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Briggs Wealth Management, Inc — 13F Holdings & Portfolio

CIK 2109156 · latest 13F-HR filed 2026-08-06

Backtest portfolio

Briggs Wealth Management, Inc manages $109.5M in 13F-reported U.S. long-equity assets across 61 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VTI (46.36%), VXUS (8.57%), BND (6.22%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 7 new positions, exited 4, added to 39, and trimmed 4.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
221 ADDISON ROAD
UNIT 101
GLASTONBURY, CT 06033
Phone
(860) 633-8988
Filing Manager
Briggs Wealth Management, Inc
GLASTONBURY, CT
Signatory
William Rodriguez
Senior Financial Planner
Loading holdings…
AUM

$109.5M

Long-equity book

Holdings

61

Distinct positions

Period

2026-06-30

Filed 2026-08-06

Q/Q Activity

+7 / −4 / ↑39 / ↓4

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • VANGUARD INDEX FDS$6.2M +14.0%
  • VANGUARD STAR FDS$2.0M +27.1%
  • PUTNAM ETF TRUST$1.5M +137.8%
  • VANGUARD INDEX FDS$642.1K +18.8%
  • VANGUARD BD INDEX FDS$519.9K +8.3%
Show all 39 →

Top Trims

  • ISHARES TR-$88.2K -9.9%
  • VERIZON COMMUNICATIONS INC-$49.9K -15.7%
  • RBB FD INC-$49.9K -7.6%
  • WORLD GOLD TR-$36.2K -14.3%
Show all 4 →

New Positions

  • DIMENSIONAL ETF TRUST$503.1K
  • VANGUARD ADMIRAL FDS INC$390.3K
  • VANGUARD INDEX FDS$353.9K
  • INVESCO ACTVELY MNGD ETC FD$324.6K
  • ISHARES TR$271.2K
Show all 7 →

Exited Positions

  • VANGUARD TAX-MANAGED FDS$525.9K
  • VANGUARD INTL EQUITY INDEX F$423.0K
  • ISHARES GOLD TR$349.6K
  • VANGUARD INDEX FDS$219.3K
Show all 4 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD INDEX FDS VTI 922908769 $50.8M 46.36% 137,237 SH
2 VANGUARD STAR FDS VXUS 921909768 $9.4M 8.57% 109,843 SH
3 VANGUARD BD INDEX FDS BND 921937835 $6.8M 6.22% 92,814 SH
4 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $4.2M 3.82% 5,600 SH
5 VANGUARD INDEX FDS VB 922908751 $4.1M 3.71% 13,410 SH
6 PUTNAM ETF TRUST PVAL 746729300 $2.6M 2.36% 50,824 SH
7 SCHWAB STRATEGIC TR FNDX 808524771 $2.2M 2.02% 71,026 SH
8 VANGUARD INDEX FDS VXF 922908652 $2.2M 2.01% 8,933 SH
9 VANGUARD INTL EQUITY INDEX F VEU 922042775 $1.7M 1.58% 20,713 SH
10 VANGUARD INDEX FDS VNQ 922908553 $1.4M 1.30% 14,729 SH
11 ISHARES TR IBDT 46435U515 $1.4M 1.26% 54,595 SH
12 APPLE INC AAPL 037833100 $1.3M 1.18% 4,448 SH
13 VANGUARD INDEX FDS VTV 922908744 $1.1M 0.97% 4,874 SH
14 VANGUARD INDEX FDS VOT 922908538 $999.2K 0.91% 3,262 SH
15 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $883.9K 0.81% 4,154 SH
16 ISHARES TR SGOV 46436E718 $805.1K 0.73% 7,997 SH
17 VANGUARD INDEX FDS VO 922908629 $774.8K 0.71% 9,617 SH
18 INVESCO EXCHANGE TRADED FD T XLG 46137V233 $762.5K 0.70% 12,453 SH
19 INVESCO EXCHANGE TRADED FD T RSPT 46137V282 $752.3K 0.69% 11,663 SH
20 ISHARES TR IBIF 46438G802 $735.2K 0.67% 27,965 SH
21 VANGUARD INDEX FDS VV 922908637 $718.8K 0.66% 2,090 SH
22 FIRST TR EXCHANGE TRADED FD TDIV 33738R118 $701.7K 0.64% 6,108 SH
23 ISHARES TR IVV 464287200 $638.5K 0.58% 853 SH
24 MICROSOFT CORP MSFT 594918104 $632.0K 0.58% 1,694 SH
25 SCHWAB STRATEGIC TR SCHG 808524300 $621.1K 0.57% 18,354 SH
26 ISHARES TR IBIE 46438G703 $605.0K 0.55% 23,003 SH
27 RBB FD INC TBIL 74933W452 $603.0K 0.55% 12,094 SH
28 DIMENSIONAL ETF TRUST DFAX 25434V880 $503.1K 0.46% 13,657 SH
29 ISHARES TR USMV 46429B697 $492.6K 0.45% 5,107 SH
30 VANGUARD WORLD FD VGT 92204A702 $453.8K 0.41% 3,797 SH
31 VANGUARD ADMIRAL FDS INC VIOV 921932778 $390.3K 0.36% 3,326 SH
32 IDACORP INC IDA 451107106 $373.3K 0.34% 2,467 SH
33 SPDR SERIES TRUST EFIV 78468R531 $366.0K 0.33% 5,019 SH
34 ALPHABET INC GOOGL 02079K305 $360.6K 0.33% 1,009 SH
35 JOHNSON & JOHNSON JNJ 478160104 $358.1K 0.33% 1,410 SH
36 SCHWAB STRATEGIC TR SCHB 808524102 $356.6K 0.33% 12,313 SH
37 VANGUARD INDEX FDS VUG 922908736 $353.9K 0.32% 4,109 SH
38 ISHARES TR IJR 464287804 $331.9K 0.30% 2,238 SH
39 INVESCO ACTVELY MNGD ETC FD PDBC 46090F100 $324.6K 0.30% 20,440 SH
40 ISHARES TR IWV 464287689 $301.0K 0.27% 706 SH
41 VANGUARD SPECIALIZED FUNDS VIG 921908844 $292.7K 0.27% 1,237 SH
42 DEERE & CO DE 244199105 $289.1K 0.26% 456 SH
43 FIRST TR EXCHANGE-TRADED FD CIBR 33734X846 $287.5K 0.26% 3,200 SH
44 ISHARES TR MTUM 46432F396 $271.2K 0.25% 791 SH
45 ISHARES TR IJH 464287507 $269.9K 0.25% 3,500 SH
46 VERIZON COMMUNICATIONS INC VZ 92343V104 $269.0K 0.25% 6,354 SH
47 TRAVELERS COMPANIES INC TRV 89417E109 $266.4K 0.24% 807 SH
48 CATERPILLAR INC CAT 149123101 $262.0K 0.24% 246 SH
49 SCHWAB STRATEGIC TR SCHF 808524805 $252.5K 0.23% 9,115 SH
50 SELECT SECTOR SPDR TR XLY 81369Y407 $251.0K 0.23% 2,140 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-06 $109.5M 61 0002109156-26-000003
2026-03-31 2026-05-15 $94.3M 58 0002109156-26-000002
2025-12-31 2026-02-19 $93.0M 54 0002109156-26-000001