Brickley Wealth Management
Brickley Wealth Management is an independent investment adviser headquartered in San Mateo, California. Founded in 2017, the firm provides personalized investment management and wealth advisory services. They serve individuals, families, and sometimes institutions, using custom portfolio strategies and a client-focused approach. As a boutique adviser, they emphasize transparency, fiduciary responsibility, and long-term planning. The firm maintains a moderate employee count typical of boutique investment advisers.
Investment Strategy
Brickley Wealth Management utilizes a diversified portfolio strategy with a focus on exchange-traded funds (ETFs) and direct equities. The firm emphasizes tax efficiency, risk management, and asset allocation tailored to client objectives. Their holdings concentrate heavily in large-cap and growth U.S. equities, as well as international exposure and factor-based ETFs. Strategic rebalancing and tactical adjustments reflect market environments and client needs, with an aim to deliver long-term capital appreciation while managing downside risk.
Top Holdings
Equity Positions (53)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTV | VANGUARD INDEX FDS | 20.87% | $119.7M | 642,107 | $118.17 | $186.49 | +$6.6M |
A AAPL | APPLE INC | 16.66% | $95.6M | 375,506 | $134.25 | $254.63 | +$18.8M |
V VUG | VANGUARD INDEX FDS | 12.02% | $69.0M | 143,765 | $251.29 | $479.61 | +$16.0M |
I IEFA | ISHARES TR | 9.27% | $53.2M | 609,390 | $64.87 | $87.31 | +$2.5M |
A AVDV | AMERICAN CENTY ETF TR | 7.09% | $40.7M | 456,705 | $48.73 | $89.03 | +$4.9M |