Institutional Fund
Brickley Wealth Management
San Mateo, CACIK 17125335 filings on record
Portfolio Value
$583.07M
Q1 2026
Holdings
60
Reported positions
New Buys
5
Opened this quarter
QoQ Change
-1.7%
from $593.26M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds21.7%
- Apple Inc16.7%
- Vanguard Index Fds10.3%
- Ishares Tr9.5%
- American Centy ETF Tr7.7%
- Vanguard Index Fds5.2%
- Other28.9%
Portfolio Holdings
60 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 644.0K | $126.35M | 21.7% | +2.7K | Added |
| 2 | Apple Inc | 382.6K | $97.10M | 16.7% | −5.5K | Reduced |
| 3 | Vanguard Index Fds | 137.8K | $60.21M | 10.3% | −3.4K | Reduced |
| 4 | Ishares Tr | 613.6K | $55.55M | 9.5% | +5.4K | Added |
| 5 | American Centy ETF Tr | 451.3K | $45.06M | 7.7% | −1.9K | Reduced |
| 6 | Vanguard Index Fds | 100.8K | $30.47M | 5.2% | +50 | Added |
| 7 | Vanguard Index Fds | 124.8K | $27.12M | 4.7% | +285 | Added |
| 8 | Spdr S&P 500 ETF Tr | 34.9K | $22.67M | 3.9% | 0 | Held |
| 9 | Vanguard Malvern Fds | 408.5K | $20.40M | 3.5% | +3.5K | Added |
| 10 | Ishares Tr | 140.9K | $13.68M | 2.3% | −529 | Reduced |
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