Institutional
Briggs Wealth Management, Inc
CIK 0002109156
$94.3M
Reported AUM
58
Positions
Q1 2026
Period
2026-05-15
Filed
The Brief · Briggs Wealth Management, Inc · Q1 2026
AI · grounded in 13F
Briggs Wealth Management, Inc established a new position in PVAL valued at $1.09M. The fund also opened new positions in SCHG for $493,870 and VWO for $423,046. On the sell side, the firm closed its positions in VUG and MMM, reducing holdings by $379,271 and $306,431 respectively.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $366.27 | 1.62% | 19.26% | 65.80% | $44.5M | 47.23% | — | HELD |
| 2 | VXUS | VANGUARD STAR FDS | $84.77 | 2.89% | 27.83% | 50.47% | $7.4M | 7.84% | — | HELD |
| 3 | BND | VANGUARD BD INDEX FDS | $72.42 | 0.06% | 2.03% | -1.65% | $6.3M | 6.68% | — | HELD |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | $741.69 | 1.68% | 18.63% | 72.84% | $3.7M | 3.93% | — | HELD |
| 5 | VB | VANGUARD INDEX FDS | $295.80 | 0.96% | 25.00% | 39.48% | $3.4M | 3.63% | — | HELD |
| 6 | FNDX | SCHWAB STRATEGIC TR | $31.70 | 0.51% | 31.52% | 85.19% | $1.9M | 2.02% | — | HELD |
| 7 | VXF | VANGUARD INDEX FDS | $236.87 | 1.40% | 23.72% | 32.25% | $1.8M | 1.96% | — | HELD |
| 8 | VEU | VANGUARD INTL EQUITY INDEX F | $83.03 | 2.98% | 28.29% | 52.44% | $1.6M | 1.65% | — | HELD |
| 9 | IBDT | ISHARES TR | $25.21 | 0.04% | 3.47% | 5.81% | $1.4M | 1.54% | — | HELD |
| 10 | VNQ | VANGUARD INDEX FDS | $99.49 | -1.16% | 16.22% | 11.04% | $1.3M | 1.42% | — | HELD |
| 11 | AAPL | APPLE INC | $333.43 | -1.41% | 65.41% | 124.96% | $1.1M | 1.20% | — | HELD |
| 12 | PVAL | PUTNAM ETF TRUST | $53.38 | 1.71% | 34.32% | 113.13% | $1.1M | 1.15% | — | HELD |
| 13 | VTV | VANGUARD INDEX FDS | $220.54 | 0.34% | 27.43% | 74.17% | $956K | 1.01% | — | HELD |
| 14 | VOT | VANGUARD INDEX FDS | $294.90 | 1.55% | 2.27% | 21.12% | $903K | 0.96% | — | HELD |
| 15 | SGOV | ISHARES TR | $100.69 | 0.01% | 3.80% | 19.64% | $893K | 0.95% | — | HELD |
| 16 | RSP | INVESCO EXCHANGE TRADED FD T | $215.38 | -0.16% | 19.83% | 48.78% | $797K | 0.85% | — | HELD |
| 17 | VO | VANGUARD INDEX FDS | $80.99 | 0.46% | 15.49% | 39.87% | $691K | 0.73% | — | HELD |
| 18 | XLG | INVESCO EXCHANGE TRADED FD T | $60.13 | 2.54% | 14.45% | 80.53% | $670K | 0.71% | — | HELD |
| 19 | TBIL | RBB FD INC | $49.86 | 0.00% | 3.81% | 18.57% | $653K | 0.69% | — | HELD |
| 20 | TDIV | FIRST TR EXCHANGE TRADED FD | $109.86 | 2.71% | 24.48% | 103.29% | $637K | 0.68% | — | HELD |
| 21 | VV | VANGUARD INDEX FDS | $341.27 | 1.73% | 19.95% | 72.52% | $625K | 0.66% | — | HELD |
| 22 | MSFT | MICROSOFT CORP | $451.10 | 15.51% | -13.24% | 55.41% | $609K | 0.65% | — | HELD |
| 23 | IVV | ISHARES TR | $745.20 | 1.65% | 20.00% | 75.17% | $558K | 0.59% | — | HELD |
| 24 | VEA | VANGUARD TAX-MANAGED FDS | $71.09 | 3.10% | 26.64% | 53.50% | $526K | 0.56% | — | HELD |
| 25 | RSPT | INVESCO EXCHANGE TRADED FD T | $60.08 | 2.74% | 48.00% | 102.06% | $515K | 0.55% | — | HELD |
| 26 | SCHG | SCHWAB STRATEGIC TR | $33.79 | 1.65% | 14.36% | 75.82% | $494K | 0.52% | — | HELD |
| 27 | USMV | ISHARES TR | $97.84 | -0.52% | 7.23% | 36.26% | $474K | 0.50% | — | HELD |
| 28 | IBIE | ISHARES TR | $25.74 | 0.02% | 3.05% | 16.86% | $459K | 0.49% | — | HELD |
| 29 | VWO | VANGUARD INTL EQUITY INDEX F | $58.19 | 2.23% | 20.53% | 30.20% | $423K | 0.45% | — | HELD |
| 30 | IBIF | ISHARES TR | $25.72 | 0.03% | 2.69% | 17.37% | $371K | 0.39% | — | HELD |
| 31 | IDA | IDACORP INC | $141.90 | -1.73% | — | — | $353K | 0.37% | — | HELD |
| 32 | IAU | ISHARES GOLD TR | $77.30 | 1.66% | — | — | $350K | 0.37% | — | HELD |
| 33 | JNJ | JOHNSON & JOHNSON | $255.82 | -3.66% | — | — | $345K | 0.37% | — | HELD |
| 34 | VGT | VANGUARD WORLD FD | $113.58 | 4.97% | — | — | $324K | 0.34% | — | HELD |
| 35 | VZ | VERIZON COMMUNICATIONS INC | $46.11 | -2.35% | — | — | $319K | 0.34% | — | HELD |
| 36 | EFIV | SPDR SERIES TRUST | $71.91 | 2.26% | — | — | $314K | 0.33% | — | HELD |
| 37 | SCHB | SCHWAB STRATEGIC TR | $28.68 | 1.63% | — | — | $309K | 0.33% | — | HELD |
| 38 | IWV | ISHARES TR | $422.43 | 1.59% | — | — | $292K | 0.31% | — | HELD |
| 39 | GOOGL | ALPHABET INC | $333.66 | -0.91% | — | — | $290K | 0.31% | — | HELD |
| 40 | IJR | ISHARES TR | $145.50 | 0.82% | — | — | $278K | 0.30% | — | HELD |
| 41 | VIG | VANGUARD SPECIALIZED FUNDS | $240.06 | 0.63% | — | — | $266K | 0.28% | — | HELD |
| 42 | LLY | ELI LILLY & CO | $1154.97 | -4.55% | — | — | $261K | 0.28% | — | HELD |
| 43 | DE | DEERE & CO | $599.47 | -1.88% | — | — | $257K | 0.27% | — | HELD |
| 44 | GLDM | WORLD GOLD TR | $81.33 | 1.64% | — | — | $253K | 0.27% | — | HELD |
| 45 | IBDU | ISHARES TR | $23.08 | 0.09% | — | — | $249K | 0.26% | — | HELD |
| 46 | VTEB | VANGUARD MUN BD FDS | $49.65 | -0.10% | — | — | $246K | 0.26% | — | HELD |
| 47 | CIBR | FIRST TR EXCHANGE-TRADED FD | $90.02 | 1.39% | — | — | $243K | 0.26% | — | HELD |
| 48 | IBDS | ISHARES TR | $24.19 | 0.00% | — | — | $241K | 0.26% | — | HELD |
| 49 | IJH | ISHARES TR | $75.35 | 0.83% | — | — | $236K | 0.25% | — | HELD |
| 50 | TRV | TRAVELERS COMPANIES INC | $375.99 | -3.35% | — | — | $235K | 0.25% | — | HELD |
| 51 | XLY | SELECT SECTOR SPDR TR | $112.39 | 0.70% | — | — | $233K | 0.25% | — | HELD |
| 52 | SCHF | SCHWAB STRATEGIC TR | $27.59 | 3.18% | — | — | $226K | 0.24% | — | HELD |
| 53 | VOO | VANGUARD INDEX FDS | $681.79 | 1.66% | — | — | $219K | 0.23% | — | HELD |
| 54 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $211K | 0.22% | — | HELD |
| 55 | SCHD | SCHWAB STRATEGIC TR | $33.41 | -1.24% | — | — | $206K | 0.22% | — | HELD |
| 56 | VOOV | VANGUARD ADMIRAL FDS INC | $224.10 | -0.10% | — | — | $204K | 0.22% | — | HELD |
| 57 | ICF | ISHARES TR | $69.34 | -1.56% | — | — | $204K | 0.22% | — | HELD |
| 58 | AMZN | AMAZON COM INC | $235.50 | 3.90% | — | — | $202K | 0.21% | — | HELD |
Source: SEC EDGAR · accession 0002109156-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.