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Filers›Asset Manager›Brickley Wealth Management
DOSSIER · 13F-HR · Q1 2026

Brickley Wealth Management

Brickley Wealth's asset manager based in Omaha, NE — $583M in tracked AUM across 60 positions as of Q1 2026.

BW
Brickley Wealth·Omaha, NE·Asset Manager
CIK 0001712533 · last filed Mar 31, 2026
Total AUM
$583M
▲ 8.5%
vs prior
Holdings
60
—
positions
Whale Score
72
72
strong
Activity
—
no data
changes this Q
Top sector
Tech
12% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Brickley Wealth Management filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VTV
VANGUARD INDEX FDS
$126M644K21.7%
02
AAPL
APPLE INC
$97M383K16.7%
03
VUG
VANGUARD INDEX FDS
$60M138K10.3%
04
IEFA
ISHARES TR
$56M614K9.5%
05
AVDV
AMERICAN CENTY ETF TR
$45M451K7.7%
06
VBK
VANGUARD INDEX FDS
$30M101K5.2%
07
VBR
VANGUARD INDEX FDS
$27M125K4.7%
08
SPY
STATE STR SPDR S&P 500 ETF T
$23M35K3.9%
09
VTIP
VANGUARD MALVERN FDS
$20M408K3.5%
10
EFA
ISHARES TR
$14M141K2.3%

Filing history

Filing history loading…
AI Agent · grounded in Brickley
haiku-4-5 · 60 positions indexed
Sector mix
  • Tech12%
  • Financials18%
  • Health Care6%
  • Cons. Disc.12%
  • Industrials42%
  • Other10%
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