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Briggs Wealth Management, Inc 13F Holdings & Position Changes (Q2 2026)
Briggs Wealth Management, IncCIK: 0002109156
Momentum followerConcentrated strategySector-focused
Total reported value
$109.5M
Reporting period: 2026-06-30 · Number of holdings: 61
Briggs Wealth Management, Inc disclosed 61 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $109.5M and a quarterly turnover rate of 18.6%.
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Personality snowflake
- Concentration
- 92.82
- Portfolio Stability
- 18.56
- Momentum
- 100
- Sector conviction
- 69.28
- Diversification
- 100
- Sizing Uniformity
- 63.43
Briggs Wealth Management, Inc's disclosed holdings carry a Herfindahl concentration index of 0.232 — mathematically equivalent to about 4 equally-sized positions, well below its 61 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 3.66), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 4% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd PVAL
+116.6% $1.5M
Trim VTI
-1.1% $6.2M
Add VXUS
+14.6% $2.0M
Sold out VEA
Trim BND
+8.6% $519.9K
New buy DFAX
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 46.36% | -0.87% | -1.14% | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-Other | 8.57% | +0.73% | +14.65% | |
| 3 | BND | Vanguard Total Bond Market | ETF-Other | 6.22% | -0.46% | +8.60% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.82% | -0.11% | -1.79% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-Other | 3.71% | +0.08% | +2.62% | |
| 6 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 2.36% | +1.21% | +116.59% | |
| 7 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 2.02% | — | +3.63% | |
| 8 | VXF | Vanguard Extended Market ETF | ETF-Other | 2.01% | +0.05% | -0.48% | |
| 9 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.58% | -0.07% | +0.04% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.30% | -0.12% | -2.57% | |
| 11 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 1.26% | -0.28% | -4.60% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.18% | -0.02% | +0.02% | |
| 13 | VTV | Vanguard Value ETF | ETF-Other | 0.97% | -0.04% | — | |
| 14 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.91% | -0.05% | -7.01% | |
| 15 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.81% | -0.04% | — | |
| 16 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.73% | -0.22% | -9.88% | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.71% | -0.02% | +299.88% | |
| 18 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.70% | -0.01% | +1.39% | |
| 19 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.69% | +0.14% | +2.54% | |
| 20 | IBIF | Ishares Ibonds Oct 2029 Tt | ETF-Other | 0.67% | +0.28% | +97.74% | |
| 21 | VV | Vanguard Large-cap ETF | ETF-Other | 0.66% | — | — | |
| 22 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 0.64% | -0.04% | -10.14% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.58% | -0.01% | -0.23% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.58% | -0.07% | +3.04% | |
| 25 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.57% | +0.05% | +8.26% | |
| 26 | IBIE | Ishares Ibonds Oct 2028 Tt | ETF-Other | 0.55% | +0.06% | +31.60% | |
| 27 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 0.55% | -0.14% | -7.64% | |
| 28 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.46% | +0.46% | NEW | |
| 29 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.45% | -0.05% | — | |
| 30 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.41% | +0.07% | +718.32% | |
| 31 | VIOV | Vanguard S&p Small-cap 600 V | ETF-Other | 0.36% | +0.36% | NEW | |
| 32 | IDA | Idacorp Inc | Stock-Utilities | 0.34% | -0.03% | — | |
| 33 | EFIV | Ss Spdr S&p 500 Esg ETF | ETF-Large Cap & Growth | 0.33% | — | +0.97% | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.33% | +0.02% | — | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.33% | -0.04% | — | |
| 36 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.33% | — | +0.08% | |
| 37 | VUG | Vanguard Growth ETF | ETF-Other | 0.32% | +0.32% | NEW | |
| 38 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.30% | — | — | |
| 39 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 0.30% | +0.30% | NEW | |
| 40 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.27% | -0.04% | -10.41% | |
| 41 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.27% | -0.01% | — | |
| 42 | DE | Deere & Co | Stock-Industrials | 0.26% | -0.01% | — | |
| 43 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.26% | — | -17.36% | |
| 44 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.25% | +0.25% | NEW | |
| 45 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.25% | — | — | |
| 46 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.25% | -0.09% | — | |
| 47 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.24% | -0.01% | — | |
| 48 | CAT | Caterpillar Inc | Stock-Industrials | 0.24% | +0.24% | NEW | |
| 49 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.23% | -0.01% | — | |
| 50 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.23% | -0.02% | — |
1–50 of 61
Portfolio Performance
Performance for Q3 2026
+2.3%
Performance Last 4 Quarters
+10%
- Stdev
- +15.8%
- Beta
- +0.84
- Alpha
- -0.5%
- Max Drawdown
- -0.4%
- Annualized Perf
- +21.1%
- Batting Avg vs S&P
- +50%
- Sortino
- +2.93
- Stutzer
- +0.41
- Treynor
- +0.24
- Sterling
- —
- Calmar
- +47.18
- Information Ratio
- -1.26
- Tracking Error
- +3.5%
- Stdev Down
- +6.9%
- Winning Months %
- +50%
- Losing Months %
- +50%
- Best 12 Months
- —
- Worst 12 Months
- —
- Efficiency Ratio
- +0.48
- Sharpe
- +1.29
- Stdev Sectors
- +11.2%
- Skewness
- +0.06
- Kurtosis
- -0.78
- Upside Potential
- +4.47
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
Briggs Wealth Management, Inc's most significant position changes for 2026-06-30: Sold out: Vanguard Ftse Developed ETF (VEA); New buy: Dimensional World Ex US Core (DFAX); Sold out: Vanguard Ftse Emerging Marke (VWO); New buy: Vanguard S&p Small-cap 600 V (VIOV); New buy: Vanguard Growth ETF (VUG).
1–50 of 65
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Filing History
FAQ
What is Briggs Wealth Management, Inc and what type of investor is it?
Briggs Wealth Management, Inc is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $109.5M, spread across 61 disclosed positions.
What are Briggs Wealth Management, Inc's largest equity positions?
Based on the latest 13F filing, Briggs Wealth Management, Inc's top holdings by market value are:
1. Vanguard Total Stock Mkt ETF (VTI) — $50.8M (46.4%)
2. Vanguard Total Intl Stock (VXUS) — $9.4M (8.6%)
3. Vanguard Total Bond Market (BND) — $6.8M (6.2%)
4. Ss Spdr S&p 500 ETF Trust-us (SPY) — $4.2M (3.8%)
5. Vanguard Small-cap ETF (VB) — $4.1M (3.7%)
What changes did Briggs Wealth Management, Inc make in its most recent portfolio filing?
In the latest reported quarter, Briggs Wealth Management, Inc made 41 notable position adjustments: 7 new positions were initiated, 17 existing holdings were added to, 13 positions were partially reduced, and 4 were completely exited. The largest of these moves: Sold out: Vanguard Ftse Developed ETF (VEA); New buy: Dimensional World Ex US Core (DFAX); Sold out: Vanguard Ftse Emerging Marke (VWO); New buy: Vanguard S&p Small-cap 600 V (VIOV); New buy: Vanguard Growth ETF (VUG)
What sectors does Briggs Wealth Management, Inc focus on?
Briggs Wealth Management, Inc is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 40.1%
• Industrials: 15.9%
• Communication Services: 13.2%
• Health Care: 12.7%
• Utilities: 7.8%
• Financials: 5.6%
Investment Profile
Briggs Wealth Management, Inc returned an annualized 21.1% over the trailing 6 months — underperforming the S&P 500 by 0.5 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.84 (less volatile than the market) and a 50% quarterly batting average against the index.
Its portfolio is concentrated and long-term-holding, with 40.1% of the portfolio concentrated in Information Technology.
Its turnover score has risen from 0 to 19 over the past 2 quarters — a shift toward more active trading.
It has added to its VXUS position over the past two quarters (+$3.4M, now $9.4M), while trimming SGOV over the same stretch (-$694.7K, still holding $805.1K).
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