Brickley Wealth Management
RIA/Wealth
Brickley Wealth Management is a RIA/Wealth based in San Mateo, CA led by Stephen Mark Brickley, reporting $824.3M in AUM as of Q3 2025 with 82% ETF concentration, 86% concentrated in top 10 holdings, and 21% allocation to VTV.
CCOStephen Mark Brickley
- Portfolio Value
- $573.8M
- Positions
- 53
- Top Holding
- VTV at 20.87%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Brickley Wealth Management's portfolio (85.5% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $119.7M | 20.87% | +$343.3K Bought | — 642.1K shares | |
Consumer Electronics Technology | $95.6M | 16.66% | +$302.0K Bought | 0.00% 375.5K shares | |
ETF ETF | $69.0M | 12.02% | +$11.0M Bought | — 143.8K shares | |
ETF ETF | $53.2M | 9.27% | +$145.5K Bought | — 609.4K shares | |
ETF ETF | $40.7M | 7.09% | +$447.3K Bought | — 456.7K shares | |
ETF ETF | $30.0M | 5.22% | +$107.4K Bought | — 100.6K shares | |
ETF ETF | $25.9M | 4.52% | +$11.5K Bought | — 124.3K shares | |
ETF ETF | $23.2M | 4.05% | +$126.6K Bought | — 34.9K shares | |
ETF ETF | $20.2M | 3.53% | +$805.1K Bought | — 399.5K shares | |
ETF ETF | $13.2M | 2.30% | — | — 141.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Brickley Wealth Management's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
+41.37% | |
+33.46% | |
+33.27% |
Decreased Positions
| Position | Shares Δ |
|---|---|
-12.49% | |
-6.48% | |
-3.98% | |
-2.33% | |
-1.96% |
Analytics
Portfolio insights and performance metrics for Brickley Wealth Management
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