Briggs Wealth Management, Inc Portfolio Stock Holdings
According to the SEC 13F filed on August 6, 2026, Briggs Wealth Management, Inc disclosed 61 stock positions valued at approximately $109.54M as of quarter-end June 30, 2026. The largest holdings include VANGUARD INDEX FDS, VANGUARD STAR FDS, and VANGUARD BD INDEX FDS.
- Report Period
- June 30, 2026
- No. of Stocks
- 61
- Portfolio Value
- $109.54M
Holdings by Sector
Briggs Wealth Management, Inc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | Other | 46.36% | 137,237 | -1,579 | -1.14% | $50,783,294 |
| VANGUARD STAR FDS | VXUS | Other | 8.57% | 109,843 | +14,035 | +14.65% | $9,390,501 |
| VANGUARD BD INDEX FDS | BND | Other | 6.22% | 92,814 | +7,350 | +8.60% | $6,813,486 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 3.82% | 5,600 | -102 | -1.79% | $4,182,276 |
| VANGUARD INDEX FDS | VB | Other | 3.71% | 13,410 | +342 | +2.62% | $4,064,891 |
| PUTNAM ETF TRUST | PVAL | Other | 2.36% | 50,824 | +27,359 | +116.59% | $2,589,483 |
| SCHWAB STRATEGIC TR | FNDX | Other | 2.02% | 71,026 | +2,491 | +3.63% | $2,208,905 |
| VANGUARD INDEX FDS | VXF | Other | 2.01% | 8,933 | -43 | -0.48% | $2,199,364 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 1.58% | 20,713 | +8 | +0.04% | $1,734,674 |
| VANGUARD INDEX FDS | VNQ | Other | 1.30% | 14,729 | -389 | -2.57% | $1,420,317 |
| ISHARES TR | IBDT | Other | 1.26% | 54,595 | -2,632 | -4.60% | $1,378,524 |
| APPLE INC | AAPL | Technology | 1.18% | 4,448 | +1 | +0.02% | $1,287,152 |
| VANGUARD INDEX FDS | VTV | Other | 0.97% | 4,874 | - | - | $1,062,191 |
| VANGUARD INDEX FDS | VOT | Other | 0.91% | 3,262 | -246 | -7.01% | $999,151 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 0.81% | 4,154 | - | - | $883,932 |
| ISHARES TR | SGOV | Other | 0.73% | 7,997 | -877 | -9.88% | $805,058 |
| VANGUARD INDEX FDS | VO | Other | 0.71% | 9,617 | +7,212 | +299.88% | $774,841 |
| INVESCO EXCHANGE TRADED FD T | XLG | Other | 0.70% | 12,453 | +171 | +1.39% | $762,508 |
| INVESCO EXCHANGE TRADED FD T | RSPT | Other | 0.69% | 11,663 | +289 | +2.54% | $752,261 |
| ISHARES TR | IBIF | Other | 0.67% | 27,965 | +13,823 | +97.74% | $735,200 |
| VANGUARD INDEX FDS | VV | Other | 0.66% | 2,090 | - | - | $718,785 |
| FIRST TR EXCHANGE TRADED FD | TDIV | Other | 0.64% | 6,108 | -689 | -10.14% | $701,733 |
| ISHARES TR | IVV | Other | 0.58% | 853 | -2 | -0.23% | $638,502 |
| MICROSOFT CORP | MSFT | Technology | 0.58% | 1,694 | +50 | +3.04% | $632,036 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.57% | 18,354 | +1,400 | +8.26% | $621,099 |
| ISHARES TR | IBIE | Other | 0.55% | 23,003 | +5,523 | +31.60% | $604,979 |
| RBB FD INC | TBIL | Other | 0.55% | 12,094 | -1,000 | -7.64% | $603,007 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 0.46% | 13,657 | +13,657 | +100.00% | $503,124 |
| ISHARES TR | USMV | Other | 0.45% | 5,107 | - | - | $492,621 |
| VANGUARD WORLD FD | VGT | Other | 0.41% | 3,797 | +3,333 | +718.32% | $453,830 |
Showing 30 of 61 holdings in the latest reporting period.