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The Analysis of Brickley Wealth Management's Holdings & P&L

Currently, Brickley Wealth Management holds 60 types of securities in its portfolio with a total value $583.1M. In the most recent quarter, they have increased their positions in VTV (+2.7K shares, valued at $520.7K), IEFA (+5.4K shares, valued at $485.0K), VXUS (+3.4K shares, valued at $263.9K); decreased their positions in VUG (-3.4K shares, valued at $1.5M), AAPL (-5.5K shares, valued at $1.4M), AVDV (-1.9K shares, valued at $189.7K); initiated new positions in VXUS (+3.4K shares, valued at $263.9K), VEA (+3.9K shares, valued at $247.9K), LMT (+400 shares, valued at $241.8K).

1M P&L

-5.9M-0.89%

3M P&L

-320.2M-32.86%

HY P&L

-292.5M-30.89%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A476.3M

82.1%

2Consumer Electronics97.1M

16.7%

3Semiconductors1.3M

0.2%

Top Industries by Stock Count

1N/A40 stocks

74.1%

2Drug Manufacturers - General2 stocks

3.7%

3Internet Retail1 stocks

1.9%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTV VANGUARD INDEX FDS644.0K shares0.41%2026-03-312026-05-05

AAPL APPLE INC382.6K shares-1.43%2026-03-312026-05-05

VUG VANGUARD INDEX FDS137.8K shares-2.37%2026-03-312026-05-05

IEFA ISHARES TR613.6K shares0.88%2026-03-312026-05-05

AVDV AMERICAN CENTY ETF TR451.3K shares-0.42%2026-03-312026-05-05

VBK VANGUARD INDEX FDS100.8K shares0.05%2026-03-312026-05-05

VBR VANGUARD INDEX FDS124.8K shares0.23%2026-03-312026-05-05

SPY STATE STR SPDR S&P 500 ETF T34.9K shares0.00%2026-03-312026-05-05

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VTIP VANGUARD MALVERN FDS408.5K shares0.87%2026-03-312026-05-05

EFA ISHARES TR140.9K shares-0.37%2026-03-312026-05-05

IWF ISHARES TR26.6K shares-1.62%2026-03-312026-05-05

USMV ISHARES TR106.6K shares0.10%2026-03-312026-05-05

VGIT VANGUARD SCOTTSDALE FDS158.5K shares2.64%2026-03-312026-05-05

VOE VANGUARD INDEX FDS46.4K shares-0.55%2026-03-312026-05-05

MTUM ISHARES TR31.5K shares0.00%2026-03-312026-05-05

SMMV ISHARES TR127.2K shares0.07%2026-03-312026-05-05

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VWO VANGUARD INTL EQUITY INDEX F58.6K shares0.45%2026-03-312026-05-05

EFAV ISHARES TR31.3K shares0.87%2026-03-312026-05-05

IMTM ISHARES TR40.6K shares0.00%2026-03-312026-05-05

SCHF SCHWAB STRATEGIC TR70.4K shares-5.39%2026-03-312026-05-05

VTI VANGUARD INDEX FDS4.2K shares0.94%2026-03-312026-05-05

NVDA NVIDIA CORPORATION7.5K shares1.65%2026-03-312026-05-05

VT VANGUARD INTL EQUITY INDEX F9.3K shares6.35%2026-03-312026-05-05

IUSV ISHARES TR11.8K shares0.00%2026-03-312026-05-05

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ESGV VANGUARD WORLD FD10.4K shares-4.25%2026-03-312026-05-05

IWP ISHARES TR8.3K shares-0.73%2026-03-312026-05-05

ILMN ILLUMINA INC7.9K shares0.00%2026-03-312026-05-05

SGOV ISHARES TR9.0K shares33.00%2026-03-312026-05-05

META META PLATFORMS INC1.5K shares2.61%2026-03-312026-05-05

MSFT MICROSOFT CORP2.4K shares-3.57%2026-03-312026-05-05

IEF ISHARES TR6.8K shares0.00%2026-03-312026-05-05

LAM RESEARCH CORP LAM RESEARCH CORP2.9K shares0.00%2026-03-312026-05-05

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AMZN AMAZON COM INC3.0K shares2.51%2026-03-312026-05-05

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.2K shares2.25%2026-03-312026-05-05

IVV ISHARES TR833 shares0.00%2026-03-312026-05-05

VSGX VANGUARD WORLD FD7.0K shares-5.37%2026-03-312026-05-05

SCHV SCHWAB STRATEGIC TR15.8K shares-0.11%2026-03-312026-05-05

JNJ JOHNSON & JOHNSON2.0K shares41.77%2026-03-312026-05-05

SCZ ISHARES TR6.1K shares-2.09%2026-03-312026-05-05

ALPHABET INC ALPHABET INC1.6K shares0.00%2026-03-312026-05-05

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SCHG SCHWAB STRATEGIC TR15.6K shares1.99%2026-03-312026-05-05

SHY ISHARES TR5.5K shares0.00%2026-03-312026-05-05

AVUV AMERICAN CENTY ETF TR4.0K shares-7.77%2026-03-312026-05-05

KLAC KLA CORP280 shares0.00%2026-03-312026-05-05

BROADCOM INC BROADCOM INC1.3K shares0.38%2026-03-312026-05-05

AGG ISHARES TR3.8K shares-3.93%2026-03-312026-05-05

ALPHABET INC ALPHABET INC1.2K shares0.00%2026-03-312026-05-05

TSLA TESLA INC731 shares-4.94%2026-03-312026-05-05

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VXUS VANGUARD STAR FDS3.4K sharesnew addition2026-03-312026-05-05

JPM JPMORGAN CHASE & CO865 shares-15.03%2026-03-312026-05-05

VEA VANGUARD TAX-MANAGED FDS3.9K sharesnew addition2026-03-312026-05-05

LMT LOCKHEED MARTIN CORP400 sharesnew addition2026-03-312026-05-05

AVLV AMERICAN CENTY ETF TR3.0K shares-12.50%2026-03-312026-05-05

VGSH VANGUARD SCOTTSDALE FDS4.0K shares0.00%2026-03-312026-05-05

WMT WALMART INC1.9K shares0.00%2026-03-312026-05-05

SCHC SCHWAB STRATEGIC TR4.8K shares-1.93%2026-03-312026-05-05

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LLY ELI LILLY & CO244 shares1.67%2026-03-312026-05-05

XOM EXXON MOBIL CORP1.3K sharesnew addition2026-03-312026-05-05

INVESCO QQQ TR INVESCO QQQ TR372 sharesnew addition2026-03-312026-05-05

VNQ VANGUARD INDEX FDS2.4K shares-10.84%2026-03-312026-05-05

VTV

VANGUARD INDEX FDS

0.41%

Shares644.0K

Event2026-03-31

Filed2026-05-05

AAPL

APPLE INC

-1.43%

Shares382.6K

Event2026-03-31

Filed2026-05-05

VUG

VANGUARD INDEX FDS

-2.37%

Shares137.8K

Event2026-03-31

Filed2026-05-05

IEFA

ISHARES TR

0.88%

Shares613.6K

Event2026-03-31

Filed2026-05-05

AVDV

AMERICAN CENTY ETF TR

-0.42%

Shares451.3K

Event2026-03-31

Filed2026-05-05

VBK

VANGUARD INDEX FDS

0.05%

Shares100.8K

Event2026-03-31

Filed2026-05-05

VBR

VANGUARD INDEX FDS

0.23%

Shares124.8K

Event2026-03-31

Filed2026-05-05

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares34.9K

Event2026-03-31

Filed2026-05-05

VTIP

VANGUARD MALVERN FDS

0.87%

Shares408.5K

Event2026-03-31

Filed2026-05-05

EFA

ISHARES TR

-0.37%

Shares140.9K

Event2026-03-31

Filed2026-05-05

IWF

ISHARES TR

-1.62%

Shares26.6K

Event2026-03-31

Filed2026-05-05

USMV

ISHARES TR

0.10%

Shares106.6K

Event2026-03-31

Filed2026-05-05

VGIT

VANGUARD SCOTTSDALE FDS

2.64%

Shares158.5K

Event2026-03-31

Filed2026-05-05

VOE

VANGUARD INDEX FDS

-0.55%

Shares46.4K

Event2026-03-31

Filed2026-05-05

MTUM

ISHARES TR

0.00%

Shares31.5K

Event2026-03-31

Filed2026-05-05

SMMV

ISHARES TR

0.07%

Shares127.2K

Event2026-03-31

Filed2026-05-05

VWO

VANGUARD INTL EQUITY INDEX F

0.45%

Shares58.6K

Event2026-03-31

Filed2026-05-05

EFAV

ISHARES TR

0.87%

Shares31.3K

Event2026-03-31

Filed2026-05-05

IMTM

ISHARES TR

0.00%

Shares40.6K

Event2026-03-31

Filed2026-05-05

SCHF

SCHWAB STRATEGIC TR

-5.39%

Shares70.4K

Event2026-03-31

Filed2026-05-05

VTI

VANGUARD INDEX FDS

0.94%

Shares4.2K

Event2026-03-31

Filed2026-05-05

NVDA

NVIDIA CORPORATION

1.65%

Shares7.5K

Event2026-03-31

Filed2026-05-05

VANGUARD INTL EQUITY INDEX F

6.35%

Shares9.3K

Event2026-03-31

Filed2026-05-05

IUSV

ISHARES TR

0.00%

Shares11.8K

Event2026-03-31

Filed2026-05-05

ESGV

VANGUARD WORLD FD

-4.25%

Shares10.4K

Event2026-03-31

Filed2026-05-05

IWP

ISHARES TR

-0.73%

Shares8.3K

Event2026-03-31

Filed2026-05-05

ILMN

ILLUMINA INC

0.00%

Shares7.9K

Event2026-03-31

Filed2026-05-05

SGOV

ISHARES TR

33.00%

Shares9.0K

Event2026-03-31

Filed2026-05-05