Briggs Wealth Management, Inc
13F Reported Value
ⓘ$94.3M
Holdings
58
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Briggs Wealth Management, Inc disclosed 58 positions worth $94.3M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 2 new positions and exited 1 and a full exit from $MMM. The portfolio is most concentrated in Other (92.8% of disclosed assets). All figures are sourced directly from Briggs Wealth Management, Inc’s Form 13F-HR filing with the SEC under CIK 2109156.
Sector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
VANGUARD INDEX FDS
—Quality
$44.5M138,816 shVANGUARD STAR FDS
—Quality
$7.4M95,808 shVANGUARD BD INDEX FDS
—Quality
$6.3M85,464 sh- —
Quality
$3.7M5,702 sh VANGUARD INDEX FDS
—Quality
$3.4M13,068 shSCHWAB STRATEGIC TR
—Quality
$1.9M68,535 shVANGUARD INDEX FDS
—Quality
$1.8M8,976 shVANGUARD INTL EQUITY INDEX F
—Quality
$1.6M20,705 shISHARES TR
—Quality
$1.4M57,227 shVANGUARD INDEX FDS
—Quality
$1.3M15,118 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD INDEX FDS | — | $44.5M | 138,816 |
| VANGUARD STAR FDS | — | $7.4M | 95,808 |
| VANGUARD BD INDEX FDS | — | $6.3M | 85,464 |
 SPDR S&P 500 ETF TRUST$SPY | — | $3.7M | 5,702 |
| VANGUARD INDEX FDS | — | $3.4M | 13,068 |
| SCHWAB STRATEGIC TR | — | $1.9M | 68,535 |
| VANGUARD INDEX FDS | — | $1.8M | 8,976 |
| VANGUARD INTL EQUITY INDEX F | — | $1.6M | 20,705 |
| ISHARES TR | — | $1.4M | 57,227 |
| VANGUARD INDEX FDS | — | $1.3M | 15,118 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Briggs Wealth Management, Inc's 58 positions.
Showing top 10 of 58 holdings.
Sector Allocation
Other
$87.5M
Financials
$3.0M
Technology
$2.0M
Healthcare
$605,831
Utilities
$352,707
Communication Services
$318,971
Industrials
$256,713
Consumer Discretionary
$201,814
Full Holdings — Briggs Wealth Management, Inc (Q1 2026)
All 58 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD INDEX FDS | $44.5M | 47.2% | +2% | — |
| 2 | — | VANGUARD STAR FDS | $7.4M | 7.8% | +22% | — |
| 3 | — | VANGUARD BD INDEX FDS | $6.3M | 6.7% | +2% | — |
| 4 | $SPY | SPDR S&P 500 ETF TRUST | $3.7M | 3.9% | -1% | — |
| 5 | — | VANGUARD INDEX FDS | $3.4M | 3.6% | +2% | — |
| 6 | — | SCHWAB STRATEGIC TR | $1.9M | 2.0% | -7% | — |
| 7 | — | VANGUARD INDEX FDS | $1.8M | 2.0% | -4% | — |
| 8 | — | VANGUARD INTL EQUITY INDEX F | $1.6M | 1.6% | +1% | — |
| 9 | — | ISHARES TR | $1.4M | 1.5% | +6% | — |
| 10 | — | VANGUARD INDEX FDS | $1.3M | 1.4% | +0% | — |
| 11 |  $AAPL | Apple Inc. | $1.1M | 1.2% | +0% | 76.1 |
| 12 | — | PUTNAM ETF TRUST | $1.1M | 1.1% | NEW | — |
| 13 | — | VANGUARD INDEX FDS | $956,279 | 1.0% | -12% | — |
| 14 | — | VANGUARD INDEX FDS | $902,784 | 1.0% | +0% | — |
| 15 | — | ISHARES TR | $893,257 | 0.9% | -41% | — |
| 16 |  $IVZ | Invesco Ltd. | $797,312 | 0.8% | +0% | — |
| 17 | — | VANGUARD INDEX FDS | $690,665 | 0.7% | -7% | — |
| 18 | $IVZ | Invesco Ltd. | $669,972 | 0.7% | +100% | — |
| 19 | — | RBB FD INC | $652,867 | 0.7% | -23% | — |
| 20 | — | FIRST TR EXCHANGE TRADED FD | $636,611 | 0.7% | +0% | — |
| 21 | — | VANGUARD INDEX FDS | $624,608 | 0.7% | +0% | — |
| 22 |  $MSFT | MICROSOFT CORP | $608,693 | 0.7% | +0% | 83.7 |
| 23 | — | ISHARES TR | $558,232 | 0.6% | -0% | — |
| 24 | — | VANGUARD TAX-MANAGED FDS | $525,935 | 0.6% | +0% | — |
| 25 | $IVZ | Invesco Ltd. | $514,786 | 0.6% | +0% | — |
| 26 | — | SCHWAB STRATEGIC TR | $493,870 | 0.5% | -77% | — |
| 27 | — | ISHARES TR | $473,623 | 0.5% | -3% | — |
| 28 | — | ISHARES TR | $458,675 | 0.5% | +0% | — |
| 29 | — | VANGUARD INTL EQUITY INDEX F | $423,046 | 0.5% | -62% | — |
| 30 | — | ISHARES TR | $371,157 | 0.4% | +42% | — |
| 31 |  $IDA | IDACORP INC | $352,707 | 0.4% | +0% | 62.6 |
| 32 |  $IAU | ISHARES GOLD TRUST | $349,554 | 0.4% | -7% | — |
| 33 |  $JNJ | JOHNSON & JOHNSON | $344,616 | 0.4% | +0% | 72.8 |
| 34 | — | VANGUARD WORLD FD | $323,742 | 0.3% | -25% | — |
| 35 |  $VZ | VERIZON COMMUNICATIONS INC | $318,971 | 0.3% | +0% | 71.6 |
| 36 | — | SPDR SERIES TRUST | $313,573 | 0.3% | NEW | — |
| 37 | — | SCHWAB STRATEGIC TR | $308,801 | 0.3% | +3% | — |
| 38 | — | ISHARES TR | $292,096 | 0.3% | +0% | — |
| 39 |  $GOOG | Alphabet Inc. | $290,179 | 0.3% | -13% | 80.2 |
| 40 | — | ISHARES TR | $278,206 | 0.3% | +0% | — |
| 41 | — | VANGUARD SPECIALIZED FUNDS | $266,029 | 0.3% | +0% | — |
| 42 |  $LLY | ELI LILLY & Co | $261,215 | 0.3% | +0% | 89.3 |
| 43 |  $DE | DEERE & CO | $256,713 | 0.3% | -12% | 57.4 |
| 44 |  $GLDM | World Gold Trust | $252,580 | 0.3% | -18% | — |
| 45 | — | ISHARES TR | $248,929 | 0.3% | +8% | — |
| 46 | — | VANGUARD MUN BD FDS | $246,357 | 0.3% | +0% | — |
| 47 | — | FIRST TR EXCHANGE-TRADED FD | $242,702 | 0.3% | +2% | — |
| 48 | — | ISHARES TR | $240,873 | 0.3% | +0% | — |
| 49 | — | ISHARES TR | $236,355 | 0.3% | +0% | — |
| 50 |  $TRV | TRAVELERS COMPANIES, INC. | $235,386 | 0.3% | +0% | 71.5 |
| 51 | — | SELECT SECTOR SPDR TR | $233,217 | 0.3% | +0% | — |
| 52 | — | SCHWAB STRATEGIC TR | $225,596 | 0.2% | +0% | — |
| 53 | — | VANGUARD INDEX FDS | $219,301 | 0.2% | +0% | — |
| 54 |  $BRK.B | BERKSHIRE HATHAWAY INC | $210,848 | 0.2% | +0% | 64.5 |
| 55 | — | SCHWAB STRATEGIC TR | $205,801 | 0.2% | -31% | — |
| 56 | — | VANGUARD ADMIRAL FDS INC | $204,198 | 0.2% | +0% | — |
| 57 | — | ISHARES TR | $203,989 | 0.2% | -67% | — |
| 58 |  $AMZN | AMAZON COM INC | $201,814 | 0.2% | -14% | 74.6 |
New Positions (2)
Exited Positions (1)
$MMM 3M COBrowse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for Briggs Wealth Management, Inc including:
Track Briggs Wealth Management, Inc's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Briggs Wealth Management, Inc and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
AI-Powered Hedge Fund Analysis: Briggs Wealth Management, Inc
13F Pro is an AI hedge fund tracker and stock research platform. For Briggs Wealth Management, Inc (SEC CIK: 2109156), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Briggs Wealth Management, Inc's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.