StockDriftsStockDriftsTop 50 Brickley Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | 20.36% | 650.6K | $141.8M | +1.03%(+6.62K) | $73.03(+211.52%) | 2026-06-30 | |
| AAPL | APPLE INC | 16.4% | 394.7K | $114.2M | +3.17%(+12.13K) | $127.77(+139.00%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 10.34% | 835.7K | $72.0M | +1.04%(+8.61K) | $40.71(+119.07%) | 2026-06-30 | |
| IEFA | ISHARES TR | 9.07% | 653.9K | $63.2M | +6.57%(+40.29K) | $66.19(+53.08%) | 2026-06-30 | |
| AVDV | AMERICAN CENTY ETF TR | 6.65% | 449.7K | $46.3M | -0.34%(-1.56K) | $51.22(+116.82%) | 2026-06-30 | |
| VBK | VANGUARD INDEX FDS | 5.33% | 101.6K | $37.1M | +0.74%(+746) | $164.52(+122.72%) | 2026-06-30 | |
| VBR | VANGUARD INDEX FDS | 4.4% | 126.0K | $30.6M | +0.97%(+1.21K) | $151.00(+65.89%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.74% | 34.9K | $26.0M | +0.00%(+0) | $361.09(+114.73%) | 2026-06-30 | |
| VTIP | VANGUARD MALVERN FDS | 2.99% | 414.6K | $20.8M | +1.51%(+6.16K) | $50.56(-1.68%) | 2026-06-30 | |
| EFA | ISHARES TR | 2.1% | 140.9K | $14.6M | +0.00%(+0) | $69.31(+56.78%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.71% | +58.96% | +8.74% | +52.06% |
| Top 20 Holdings Unweighted | +15.82% | +55.37% | +7.50% | +43.56% |
Brickley Wealth Management reports $696.37M in US-listed equity holdings across 68 positions in its most recent 13F filing. Its largest disclosed positions are VTV (20.4%), AAPL (16.4%) and VUG (10.3%). The top 20 holdings account for 94.49% of reported assets. Its disclosed equity book has returned +58.96% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Brickley Wealth Management’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1712533). View Brickley Wealth Management’s 13F filings on SEC