DOSSIER · 13F-HR · Q2 2026

Brickley Wealth Management

$696M in tracked AUM across 68 positions as of Q2 2026.

BW
CIK 0001712533 · last filed Jun 30, 2026
Total AUM
$696M
as of Q2 2026
Holdings
68
positions
Whale Score
72
72
strong
Activity
no data
changes this Q
AI Analysis · Q2 2026

Brickley Wealth Management filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VTV
VANGUARD INDEX FDS
$142M651K20.4%
02
AAPL
APPLE INC
$114M395K16.4%
03
VUG
VANGUARD INDEX FDS
$72M836K10.3%
04
IEFA
ISHARES TR
$63M654K9.1%
05
AVDV
AMERICAN CENTY ETF TR
$46M450K6.7%
06
VBK
VANGUARD INDEX FDS
$37M102K5.3%
07
VBR
VANGUARD INDEX FDS
$31M126K4.4%
08
SPY
STATE STR SPDR S&P 500 ETF T
$26M35K3.7%
09
VTIP
VANGUARD MALVERN FDS
$21M415K3.0%
10
EFA
ISHARES TR
$15M141K2.1%

Filing history

2026Q2Jun 30
$696M 19.4%
68 positionsView →
2026Q1Mar 31
$583M 1.7%
60 positionsView →
2025Q4Dec 31
$593M 3.4%
55 positionsView →
2025Q3Sep 30
$574M 12.3%
53 positionsView →
2025Q2Jun 30
$511M 6.0%
48 positionsLocked
2025Q1Mar 31
$482M 2.1%
45 positionsLocked
2024Q4Dec 31
$493M 0.5%
45 positionsLocked
2024Q3Sep 30
$490M 7.3%
48 positionsLocked
2024Q2Jun 30
$457M 4.7%
46 positionsLocked
2024Q1Mar 31
$436M 5.2%
45 positionsLocked
2023Q4Dec 31
$414M 10.6%
43 positionsLocked
2023Q3Sep 30
$375M 5.3%
40 positionsLocked
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