Q4 2025 · 13F-HR
Briggs Wealth Management, Incholdings as filed
Filed 2026-02-19 · accession 0002109156-26-000001
$93.0M
Reported value
54
Positions
2025-12-31
Period end
The Brief · Briggs Wealth Management, Inc · Q4 2025
AI · grounded in 13F
Briggs Wealth Management, Inc established a new position in VTI valued at $45.4M. The fund also initiated new stakes in BND for $6.2M and VXUS for $5.9M. Additional new positions include SPY at $3.9M and VB at $3.3M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 922908769 | VTI | VANGUARD INDEX FDS | $45.4M | 48.8% | 135,469 | Common | NONE |
| 921937835 | BND | VANGUARD BD INDEX FDS | $6.2M | 6.71% | 84,184 | Common | NONE |
| 921909768 | VXUS | VANGUARD STAR FDS | $5.9M | 6.39% | 78,754 | Common | NONE |
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $3.9M | 4.23% | 5,774 | Common | NONE |
| 922908751 | VB | VANGUARD INDEX FDS | $3.3M | 3.54% | 12,777 | Common | NONE |
| 808524771 | FNDX | SCHWAB STRATEGIC TR | $2.0M | 2.15% | 73,318 | Common | NONE |
| 922908652 | VXF | VANGUARD INDEX FDS | $2.0M | 2.11% | 9,380 | Common | NONE |
| 922042775 | VEU | VANGUARD INTL EQUITY INDEX F | $1.5M | 1.62% | 20,465 | Common | NONE |
| 46436E718 | SGOV | ISHARES TR | $1.5M | 1.61% | 14,941 | Common | NONE |
| 46435U515 | IBDT | ISHARES TR | $1.4M | 1.48% | 54,018 | Common | NONE |
| 922908553 | VNQ | VANGUARD INDEX FDS | $1.3M | 1.44% | 15,118 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $1.2M | 1.30% | 4,447 | Common | NONE |
| 922908744 | VTV | VANGUARD INDEX FDS | $1.1M | 1.13% | 5,518 | Common | NONE |
| 922908538 | VOT | VANGUARD INDEX FDS | $979,223 | 1.05% | 3,508 | Common | NONE |
| 74933W452 | TBIL | RBB FD INC | $852,250 | 0.92% | 17,086 | Common | NONE |
| 46137V357 | RSP | INVESCO EXCHANGE TRADED FD T | $795,817 | 0.86% | 4,154 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $795,239 | 0.86% | 1,644 | Common | NONE |
| 922908629 | VO | VANGUARD INDEX FDS | $747,136 | 0.80% | 2,574 | Common | NONE |
| 922908637 | VV | VANGUARD INDEX FDS | $657,944 | 0.71% | 2,090 | Common | NONE |
| 33738R118 | TDIV | FIRST TR EXCHANGE TRADED FD | $657,235 | 0.71% | 6,787 | Common | NONE |
| 464287200 | IVV | ISHARES TR | $586,718 | 0.63% | 857 | Common | NONE |
| 46137V282 | RSPT | INVESCO EXCHANGE TRADED FD T | $517,523 | 0.56% | 11,372 | Common | NONE |
| 921943858 | VEA | VANGUARD TAX-MANAGED FDS | $511,835 | 0.55% | 8,193 | Common | NONE |
| 46429B697 | USMV | ISHARES TR | $495,470 | 0.53% | 5,262 | Common | NONE |
| 92204A702 | VGT | VANGUARD WORLD FD | $466,061 | 0.50% | 618 | Common | NONE |
| 46438G703 | IBIE | ISHARES TR | $454,060 | 0.49% | 17,480 | Common | NONE |
| 922908736 | VUG | VANGUARD INDEX FDS | $379,271 | 0.41% | 777 | Common | NONE |
| 46137V233 | XLG | INVESCO EXCHANGE TRADED FD T | $363,624 | 0.39% | 6,134 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC | $362,794 | 0.39% | 1,159 | Common | NONE |
| 464285204 | IAU | ISHARES GOLD TR | $344,485 | 0.37% | 4,244 | Common | NONE |
| 808524102 | SCHB | SCHWAB STRATEGIC TR | $314,531 | 0.34% | 11,991 | Common | NONE |
| 451107106 | IDA | IDACORP INC | $312,224 | 0.34% | 2,467 | Common | NONE |
| 88579Y101 | MMM | 3M CO | $306,431 | 0.33% | 1,914 | Common | NONE |
| 532457108 | LLY | ELI LILLY & CO | $305,209 | 0.33% | 284 | Common | NONE |
| 464287689 | IWV | ISHARES TR | $304,838 | 0.33% | 788 | Common | NONE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $291,762 | 0.31% | 1,410 | Common | NONE |
| 98149E303 | GLDM | WORLD GOLD TR | $284,111 | 0.31% | 3,328 | Common | NONE |
| 921908844 | VIG | VANGUARD SPECIALIZED FUNDS | $271,868 | 0.29% | 1,237 | Common | NONE |
| 33734X846 | CIBR | FIRST TR EXCHANGE TRADED FD | $270,070 | 0.29% | 3,780 | Common | NONE |
| 464287804 | IJR | ISHARES TR | $268,963 | 0.29% | 2,238 | Common | NONE |
| 808524797 | SCHD | SCHWAB STRATEGIC TR | $265,797 | 0.29% | 9,690 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $260,596 | 0.28% | 1,129 | Common | NONE |
| 92343V104 | VZ | VERIZON COMMUNICATIONS INC | $258,798 | 0.28% | 6,354 | Common | NONE |
| 81369Y407 | XLY | SELECT SECTOR SPDR TR | $255,537 | 0.27% | 2,140 | Common | NONE |
| 922907746 | VTEB | VANGUARD MUN BD FDS | $248,332 | 0.27% | 4,938 | Common | NONE |
| 244199105 | DE | DEERE & CO | $241,505 | 0.26% | 519 | Common | NONE |
| 46435UAA9 | IBDS | ISHARES TR | $241,270 | 0.26% | 9,937 | Common | NONE |
| 89417E109 | TRV | TRAVELERS COMPANIES INC | $234,078 | 0.25% | 807 | Common | NONE |
| 464287507 | IJH | ISHARES TR | $231,000 | 0.25% | 3,500 | Common | NONE |
| 922908363 | VOO | VANGUARD INDEX FDS | $230,157 | 0.25% | 367 | Common | NONE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $221,166 | 0.24% | 440 | Common | NONE |
| 808524805 | SCHF | SCHWAB STRATEGIC TR | $219,125 | 0.24% | 9,115 | Common | NONE |
| 81369Y860 | XLRE | SELECT SECTOR SPDR TR | $215,509 | 0.23% | 5,341 | Common | NONE |
| 921932703 | VOOV | VANGUARD ADMIRAL FDS INC | $205,260 | 0.22% | 1,002 | Common | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.