Brickley Wealth Management Portfolio Stock Holdings
Brickley Wealth Management disclosed 60 stock positions valued at approximately $583.1 million in its latest SEC 13F filing. The largest holdings include VANGUARD INDEX FDS, APPLE INC, and VANGUARD INDEX FDS. The filing reflects positions held as of March 31, 2026 and was filed on May 5, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 60
- Portfolio Value
- $583.1M
Holdings by Sector
Brickley Wealth Management Portfolio Holdings in Q1 2026
60 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VTV | Other | 21.67% | 644,008 | +2,654 | +0.41% | $126,354,408 |
| APPLE INC | AAPL | Technology | 16.65% | 382,595 | -5,545 | -1.43% | $97,098,756 |
| VANGUARD INDEX FDS | VUG | Other | 10.33% | 137,847 | -3,351 | -2.37% | $60,210,250 |
| ISHARES TR | IEFA | Other | 9.53% | 613,612 | +5,357 | +0.88% | $55,550,310 |
| AMERICAN CENTY ETF TR | AVDV | Other | 7.73% | 451,270 | -1,900 | -0.42% | $45,063,798 |
| VANGUARD INDEX FDS | VBK | Other | 5.23% | 100,821 | +50 | +0.05% | $30,473,020 |
| VANGUARD INDEX FDS | VBR | Other | 4.65% | 124,827 | +285 | +0.23% | $27,118,686 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 3.89% | 34,863 | - | - | $22,672,803 |
| VANGUARD MALVERN FDS | VTIP | Other | 3.50% | 408,487 | +3,524 | +0.87% | $20,403,926 |
| ISHARES TR | EFA | Other | 2.35% | 140,863 | -529 | -0.37% | $13,682,023 |
| ISHARES TR | IWF | Other | 1.95% | 26,612 | -437 | -1.62% | $11,347,374 |
| ISHARES TR | USMV | Other | 1.70% | 106,608 | +109 | +0.10% | $9,886,802 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 1.62% | 158,497 | +4,073 | +2.64% | $9,438,496 |
| VANGUARD INDEX FDS | VOE | Other | 1.47% | 46,412 | -255 | -0.55% | $8,552,803 |
| ISHARES TR | MTUM | Other | 1.29% | 31,458 | - | - | $7,549,661 |
| ISHARES TR | SMMV | Other | 0.95% | 127,187 | +85 | +0.07% | $5,547,524 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.54% | 58,642 | +262 | +0.45% | $3,169,597 |
| ISHARES TR | EFAV | Other | 0.49% | 31,271 | +269 | +0.87% | $2,857,249 |
| ISHARES TR | IMTM | Other | 0.33% | 40,613 | +1 | +0.00% | $1,950,213 |
| SCHWAB STRATEGIC TR | SCHF | Other | 0.30% | 70,380 | -4,010 | -5.39% | $1,741,901 |
| VANGUARD INDEX FDS | VTI | Other | 0.23% | 4,201 | +39 | +0.94% | $1,347,746 |
| NVIDIA CORPORATION | NVDA | Technology | 0.22% | 7,464 | +121 | +1.65% | $1,301,722 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 0.22% | 9,273 | +554 | +6.35% | $1,282,593 |
| ISHARES TR | IUSV | Other | 0.21% | 11,806 | - | - | $1,207,164 |
| VANGUARD WORLD FD | ESGV | Other | 0.20% | 10,408 | -462 | -4.25% | $1,168,506 |
| ISHARES TR | IWP | Other | 0.18% | 8,330 | -61 | -0.73% | $1,067,240 |
| ILLUMINA INC | ILMN | Healthcare | 0.17% | 7,884 | - | - | $971,782 |
| ISHARES TR | SGOV | Other | 0.16% | 8,992 | +2,231 | +33.00% | $905,178 |
| META PLATFORMS INC | META | Communication Services | 0.15% | 1,534 | +39 | +2.61% | $877,647 |
| MICROSOFT CORP | MSFT | Technology | 0.15% | 2,353 | -87 | -3.57% | $871,010 |
| ISHARES TR | IEF | Other | 0.11% | 6,763 | - | - | $645,461 |
| LAM RESEARCH CORP | LRCX | Other | 0.11% | 2,925 | - | - | $624,956 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.11% | 2,982 | +73 | +2.51% | $621,061 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.10% | 1,228 | +27 | +2.25% | $588,458 |
| ISHARES TR | IVV | Other | 0.09% | 833 | - | - | $544,124 |
| VANGUARD WORLD FD | VSGX | Other | 0.09% | 6,984 | -396 | -5.37% | $500,962 |
| SCHWAB STRATEGIC TR | SCHV | Other | 0.08% | 15,805 | -18 | -0.11% | $482,057 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.08% | 1,972 | +581 | +41.77% | $482,036 |
| ISHARES TR | SCZ | Other | 0.08% | 6,143 | -131 | -2.09% | $481,670 |
| ALPHABET INC | GOOG | Communication Services | 0.08% | 1,646 | - | - | $472,172 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.08% | 15,610 | +305 | +1.99% | $454,733 |
| ISHARES TR | SHY | Other | 0.08% | 5,507 | - | - | $454,713 |
| AMERICAN CENTY ETF TR | AVUV | Other | 0.08% | 4,012 | -338 | -7.77% | $443,206 |
| KLA CORP | KLAC | Technology | 0.07% | 280 | - | - | $412,275 |
| BROADCOM INC | AVGO | Technology | 0.07% | 1,319 | +5 | +0.38% | $408,244 |
| ISHARES TR | AGG | Other | 0.06% | 3,767 | -154 | -3.93% | $373,976 |
| ALPHABET INC | GOOGL | Communication Services | 0.06% | 1,152 | - | - | $331,269 |
| TESLA INC | TSLA | Consumer Cyclical | 0.05% | 731 | -38 | -4.94% | $271,749 |
| VANGUARD STAR FDS | VXUS | Other | 0.05% | 3,422 | +3,422 | +100.00% | $263,907 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.04% | 865 | -153 | -15.03% | $254,448 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.04% | 3,868 | +3,868 | +100.00% | $247,876 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 0.04% | 400 | +400 | +100.00% | $241,756 |
| AMERICAN CENTY ETF TR | AVLV | Other | 0.04% | 2,968 | -424 | -12.50% | $239,250 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 0.04% | 4,008 | - | - | $234,628 |
| WALMART INC | WMT | Consumer Defensive | 0.04% | 1,875 | - | - | $233,025 |
| SCHWAB STRATEGIC TR | SCHC | Other | 0.04% | 4,816 | -95 | -1.93% | $225,088 |
| ELI LILLY & CO | LLY | Healthcare | 0.04% | 244 | +4 | +1.67% | $224,424 |
| EXXON MOBIL CORP | XOM | Energy | 0.04% | 1,308 | +1,308 | +100.00% | $221,915 |
| INVESCO QQQ TR | QQQ | Other | 0.04% | 372 | +372 | +100.00% | $214,711 |
| VANGUARD INDEX FDS | VNQ | Other | 0.04% | 2,352 | -286 | -10.84% | $208,622 |