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CIK: 0002109156
Total reported value
$109.5M
$109.5M
58 檔
59.7%
In Q1 2026, Briggs Wealth Management, Inc's U.S. equity holdings reached a combined market value of $109.5M, distributed across 58 disclosed stock positions.
Briggs Wealth Management, Inc executed strategic sector rebalancing during Q1 2026, establishing 7 new positions while fully exiting 3 holdings and trimming 16 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 47.23% | -0.87% | +2.47% | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-Other | 7.84% | +0.73% | +21.65% | |
| 3 | BND | Vanguard Total Bond Market | ETF-Other | 6.68% | -0.46% | +1.52% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.93% | -0.11% | -1.25% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-Other | 3.63% | +0.08% | +2.28% | |
| 6 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 2.02% | — | -6.52% | |
| 7 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.96% | +0.05% | -4.31% | |
| 8 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.65% | -0.07% | +1.17% | |
| 9 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 1.54% | -0.28% | +5.94% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.42% | -0.12% | — | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.20% | -0.02% | — | |
| 12 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 1.15% | +1.21% | — | |
| 13 | VTV | Vanguard Value ETF | ETF-Other | 1.01% | -0.04% | -11.67% | |
| 14 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.96% | -0.05% | — | |
| 15 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.95% | -0.22% | -40.61% | |
| 16 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.85% | -0.04% | — | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.73% | -0.02% | -6.57% | |
| 18 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.71% | -0.01% | +100.23% | |
| 19 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 0.69% | -0.14% | -23.36% | |
| 20 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 0.68% | -0.04% | +0.15% | |
| 21 | VV | Vanguard Large-cap ETF | ETF-Other | 0.66% | — | — | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.65% | -0.07% | — | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.59% | -0.01% | -0.23% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.56% | -0.56% | EXIT | |
| 25 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.55% | +0.14% | +0.02% | |
| 26 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.52% | +0.05% | — | |
| 27 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.50% | -0.05% | -2.95% | |
| 28 | IBIE | Ishares Ibonds Oct 2028 Tt | ETF-Other | 0.49% | +0.06% | — | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.45% | -0.45% | EXIT | |
| 30 | IBIF | Ishares Ibonds Oct 2029 Tt | ETF-Other | 0.39% | +0.28% | — | |
| 31 | IDA | Idacorp Inc | Stock-Utilities | 0.37% | -0.03% | — | |
| 32 | IAU | Ishares Gold Trust | ETF-Commodities | 0.37% | -0.37% | EXIT | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.37% | -0.04% | — | |
| 34 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.34% | +0.07% | -24.92% | |
| 35 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.34% | -0.09% | — | |
| 36 | EFIV | Ss Spdr S&p 500 Esg ETF | ETF-Large Cap & Growth | 0.33% | — | — | |
| 37 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.33% | — | +2.60% | |
| 38 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.31% | -0.04% | — | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.31% | +0.02% | -12.94% | |
| 40 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.30% | — | — | |
| 41 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.28% | -0.01% | — | |
| 42 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.28% | -0.05% | — | |
| 43 | DE | Deere & Co | Stock-Industrials | 0.27% | -0.01% | -12.14% | |
| 44 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.27% | -0.07% | -18.12% | |
| 45 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.26% | -0.03% | — | |
| 46 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.26% | -0.03% | — | |
| 47 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.26% | — | +2.43% | |
| 48 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.26% | -0.04% | — | |
| 49 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.25% | — | — | |
| 50 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.25% | -0.01% | — |
According to official SEC Form 13F filings, Briggs Wealth Management, Inc reported a total U.S. public equity portfolio value of $109.5M across 58 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, VXUS, BND) accounted for 59.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
PVAL
市值: $1.1M
Top Position Liquidated / Trimmed
VUG
前期市值: $379.3K
During Q1 2026, Briggs Wealth Management, Inc's top holdings by market value included VTI (47.2%)、VXUS (7.8%)、BND (6.7%). The largest single position, VTI, represented 47.2% of total portfolio value.
In Q1 2026, Briggs Wealth Management, Inc made 38 total portfolio adjustments, initiating 7 new buys, adding to 12 positions, trimming 16 holdings, and fully liquidating 3 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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