Q1 2026 · 13F-HR
Briggs Wealth Management, Incholdings as filed
Filed 2026-05-15 · accession 0002109156-26-000002
$94.3M
Reported value
58
Positions
2026-03-31
Period end
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.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 922908769 | VTI | VANGUARD INDEX FDS | $44.5M | 47.2% | 138,816 | Common | NONE |
| 921909768 | VXUS | VANGUARD STAR FDS | $7.4M | 7.84% | 95,808 | Common | NONE |
| 921937835 | BND | VANGUARD BD INDEX FDS | $6.3M | 6.68% | 85,464 | Common | NONE |
| 78462F103 | SPY | STATE STR SPDR S&P 500 ETF T | $3.7M | 3.93% | 5,702 | Common | NONE |
| 922908751 | VB | VANGUARD INDEX FDS | $3.4M | 3.63% | 13,068 | Common | NONE |
| 808524771 | FNDX | SCHWAB STRATEGIC TR | $1.9M | 2.02% | 68,535 | Common | NONE |
| 922908652 | VXF | VANGUARD INDEX FDS | $1.8M | 1.96% | 8,976 | Common | NONE |
| 922042775 | VEU | VANGUARD INTL EQUITY INDEX F | $1.6M | 1.65% | 20,705 | Common | NONE |
| 46435U515 | IBDT | ISHARES TR | $1.4M | 1.54% | 57,227 | Common | NONE |
| 922908553 | VNQ | VANGUARD INDEX FDS | $1.3M | 1.42% | 15,118 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $1.1M | 1.20% | 4,447 | Common | NONE |
| 746729300 | PVAL | PUTNAM ETF TRUST | $1.1M | 1.15% | 23,465 | Common | NONE |
| 922908744 | VTV | VANGUARD INDEX FDS | $956,279 | 1.01% | 4,874 | Common | NONE |
| 922908538 | VOT | VANGUARD INDEX FDS | $902,784 | 0.96% | 3,508 | Common | NONE |
| 46436E718 | SGOV | ISHARES TR | $893,257 | 0.95% | 8,874 | Common | NONE |
| 46137V357 | RSP | INVESCO EXCHANGE TRADED FD T | $797,312 | 0.85% | 4,154 | Common | NONE |
| 922908629 | VO | VANGUARD INDEX FDS | $690,665 | 0.73% | 2,405 | Common | NONE |
| 46137V233 | XLG | INVESCO EXCHANGE TRADED FD T | $669,972 | 0.71% | 12,282 | Common | NONE |
| 74933W452 | TBIL | RBB FD INC | $652,867 | 0.69% | 13,094 | Common | NONE |
| 33738R118 | TDIV | FIRST TR EXCHANGE TRADED FD | $636,611 | 0.68% | 6,797 | Common | NONE |
| 922908637 | VV | VANGUARD INDEX FDS | $624,608 | 0.66% | 2,090 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $608,693 | 0.65% | 1,644 | Common | NONE |
| 464287200 | IVV | ISHARES TR | $558,232 | 0.59% | 855 | Common | NONE |
| 921943858 | VEA | VANGUARD TAX-MANAGED FDS | $525,935 | 0.56% | 8,207 | Common | NONE |
| 46137V282 | RSPT | INVESCO EXCHANGE TRADED FD T | $514,786 | 0.55% | 11,374 | Common | NONE |
| 808524300 | SCHG | SCHWAB STRATEGIC TR | $493,870 | 0.52% | 16,954 | Common | NONE |
| 46429B697 | USMV | ISHARES TR | $473,623 | 0.50% | 5,107 | Common | NONE |
| 46438G703 | IBIE | ISHARES TR | $458,675 | 0.49% | 17,480 | Common | NONE |
| 922042858 | VWO | VANGUARD INTL EQUITY INDEX F | $423,046 | 0.45% | 7,827 | Common | NONE |
| 46438G802 | IBIF | ISHARES TR | $371,157 | 0.39% | 14,142 | Common | NONE |
| 451107106 | IDA | IDACORP INC | $352,707 | 0.37% | 2,467 | Common | NONE |
| 464285204 | IAU | ISHARES GOLD TR | $349,554 | 0.37% | 3,965 | Common | NONE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $344,616 | 0.37% | 1,410 | Common | NONE |
| 92204A702 | VGT | VANGUARD WORLD FD | $323,742 | 0.34% | 464 | Common | NONE |
| 92343V104 | VZ | VERIZON COMMUNICATIONS INC | $318,971 | 0.34% | 6,354 | Common | NONE |
| 78468R531 | EFIV | SPDR SERIES TRUST | $313,573 | 0.33% | 4,971 | Common | NONE |
| 808524102 | SCHB | SCHWAB STRATEGIC TR | $308,801 | 0.33% | 12,303 | Common | NONE |
| 464287689 | IWV | ISHARES TR | $292,096 | 0.31% | 788 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC | $290,179 | 0.31% | 1,009 | Common | NONE |
| 464287804 | IJR | ISHARES TR | $278,206 | 0.30% | 2,238 | Common | NONE |
| 921908844 | VIG | VANGUARD SPECIALIZED FUNDS | $266,029 | 0.28% | 1,237 | Common | NONE |
| 532457108 | LLY | ELI LILLY & CO | $261,215 | 0.28% | 284 | Common | NONE |
| 244199105 | DE | DEERE & CO | $256,713 | 0.27% | 456 | Common | NONE |
| 98149E303 | GLDM | WORLD GOLD TR | $252,580 | 0.27% | 2,725 | Common | NONE |
| 46436E205 | IBDU | ISHARES TR | $248,929 | 0.26% | 10,702 | Common | NONE |
| 922907746 | VTEB | VANGUARD MUN BD FDS | $246,357 | 0.26% | 4,938 | Common | NONE |
| 33734X846 | CIBR | FIRST TR EXCHANGE-TRADED FD | $242,702 | 0.26% | 3,872 | Common | NONE |
| 46435UAA9 | IBDS | ISHARES TR | $240,873 | 0.26% | 9,937 | Common | NONE |
| 464287507 | IJH | ISHARES TR | $236,355 | 0.25% | 3,500 | Common | NONE |
| 89417E109 | TRV | TRAVELERS COMPANIES INC | $235,386 | 0.25% | 807 | Common | NONE |
| 81369Y407 | XLY | SELECT SECTOR SPDR TR | $233,217 | 0.25% | 2,140 | Common | NONE |
| 808524805 | SCHF | SCHWAB STRATEGIC TR | $225,596 | 0.24% | 9,115 | Common | NONE |
| 922908363 | VOO | VANGUARD INDEX FDS | $219,301 | 0.23% | 367 | Common | NONE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $210,848 | 0.22% | 440 | Common | NONE |
| 808524797 | SCHD | SCHWAB STRATEGIC TR | $205,801 | 0.22% | 6,708 | Common | NONE |
| 921932703 | VOOV | VANGUARD ADMIRAL FDS INC | $204,198 | 0.22% | 1,002 | Common | NONE |
| 464287564 | ICF | ISHARES TR | $203,989 | 0.22% | 3,296 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $201,814 | 0.21% | 969 | 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.