Brickley Wealth Management holds a concentrated book of 68 reported positions worth $696.4M as of Q2 2026 (disclosed Jul 14, 2026, a ~14-day 13F lag). This quarter they opened Avantis Emerging Markets Eq and trimmed Avantis Intl S/C Value ETF. Their largest long position is Vanguard Value ETF at 20% of the reported non-option book. Cloning the disclosed picks since 2025 would be +17% (+19.5%/yr). That is a simulation of the disclosed long book, not audited returns.
Brickley Wealth Management is a wealth platform: this book aggregates client accounts across many advisers.
Growth of $10,000 cloning Brickley Wealth Management's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~14 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
19% mapped to company sectors
+6 sectors below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Brickley Wealth Management
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 68 | $2.9B |
| West Virginia University Foundation, Inc | 6 / 68 | $1.2B |
| Donor Advised Charitable Giving, Inc. | 9 / 68 | $4.5B |
| Define Financial, LLC | 25 / 68 | $208.6M |
| Avalon Advisory Group | 11 / 68 | $257.7M |
| Swiss Re Ltd | 22 / 68 | $1.0B |
| Prospect Hill Management, LLC | 7 / 68 | $235.7M |
| Uhlmann Price Securities, LLC | 29 / 68 | $2.5B |
Ranked by the share of each fund's own book sitting in the names it shares with Brickley Wealth Management: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS VALUE ETF | $141.8M | 650.6K | 20.4% | ▲+1.0% Added · +7K sh | |
| 2 | Apple Inc COM | $114.2M | 394.7K | 16.4% | ▲+3.2% Added · +12K sh | |
| 3 | Vanguard Index FDS GROWTH ETF | $72.0M | 835.7K | 10.3% | ▲+506% Added · +698K sh | |
| 4 | Ishares TR CORE MSCI EAFE | $63.2M | 653.9K | 9.1% | ▲+6.6% Added · +40K sh | |
| 5 | American Centy ETF TR INTL SMCP VLU | $46.3M | 449.7K | 6.7% | ▼−0.3% Reduced · −2K sh | |
| 6 | Vanguard Index FDS SML CP GRW ETF | $37.1M | 101.6K | 5.3% | ▲+0.7% Added · +746 sh | |
| 7 | Vanguard Index FDS SM CP VAL ETF | $30.6M | 126.0K | 4.4% | ▲+1.0% Added · +1K sh | |
| 8 | State STR SPDR S&P 500 ETF T TR UNIT | $26.0M | 34.9K | 3.7% | —Held | |
| 9 | Vanguard Malvern FDS STRM INFPROIDX | $20.8M | 414.6K | 3.0% | ▲+1.5% Added · +6K sh | |
| 10 | Ishares TR MSCI EAFE ETF | $14.6M | 140.9K | 2.1% | —Held | |
| 11 | Ishares TR RUS 1000 GRW ETF | $13.0M | 104.9K | 1.9% | ▲+294% Added · +78K sh | |
| 12 | American Centy ETF TR AVANTIS EMGMKT | $11.8M | 122.6K | 1.7% | ▲New New position | |
| 13 | Ishares TR MSCI USA MMENTM | $10.8M | 31.5K | 1.6% | ▲+0.3% Added · +79 sh | |
| 14 | Vanguard Scottsdale FDS INTER TERM TREAS | $10.1M | 171.0K | 1.4% | ▲+7.9% Added · +13K sh | |
| 15 | Ishares TR MSCI USA MIN ETF | $9.6M | 99.8K | 1.4% | ▼−6.4% Reduced · −7K sh | |
| 16 | Vanguard Index FDS MCAP VL IDXVIP | $9.2M | 46.3K | 1.3% | ▼−0.2% Reduced · −89 sh | |
| 17 | Vanguard Intl Equity Index F FTSE SMCAP ETF | $7.7M | 49.9K | 1.1% | ▲New New position | |
| 18 | American Centy ETF TR INTERNATIONAL LR | $6.9M | 89.6K | 1.0% | ▲New New position | |
| 19 | Snowflake Inc COM SHS | $6.5M | 25.4K | 0.9% | ▲New New position | |
| 20 | Ishares TR MSCI USA SMCP MN | $5.6M | 122.0K | 0.8% | ▼−4.1% Reduced · −5K sh | |
| 21 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $3.5M | 58.6K | 0.5% | ▼~0% Reduced · −15 sh | |
| 22 | Ishares TR MSCI EAFE MIN VL | $2.4M | 26.9K | 0.3% | ▼−14% Reduced · −4K sh | |
| 23 | Ishares TR MSCI INTL MOMENT | $2.2M | 41.6K | 0.3% | ▲+2.4% Added · +973 sh | |
| 24 | Schwab Strategic TR INTL EQTY ETF | $1.9M | 70.4K | 0.3% | ▲~0% Added · +8 sh | |
| 25 | Vanguard Index FDS TOTAL STK MKT | $1.9M | 5.2K | 0.3% | ▲+24% Added · +1K sh | |
| 26 | Vanguard Intl Equity Index F TT WRLD ST ETF | $1.5M | 9.4K | 0.2% | ▲+1.8% Added · +168 sh | |
| 27 | Nvidia Corporation COM | $1.5M | 7.4K | 0.2% | ▼−0.9% Reduced · −65 sh | |
| 28 | Illumina Inc COM | $1.4M | 7.9K | 0.2% | —Held | |
| 29 | Vanguard World FD ESG US STK ETF | $1.4M | 10.2K | 0.2% | ▼−1.7% Reduced · −181 sh | |
| 30 | Ishares TR CORE S&P US VLU | $1.3M | 11.8K | 0.2% | —Held | |
| 31 | Lam Research Corp COM NEW | $1.3M | 2.9K | 0.2% | ▼−0.4% Reduced · −13 sh | |
| 32 | Vanguard Index FDS S&P 500 ETF SHS | $1.2M | 1.8K | 0.2% | ▲New New position | |
| 33 | Ishares TR RUS MD CP GR ETF | $1.2M | 8.3K | 0.2% | ▼−0.7% Reduced · −59 sh | |
| 34 | Ishares TR 0-3 MTH TREASURY | $962K | 9.6K | 0.1% | ▲+6.3% Added · +568 sh | |
| 35 | Microsoft Corp COM | $871K | 2.3K | 0.1% | ▼−0.8% Reduced · −18 sh | |
| 36 | Meta Platforms Inc CL A | $867K | 1.5K | 0.1% | ▲+0.3% Added · +5 sh | |
| 37 | Kla Corp COM NEW | $845K | 2.8K | 0.1% | ▲10× Added · +3K sh | |
| 38 | Amazon Com Inc COM | $710K | 3.0K | 0.1% | ▼−0.1% Reduced · −4 sh | |
| 39 | Ishares TR 7-10 YR TRSY BD | $636K | 6.7K | 0.1% | ▼−0.6% Reduced · −40 sh | |
| 40 | Ishares TR CORE S&P500 ETF | $624K | 833 | 0.1% | —Held | |
| 41 | Berkshire Hathaway Inc Del CL B NEW | $592K | 1.2K | 0.1% | ▼−3.7% Reduced · −45 sh | |
| 42 | Alphabet Inc CAP STK CL C | $577K | 1.6K | 0.1% | ▼−0.8% Reduced · −14 sh | |
| 43 | Schwab Strategic TR US LCAP GR ETF | $565K | 16.7K | 0.1% | ▲+6.9% Added · +1K sh | |
| 44 | Vanguard World FD ESG INTL STK ETF | $550K | 6.7K | 0.1% | ▼−4.4% Reduced · −306 sh | |
| 45 | Schwab Strategic TR US LCAP VA ETF | $547K | 15.7K | 0.1% | ▼−0.5% Reduced · −82 sh | |
| 46 | Ishares TR EAFE SML CP ETF | $505K | 6.1K | 0.1% | —Held | |
| 47 | Broadcom Inc COM | $501K | 1.3K | 0.1% | ▲+0.5% Added · +6 sh | |
| 48 | Ishares TR 1 3 YR TREAS BD | $477K | 5.8K | 0.1% | ▲+5.4% Added · +297 sh | |
| 49 | American Centy ETF TR US SML CP VALU | $457K | 3.7K | 0.1% | ▼−8.7% Reduced · −350 sh | |
| 50 | Alphabet Inc CAP STK CL A | $406K | 1.1K | 0.1% | ▼−1.3% Reduced · −15 sh |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.