Brickley Wealth Management
All 13F Filings
- Location
- San Mateo, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 593,260
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/29/2026 | 55 | 593,260 | 13F-HR | Brickley Wealth Management |
| Q3 2025 | 10/22/2025 | 53 | 573,751 | 13F-HR | Brickley Wealth Management |
| Q2 2025 | 8/8/2025 | 48 | 510,968 | 13F-HR | Brickley Wealth Management |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 307.1 K | 51.8% | 15.56 K | 0 | 15.56 K |
| ETFs | 286.2 K | 48.2% | 3.946 K | 0 | 3.946 K |
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Fund Snapshot
Q4 2025
Latest filed
1/29/2026
Total value ($000)
593,260
Holdings
55
QoQ value change ($000)
19,509
(3.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.