§ 13F · FUND PROFILE
Brickley Wealth Management.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $574M (13F)Positions · 53Turnover · — · Q1Filed · May 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | 644K | $126M | 21.7% | ±0% |
| 2 | AAPL | APPLE INC | 383K | $97M | 16.7% | −1% |
| 3 | VUG | VANGUARD INDEX FDS | 138K | $60M | 10.3% | −2% |
| 4 | IEFA | ISHARES TR | 614K | $56M | 9.5% | +1% |
| 5 | AVDV | AMERICAN CENTY ETF TR | 451K | $45M | 7.7% | ±0% |
| 6 | VBK | VANGUARD INDEX FDS | 101K | $30M | 5.2% | ±0% |
| 7 | VBR | VANGUARD INDEX FDS | 125K | $27M | 4.7% | ±0% |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | 35K | $23M | 3.9% | ±0% |
| 9 | VTIP | VANGUARD MALVERN FDS | 408K | $20M | 3.5% | +1% |
| 10 | EFA | ISHARES TR | 141K | $14M | 2.3% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BRICKLEY SIGNAL
AC read
Brickley Wealth Management is a Other fund managing $574 million in assets. The fund runs a portfolio of 53 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed