Brickley Wealth Management
Net buyer this quarter
$696M
26
+$17.4M
23.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 AAPL | $114M | 16.40% | 0.00% | +3.2% | Q4 2017 |
 SPY | $26M | 3.74% | Not reported | Not reported | Q3 2018 |
 AVIV | $6.94M | 1.00% | 0.18% | New | Q2 2026 |
 SNOW | $6.46M | 0.93% | 0.01% | New | Q2 2026 |
 NVDA | $1.48M | 0.21% | 0.00% | -0.9% | Q2 2023 |
 ILMN | $1.39M | 0.20% | 0.01% | Not reported | Q4 2017 |
 LRCX | $1.26M | 0.18% | 0.00% | -0.4% | Q4 2023 |
 MSFT | $871K | 0.13% | 0.00% | -0.8% | Q4 2017 |
 META | $867K | 0.12% | Not reported | +0.3% | Q4 2019 |
 KLAC | $845K | 0.12% | 0.00% | Not reported | Q2 2024 |
 AMZN | $710K | 0.10% | 0.00% | -0.1% | Q2 2020 |
 BRK.B | $592K | 0.09% | Not reported | -3.7% | Q3 2018 |
 GOOG | $577K | 0.08% | Not reported | -0.9% | Q3 2023 |
 SCZ | $505K | 0.07% | Not reported | Not reported | Q3 2018 |
 AVGO | $501K | 0.07% | 0.00% | +0.5% | Q2 2025 |
| GOOGL | $406K | 0.06% | 0.00% | -1.3% | Q2 2025 |
 MU | $361K | 0.05% | 0.00% | New | Q2 2026 |
 JNJ | $356K | 0.05% | 0.00% | -28.9% | Q2 2019 |
 TSLA | $318K | 0.05% | 0.00% | +3.6% | Q3 2025 |
 JPM | $302K | 0.04% | 0.00% | +6.7% | Q2 2019 |
 LLY | $293K | 0.04% | 0.00% | Not reported | Q4 2025 |
 QQQ | $274K | 0.04% | Not reported | Not reported | Q3 2018 |
 AMD | $259K | 0.04% | 0.00% | New | Q2 2026 |
 ASML | $259K | 0.04% | 0.00% | New | Q2 2026 |
 WMT | $209K | 0.03% | 0.00% | -1.8% | Q4 2025 |
 LMT | $203K | 0.03% | 0.00% | -0.3% | Q3 2024 |
| Q1 2026 | |||||
| AAPL | $97.1M | 16.65% | 0.00% | -1.4% | Q4 2017 |
| SPY | $22.7M | 3.89% | Not reported | Not reported | Q3 2018 |
| NVDA | $1.3M | 0.22% | 0.00% | +1.7% | Q2 2023 |
| ILMN | $972K | 0.17% | 0.01% | Not reported | Q4 2017 |
| META | $878K | 0.15% | Not reported | +2.6% | Q4 2019 |
| MSFT | $871K | 0.15% | 0.00% | -3.6% | Q4 2017 |
| LRCX | $625K | 0.11% | 0.00% | Not reported | Q4 2023 |
| AMZN | $621K | 0.11% | 0.00% | +2.5% | Q2 2020 |
| BRK.B | $588K | 0.10% | Not reported | +2.3% | Q3 2018 |
| JNJ | $482K | 0.08% | 0.00% | +41.8% | Q2 2019 |
| SCZ | $482K | 0.08% | Not reported | -2.1% | Q3 2018 |
| GOOG | $472K | 0.08% | Not reported | Not reported | Q3 2023 |
| KLAC | $412K | 0.07% | 0.00% | Not reported | Q2 2024 |
| AVGO | $408K | 0.07% | 0.00% | +0.4% | Q2 2025 |
| GOOGL | $331K | 0.06% | 0.00% | Not reported | Q2 2025 |
| TSLA | $272K | 0.05% | 0.00% | -4.9% | Q3 2025 |
| JPM | $254K | 0.04% | 0.00% | -15.0% | Q2 2019 |
| LMT | $242K | 0.04% | 0.00% | Not reported | Q3 2024 |
| WMT | $233K | 0.04% | 0.00% | Not reported | Q4 2025 |
| LLY | $224K | 0.04% | 0.00% | +1.7% | Q4 2025 |
 XOM | $222K | 0.04% | 0.00% | New | Q1 2026 |
| QQQ | $215K | 0.04% | Not reported | Not reported | Q3 2018 |
| Q4 2025 | |||||
| AAPL | $106M | 17.79% | 0.00% | +3.4% | Q4 2017 |
| SPY | $23.8M | 4.01% | Not reported | Not reported | Q3 2018 |
| NVDA | $1.37M | 0.23% | 0.00% | Not reported | Q2 2023 |
| MSFT | $1.18M | 0.20% | 0.00% | +8.5% | Q4 2017 |
| ILMN | $1.03M | 0.17% | 0.01% | Not reported | Q4 2017 |
| META | $987K | 0.17% | Not reported | -0.4% | Q4 2019 |
| AMZN | $671K | 0.11% | 0.00% | +0.4% | Q2 2020 |
| BRK.B | $604K | 0.10% | Not reported | +0.9% | Q3 2018 |
| GOOG | $517K | 0.09% | Not reported | Not reported | Q3 2023 |
| LRCX | $501K | 0.08% | 0.00% | Not reported | Q4 2023 |
| SCZ | $486K | 0.08% | Not reported | -0.3% | Q3 2018 |
| AVGO | $455K | 0.08% | 0.00% | Not reported | Q2 2025 |
| GOOGL | $361K | 0.06% | 0.00% | Not reported | Q2 2025 |
| TSLA | $346K | 0.06% | 0.00% | +0.9% | Q3 2025 |
| KLAC | $340K | 0.06% | 0.00% | Not reported | Q2 2024 |
| JPM | $328K | 0.06% | 0.00% | +0.8% | Q2 2019 |
| JNJ | $288K | 0.05% | 0.00% | Not reported | Q2 2019 |
| LLY | $258K | 0.04% | 0.00% | New | Q4 2025 |
| WMT | $209K | 0.04% | 0.00% | New | Q4 2025 |
| Q3 2025 | |||||
| AAPL | $95.6M | 16.66% | 0.00% | +0.3% | Q4 2017 |
| SPY | $23.2M | 4.05% | Not reported | +0.6% | Q3 2018 |
| NVDA | $1.37M | 0.24% | 0.00% | +33.5% | Q2 2023 |
| MSFT | $1.16M | 0.20% | 0.00% | +8.7% | Q4 2017 |
| META | $1.1M | 0.19% | Not reported | +13.8% | Q4 2019 |
| ILMN | $749K | 0.13% | 0.01% | Not reported | Q4 2017 |
| AMZN | $636K | 0.11% | 0.00% | +41.4% | Q2 2020 |
| BRK.B | $598K | 0.10% | Not reported | +14.6% | Q3 2018 |
| SCZ | $483K | 0.08% | Not reported | -2.0% | Q3 2018 |
| AVGO | $434K | 0.08% | 0.00% | +33.3% | Q2 2025 |
| GOOG | $401K | 0.07% | Not reported | +0.1% | Q3 2023 |
| LRCX | $392K | 0.07% | 0.00% | +4.2% | Q4 2023 |
| TSLA | $339K | 0.06% | 0.00% | New | Q3 2025 |
| JPM | $319K | 0.06% | 0.00% | +24.5% | Q2 2019 |
| KLAC | $302K | 0.05% | 0.00% | +2.2% | Q2 2024 |
| GOOGL | $280K | 0.05% | 0.00% | Not reported | Q2 2025 |
| JNJ | $258K | 0.04% | 0.00% | Not reported | Q2 2019 |
 ORCL | $238K | 0.04% | 0.00% | New | Q3 2025 |