Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Brickley Wealth Management (CIK 1712533) reported $583.1M across 60 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTV ($126.4M, 21.67%), AAPL ($97.1M, 16.65%), VUG ($60.2M, 10.33%), IEFA ($55.6M, 9.53%), AVDV ($45.1M, 7.73%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | $126.4M | 21.67% | 644,008 | Added |
| 2 | AAPL | APPLE INC | $97.1M | 16.65% | 382,595 | Trimmed |
| 3 | VUG | VANGUARD INDEX FDS | $60.2M | 10.33% | 137,847 | Trimmed |
| 4 | IEFA | ISHARES TR | $55.6M | 9.53% | 613,612 | Added |
| 5 | AVDV | AMERICAN CENTY ETF TR | $45.1M | 7.73% | 451,270 | Trimmed |
| 6 | VBK | VANGUARD INDEX FDS | $30.5M | 5.23% | 100,821 | Added |
| 7 | VBR | VANGUARD INDEX FDS | $27.1M | 4.65% | 124,827 | Added |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | $22.7M | 3.89% | 34,863 | Hold |
| 9 | VTIP | VANGUARD MALVERN FDS | $20.4M | 3.50% | 408,487 | Added |
| 10 | EFA | ISHARES TR | $13.7M | 2.35% | 140,863 | Trimmed |
| 11 | IWF | ISHARES TR | $11.3M | 1.95% | 26,612 | Trimmed |
| 12 | USMV | ISHARES TR | $9.9M | 1.70% | 106,608 | Added |
| 13 | VGIT | VANGUARD SCOTTSDALE FDS | $9.4M | 1.62% | 158,497 | Added |
| 14 | VOE | VANGUARD INDEX FDS | $8.6M | 1.47% | 46,412 | Trimmed |
| 15 | MTUM | ISHARES TR | $7.5M | 1.29% | 31,458 | Hold |
| 16 | SMMV | ISHARES TR | $5.5M | 0.95% | 127,187 | Added |
| 17 | VWO | VANGUARD INTL EQUITY INDEX F | $3.2M | 0.54% | 58,642 | Added |
| 18 | EFAV | ISHARES TR | $2.9M | 0.49% | 31,271 | Added |
| 19 | IMTM | ISHARES TR | $2.0M | 0.33% | 40,613 | Added |
| 20 | SCHF | SCHWAB STRATEGIC TR | $1.7M | 0.30% | 70,380 | Trimmed |
| 21 | VTI | VANGUARD INDEX FDS | $1.3M | 0.23% | 4,201 | Added |
| 22 | VT | VANGUARD INTL EQUITY INDEX F | $1.3M | 0.22% | 9,273 | Added |
| 23 | NVDA | NVIDIA CORPORATION | $1.3M | 0.22% | 7,464 | Added |
| 24 | IUSV | ISHARES TR | $1.2M | 0.21% | 11,806 | Hold |
| 25 | ESGV | VANGUARD WORLD FD | $1.2M | 0.20% | 10,408 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31