Briggs Wealth Management, Inc
Sector Allocation
- Other92.7%$105.2M
- Financials3.4%$3.8M
- Technology2.4%$2.7M
- Healthcare0.5%$612,751
- Utilities0.3%$322,511
- Industrials0.3%$306,045
- Communication Services0.3%$291,458
- Consumer Discretionary0.2%$241,426
AUM History
13fpro.ai/research/fund/briggs-wealth-management-inc-2109156
Conviction and streaks
Stable · top 10 = 77.3%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- VANGUARD$51.9M
- VANGUARD$9.9M
- VANGUARD$4.9M
SPY
$4.3M- VANGUARD$4.2M
- VANGUARD$3.3M
- SCHWAB$2.8M
- PUTNAM$2.7M
- VANGUARD$2.1M
- VANGUARD$1.7M
AAPL
$1.5MIVZ
$1.4M- VANGUARD$1.4M
- ISHARES$1.3M
- VANGUARD$1.2M
- VANGUARD$953K
MSFT
$869K- $864K
- VANGUARD$858K
- SCHWAB$771K
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/briggs-wealth-management-inc-2109156
Briggs Wealth Management, Inc 13F holdings — Q3 2026
$113.5M portfolio (+3.6% QoQ) · 62 holdings · Q3 2026 13F · top 10 are 77% of the stock portfolio
- 1
VANGUARD INDEX FDS - MRNGSTR TTL STK
$51.9M
45.8% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
VANGUARD STAR FDS - VG TL INTL STK F
$9.9M
8.7% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
VANGUARD BD INDEX FDS - TOTAL BND MRKT
$4.9M
4.3% of stocks
-25%This quarter—Since filed—HeldAIQuality—Est. buy— $4.3M
3.8% of stocks
+0.0%This quarter0.0%Since filed4+ qtrsHeld- 5
VANGUARD INDEX FDS - MRNGSTR SML CAP
$4.2M
3.7% of stocks
+9%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
VANGUARD INDEX FDS - MRNGSTR LRG CAP
$3.3M
2.9% of stocks
+344%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
SCHWAB STRATEGIC TR - FUNDAMENTAL US L
$2.8M
2.5% of stocks
+25%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
PUTNAM ETF TRUST - FOCUSED LAR CAP
$2.7M
2.4% of stocks
+0.3%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
VANGUARD INDEX FDS - EXTEND MKT ETF
$2.1M
1.8% of stocks
No changeThis quarter—Since filed—HeldAIQuality—Est. buy— - 10
VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US
$1.7M
1.5% of stocks
+0.0%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS - MRNGSTR TTL STK | $51.9M | 45.8% | +1% | — | — | — | — | |
| 2 | VANGUARD STAR FDS - VG TL INTL STK F | $9.9M | 8.7% | +6% | — | — | — | — | |
| 3 | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $4.9M | 4.3% | -25% | — | — | — | — | |
| 4 | $4.3M | 3.8% | +0.0% | 0.0% | 4+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 5 | VANGUARD INDEX FDS - MRNGSTR SML CAP | $4.2M | 3.7% | +9% | — | — | — | — | |
| 6 | VANGUARD INDEX FDS - MRNGSTR LRG CAP | $3.3M | 2.9% | +344% | — | — | — | — | |
| 7 | SCHWAB STRATEGIC TR - FUNDAMENTAL US L | $2.8M | 2.5% | +25% | — | — | — | — | |
| 8 | PUTNAM ETF TRUST - FOCUSED LAR CAP | $2.7M | 2.4% | +0.3% | — | — | — | — | |
| 9 | VANGUARD INDEX FDS - EXTEND MKT ETF | $2.1M | 1.8% | No change | — | — | — | — | |
| 10 | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $1.7M | 1.5% | +0.0% | — | — | — | — |
All holdings — Briggs Wealth Management, Inc (Q3 2026)
62 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Apple Inc. | Technology | $1.5M | 1.3% | 4,449 | +0.0% | 4+ qtrs | 75.7 | 13F | |
| 12 | Invesco Ltd. | Financials | $1.4M | 1.2% | 21K | +82% | 4+ qtrsAdded 3 qtrs in a row | — | 13F | |
| 13 | — | VANGUARD INDEX FDS - MRNGSTR VAL ETFetf/fund | — | $1.4M | 1.2% | 6,428 | +32% | — | — | 13F |
| 14 | — | ISHARES TR - IBDS DEC28 ETFetf/fund | — | $1.3M | 1.1% | 52K | -4% | — | — | 13F |
| 15 | — | VANGUARD INDEX FDS - REAL ESTATE ETFetf/fund | — | $1.2M | 1.1% | 14K | -8% | — | — | 13F |
| 16 | — | VANGUARD INDEX FDS - MRNGSTR MD CP GRetf/fund | — | $953K | 0.8% | 3,262 | — | — | — | 13F |
| 17 | MICROSOFT CORP | Technology | $869K | 0.8% | 1,694 | — | 4+ qtrs | 79.8 | 13F | |
| 18 | Invesco Ltd. | Financials | $864K | 0.8% | 4,154 | — | 4+ qtrsAdded 3 qtrs in a row | — | 13F | |
| 19 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRWetf/fund | — | $858K | 0.8% | 6,657 | New | — | — | 13F |
| 20 | — | SCHWAB STRATEGIC TR - US LCAP GR ETFetf/fund | — | $771K | 0.7% | 21K | +17% | — | — | 13F |
| 21 | — | ISHARES TR - CORE S&P500 ETFetf/fund | — | $651K | 0.6% | 851 | -0.2% | — | — | 13F |
| 22 | — | DIMENSIONAL ETF TRUST - WORLD EX US COREetf/fund | — | $651K | 0.6% | 18K | +29% | — | — | 13F |
| 23 | — | FIRST TR EXCHANGE TRADED FD - NASD TECH DIV | — | $634K | 0.6% | 5,619 | -8% | — | — | 13F |
| 24 | — | ISHARES TR - 0-3 MTH TREASURYetf/fund | — | $634K | 0.6% | 6,296 | -21% | — | — | 13F |
| 25 | — | ISHARES TR - IBONDS OCT 2029etf/fund | — | $607K | 0.5% | 24K | -15% | — | — | 13F |
| 26 | — | RBB FD INC - F/M US TREASURY | — | $543K | 0.5% | 11K | -10% | |||
| 27 | — | ISHARES TR - MSCI USA MIN ETF | — | $498K | 0.4% | 5,107 | — | |||
| 28 | — | ISHARES TR - IBONDS OCT 2028 | — | $492K | 0.4% | 19K | -17% | |||
| 29 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $439K | 0.4% | 6,215 | New | |||
| 30 | — | VANGUARD INDEX FDS - MRNGSTR MID CAP | — | $436K | 0.4% | 5,557 | -42% | |||
| 31 | $IVZ | Invesco Ltd. | Financials | $403K | 0.4% | 21K | +2% | |||
| 32 | $IVZ | Invesco Ltd. | Financials | $401K | 0.3% | 6,297 | -49% | |||
| 33 | $JNJ | JOHNSON & JOHNSON | Healthcare | $373K | 0.3% | 1,410 | — | |||
| 34 | — | SPDR SERIES TRUST - SPDR S&P 500 ESG | — | $372K | 0.3% | 5,019 | — | |||
| 35 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | — | $360K | 0.3% | 12K | -0.2% | |||
| 36 | $GOOGL | Alphabet Inc. | Technology | $347K | 0.3% | 1,009 | — | |||
| 37 | — | VANGUARD ADMIRAL FDS INC - SMLCP 600 VAL | — | $334K | 0.3% | 3,034 | -9% | |||
| 38 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | — | $330K | 0.3% | 3,200 | — | |||
| 39 | $IDA | IDACORP INC | Utilities | $323K | 0.3% | 2,467 | — | |||
| 40 | — | VANGUARD WORLD FD - INF TECH ETF | — | $317K | 0.3% | 2,524 | -34% | |||
| 41 | $DE | DEERE & CO | Industrials | $306K | 0.3% | 456 | — | |||
| 42 | — | ISHARES TR - RUSSELL 3000 ETF | — | $305K | 0.3% | 706 | — | |||
| 43 | — | ISHARES TR - CORE S&P SCP ETF | — | $304K | 0.3% | 2,238 | — | |||
| 44 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $291K | 0.3% | 6,354 | — | |||
| 45 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $289K | 0.3% | 1,237 | — | |||
| 46 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $288K | 0.3% | 807 | — | |||
| 47 | — | DIMENSIONAL ETF TRUST - INTERNATNAL VAL | — | $261K | 0.2% | 4,664 | New | |||
| 48 | — | ISHARES TR - CORE S&P MCP ETF | — | $252K | 0.2% | 3,500 | — | |||
| 49 | — | ISHARES TR - MSCI USA MMENTM | — | $251K | 0.2% | 791 | — | |||
| 50 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | — | $250K | 0.2% | 9,115 | — | |||
| 51 | — | ISHARES TR - IBONDS DEC 29 | — | $243K | 0.2% | 11K | — | |||
| 52 | $AMZN | AMAZON COM INC | Consumer Discretionary | $241K | 0.2% | 969 | — | |||
| 53 | — | ISHARES TR - IBONDS 27 ETF | — | $240K | 0.2% | 9,937 | — | |||
| 54 | $LLY | ELI LILLY & Co | Healthcare | $240K | 0.2% | 207 | — | |||
| 55 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | — | $234K | 0.2% | 4,938 | — | |||
| 56 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | — | $233K | 0.2% | 2,140 | — | |||
| 57 | $GLDM | World Gold Trust | Financials | $224K | 0.2% | 2,725 | — | |||
| 58 | — | VANGUARD ADMIRAL FDS INC - 500 VAL IDX FD | — | $221K | 0.2% | 1,002 | — | |||
| 59 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $219K | 0.2% | 440 | — | |||
| 60 | — | DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG | — | $219K | 0.2% | 5,569 | New | |||
| 61 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $218K | 0.2% | 6,708 | — | |||
| 62 | — | ISHARES TR - SELECT US REIT | — | $207K | 0.2% | 3,296 | — |
What changed in Q3 2026
Against the previous quarter's 13F: 4 new, 14 added to, 14 trimmed, 3 sold out. Share-count changes; largest moves by dollar size first.
New positions (4)
- VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW$858K
first bought this quarter
- VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT$439K
first bought this quarter
- DIMENSIONAL ETF TRUST - INTERNATNAL VAL$261K
first bought this quarter
- DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG$219K
first bought this quarter
Added to (14)
- VANGUARD INDEX FDS - MRNGSTR LRG CAP+344%
now $3.3M
now $1.4M · held 4+ qtrs, 3 adds in a row
- VANGUARD INDEX FDS - MRNGSTR TTL STK+1%
now $51.9M
- VANGUARD STAR FDS - VG TL INTL STK F+6%
now $9.9M
- SCHWAB STRATEGIC TR - FUNDAMENTAL US L+25%
now $2.8M
- VANGUARD INDEX FDS - MRNGSTR SML CAP+9%
now $4.2M
+8 more in the Excel export
Trimmed (14)
- VANGUARD BD INDEX FDS - TOTAL BND MRKT-25%
now $4.9M
- VANGUARD INDEX FDS - MRNGSTR MID CAP-42%
now $436K
- ISHARES TR - 0-3 MTH TREASURY-21%
now $634K
- VANGUARD WORLD FD - INF TECH ETF-34%
now $317K
- ISHARES TR - IBONDS OCT 2029-15%
now $607K
- VANGUARD INDEX FDS - REAL ESTATE ETF-8%
now $1.2M
+8 more in the Excel export
Holdings by quarter
Every 13F Briggs Wealth Management, Inc has filed, 3 earlier quarters. Pick one to see what it held then.
Is it too late to follow Briggs Wealth Management?
Q3 2026 13F filed with the SEC on Oct 26, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Briggs Wealth Management's top 20 holdings: 72/100 (our AI quality score, weighted by position size; 11 of the 20 are scored)
Top 10 since filing
0.0%
Value-weighted move of the 10 largest stock positions
Turnover
3%
Last quarter
Top 10 weight
77%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
100%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Briggs Wealth Management, Inc disclosed 62 positions worth $113.5M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 4 new positions and exited 3. The portfolio is most concentrated in Other (92.7% of disclosed assets). All figures are sourced directly from Briggs Wealth Management, Inc’s Form 13F-HR filing with the SEC under CIK 2109156.
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