Brickley Wealth Management
•CIK: 1712533•Filing: Q4 2025
**Brickley Wealth Management** manages $593M across a diversified portfolio of 55 positions. The fund exhibits a significant allocation to US large-cap equities, highlighted by the top holding in VTV at $122.5M and AAPL at $105.5M. Further concentration is visible in sector and factor plays, including VUG ($68.9M) and IEFA ($54.4M). The portfolio maintains broad exposure across global markets, evidenced by notable positions in international and fixed-income vehicles.
Total AUM
$593.3M
QoQ Performance
+3.4%
Positions
25
Top 10 Concentration
85.6%
Latest Filing
Q4 2025
Top Holdings Allocation
VTV
AAPL
VUG
IEFA
AVDV
VBK
VTV20.6%
AAPL17.8%
VUG11.6%
IEFA9.2%
AVDV7.2%
VBK5.1%
VBR4.4%
SPY4.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other76.9%
Technology18.7%
ETF4.1%
Consumer0.2%
Healthcare0.1%
Financial0.1%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW3 new positions
↑25 increased
↓11 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022