Brickley Wealth Management Q2 2026 Portfolio Review: Significant ETF Purchases Observed
Brickley Wealth Management's portfolio saw notable additions this quarter, primarily through increased holdings in various Vanguard and iShares exchange-traded funds.
As of June 30th, 2026, Brickley Wealth Management has reported changes to its investment strategy for the second quarter. The firm appears focused on broadening exposure within certain sectors while maintaining a core position in large-cap US stocks.
The most significant activity observed this period involved substantial increases across multiple holdings. Notably, Brickley Wealth Management significantly boosted its position in the Vanguard Utilities Index Fund (VUG), adding over 697 thousand shares representing a staggering +506.24% increase from the previous quarter.
This buying pressure was not limited to VUG alone. The firm also initiated new positions or increased existing ones significantly with American Century ETF Trust funds, specifically AVEM (+122k shares) and AVIV (+89k shares), both representing +100% changes from prior periods.
Furthermore, Brickley added a considerable amount to the iShares Small-Cap Growth ETF (IWF), increasing its stake by over 78 thousand shares (+294.26%). The Vanguard Small Cap Value Index Fund (VSS) also saw a +100% increase in holdings during this quarter.
Turning towards Technology sector exposure, while the overall portfolio allocation remained stable at approximately 17.95%, Brickley significantly expanded its ETF holdings within this category. The firm increased its stake in VGIT (+7.91%) and notably added substantial positions to AVIV (a separate holding but also a Technology ETF) and USMV (-6.39% change, wait no: USMV actually saw a decrease of -6.39%, so let's focus on the additions). The primary driver here was the massive increase in VUG (+506%) which now accounts for 10.34% of the portfolio.
In terms of individual stock purchases, Brickley Wealth Management also increased its position in Snowflake Inc (SNOW) by +100% during Q2.
Crucially, no significant stock sales were observed this quarter. However, the allocation to holdings categorized as 'Unknown' decreased slightly from 81.16% last quarter to an estimated level just below that threshold now. This suggests a potential shift towards more defined sector exposure.