Brickley Wealth Management
Brickley Wealth Management reported 68 stocks worth $696M in its 13F filing for Q2 2026, filed Jul 14, 2026. Its largest holdings are VTV (20.4%), AAPL (16.4%) and VUG (10.3%). Compared with Q1 2026, the fund opened new positions in AVEM, VSS and AVIV, added to VTV, AAPL and VUG, trimmed AVDV, USMV and VOE and sold out of XOM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VTV Vanguard Index Fds | $142M | 20.4% | 651K | +6,620 (+1%) | 8 of 8 | |
| 2 |  AAPL Apple Inc | $114M | 16.4% | 395K | +12K (+3%) | 8 of 8 | |
| 3 |  VUG Vanguard Index Fds | $72M | 10.3% | 836K | +698K (+506%) | 8 of 8 | |
| 4 |  IEFA Ishares TR | $63.2M | 9.1% | 654K | +40K (+7%) | 8 of 8 | |
| 5 |  AVDV Avantis International Small Cap Value ETF | $46.3M | 6.7% | 450K | −1,556 (−0%) | 8 of 8 | |
| 6 |  VBK Vanguard Small Cap | $37.1M | 5.3% | 102K | +746 (+1%) | 8 of 8 | |
| 7 |  VBR Vanguard Index Fds | $30.6M | 4.4% | 126K | +1,213 (+1%) | 8 of 8 | |
| 8 |  SPY Spdr S&P 500 ETF TR | $26M | 3.7% | 35K | No change | 8 of 8 | |
| 9 |  VTIP Vanguard Shrt Inf Prot | $20.8M | 3.0% | 415K | +6,159 (+2%) | 8 of 8 | |
| 10 |  EFA Ishares TR | $14.6M | 2.1% | 141K | No change | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $222K | 1,308 |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Brickley Wealth Management 13F FAQ
What does Brickley Wealth Management own?
Brickley Wealth Management reported 68 stocks worth $696M in its 13F filing for Q2 2026, filed Jul 14, 2026. Its largest holdings are VTV (20.4%), AAPL (16.4%) and VUG (10.3%). The table above lists every position in the filing (the top 10 without an account).
What did Brickley Wealth Management buy and sell in Q2 2026?
Compared with Q1 2026: 9 new positions, 24 added to, 22 trimmed and 1 sold out. New positions include AVEM, VSS and AVIV. It sold all of XOM.
When will Brickley Wealth Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Brickley Wealth Management's portfolio worth?
The Q2 2026 filing reports $696M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.