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Latest Brickley Wealth Management Stock Portfolio

Brickley Wealth Management Performance:
2025 Q4: 2.8%YTD: 15.18%2024: 15.3%
Performance for 2025 Q4 is 2.8%, and YTD is 15.18%, and 2024 is 15.3%.

About Brickley Wealth Management and 13F Hedge Fund Stock Holdings

Brickley Wealth Management is a hedge fund based in San Mateo, CA. On 2026-01-29, the fund reported it's updated stock portfolio. In the 13F Holdings report, Brickley Wealth Management reported an equity portfolio of $593.3 Millions as of 31 Dec, 2025.

The top stock holdings of Brickley Wealth Management are VB, AAPL, VB. The fund has invested 20.6% of it's portfolio in VANGUARD INDEX FDS and 17.8% of portfolio in APPLE INC.

The fund managers got completely rid off ORACLE CORP (ORCL) stocks. They significantly reduced their stock positions in VANGUARD WORLD FD (EDV), ISHARES TR (IJR) and VANGUARD INDEX FDS (VB). Brickley Wealth Management opened new stock positions in ISHARES TR (DMXF), ELI LILLY & CO (LLY) and WALMART INC (WMT). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INTL EQUITY INDEX F (VEU), SCHWAB STRATEGIC TR (FNDA) and MICROSOFT CORP (MSFT).

Brickley Wealth Management Annual Return Estimates Vs S&P 500

Our best estimate is that Brickley Wealth Management made a return of 2.8% in the last quarter. In trailing 12 months, it's portfolio return was 15.18%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ishares tr678,669
eli lilly & co257,923
walmart inc208,894
New stocks bought by Brickley Wealth Management

Additions

Ticker% Inc.
vanguard intl equity index f16.6
schwab strategic tr12.3
microsoft corp8.54
ishares tr8.05
schwab strategic tr7.73
schwab strategic tr6.21
ishares tr5.74
vanguard scottsdale fds4.82
Additions to existing portfolio by Brickley Wealth Management

Reductions

Ticker% Reduced
vanguard world fd-5.53
ishares tr-3.55
vanguard world fd-2.69
vanguard index fds-1.79
american centy etf tr-0.77
meta platforms inc-0.4
ishares tr-0.33
ishares tr-0.19
Brickley Wealth Management reduced stake in above stock

Sold off

Ticker$ Sold
oracle corp-237,929
Brickley Wealth Management got rid off the above stocks

Sector Distribution

Brickley Wealth Management has about 78.6% of it's holdings in Others sector.

Sector%
Others78.6
Technology18.4
Utilities2.1

Market Cap. Distribution

Brickley Wealth Management has about 19% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED78.6
MEGA-CAP19
SMALL-CAP2.1

Stocks belong to which Index?

About 21.4% of the stocks held by Brickley Wealth Management either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others78.6
S&P 50019.3
RUSSELL 20002.1
Top 5 Winners (%)%
ILMN
illumina inc
38.1 %
GOOG
alphabet inc
28.8 %
GOOG
alphabet inc
28.8 %
LRCX
lam research corp
27.8 %
KLAC
kla corp
12.7 %
Top 5 Winners ($)$
AAPL
apple inc
6.6 M
VB
vanguard index fds
2.9 M
AEMB
american centy etf tr
2.2 M
IBCE
ishares tr
1.3 M
VB
vanguard index fds
1.2 M
Top 5 Losers (%)%
META
meta platforms inc
-10.1 %
MSFT
microsoft corp
-6.4 %
IJR
ishares tr
-3.8 %
VB
vanguard index fds
-3.2 %
IBCE
ishares tr
-2.4 %
Top 5 Losers ($)$
VTIP
vanguard malvern fds
-0.5 M
IBCE
ishares tr
-0.2 M
META
meta platforms inc
-0.1 M
AMPS
ishares tr
-0.1 M
MSFT
microsoft corp
-0.1 M

Brickley Wealth Management Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Brickley Wealth Management

Brickley Wealth Management has 55 stocks in it's portfolio. About 85.6% of the portfolio is in top 10 stocks. VTIP proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Brickley Wealth Management last quarter.

Last Reported on: 29 Jan, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions