Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Vanguard Index FdsTOTAL STK MKT | TOTAL STK MKT | $50.8M | 46.4% |
| Vanguard Star FdsVG TL INTL STK F | VG TL INTL STK F | $9.39M | 8.6% |
| Vanguard BD Index FdsTOTAL BND MRKT | TOTAL BND MRKT | $6.81M | 6.2% |
| State Str SPDR S&P 500 ETF TTR UNIT | TR UNIT | $4.18M | 3.8% |
| Vanguard Index FdsSMALL CP ETF | SMALL CP ETF | $4.06M | 3.7% |
| Putnam ETF TrustFOCUSED LAR CAP | FOCUSED LAR CAP | $2.59M | 2.4% |
| Schwab Strategic TRFUNDAMENTAL US L | FUNDAMENTAL US L | $2.21M | 2.0% |
| Vanguard Index FdsEXTEND MKT ETF | EXTEND MKT ETF | $2.2M | 2.0% |
| Vanguard Intl Equity Index FALLWRLD EX US | ALLWRLD EX US | $1.73M | 1.6% |
| Vanguard Index FdsREAL ESTATE ETF | REAL ESTATE ETF | $1.42M | 1.3% |
| iShares TRIBDS DEC28 ETF | IBDS DEC28 ETF | $1.38M | 1.3% |
| Apple Inc.COM | COM | $1.29M | 1.2% |
| Vanguard Index FdsVALUE ETF | VALUE ETF | $1.06M | 1.0% |
| Vanguard Index FdsMCAP GR IDXVIP | MCAP GR IDXVIP | $999K | 0.9% |
| Invesco Exchange Traded FD TS&P500 EQL WGT | S&P500 EQL WGT | $884K | 0.8% |
| iShares TR0-3 MTH TREASURY | 0-3 MTH TREASURY | $805K | 0.7% |
| Vanguard Index FdsMID CAP ETF | MID CAP ETF | $775K | 0.7% |
| Invesco Exchange Traded FD TS&P 500 TOP 50 | S&P 500 TOP 50 | $763K | 0.7% |
| Invesco Exchange Traded FD TS&P500 EQL TEC | S&P500 EQL TEC | $752K | 0.7% |
| iShares TRIBONDS OCT 2029 | IBONDS OCT 2029 | $735K | 0.7% |
| Vanguard Index FdsLARGE CAP ETF | LARGE CAP ETF | $719K | 0.7% |
| First TR Exchange Traded FDNASD TECH DIV | NASD TECH DIV | $702K | 0.6% |
| iShares TRCORE S&P500 ETF | CORE S&P500 ETF | $639K | 0.6% |
| Microsoft Corp.COM | COM | $632K | 0.6% |
| Schwab Strategic TRUS LCAP GR ETF | US LCAP GR ETF | $621K | 0.6% |
| iShares TRIBONDS OCT 2028 | IBONDS OCT 2028 | $605K | 0.6% |
| Rbb FD Inc.F/M US TREASURY | F/M US TREASURY | $603K | 0.6% |
| Dimensional ETF TrustWORLD EX US CORE | WORLD EX US CORE | $503K | 0.5% |
| iShares TRMSCI USA MIN ETF | MSCI USA MIN ETF | $493K | 0.4% |
| Vanguard World FDINF TECH ETF | INF TECH ETF | $454K | 0.4% |
| Vanguard Admiral Fds Inc.SMLCP 600 VAL | SMLCP 600 VAL | $390K | 0.4% |
| Idacorp Inc.COM | COM | $373K | 0.3% |
| SPDR Series TrustSPDR S&P 500 ESG | SPDR S&P 500 ESG | $366K | 0.3% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $361K | 0.3% |
| Johnson & JohnsonCOM | COM | $358K | 0.3% |
| Schwab Strategic TRUS BRD MKT ETF | US BRD MKT ETF | $357K | 0.3% |
| Vanguard Index FdsGROWTH ETF | GROWTH ETF | $354K | 0.3% |
| iShares TRCORE S&P SCP ETF | CORE S&P SCP ETF | $332K | 0.3% |
| Invesco Actvely Mngd Etc FDOPTIMUM YIELD | OPTIMUM YIELD | $325K | 0.3% |
| iShares TRRUSSELL 3000 ETF | RUSSELL 3000 ETF | $301K | 0.3% |
| Vanguard Specialized FundsDIV APP ETF | DIV APP ETF | $293K | 0.3% |
| Deere & COCOM | COM | $289K | 0.3% |
| First TR Exchange-traded FDNASDAQ CYB ETF | NASDAQ CYB ETF | $287K | 0.3% |
| iShares TRMSCI USA MMENTM | MSCI USA MMENTM | $271K | 0.2% |
| iShares TRCORE S&P MCP ETF | CORE S&P MCP ETF | $270K | 0.2% |
| Verizon Communications Inc.COM | COM | $269K | 0.2% |
| Travelers Companies Inc.COM | COM | $266K | 0.2% |
| Caterpillar Inc.COM | COM | $262K | 0.2% |
| Schwab Strategic TRINTL EQTY ETF | INTL EQTY ETF | $252K | 0.2% |
| Select Sector SPDR TRST STR DISCR ETF | ST STR DISCR ETF | $251K | 0.2% |
Vanguard Index FdsTOTAL STK MKT$50.8M
- Class
- TOTAL STK MKT
- Share
- 46.4%
Vanguard Star FdsVG TL INTL STK F$9.39M
- Class
- VG TL INTL STK F
- Share
- 8.6%
Vanguard BD Index FdsTOTAL BND MRKT$6.81M
- Class
- TOTAL BND MRKT
- Share
- 6.2%
State Str SPDR S&P 500 ETF TTR UNIT$4.18M
- Class
- TR UNIT
- Share
- 3.8%
Vanguard Index FdsSMALL CP ETF$4.06M
- Class
- SMALL CP ETF
- Share
- 3.7%
Putnam ETF TrustFOCUSED LAR CAP$2.59M
- Class
- FOCUSED LAR CAP
- Share
- 2.4%
Schwab Strategic TRFUNDAMENTAL US L$2.21M
- Class
- FUNDAMENTAL US L
- Share
- 2.0%
Vanguard Index FdsEXTEND MKT ETF$2.2M
- Class
- EXTEND MKT ETF
- Share
- 2.0%
Vanguard Intl Equity Index FALLWRLD EX US$1.73M
- Class
- ALLWRLD EX US
- Share
- 1.6%
Vanguard Index FdsREAL ESTATE ETF$1.42M
- Class
- REAL ESTATE ETF
- Share
- 1.3%
iShares TRIBDS DEC28 ETF$1.38M
- Class
- IBDS DEC28 ETF
- Share
- 1.3%
Apple Inc.COM$1.29M
- Class
- COM
- Share
- 1.2%
Vanguard Index FdsVALUE ETF$1.06M
- Class
- VALUE ETF
- Share
- 1.0%
Vanguard Index FdsMCAP GR IDXVIP$999K
- Class
- MCAP GR IDXVIP
- Share
- 0.9%
Invesco Exchange Traded FD TS&P500 EQL WGT$884K
- Class
- S&P500 EQL WGT
- Share
- 0.8%
iShares TR0-3 MTH TREASURY$805K
- Class
- 0-3 MTH TREASURY
- Share
- 0.7%
Vanguard Index FdsMID CAP ETF$775K
- Class
- MID CAP ETF
- Share
- 0.7%
Invesco Exchange Traded FD TS&P 500 TOP 50$763K
- Class
- S&P 500 TOP 50
- Share
- 0.7%
Invesco Exchange Traded FD TS&P500 EQL TEC$752K
- Class
- S&P500 EQL TEC
- Share
- 0.7%
iShares TRIBONDS OCT 2029$735K
- Class
- IBONDS OCT 2029
- Share
- 0.7%
Vanguard Index FdsLARGE CAP ETF$719K
- Class
- LARGE CAP ETF
- Share
- 0.7%
First TR Exchange Traded FDNASD TECH DIV$702K
- Class
- NASD TECH DIV
- Share
- 0.6%
iShares TRCORE S&P500 ETF$639K
- Class
- CORE S&P500 ETF
- Share
- 0.6%
Microsoft Corp.COM$632K
- Class
- COM
- Share
- 0.6%
Schwab Strategic TRUS LCAP GR ETF$621K
- Class
- US LCAP GR ETF
- Share
- 0.6%
iShares TRIBONDS OCT 2028$605K
- Class
- IBONDS OCT 2028
- Share
- 0.6%
Rbb FD Inc.F/M US TREASURY$603K
- Class
- F/M US TREASURY
- Share
- 0.6%
Dimensional ETF TrustWORLD EX US CORE$503K
- Class
- WORLD EX US CORE
- Share
- 0.5%
iShares TRMSCI USA MIN ETF$493K
- Class
- MSCI USA MIN ETF
- Share
- 0.4%
Vanguard World FDINF TECH ETF$454K
- Class
- INF TECH ETF
- Share
- 0.4%
Vanguard Admiral Fds Inc.SMLCP 600 VAL$390K
- Class
- SMLCP 600 VAL
- Share
- 0.4%
Idacorp Inc.COM$373K
- Class
- COM
- Share
- 0.3%
SPDR Series TrustSPDR S&P 500 ESG$366K
- Class
- SPDR S&P 500 ESG
- Share
- 0.3%
Alphabet Inc.CAP STK CL A$361K
- Class
- CAP STK CL A
- Share
- 0.3%
Johnson & JohnsonCOM$358K
- Class
- COM
- Share
- 0.3%
Schwab Strategic TRUS BRD MKT ETF$357K
- Class
- US BRD MKT ETF
- Share
- 0.3%
Vanguard Index FdsGROWTH ETF$354K
- Class
- GROWTH ETF
- Share
- 0.3%
iShares TRCORE S&P SCP ETF$332K
- Class
- CORE S&P SCP ETF
- Share
- 0.3%
Invesco Actvely Mngd Etc FDOPTIMUM YIELD$325K
- Class
- OPTIMUM YIELD
- Share
- 0.3%
iShares TRRUSSELL 3000 ETF$301K
- Class
- RUSSELL 3000 ETF
- Share
- 0.3%
Vanguard Specialized FundsDIV APP ETF$293K
- Class
- DIV APP ETF
- Share
- 0.3%
Deere & COCOM$289K
- Class
- COM
- Share
- 0.3%
First TR Exchange-traded FDNASDAQ CYB ETF$287K
- Class
- NASDAQ CYB ETF
- Share
- 0.3%
iShares TRMSCI USA MMENTM$271K
- Class
- MSCI USA MMENTM
- Share
- 0.2%
iShares TRCORE S&P MCP ETF$270K
- Class
- CORE S&P MCP ETF
- Share
- 0.2%
Verizon Communications Inc.COM$269K
- Class
- COM
- Share
- 0.2%
Travelers Companies Inc.COM$266K
- Class
- COM
- Share
- 0.2%
Caterpillar Inc.COM$262K
- Class
- COM
- Share
- 0.2%
Schwab Strategic TRINTL EQTY ETF$252K
- Class
- INTL EQTY ETF
- Share
- 0.2%
Select Sector SPDR TRST STR DISCR ETF$251K
- Class
- ST STR DISCR ETF
- Share
- 0.2%
The share class is shown on a wider screen.
The 50 largest of 61 positions by value, with holdings of the same security combined. The 61 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 2109156
- File number
- 028-26661
- Options
- 0 call, 0 put
- In the 25 largest
- 89.6%
- Prior quarter
- $94.3M at 31 March 2026
- Positions opened
- 7
- Positions closed
- 4
Common questions
What are Briggs Wealth Management’s 13F holdings worth?
$110 million across 61 positions for the quarter ended 30 June 2026.
What is Briggs Wealth Management’s largest 13F holding?
VANGUARD INDEX FDS (TOTAL STK MKT) was the largest position at $50.8 million, or 46.4% of reported 13F value, as of 30 June 2026.
How concentrated is Briggs Wealth Management’s 13F portfolio?
The ten largest positions accounted for 77.9% of reported value and the twenty-five largest for 89.6%, across 61 positions as of 30 June 2026.
Does Form 13F show everything Briggs Wealth Management manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Briggs Wealth Management file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.