Brickley Wealth Management
CIK 1712533
13F filing for Q2 2026・No. 3,224
- Holdings
- US$696.37M
- Quarter change
- +US$113.3M
- Entries
- 68
- Net bought (estimate)
- +US$44.96M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 9
- Sold out 1
- Cut 24
- Added 23
- Corporate actions 0
- Unchanged 12
Largest holdings
68 stocks worth US$696.37M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VANGUARD INDEX FDSVALUE ETF | Added | 650,628 | US$141.79M | 20.36% |
| AAPLAppleCOM | Added | 394,727 | US$114.22M | 16.40% |
| VUGVANGUARD INDEX FDSGROWTH ETF | AddedSplit 6:1 | 835,687 | US$71.99M | 10.34% |
| ISHARES TRCORE MSCI EAFE | Added | 653,903 | US$63.15M | 9.07% |
| AMERICAN CENTY ETF TRINTL SMCP VLU | Cut | 449,714 | US$46.34M | 6.65% |
| VANGUARD INDEX FDSSML CP GRW ETF | Added | 101,567 | US$37.14M | 5.33% |
| VANGUARD INDEX FDSSM CP VAL ETF | Added | 126,040 | US$30.63M | 4.40% |
| SPYSTATE STR SPDR S&P 500 ETF TTR UNIT | Unchanged | 34,863 | US$26.03M | 3.74% |
| VANGUARD MALVERN FDSSTRM INFPROIDX | Added | 414,646 | US$20.83M | 2.99% |
| EFAISHARES TRMSCI EAFE ETF | Unchanged | 140,863 | US$14.63M | 2.10% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.