Cindy Cutler
Brickley Wealth Management
Assets Managed
$696.373M
Holdings
68
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
19.44%(2Q avg: 8.86%)
Sustained Growth
1 quarters
Portfolio positions
This chart displays the top 10 holdings in Brickley Wealth Management's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 68 positions.
Assets under management
The assets under management (AUM) of Brickley Wealth Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 696.373M in assets, with a quarterly growth rate of 19.44% and a 2-quarter average growth rate of 8.86%. The portfolio is managed by Cindy Cutler, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
VTV Vanguard Value Etf
| 20.37% | $141.791M 650,628 shares@ $217.94 avg price | Increased 1.03% |
AAPL Apple Inc
| 16.41% | $114.218M 394,727 shares@ $289.36 avg price | Increased 3.18% |
VUG Vanguard Growth Etf
| 10.34% | $71.986M 835,687 shares@ $86.15 avg price | Increased 506.25% |
IEFA Ishares Core Msci Eafe Etf
| 9.07% | $63.154M 653,903 shares@ $96.59 avg price | Increased 6.57% |
AVDV Avantis Intl S C Value Etf
| 6.66% | $46.343M 449,714 shares@ $103.05 avg price | Decreased -0.34% |
VBK Vanguard Small-cap Grwth Etf
| 5.34% | $37.143M 101,567 shares@ $365.71 avg price | Increased 0.74% |
VBR Vanguard Small-cap Value Etf
| 4.4% | $30.626M 126,040 shares@ $243.0 avg price | Increased 0.98% |
SPY Spdr S&p 500 Etf Trust
| 3.74% | $26.035M 34,863 shares@ $746.78 avg price | |
VTIP Vanguard Short-term Tips
| 3% | $20.828M 414,646 shares@ $50.24 avg price | Increased 1.51% |
EFA Ishares Msci Eafe Etf
| 2.11% | $14.633M 140,863 shares@ $103.88 avg price |
1-10 of 68