Brickley Wealth Management

13F Filings History

Latest 13F report
Q3 2024 - Nov 4, 2024
Value $
$490M
Signature - Title
Stephen Brickley - Chief Compliance Officer
Location
San Mateo, CA
Summary
This page shows a list of all the recent 13F filings made by Brickley Wealth Management. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Brickley Wealth Management reported 48 stock holdings with total value $490M as of Q3 2024. Top holdings included VTV, AAPL, IEFA, VUG, and AVDV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 48 $490M +$1.8M -$2.42M -$615K VTV, AAPL, IEFA, VUG, AVDV 13F-HR 11/4/2024, 11:36 AM
Q2 2024 46 $457M +$11.1M -$2.46M +$8.68M VTV, AAPL, VUG, IEFA, AVDV 13F-HR 7/22/2024, 05:27 PM
Q1 2024 45 $436M +$2.49M -$1.81M +$676K VTV, AAPL, IEFA, VUG, AVDV 13F-HR 4/19/2024, 01:38 PM
Q4 2023 43 $414M +$4.75M -$2.56M +$2.19M VTV, AAPL, IEFA, VUG, AVDV 13F-HR 1/24/2024, 05:44 PM
Q3 2023 40 $375M +$2.38M -$5.29M -$2.9M VTV, AAPL, IEFA, VUG, AVDV 13F-HR 10/27/2023, 05:23 PM
Q2 2023 41 $396M +$14.2M -$2.34M +$11.8M VTV, AAPL, IEFA, VUG, AVDV 13F-HR 7/11/2023, 08:55 AM
Q1 2023 38 $365M +$10.2M -$3.69M +$6.46M VTV, IEFA, AAPL, VUG, AVDV 13F-HR 4/28/2023, 03:04 PM
Q4 2022 39 $337M +$13.6M -$6.27M +$7.38M VTV, IEFA, AAPL, AVDV, VUG 13F-HR 1/25/2023, 01:21 PM
Q3 2022 38 $305M +$24.6M -$27M -$2.44M VTV, IEFA, AAPL, AVDV, VUG 13F-HR 11/1/2022, 04:22 PM
Q2 2022 43 $323M +$14.2M -$8.5M +$5.73M VTV, IEFA, AAPL, SCZ, VUG 13F-HR 7/29/2022, 03:41 PM
Q1 2022 45 $375M +$27.1M -$104M -$76.5M VTV, IEFA, AAPL, VUG, SCZ 13F-HR 4/25/2022, 04:01 PM
Q4 2021 50 $469M +$51.1M -$2.94M +$48.2M VTV, BNDX, IEFA, AAPL, BSV 13F-HR 1/25/2022, 03:57 PM
Q3 2021 45 $397M +$4.37M -$790K +$3.58M VTV, BNDX, BSV, AAPL, VUG 13F-HR 10/26/2021, 11:22 AM
Q2 2021 42 $396M +$28.2M -$26.8M +$1.46M VTV, BNDX, BSV, AAPL, VUG 13F-HR 7/27/2021, 02:04 PM
Q1 2021 40 $374M +$4.45M -$1.61M +$2.84M VTV, AAPL, BNDX, BSV, IEFA 13F-HR 4/26/2021, 01:42 PM
Q4 2020 38 $364M +$13M -$42.6M -$29.5M AAPL, VTV, BNDX, BSV, IEFA 13F-HR 1/20/2021, 03:25 PM
Q3 2020 36 $359M +$77.2M -$8.06M +$69.1M AAPL, VTV, BNDX, BSV, IWF 13F-HR 10/23/2020, 05:11 PM
Q2 2020 34 $297M +$42.7M -$20M +$22.8M VTV, BNDX, AAPL, BSV, IWF 13F-HR 8/12/2020, 04:59 PM
Q1 2020 36 $241M +$22.7M -$14.4M +$8.25M BNDX, VTV, BSV, IWF, AAPL 13F-HR 5/13/2020, 03:09 PM
Q4 2019 47 $274M +$18.2M -$2.26M +$16M VTV, BNDX, BSV, IWF, AAPL 13F-HR 1/31/2020, 07:14 AM
Q3 2019 47 $244M +$6.46M -$4M +$2.45M VTV, BNDX, BSV, IWF, AAPL 13F-HR 11/13/2019, 03:28 PM
Q2 2019 42 $239M +$10.6M -$3.99M +$6.63M VTV, BNDX, BSV, IWF, AAPL 13F-HR 8/8/2019, 09:42 PM
Q1 2019 40 $227M +$4.66M -$1.08M +$3.59M VTV, BNDX, BSV, IWF, AAPL 13F-HR 4/19/2019, 02:40 PM
Q4 2018 39 $204M +$19.9M -$3.8M +$16.1M VTV, BNDX, BSV, IWF, VOE 13F-HR 2/8/2019, 05:26 PM
Q3 2018 40 $212M +$14.4M -$28M -$13.6M VTV, BNDX, BSV, IWF, AAPL 13F-HR 11/13/2018, 04:45 PM
Q2 2018 26 $217M +$23.7M -$6.79M +$16.9M VTV, BSV, BNDX, IWF, VMBS 13F-HR 8/13/2018, 01:23 PM
Q1 2018 25 $198M +$25M -$14.2M +$10.8M VTV, BSV, BNDX, IWF, VMBS 13F-HR 4/30/2018, 04:36 PM
Q4 2017 23 $189M $0 $0 VTV, BNDX, IWF, BSV, VMBS 13F-HR 1/22/2018, 05:27 PM