Briggs Wealth Management, Inc — 13F Holdings & Portfolio
CIK 2109156 · latest 13F-HR filed 2026-05-15
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.
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AUM
$94.3M
Long-equity book
Holdings
58
Distinct positions
Period
2026-03-31
Filed 2026-05-15
Q/Q Activity
+7 / −3 / ↑7 / ↓18
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VANGUARD STAR FDS$1.4M +24.3%
- INVESCO EXCHANGE TRADED FD T$306.3K +84.2%
- ISHARES TR$74.5K +5.4%
- VERIZON COMMUNICATIONS INC$60.2K +23.3%
- JOHNSON & JOHNSON$52.9K +18.1%
Top Trims
- ISHARES TR-$606.5K -40.4%
- STATE STR SPDR S&P 500 ETF T-$229.1K -5.8%
- RBB FD INC-$199.4K -23.4%
- MICROSOFT CORP-$186.5K -23.5%
- VANGUARD WORLD FD-$142.3K -30.5%
New Positions
- PUTNAM ETF TRUST$1.1M
- SCHWAB STRATEGIC TR$493.9K
- VANGUARD INTL EQUITY INDEX F$423.0K
- ISHARES TR$371.2K
- SPDR SERIES TRUST$313.6K
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 | $44.5M | 47.23% | 138,816 | SH |
| 2 | VANGUARD STAR FDS | VXUS | 921909768 | $7.4M | 7.84% | 95,808 | SH |
| 3 | VANGUARD BD INDEX FDS | BND | 921937835 | $6.3M | 6.68% | 85,464 | SH |
| 4 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $3.7M | 3.93% | 5,702 | SH |
| 5 | VANGUARD INDEX FDS | VB | 922908751 | $3.4M | 3.63% | 13,068 | SH |
| 6 | SCHWAB STRATEGIC TR | FNDX | 808524771 | $1.9M | 2.02% | 68,535 | SH |
| 7 | VANGUARD INDEX FDS | VXF | 922908652 | $1.8M | 1.96% | 8,976 | SH |
| 8 | VANGUARD INTL EQUITY INDEX F | VEU | 922042775 | $1.6M | 1.65% | 20,705 | SH |
| 9 | ISHARES TR | IBDT | 46435U515 | $1.4M | 1.54% | 57,227 | SH |
| 10 | VANGUARD INDEX FDS | VNQ | 922908553 | $1.3M | 1.42% | 15,118 | SH |
| 11 | APPLE INC | AAPL | 037833100 | $1.1M | 1.20% | 4,447 | SH |
| 12 | PUTNAM ETF TRUST | PVAL | 746729300 | $1.1M | 1.15% | 23,465 | SH |
| 13 | VANGUARD INDEX FDS | VTV | 922908744 | $956.3K | 1.01% | 4,874 | SH |
| 14 | VANGUARD INDEX FDS | VOT | 922908538 | $902.8K | 0.96% | 3,508 | SH |
| 15 | ISHARES TR | SGOV | 46436E718 | $893.3K | 0.95% | 8,874 | SH |
| 16 | INVESCO EXCHANGE TRADED FD T | RSP | 46137V357 | $797.3K | 0.85% | 4,154 | SH |
| 17 | VANGUARD INDEX FDS | VO | 922908629 | $690.7K | 0.73% | 2,405 | SH |
| 18 | INVESCO EXCHANGE TRADED FD T | XLG | 46137V233 | $670.0K | 0.71% | 12,282 | SH |
| 19 | RBB FD INC | TBIL | 74933W452 | $652.9K | 0.69% | 13,094 | SH |
| 20 | FIRST TR EXCHANGE TRADED FD | TDIV | 33738R118 | $636.6K | 0.68% | 6,797 | SH |
| 21 | VANGUARD INDEX FDS | VV | 922908637 | $624.6K | 0.66% | 2,090 | SH |
| 22 | MICROSOFT CORP | MSFT | 594918104 | $608.7K | 0.65% | 1,644 | SH |
| 23 | ISHARES TR | IVV | 464287200 | $558.2K | 0.59% | 855 | SH |
| 24 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $525.9K | 0.56% | 8,207 | SH |
| 25 | INVESCO EXCHANGE TRADED FD T | RSPT | 46137V282 | $514.8K | 0.55% | 11,374 | SH |
| 26 | SCHWAB STRATEGIC TR | SCHG | 808524300 | $493.9K | 0.52% | 16,954 | SH |
| 27 | ISHARES TR | USMV | 46429B697 | $473.6K | 0.50% | 5,107 | SH |
| 28 | ISHARES TR | IBIE | 46438G703 | $458.7K | 0.49% | 17,480 | SH |
| 29 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $423.0K | 0.45% | 7,827 | SH |
| 30 | ISHARES TR | IBIF | 46438G802 | $371.2K | 0.39% | 14,142 | SH |
| 31 | IDACORP INC | IDA | 451107106 | $352.7K | 0.37% | 2,467 | SH |
| 32 | ISHARES GOLD TR | IAU | 464285204 | $349.6K | 0.37% | 3,965 | SH |
| 33 | JOHNSON & JOHNSON | JNJ | 478160104 | $344.6K | 0.37% | 1,410 | SH |
| 34 | VANGUARD WORLD FD | VGT | 92204A702 | $323.7K | 0.34% | 464 | SH |
| 35 | VERIZON COMMUNICATIONS INC | VZ | 92343V104 | $319.0K | 0.34% | 6,354 | SH |
| 36 | SPDR SERIES TRUST | EFIV | 78468R531 | $313.6K | 0.33% | 4,971 | SH |
| 37 | SCHWAB STRATEGIC TR | SCHB | 808524102 | $308.8K | 0.33% | 12,303 | SH |
| 38 | ISHARES TR | IWV | 464287689 | $292.1K | 0.31% | 788 | SH |
| 39 | ALPHABET INC | GOOGL | 02079K305 | $290.2K | 0.31% | 1,009 | SH |
| 40 | ISHARES TR | IJR | 464287804 | $278.2K | 0.30% | 2,238 | SH |
| 41 | VANGUARD SPECIALIZED FUNDS | VIG | 921908844 | $266.0K | 0.28% | 1,237 | SH |
| 42 | ELI LILLY & CO | LLY | 532457108 | $261.2K | 0.28% | 284 | SH |
| 43 | DEERE & CO | DE | 244199105 | $256.7K | 0.27% | 456 | SH |
| 44 | WORLD GOLD TR | GLDM | 98149E303 | $252.6K | 0.27% | 2,725 | SH |
| 45 | ISHARES TR | IBDU | 46436E205 | $248.9K | 0.26% | 10,702 | SH |
| 46 | VANGUARD MUN BD FDS | VTEB | 922907746 | $246.4K | 0.26% | 4,938 | SH |
| 47 | FIRST TR EXCHANGE-TRADED FD | CIBR | 33734X846 | $242.7K | 0.26% | 3,872 | SH |
| 48 | ISHARES TR | IBDS | 46435UAA9 | $240.9K | 0.26% | 9,937 | SH |
| 49 | ISHARES TR | IJH | 464287507 | $236.4K | 0.25% | 3,500 | SH |
| 50 | TRAVELERS COMPANIES INC | TRV | 89417E109 | $235.4K | 0.25% | 807 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $94.3M | 58 | 0002109156-26-000002 |
| 2025-12-31 | 2026-02-19 | $93.0M | 54 | 0002109156-26-000001 |