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CIK: 0002109156
Total reported value
$109.5M
$109.5M
54 檔
59.2%
The Q4 2025 SEC filing reveals that Briggs Wealth Management, Inc held a total portfolio value of $109.5M, covering 54 public equity positions.
During Q4 2025, Briggs Wealth Management, Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 48.84% | -0.87% | — | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 6.71% | -0.46% | — | |
| 3 | VXUS | Vanguard Total Intl Stock | ETF-Other | 6.39% | +0.73% | — | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.23% | -0.11% | — | |
| 5 | VB | Vanguard Small-cap ETF | ETF-Other | 3.54% | +0.08% | — | |
| 6 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 2.15% | — | — | |
| 7 | VXF | Vanguard Extended Market ETF | ETF-Other | 2.11% | +0.05% | — | |
| 8 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.62% | -0.07% | — | |
| 9 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.61% | -0.22% | — | |
| 10 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 1.48% | -0.28% | — | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.44% | -0.12% | — | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.30% | -0.02% | — | |
| 13 | VTV | Vanguard Value ETF | ETF-Other | 1.13% | -0.04% | — | |
| 14 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.05% | -0.05% | — | |
| 15 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 0.92% | -0.14% | — | |
| 16 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.86% | -0.04% | — | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 0.86% | -0.07% | — | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.80% | -0.02% | — | |
| 19 | VV | Vanguard Large-cap ETF | ETF-Other | 0.71% | — | — | |
| 20 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 0.71% | -0.04% | — | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.63% | -0.01% | — | |
| 22 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.56% | +0.14% | — | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.55% | -0.56% | EXIT | |
| 24 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.53% | -0.05% | — | |
| 25 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.50% | +0.07% | — | |
| 26 | IBIE | Ishares Ibonds Oct 2028 Tt | ETF-Other | 0.49% | +0.06% | — | |
| 27 | VUG | Vanguard Growth ETF | ETF-Other | 0.41% | +0.32% | NEW | |
| 28 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.39% | -0.01% | — | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.39% | +0.02% | — | |
| 30 | IAU | Ishares Gold Trust | ETF-Commodities | 0.37% | -0.37% | EXIT | |
| 31 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.34% | — | — | |
| 32 | IDA | Idacorp Inc | Stock-Utilities | 0.34% | -0.03% | — | |
| 33 | MMM | 3m Co | Stock-Industrials | 0.33% | — | — | |
| 34 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.33% | -0.05% | — | |
| 35 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.33% | -0.04% | — | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.31% | -0.04% | — | |
| 37 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.31% | -0.07% | — | |
| 38 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.29% | -0.01% | — | |
| 39 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.29% | — | — | |
| 40 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.29% | — | — | |
| 41 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.29% | -0.03% | — | |
| 42 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.28% | — | — | |
| 43 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.28% | -0.09% | — | |
| 44 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.27% | -0.02% | — | |
| 45 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.27% | -0.03% | — | |
| 46 | DE | Deere & Co | Stock-Industrials | 0.26% | -0.01% | — | |
| 47 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.26% | -0.04% | — | |
| 48 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.25% | -0.01% | — | |
| 49 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.25% | — | — | |
| 50 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.25% | -0.23% | EXIT |
According to official SEC Form 13F filings, Briggs Wealth Management, Inc reported a total U.S. public equity portfolio value of $109.5M across 54 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, BND, VXUS) accounted for 59.2% of total reported equity market value during Q4 2025.
During Q4 2025, Briggs Wealth Management, Inc's top holdings by market value included VTI (48.8%)、BND (6.7%)、VXUS (6.4%). The largest single position, VTI, represented 48.8% of total portfolio value.
In Q4 2025, Briggs Wealth Management, Inc made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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