Q3 2026 13F · SEC CIK 2109156

Briggs Wealth Management, Inc

Wealth managerFiled 2026-10-26 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $113.5M
Reported positions: 62
Holdings vs S&P 500, 3 yrs: —
Assets under management: $362.0M

Briggs Wealth Management, Inc is a wealth manager that reported 62 positions worth $113.5M in its Q3 2026 13F, filed 2026-10-26. Its largest holdings were Vanguard Index Fds (VTI, 45.8%), Vanguard Star Fds (VXUS, 8.7%), Vanguard Bd Index Fds (BND, 4.3%).

Briggs Wealth Management, Inc holdings largest 50 of 62 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Briggs Wealth Management, Inc 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
VTIVanguard Index Fds	45.8%	46.4%	138,738	+1.1%	$51.9M
VXUSVanguard Star Fds	8.7%	8.6%	116,397	+6.0%	$9.9M
BNDVanguard Bd Index Fds	4.3%	6.2%	69,976	-24.6%	$4.9M
SPYState Str Spdr S&p 500 ETF T	3.8%	3.8%	5,601	+0.0%	$4.3M
VBVanguard Index Fds	3.7%	3.7%	14,612	+9.0%	$4.2M
VVVanguard Index Fds	2.9%	0.7%	9,272	+343.6%	$3.3M
FNDXSchwab Strategic Tr	2.5%	2.0%	88,559	+24.7%	$2.8M
PVALPutnam Focused Large Capvalue ETF	2.4%	2.4%	50,984	+0.3%	$2.7M
VXFVanguard Index Fds	1.8%	2.0%	8,933	+0.0%	$2.1M
VEUVanguard Intl Equity Index F	1.5%	1.6%	20,716	+0.0%	$1.7M
AAPLApple Inc	1.3%	1.2%	4,449	+0.0%	$1.5M
RYTInvesco Exchange Traded Fd T	1.2%	0.7%	21,234	+82.1%	$1.4M
VTVVanguard Index Fds	1.2%	1.0%	6,428	+31.9%	$1.4M
IBDTIshares Ibonds Dec 2028 Term Corporate E	1.1%	1.3%	52,274	-4.3%	$1.3M
VNQVanguard Index Fds	1.1%	1.3%	13,591	-7.7%	$1.2M
VOTVanguard Index Fds	0.8%	0.9%	3,262	+0.0%	$953K
MSFTMicrosoft Corp	0.8%	0.6%	1,694	+0.0%	$869K
RSPInvesco Exchange Traded Fd T	0.8%	0.8%	4,154	+0.0%	$864K
VONGVanguard Scottsdale Fds	0.8%	—	6,657	—	$858K
SCHGSchwab Strategic Tr	0.7%	0.6%	21,467	+17.0%	$771K
IVVIshares Tr	0.6%	0.6%	851	-0.2%	$651K
DFAXDimensional ETF Trust	0.6%	0.5%	17,592	+28.8%	$651K
TDIVFirst Tr Exchange Traded Fd	0.6%	0.6%	5,619	-8.0%	$634K
SGOVIshares Tr	0.6%	0.7%	6,296	-21.3%	$634K
IBIFIshares Tr	0.5%	0.7%	23,902	-14.5%	$607K
TBILRbb Fd Inc	0.5%	0.6%	10,892	-9.9%	$543K
USMVIshares Tr	0.4%	0.5%	5,107	+0.0%	$498K
IBIEIshares Tr	0.4%	0.6%	19,166	-16.7%	$492K
VEAVanguard Ftse Developed Markets Index Fu	0.4%	—	6,215	—	$439K
VOVanguard Index Fds	0.4%	0.7%	5,557	-42.2%	$436K
PDBCInvesco Actvely Mngd Etc Fd	0.4%	0.3%	20,901	+2.3%	$403K
XLGInvesco Exchange Traded Fd T	0.4%	0.7%	6,297	-49.4%	$401K
JNJJohnson & Johnson	0.3%	0.3%	1,410	+0.0%	$373K
EFIVSpdr Series Trust	0.3%	0.3%	5,019	+0.0%	$372K
SCHBSchwab Strategic Tr	0.3%	0.3%	12,286	-0.2%	$360K
GOOGLAlphabet Inc	0.3%	0.3%	1,009	+0.0%	$347K
VIOVVanguard S&p 600 Small Cap Value- ETF	0.3%	0.4%	3,034	-8.8%	$334K
CIBRFirst Tr Exchange-Traded Fd	0.3%	0.3%	3,200	+0.0%	$330K
IDAIdacorp Inc	0.3%	0.3%	2,467	+0.0%	$323K
VGTVanguard World Fd	0.3%	0.4%	2,524	-33.5%	$317K
DEDeere & Co	0.3%	0.3%	456	+0.0%	$306K
IWVIshares Tr	0.3%	0.3%	706	+0.0%	$305K
IJRIshares Tr	0.3%	0.3%	2,238	+0.0%	$304K
VZVerizon Communications Inc	0.3%	0.2%	6,354	+0.0%	$291K
VIGVanguard Specialized Funds	0.3%	0.3%	1,237	+0.0%	$289K
TRVTravelers Companies Inc	0.3%	0.2%	807	+0.0%	$288K
DFIVDimensional ETF Trust	0.2%	—	4,664	—	$261K
IJHIshares Tr	0.2%	0.2%	3,500	+0.0%	$252K
MTUMIshares Tr	0.2%	0.2%	791	+0.0%	$251K
SCHFSchwab Strategic Tr	0.2%	0.2%	9,115	+0.0%	$250K

What Briggs Wealth Management, Inc bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

VV Vanguard Index Fds+343.6% shares
RYT Invesco Exchange Traded Fd T+82.1% shares
VTV Vanguard Index Fds+31.9% shares
DFAX Dimensional ETF Trust+28.8% shares
FNDX Schwab Strategic Tr+24.7% shares
SCHG Schwab Strategic Tr+17.0% shares
VB Vanguard Index Fds+9.0% shares
VXUS Vanguard Star Fds+6.0% shares

Reduced

XLG Invesco Exchange Traded Fd T-49.4% shares
VO Vanguard Index Fds-42.2% shares
VGT Vanguard World Fd-33.5% shares
BND Vanguard Bd Index Fds-24.6% shares
SGOV Ishares Tr-21.3% shares
IBIE Ishares Tr-16.7% shares
IBIF Ishares Tr-14.5% shares
TBIL Rbb Fd Inc-9.9% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$113.5M	62
Q2 2026	$109.5M	61
Q1 2026	$94.3M	58
Q4 2025	$93.0M	54

Questions about Briggs Wealth Management, Inc's portfolio

What stocks does Briggs Wealth Management, Inc own?

Briggs Wealth Management, Inc's latest 13F, for Q3 2026 and filed Oct 26, 2026, lists 62 positions worth $113.5M. The largest are Vanguard Index Fds (VTI) at 45.8%, Vanguard Star Fds (VXUS) at 8.7%, Vanguard Bd Index Fds (BND) at 4.3%, State Str Spdr S&p 500 ETF T (SPY) at 3.8% and Vanguard Index Fds (VB) at 3.7%.

What did Briggs Wealth Management, Inc buy last quarter?

In Q3 2026, Briggs Wealth Management, Inc added Vanguard Index Fds (VV) (+343.6% shares), Invesco Exchange Traded Fd T (RYT) (+82.1% shares) and Vanguard Index Fds (VTV) (+31.9% shares), compared with its Q2 2026 filing.

What did Briggs Wealth Management, Inc sell last quarter?

In Q3 2026, Briggs Wealth Management, Inc cut from its top 50 Vanguard Index Fds (VUG), cut from its top 50 Caterpillar Inc (CAT), cut from its top 50 Select Sector Spdr Tr (XLY), Invesco Exchange Traded Fd T (XLG) (-49.4% shares), Vanguard Index Fds (VO) (-42.2% shares) and Vanguard World Fd (VGT) (-33.5% shares), compared with its Q2 2026 filing.

When is Briggs Wealth Management, Inc's next 13F filing due?

13F filings are due 45 days after each quarter ends. Briggs Wealth Management, Inc's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Briggs Wealth Management, Inc manage?

Briggs Wealth Management, Inc reported $362.0M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $113.5M.