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Latest Brickley Wealth Management Stock Portfolio

Brickley Wealth Management Performance:
2025 Q3: 4.45%YTD: 4.11%2024: 6.61%
Performance for 2025 Q3 is 4.45%, and YTD is 4.11%, and 2024 is 6.61%.

About Brickley Wealth Management and 13F Hedge Fund Stock Holdings

Brickley Wealth Management is a hedge fund based in SAN MATEO, CA. On 22-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $621.4 Millions. In it's latest 13F Holdings report, Brickley Wealth Management reported an equity portfolio of $573.8 Millions as of 30 Sep, 2025.

The top stock holdings of Brickley Wealth Management are VB, AAPL, VB. The fund has invested 20.9% of it's portfolio in VANGUARD INDEX FDS and 16.7% of portfolio in APPLE INC.

They significantly reduced their stock positions in AMERICAN CENTY ETF TR (AEMB), ISHARES TR (AMPS) and ISHARES TR (IJR). Brickley Wealth Management opened new stock positions in ISHARES TR (IJR), TESLA INC (TSLA) and JOHNSON & JOHNSON (JNJ). The fund showed a lot of confidence in some stocks as they added substantially to AMAZON COM INC (AMZN), NVIDIA CORPORATION (NVDA) and BROADCOM INC (AVGO).

Brickley Wealth Management Annual Return Estimates Vs S&P 500

Our best estimate is that Brickley Wealth Management made a return of 4.45% in the last quarter. In trailing 12 months, it's portfolio return was 5.35%.

New Buys

Ticker$ Bought
ishares tr557,527
tesla inc338,877
johnson & johnson257,919
oracle corp237,929
schwab strategic tr210,453
New stocks bought by Brickley Wealth Management

Additions

Ticker% Inc.
amazon com inc41.37
nvidia corporation33.46
broadcom inc33.27
jpmorgan chase & co.24.54
vanguard index fds18.93
berkshire hathaway inc del14.64
meta platforms inc13.8
microsoft corp8.65
Additions to existing portfolio by Brickley Wealth Management

Reductions

Ticker% Reduced
american centy etf tr-12.49
american centy etf tr-6.48
ishares tr-3.98
ishares tr-2.33
ishares tr-1.96
schwab strategic tr-1.87
ishares tr-1.02
ishares tr-0.71
Brickley Wealth Management reduced stake in above stock

Sold off

None of the stocks were completely sold off by Brickley Wealth Management

Sector Distribution

Brickley Wealth Management has about 79.7% of it's holdings in Others sector.

Sector%
Others79.7
Technology17.3
Utilities2.2

Market Cap. Distribution

Brickley Wealth Management has about 17.8% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED79.7
MEGA-CAP17.8
SMALL-CAP2.2

Stocks belong to which Index?

About 20.3% of the stocks held by Brickley Wealth Management either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others79.7
S&P 50018.1
RUSSELL 20002.2
Top 5 Winners (%)%
GOOG
alphabet inc
37.9 %
GOOG
alphabet inc
37.3 %
LRCX
lam research corp
35.5 %
AAPL
apple inc
24.0 %
KLAC
kla corp
19.9 %
Top 5 Winners ($)$
AAPL
apple inc
18.5 M
SPY
spdr s&p 500 etf tr
1.7 M
IJR
ishares tr
1.2 M
IJR
ishares tr
0.6 M
NVDA
nvidia corporation
0.2 M
Top 5 Losers (%)%
ILMN
illumina inc
-0.5 %
META
meta platforms inc
-0.4 %
Top 5 Losers ($)$
META
meta platforms inc
0.0 M
ILMN
illumina inc
0.0 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 53 stocks in it's portfolio. About 85.5% of the portfolio is in top 10 stocks. META 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: 22 Oct, 2025
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions