Brickley Wealth Management

Brickley Wealth Management reported 68 holdings worth US$696M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 14, 2026

Brickley Wealth Management reported 68 holdings worth US$696M as of Jun 30, 2026. Largest: Apple Inc, Snowflake Inc. and Nvidia Corporation. Filed Jul 14, 2026 (Form 13F).

Holdings
68
Value as reported
US$696M

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc395KUS$114M16.4%
Snowflake Inc.25,391US$6.46M0.93%
Nvidia Corporation7,399US$1.48M0.21%
Illumina, Inc.7,884US$1.39M0.20%
Lam Research Corporation2,912US$1.26M0.18%
Alphabet Inc (google) Class C2,751US$983K0.14%
Microsoft Corp.2,335US$871K0.13%
Meta Platforms, Inc.1,539US$867K0.12%
Kla Corporation2,800US$845K0.12%
Amazon.com, Inc.2,978US$710K0.10%
Berkshire Hathaway Inc.1,183US$592K0.09%
Broadcom Inc.1,325US$501K0.07%
Micron Technology, Inc.313US$361K0.05%
Johnson & Johnson1,403US$356K0.05%
Tesla, Inc.757US$318K0.05%
Jp Morgan Chase & Co.923US$302K0.04%
Eli Lilly And Company244US$293K0.04%
Advanced Micro Devices Inc446US$259K0.04%
Asml Holding Nv130US$259K0.04%
Walmart Inc.1,842US$209K0.03%
Lockheed Martin Corporation399US$203K0.03%
Exxon Mobil Corporation0US$00.00%

Source

View original at SEC

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