%41,586Added
24SCHFSCHWAB STRATEGIC TR$1.9M0.28%70,388Added
25VTIVANGUARD INDEX FDS$1.9M0.28%5,221Added

Source: SEC Form 13F filings · as of 2026-06-30