Briggs Wealth Management, Inc

Portfolio Overview

Briggs Wealth Management, Inc disclosed 61 positions worth $109.5M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 6 new positions and exited 4. 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.

• VANGUARD INDEX FDS - TOTAL STK MKT

  —

  Quality

  $50.8M137,237 sh

• VANGUARD STAR FDS - VG TL INTL STK F

  —

  Quality

  $9.4M109,843 sh

• VANGUARD BD INDEX FDS - TOTAL BND MRKT

  —

  Quality

  $6.8M92,814 sh
• 

  SPDR S&P 500 ETF TRUST

  $SPY

  —

  Quality

  $4.2M5,600 sh

• VANGUARD INDEX FDS - SMALL CP ETF

  —

  Quality

  $4.1M13,410 sh

• PUTNAM ETF TRUST - FOCUSED LAR CAP

  —

  Quality

  $2.6M50,824 sh

• SCHWAB STRATEGIC TR - FUNDAMENTAL US L

  —

  Quality

  $2.2M71,026 sh

• VANGUARD INDEX FDS - EXTEND MKT ETF

  —

  Quality

  $2.2M8,933 sh

• VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US

  —

  Quality

  $1.7M20,713 sh

• VANGUARD INDEX FDS - REAL ESTATE ETF

  —

  Quality

  $1.4M14,729 sh

Company	Quality	Value	Shares
VANGUARD INDEX FDS - TOTAL STK MKT	—	$50.8M	137,237
VANGUARD STAR FDS - VG TL INTL STK F	—	$9.4M	109,843
VANGUARD BD INDEX FDS - TOTAL BND MRKT	—	$6.8M	92,814
SPDR S&P 500 ETF TRUST$SPY	—	$4.2M	5,600
VANGUARD INDEX FDS - SMALL CP ETF	—	$4.1M	13,410
PUTNAM ETF TRUST - FOCUSED LAR CAP	—	$2.6M	50,824
SCHWAB STRATEGIC TR - FUNDAMENTAL US L	—	$2.2M	71,026
VANGUARD INDEX FDS - EXTEND MKT ETF	—	$2.2M	8,933
VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US	—	$1.7M	20,713
VANGUARD INDEX FDS - REAL ESTATE ETF	—	$1.4M	14,729

Showing top 10 of 61 holdings.

Full Holdings — Briggs Wealth Management, Inc (Q2 2026)

All 61 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 - TOTAL STK MKT	$50.8M	46.4%	-1%	—
2	—	VANGUARD STAR FDS - VG TL INTL STK F	$9.4M	8.6%	+15%	—
3	—	VANGUARD BD INDEX FDS - TOTAL BND MRKT	$6.8M	6.2%	+9%	—
4	$SPY	SPDR S&P 500 ETF TRUST	$4.2M	3.8%	-2%	—
5	—	VANGUARD INDEX FDS - SMALL CP ETF	$4.1M	3.7%	+3%	—
6	—	PUTNAM ETF TRUST - FOCUSED LAR CAP	$2.6M	2.4%	+117%	—
7	—	SCHWAB STRATEGIC TR - FUNDAMENTAL US L	$2.2M	2.0%	+4%	—
8	—	VANGUARD INDEX FDS - EXTEND MKT ETF	$2.2M	2.0%	-0%	—
9	—	VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US	$1.7M	1.6%	+0%	—
10	—	VANGUARD INDEX FDS - REAL ESTATE ETF	$1.4M	1.3%	-3%	—
11	—	ISHARES TR - IBDS DEC28 ETF	$1.4M	1.3%	-5%	—
12	$AAPL	Apple Inc.	$1.3M	1.2%	+0%	76.4
13	—	VANGUARD INDEX FDS - VALUE ETF	$1.1M	1.0%	+0%	—
14	—	VANGUARD INDEX FDS - MCAP GR IDXVIP	$999,151	0.9%	-7%	—
15	$IVZ	Invesco Ltd.	$883,932	0.8%	+0%	—
16	—	ISHARES TR - 0-3 MTH TREASURY	$805,058	0.7%	-10%	—
17	—	VANGUARD INDEX FDS - MID CAP ETF	$774,841	0.7%	+300%	—
18	$IVZ	Invesco Ltd.	$762,508	0.7%	+1%	—
19	$IVZ	Invesco Ltd.	$752,261	0.7%	+3%	—
20	—	ISHARES TR - IBONDS OCT 2029	$735,200	0.7%	+98%	—
21	—	VANGUARD INDEX FDS - LARGE CAP ETF	$718,785	0.7%	+0%	—
22	—	FIRST TR EXCHANGE TRADED FD - NASD TECH DIV	$701,733	0.6%	-10%	—
23	—	ISHARES TR - CORE S&P500 ETF	$638,502	0.6%	-0%	—
24	$MSFT	MICROSOFT CORP	$632,036	0.6%	+3%	79.8
25	—	SCHWAB STRATEGIC TR - US LCAP GR ETF	$621,099	0.6%	+8%	—
26	—	ISHARES TR - IBONDS OCT 2028	$604,979	0.6%	+32%	—
27	—	RBB FD INC - F/M US TREASURY	$603,007	0.6%	-8%	—
28	—	DIMENSIONAL ETF TRUST - WORLD EX US CORE	$503,124	0.5%	NEW	—
29	—	ISHARES TR - MSCI USA MIN ETF	$492,621	0.5%	+0%	—
30	—	VANGUARD WORLD FD - INF TECH ETF	$453,830	0.4%	+718%	—
31	—	VANGUARD ADMIRAL FDS INC - SMLCP 600 VAL	$390,294	0.4%	NEW	—
32	$IDA	IDACORP INC	$373,257	0.3%	+0%	51.1
33	—	SPDR SERIES TRUST - SPDR S&P 500 ESG	$366,036	0.3%	+1%	—
34	$GOOG	Alphabet Inc.	$360,632	0.3%	+0%	78.2
35	$JNJ	JOHNSON & JOHNSON	$358,051	0.3%	+0%	69
36	—	SCHWAB STRATEGIC TR - US BRD MKT ETF	$356,576	0.3%	+0%	—
37	—	VANGUARD INDEX FDS - GROWTH ETF	$353,949	0.3%	NEW	—
38	—	ISHARES TR - CORE S&P SCP ETF	$331,918	0.3%	+0%	—
39	$IVZ	Invesco Ltd.	$324,587	0.3%	NEW	—
40	—	ISHARES TR - RUSSELL 3000 ETF	$301,038	0.3%	-10%	—
41	—	VANGUARD SPECIALIZED FUNDS - DIV APP ETF	$292,699	0.3%	+0%	—
42	$DE	DEERE & CO	$289,083	0.3%	+0%	55.4
43	—	FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF	$287,488	0.3%	-17%	—
44	—	ISHARES TR - MSCI USA MMENTM	$271,179	0.3%	NEW	—
45	—	ISHARES TR - CORE S&P MCP ETF	$269,885	0.3%	+0%	—
46	$VZ	VERIZON COMMUNICATIONS INC	$269,028	0.3%	+0%	65.8
47	$TRV	TRAVELERS COMPANIES, INC.	$266,407	0.2%	+0%	75.9
48	$CAT	CATERPILLAR INC	$261,965	0.2%	NEW	66.5
49	—	SCHWAB STRATEGIC TR - INTL EQTY ETF	$252,486	0.2%	+0%	—
50	—	SELECT SECTOR SPDR TR - ST STR DISCR ETF	$250,979	0.2%	+0%	—
51	—	VANGUARD MUN BD FDS - TAX EXEMPT BD	$249,764	0.2%	+0%	—
52	$LLY	ELI LILLY & Co	$248,282	0.2%	-27%	87.5
53	—	ISHARES TR - IBONDS DEC 29	$247,858	0.2%	+0%	—
54	—	ISHARES TR - IBONDS 27 ETF	$240,674	0.2%	+0%	—
55	$AMZN	AMAZON COM INC	$230,951	0.2%	+0%	68.7
56	—	ISHARES TR - SELECT US REIT	$222,908	0.2%	+0%	—
57	$BRK.B	BERKSHIRE HATHAWAY INC	$220,172	0.2%	+0%	73.8
58	—	VANGUARD ADMIRAL FDS INC - 500 VAL IDX FD	$219,648	0.2%	+0%	—
59	$GLDM	World Gold Trust	$216,420	0.2%	+0%	—
60	—	SCHWAB STRATEGIC TR - US DIVIDEND EQ	$212,711	0.2%	+0%	—
61	$MTZ	MASTEC INC	$208,030	0.2%	NEW	58.8