AiSiWhale

AI & tech investing

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.

StockThis quarterValueWeight
VANGUARD INDEX FDSVALUE ETFAddedUS$141.79M20.36%
AAPLAppleCOMAddedUS$114.22M16.40%
VUGVANGUARD INDEX FDSGROWTH ETFAddedSplit 6:1US$71.99M10.34%
ISHARES TRCORE MSCI EAFEAddedUS$63.15M9.07%
AMERICAN CENTY ETF TRINTL SMCP VLUCutUS$46.34M6.65%
VANGUARD INDEX FDSSML CP GRW ETFAddedUS$37.14M5.33%
VANGUARD INDEX FDSSM CP VAL ETFAddedUS$30.63M4.40%
SPYSTATE STR SPDR S&P 500 ETF TTR UNITUnchangedUS$26.03M3.74%
VANGUARD MALVERN FDSSTRM INFPROIDXAddedUS$20.83M2.99%
EFAISHARES TRMSCI EAFE ETFUnchangedUS$14.63M2.10%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

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Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.