Brickley Wealth Management

CIK 0001712533 · Q2 2026

13F Equity AUM

$696.4M

+19.4% QoQ

Positions

+8 QoQ

AUM Rank

#3,020

Top 35%

Skill Alpha (FF)

-0.9%/yr^ns

No Clear Edge

Rank #4,211 · Top 51%

vs S&P -3.6%/yr (unadj.)

Quarters Tracked

~8 years

Portfolio Concentration

Top 5: 62.8%Top 10: 81.4%Top 20: 94.5%

VTV20.4%

AAPL16.4%

VUG10.3%

IEFA9.1%

AVDV6.7%

VBK5.3%

VBR4.4%

SPY3.7%

VTIP3.0%

EFA2.1%

Others (58)18.6%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services81.1%

Technology18.2%

Other0.8%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 68Median: 0.13%Avg: 1.47%

0–0.5%

47(5.0%)

0.5–1%

4(3.2%)

1–3%

9(15.5%)

3–5%

2(8.1%)

5%+

6(68.2%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 68vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New9Increased25Decreased23Exited1

New Positions

AVEM1.7%

+123K

VSS1.1%

+50K

AVIV1.0%

+90K

SNOW0.9%

+25K

VOO0.2%

+2K

MU0.1%

+313

ASML0.0%

+130

AMD0.0%

+446

VEU0.0%

+3K

Increased

VUG10.3%

+698K(+506%)

IWF1.9%

+78K(+294%)

IEFA9.1%

+40K(+7%)

VGIT1.4%

+13K(+8%)

AAPL16.4%

+12K(+3%)

VTV20.4%

+7K(+1%)

VTIP3.0%

+6K(+2%)

KLAC0.1%

+3K(+900%)

VBR4.4%

+1K(+1%)

SCHG0.1%

+1K(+7%)

Decreased

USMV1.4%

-6,812(-6%)

SMMV0.8%

-5,234(-4%)

EFAV0.3%

-4,321(-14%)

AVDV6.7%

-1,556(-0%)

JNJ0.1%

-569(-29%)

AVUV0.1%

-350(-9%)

VSGX0.1%

-306(-4%)

ESGV0.2%

-181(-2%)

VOE1.3%

-89(-0%)

SCHV0.1%

-82(-1%)

Exited

XOM

-1,308

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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