Briggs Wealth Management

Briggs Wealth Management as of Dec. 31, 2025

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