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Briggs Wealth Management

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

Top 5 stock holdings are VTI, VXUS, BND, SPY, VB, and represent 69.31% of Briggs Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VXUS, PVAL, VTI, SCHG, VWO, IBIF, XLG, EFIV, IBDU, ICF.
Started 7 new stock positions in PVAL, ICF, SCHG, VWO, EFIV, IBDU, IBIF.
Reduced shares in these 10 stocks: SGOV, VUG, , XLRE, TBIL, FNDX, VTV, VGT, SCHD, VXF.
Sold out of its positions in XLRE, MMM, VUG.
Briggs Wealth Management was a net buyer of stock by $3.6M.
Briggs Wealth Management has $94M in assets under management (AUM), dropping by 1.39%.
Central Index Key (CIK): 0002109156

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Portfolio Holdings for Briggs Wealth Management

Briggs Wealth Management holds 58 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	47.2	$45M	+2%	139k	320.81	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	7.8	$7.4M	+21%	96k	77.11	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	6.7	$6.3M		86k	73.64	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	3.9	$3.7M		5.7k	650.29	View chart
Vanguard Index Fds Small Cp Etf (VB)	3.6	$3.4M	+2%	13k	261.92	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	2.0	$1.9M	-6%	69k	27.85	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	2.0	$1.8M	-4%	9.0k	205.79	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	1.6	$1.6M		21k	75.10	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	1.5	$1.4M	+5%	57k	25.33	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.4	$1.3M		15k	88.70	View chart
Apple (AAPL)	1.2	$1.1M		4.4k	253.81	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	1.2	$1.1M	NEW	24k	46.40	View chart
Vanguard Index Fds Value Etf (VTV)	1.0	$956k	-11%	4.9k	196.20	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	1.0	$903k		3.5k	257.35	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.9	$893k	-40%	8.9k	100.66	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.8	$797k		4.2k	191.94	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.7	$691k	-6%	2.4k	287.18	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.7	$670k	+100%	12k	54.55	View chart
RBB F/m Us Treasury (TBIL)	0.7	$653k	-23%	13k	49.86	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.7	$637k		6.8k	93.66	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.7	$625k		2.1k	298.86	View chart
Microsoft Corporation (MSFT)	0.6	$609k		1.6k	370.25	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$558k		855.00	652.90	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.6	$526k		8.2k	64.08	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.5	$515k		11k	45.26	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.5	$494k	NEW	17k	29.13	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.5	$474k	-2%	5.1k	92.74	View chart
Ishares Tr Ibonds Oct 2028 (IBIE)	0.5	$459k		18k	26.24	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$423k	NEW	7.8k	54.05	View chart
Ishares Tr Ibonds Oct 2029 (IBIF)	0.4	$371k	NEW	14k	26.25	View chart
Ida (IDA)	0.4	$353k		2.5k	142.97	View chart
Ishares Gold Tr Ishares New (IAU)	0.4	$350k	-6%	4.0k	88.16	View chart
Johnson & Johnson (JNJ)	0.4	$345k		1.4k	244.41	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$324k	-24%	464.00	697.72	View chart
Verizon Communications (VZ)	0.3	$319k		6.4k	50.20	View chart
Spdr Series Trust State Street Spd (EFIV)	0.3	$314k	NEW	5.0k	63.08	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.3	$309k	+2%	12k	25.10	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.3	$292k		788.00	370.68	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$290k	-12%	1.0k	287.59	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$278k		2.2k	124.31	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$266k		1.2k	215.06	View chart
Eli Lilly & Co. (LLY)	0.3	$261k		284.00	919.77	View chart
Deere & Company (DE)	0.3	$257k	-12%	456.00	562.97	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.3	$253k	-18%	2.7k	92.69	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.3	$249k	NEW	11k	23.26	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$246k		4.9k	49.89	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.3	$243k	+2%	3.9k	62.68	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.3	$241k		9.9k	24.24	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$236k		3.5k	67.53	View chart
Travelers Companies (TRV)	0.2	$235k		807.00	291.68	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.2	$233k		2.1k	108.98	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$226k		9.1k	24.75	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$219k		367.00	597.55	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$211k		440.00	479.20	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$206k	-30%	6.7k	30.68	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.2	$204k		1.0k	203.79	View chart
Ishares Tr Select Us Reit (ICF)	0.2	$204k	NEW	3.3k	61.89	View chart
Amazon (AMZN)	0.2	$202k	-14%	969.00	208.27	View chart

Past Filings by Briggs Wealth Management

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

Briggs Wealth Management 2026 Q1 filed May 15, 2026
Briggs Wealth Management 2025 Q4 filed Feb. 19, 2026

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