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CIK: 0002109156
Total reported value
$113.5M
$113.5M
61 檔
66.3%
During the Q2 2026 filing period, Briggs Wealth Management, Inc (CIK: 0002109156) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $113.5M across 61 reported positions.
In Q2 2026, Briggs Wealth Management, Inc displayed an active expansion posture, initiating 7 new positions and adding to 17 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 46.36% | -0.60% | -1.14% | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-Other | 8.57% | +0.15% | +14.65% | |
| 3 | BND | Vanguard Total Bond Market | ETF-Other | 6.22% | -1.89% | +8.60% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.82% | -0.05% | -1.79% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-Other | 3.71% | -0.05% | +2.62% | |
| 6 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 2.36% | — | +116.59% | |
| 7 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 2.02% | +0.44% | +3.63% | |
| 8 | VXF | Vanguard Extended Market ETF | ETF-Other | 2.01% | -0.19% | -0.48% | |
| 9 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.58% | -0.06% | +0.04% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.30% | -0.23% | -2.57% | |
| 11 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 1.26% | -0.11% | -4.60% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.18% | +0.13% | +0.02% | |
| 13 | VTV | Vanguard Value ETF | ETF-Other | 0.97% | +0.25% | — | |
| 14 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.91% | -0.07% | -7.01% | |
| 15 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.81% | -0.05% | — | |
| 16 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.73% | -0.17% | -9.88% | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.71% | -0.33% | +299.88% | |
| 18 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.70% | -0.35% | +1.39% | |
| 19 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.69% | +0.54% | +2.54% | |
| 20 | IBIF | Ishares Ibonds Oct 2029 Tt | ETF-Other | 0.67% | -0.13% | +97.74% | |
| 21 | VV | Vanguard Large-cap ETF | ETF-Other | 0.66% | +2.22% | — | |
| 22 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 0.64% | -0.08% | -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% | +0.19% | +3.04% | |
| 25 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.57% | +0.11% | +8.26% | |
| 26 | IBIE | Ishares Ibonds Oct 2028 Tt | ETF-Other | 0.55% | -0.12% | +31.60% | |
| 27 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 0.55% | -0.07% | -7.64% | |
| 28 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.46% | +0.11% | — | |
| 29 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.45% | -0.01% | — | |
| 30 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.41% | -0.13% | +718.32% | |
| 31 | VIOV | Vanguard S&p Small-cap 600 V | ETF-Other | 0.36% | -0.07% | — | |
| 32 | IDA | Idacorp Inc | Stock-Utilities | 0.34% | -0.06% | — | |
| 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% | — | — | |
| 36 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.33% | -0.01% | +0.08% | |
| 37 | VUG | Vanguard Growth ETF | ETF-Other | 0.32% | -0.32% | EXIT | |
| 38 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.30% | -0.03% | — | |
| 39 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 0.30% | +0.06% | — | |
| 40 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.27% | — | -10.41% | |
| 41 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.27% | -0.02% | — | |
| 42 | DE | Deere & Co | Stock-Industrials | 0.26% | +0.01% | — | |
| 43 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.26% | +0.03% | -17.36% | |
| 44 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.25% | -0.03% | — | |
| 45 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.25% | -0.03% | — | |
| 46 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.25% | +0.01% | — | |
| 47 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.24% | +0.01% | — | |
| 48 | CAT | Caterpillar Inc | Stock-Industrials | 0.24% | -0.24% | EXIT | |
| 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% | — |
According to official SEC Form 13F filings, Briggs Wealth Management, Inc reported a total U.S. public equity portfolio value of $113.5M across 61 disclosed positions in Q2 2026.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, VXUS, BND) accounted for 66.3% of total reported equity market value during Q2 2026.
Top New Position Initiated
DFAX
市值: $503.1K
Top Position Liquidated / Trimmed
VEA
前期市值: $525.9K
During Q2 2026, Briggs Wealth Management, Inc's top holdings by market value included VTI (46.4%)、VXUS (8.6%)、BND (6.2%). The largest single position, VTI, represented 46.4% of total portfolio value.
In Q2 2026, Briggs Wealth Management, Inc made 41 total portfolio adjustments, initiating 7 new buys, adding to 17 positions, trimming 13 holdings, and fully liquidating 4 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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