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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 68.68% of Briggs Wealth Management's stock portfolio.
Added to shares of these 10 stocks: PVAL, VXUS, VO, BND, DFAX, VGT, VIOV, IBIF, VUG, PDBC.
Started 7 new stock positions in MTUM, DFAX, VIOV, CAT, PDBC, VUG, MTZ.
Reduced shares in these 10 stocks: VTI, VEA, VWO, IAU, VOO, LLY, SGOV, TDIV, SPY, VOT.
Sold out of its positions in IAU, VEA, VWO, VOO.
Briggs Wealth Management was a net buyer of stock by $4.4M.
Briggs Wealth Management has $110M in assets under management (AUM), dropping by 16.19%.
Central Index Key (CIK): 0002109156

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Portfolio Holdings for Briggs Wealth Management

Briggs Wealth Management holds 61 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	46.4	$51M		137k	370.04	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	8.6	$9.4M	+14%	110k	85.49	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	6.2	$6.8M	+8%	93k	73.41	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	3.8	$4.2M		5.6k	746.84	View chart
Vanguard Index Fds Small Cp Etf (VB)	3.7	$4.1M	+2%	13k	303.12	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	2.4	$2.6M	+116%	51k	50.95	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	2.0	$2.2M	+3%	71k	31.10	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	2.0	$2.2M		8.9k	246.21	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	1.6	$1.7M		21k	83.75	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.3	$1.4M	-2%	15k	96.43	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	1.3	$1.4M	-4%	55k	25.25	View chart
Apple (AAPL)	1.2	$1.3M		4.4k	289.38	View chart
Vanguard Index Fds Value Etf (VTV)	1.0	$1.1M		4.9k	217.93	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.9	$999k	-7%	3.3k	306.30	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.8	$884k		4.2k	212.79	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.7	$805k	-9%	8.0k	100.67	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.7	$775k	+299%	9.6k	80.57	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.7	$763k		13k	61.23	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.7	$752k	+2%	12k	64.50	View chart
Ishares Tr Ibonds Oct 2029 (IBIF)	0.7	$735k	+97%	28k	26.29	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.7	$719k		2.1k	343.92	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.6	$702k	-10%	6.1k	114.89	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$639k		853.00	748.54	View chart
Microsoft Corporation (MSFT)	0.6	$632k	+3%	1.7k	373.10	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.6	$621k	+8%	18k	33.84	View chart
Ishares Tr Ibonds Oct 2028 (IBIE)	0.6	$605k	+31%	23k	26.30	View chart
RBB F/m Us Treasury (TBIL)	0.6	$603k	-7%	12k	49.86	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.5	$503k	NEW	14k	36.84	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.4	$493k		5.1k	96.46	View chart
Vanguard World Inf Tech Etf (VGT)	0.4	$454k	+718%	3.8k	119.52	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	0.4	$390k	NEW	3.3k	117.35	View chart
Ida (IDA)	0.3	$373k		2.5k	151.30	View chart
Spdr Series Trust Spdr S&p 500 Esg (EFIV)	0.3	$366k		5.0k	72.93	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$361k		1.0k	357.42	View chart
Johnson & Johnson (JNJ)	0.3	$358k		1.4k	253.94	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.3	$357k		12k	28.96	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$354k	NEW	4.1k	86.14	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$332k		2.2k	148.31	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.3	$325k	NEW	20k	15.88	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.3	$301k	-10%	706.00	426.40	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$293k		1.2k	236.62	View chart
Deere & Company (DE)	0.3	$289k		456.00	633.95	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.3	$288k	-17%	3.2k	89.84	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$271k	NEW	791.00	342.83	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$270k		3.5k	77.11	View chart
Verizon Communications (VZ)	0.2	$269k		6.4k	42.34	View chart
Travelers Companies (TRV)	0.2	$266k		807.00	330.12	View chart
Caterpillar (CAT)	0.2	$262k	NEW	246.00	1064.90	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$253k		9.1k	27.70	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.2	$251k		2.1k	117.28	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$250k		4.9k	50.58	View chart
Eli Lilly & Co. (LLY)	0.2	$248k	-27%	207.00	1199.43	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.2	$248k		11k	23.16	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.2	$241k		9.9k	24.22	View chart
Amazon (AMZN)	0.2	$231k		969.00	238.34	View chart
Ishares Tr Select Us Reit (ICF)	0.2	$223k		3.3k	67.63	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$220k		440.00	500.39	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.2	$220k		1.0k	219.21	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.2	$216k		2.7k	79.42	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$213k		6.7k	31.71	View chart
MasTec (MTZ)	0.2	$208k	NEW	500.00	416.06	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 Q2 filed Aug. 6, 2026
Briggs Wealth Management 2026 Q1 filed May 15, 2026
Briggs Wealth Management 2025 Q4 filed Feb. 19, 2026

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