# Briggs Wealth Management, Inc

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2109156. Source: https://holderbook.com/funds/2109156-briggs-wealth-management-inc/

- Reported value: $109.5M
- Positions: 61
- Weight of the ten largest: 77.9%
- Filed: 2026-08-06

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $50.8M | 137,237 | 46.4% | 3 |
| VANGUARD STAR FDS | [VXUS](https://holderbook.com/stocks/VXUS/) | $9.4M | 109,843 | 8.6% | 3 |
| VANGUARD BD INDEX FDS | [BND](https://holderbook.com/stocks/BND/) | $6.8M | 92,814 | 6.2% | 3 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $4.2M | 5,600 | 3.8% | 3 |
| VANGUARD INDEX FDS | [VB](https://holderbook.com/stocks/VB/) | $4.1M | 13,410 | 3.7% | 3 |
| PUTNAM ETF TRUST | [PVAL](https://holderbook.com/stocks/PVAL/) | $2.6M | 50,824 | 2.4% | 2 |
| SCHWAB STRATEGIC TR | [FNDX](https://holderbook.com/stocks/FNDX/) | $2.2M | 71,026 | 2.0% | 3 |
| VANGUARD INDEX FDS | [VXF](https://holderbook.com/stocks/VXF/) | $2.2M | 8,933 | 2.0% | 3 |
| VANGUARD INTL EQUITY INDEX F | [VEU](https://holderbook.com/stocks/VEU/) | $1.7M | 20,713 | 1.6% | 3 |
| VANGUARD INDEX FDS | [VNQ](https://holderbook.com/stocks/VNQ/) | $1.4M | 14,729 | 1.3% | 3 |
| ISHARES TR | [IBDT](https://holderbook.com/stocks/IBDT/) | $1.4M | 54,595 | 1.3% | 3 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $1.3M | 4,448 | 1.2% | 3 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $1.1M | 4,874 | 1.0% | 3 |
| VANGUARD INDEX FDS | [VOT](https://holderbook.com/stocks/VOT/) | $999.2K | 3,262 | 0.9% | 3 |
| INVESCO EXCHANGE TRADED FD T | [RSP](https://holderbook.com/stocks/RSP/) | $883.9K | 4,154 | 0.8% | 3 |
| ISHARES TR | [SGOV](https://holderbook.com/stocks/SGOV/) | $805.1K | 7,997 | 0.7% | 3 |
| VANGUARD INDEX FDS | [VO](https://holderbook.com/stocks/VO/) | $774.8K | 9,617 | 0.7% | 3 |
| INVESCO EXCHANGE TRADED FD T | [XLG](https://holderbook.com/stocks/XLG/) | $762.5K | 12,453 | 0.7% | 3 |
| INVESCO EXCHANGE TRADED FD T | [RSPT](https://holderbook.com/stocks/RSPT/) | $752.3K | 11,663 | 0.7% | 3 |
| ISHARES TR | [IBIF](https://holderbook.com/stocks/IBIF/) | $735.2K | 27,965 | 0.7% | 2 |
| VANGUARD INDEX FDS | [VV](https://holderbook.com/stocks/VV/) | $718.8K | 2,090 | 0.7% | 3 |
| FIRST TR EXCHANGE-TRADED FD | [TDIV](https://holderbook.com/stocks/TDIV/) | $701.7K | 6,108 | 0.6% | 3 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $638.5K | 853 | 0.6% | 3 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $632.0K | 1,694 | 0.6% | 3 |
| SCHWAB STRATEGIC TR | [SCHG](https://holderbook.com/stocks/SCHG/) | $621.1K | 18,354 | 0.6% | 2 |
| ISHARES TR | [IBIE](https://holderbook.com/stocks/IBIE/) | $605.0K | 23,003 | 0.6% | 3 |
| RBB FD INC | [TBIL](https://holderbook.com/stocks/TBIL/) | $603.0K | 12,094 | 0.6% | 3 |
| DIMENSIONAL ETF TRUST | [DFAX](https://holderbook.com/stocks/DFAX/) | $503.1K | 13,657 | 0.5% | 1 |
| ISHARES TR | [USMV](https://holderbook.com/stocks/USMV/) | $492.6K | 5,107 | 0.4% | 3 |
| VANGUARD WORLD FD | [VGT](https://holderbook.com/stocks/VGT/) | $453.8K | 3,797 | 0.4% | 3 |
| VANGUARD ADMIRAL FDS INC | [VIOV](https://holderbook.com/stocks/VIOV/) | $390.3K | 3,326 | 0.4% | 1 |
| IDACORP INC | [IDA](https://holderbook.com/stocks/IDA/) | $373.3K | 2,467 | 0.3% | 3 |
| SPDR SERIES TRUST | [EFIV](https://holderbook.com/stocks/EFIV/) | $366.0K | 5,019 | 0.3% | 2 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $360.6K | 1,009 | 0.3% | 3 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $358.1K | 1,410 | 0.3% | 3 |
| SCHWAB STRATEGIC TR | [SCHB](https://holderbook.com/stocks/SCHB/) | $356.6K | 12,313 | 0.3% | 3 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $353.9K | 4,109 | 0.3% | 1 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $331.9K | 2,238 | 0.3% | 3 |
| INVESCO ACTVELY MNGD ETC FD | [PDBC](https://holderbook.com/stocks/PDBC/) | $324.6K | 20,440 | 0.3% | 1 |
| ISHARES TR | [IWV](https://holderbook.com/stocks/IWV/) | $301.0K | 706 | 0.3% | 3 |
| VANGUARD SPECIALIZED FUNDS | [VIG](https://holderbook.com/stocks/VIG/) | $292.7K | 1,237 | 0.3% | 3 |
| DEERE & CO | [DE](https://holderbook.com/stocks/DE/) | $289.1K | 456 | 0.3% | 3 |
| FIRST TR EXCHANGE TRADED FD | [CIBR](https://holderbook.com/stocks/CIBR/) | $287.5K | 3,200 | 0.3% | 3 |
| ISHARES TR | [MTUM](https://holderbook.com/stocks/MTUM/) | $271.2K | 791 | 0.2% | 1 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $269.9K | 3,500 | 0.2% | 3 |
| VERIZON COMMUNICATIONS INC | [VZ](https://holderbook.com/stocks/VZ/) | $269.0K | 6,354 | 0.2% | 3 |
| TRAVELERS COMPANIES INC | [TRV](https://holderbook.com/stocks/TRV/) | $266.4K | 807 | 0.2% | 3 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $262.0K | 246 | 0.2% | 1 |
| SCHWAB STRATEGIC TR | [SCHF](https://holderbook.com/stocks/SCHF/) | $252.5K | 9,115 | 0.2% | 3 |
| SELECT SECTOR SPDR TR | [XLY](https://holderbook.com/stocks/XLY/) | $251.0K | 2,140 | 0.2% | 3 |
| VANGUARD MUN BD FDS | [VTEB](https://holderbook.com/stocks/VTEB/) | $249.8K | 4,938 | 0.2% | 3 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $248.3K | 207 | 0.2% | 3 |
| ISHARES TR | [IBDU](https://holderbook.com/stocks/IBDU/) | $247.9K | 10,702 | 0.2% | 2 |
| ISHARES TR | [IBDS](https://holderbook.com/stocks/IBDS/) | $240.7K | 9,937 | 0.2% | 3 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $231.0K | 969 | 0.2% | 3 |
| ISHARES TR | [ICF](https://holderbook.com/stocks/ICF/) | $222.9K | 3,296 | 0.2% | 2 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $220.2K | 440 | 0.2% | 3 |
| VANGUARD ADMIRAL FDS INC | [VOOV](https://holderbook.com/stocks/VOOV/) | $219.6K | 1,002 | 0.2% | 3 |
| WORLD GOLD TR | [GLDM](https://holderbook.com/stocks/GLDM/) | $216.4K | 2,725 | 0.2% | 3 |
| SCHWAB STRATEGIC TR | [SCHD](https://holderbook.com/stocks/SCHD/) | $212.7K | 6,708 | 0.2% | 3 |
| MASTEC INC | [MTZ](https://holderbook.com/stocks/MTZ/) | $208.0K | 500 | 0.2% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +12.6% | +14.8% | -2.2% | 100% |
| Q1 2026 | -2.6% | -4.6% | +2.1% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $109.5M | 61 |
| Q1 2026 | $94.3M | 58 |
| Q4 2025 | $93.0M | 54 |