Briggs Wealth Management

Briggs Wealth Management as of March 31, 2026

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