Briggs Wealth Management

Briggs Wealth Management as of June 30, 2026

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