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Briggs Wealth Management

Latest statistics and disclosures from Briggs Wealth Management's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002109156

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Positions held by Briggs Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Briggs Wealth Management

Briggs Wealth Management holds 54 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	48.8	$45M	136k	335.27	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	6.7	$6.2M	84k	74.07	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	6.4	$5.9M	79k	75.44	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	4.2	$3.9M	5.8k	681.87	View chart
Vanguard Index Fds Small Cp Etf (VB)	3.5	$3.3M	13k	257.95	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	2.1	$2.0M	73k	27.21	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	2.1	$2.0M	9.4k	209.11	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	1.6	$1.5M	21k	73.56	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	1.6	$1.5M	15k	100.38	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	1.5	$1.4M	54k	25.45	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.4	$1.3M	15k	88.49	View chart
Apple (AAPL)	1.3	$1.2M	4.4k	271.83	View chart
Vanguard Index Fds Value Etf (VTV)	1.1	$1.1M	5.5k	190.99	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	1.1	$979k	3.5k	279.14	View chart
RBB Us Treas 3 Mnth (TBIL)	0.9	$852k	17k	49.88	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.9	$796k	4.2k	191.58	View chart
Microsoft Corporation (MSFT)	0.9	$795k	1.6k	483.72	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.8	$747k	2.6k	290.26	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.7	$658k	2.1k	314.81	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.7	$657k	6.8k	96.84	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$587k	857.00	684.62	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.6	$518k	11k	45.51	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.6	$512k	8.2k	62.47	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.5	$496k	5.3k	94.16	View chart
Vanguard World Inf Tech Etf (VGT)	0.5	$466k	618.00	754.14	View chart
Ishares Tr Ibonds Oct 2028 (IBIE)	0.5	$454k	18k	25.98	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$379k	777.00	488.12	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.4	$364k	6.1k	59.28	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$363k	1.2k	313.02	View chart
Ishares Gold Tr Ishares New (IAU)	0.4	$345k	4.2k	81.17	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.3	$315k	12k	26.23	View chart
Ida (IDA)	0.3	$312k	2.5k	126.56	View chart
3M Company (MMM)	0.3	$306k	1.9k	160.10	View chart
Eli Lilly & Co. (LLY)	0.3	$305k	284.00	1074.68	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.3	$305k	788.00	386.85	View chart
Johnson & Johnson (JNJ)	0.3	$292k	1.4k	206.92	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.3	$284k	3.3k	85.37	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$272k	1.2k	219.78	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.3	$270k	3.8k	71.45	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$269k	2.2k	120.18	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$266k	9.7k	27.43	View chart
Amazon (AMZN)	0.3	$261k	1.1k	230.82	View chart
Verizon Communications (VZ)	0.3	$259k	6.4k	40.73	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.3	$256k	2.1k	119.41	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$248k	4.9k	50.29	View chart
Deere & Company (DE)	0.3	$242k	519.00	465.33	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.3	$241k	9.9k	24.28	View chart
Travelers Companies (TRV)	0.3	$234k	807.00	290.06	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$231k	3.5k	66.00	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$230k	367.00	627.13	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$221k	440.00	502.65	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$219k	9.1k	24.04	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	0.2	$216k	5.3k	40.35	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.2	$205k	1.0k	204.85	View chart

Past Filings by Briggs Wealth Management

SEC 13F filings are viewable for Briggs Wealth Management going back to 2025

Briggs Wealth Management 2025 Q4 filed Feb. 19, 2026

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