CIK: 0002109156
Total reported value
$94.3M
Reporting period: 2026-03-31 · Number of holdings: 58
Briggs Wealth Management, Inc disclosed 58 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $94.3M and a quarterly turnover rate of 10.2%.
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Briggs Wealth Management, Inc's disclosed holdings carry a Herfindahl concentration index of 0.239 — mathematically equivalent to about 4 equally-sized positions, well below its 58 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 3.62), with a handful of outsized bets alongside many smaller positions.
Recent activity leans toward adding more aggressively to already-large existing positions than to newly initiated ones (a 5.5 percentage-point tilt) — a pattern consistent with a momentum-following approach.
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.
Trim VTI
+2.5% -$884.9K
Add VXUS
+21.7% $1.4M
Trim SGOV
-40.6% -$606.5K
Add XLG
+100.2% $306.3K
Trim SPY
-1.2% -$229.1K
Trim TBIL
-23.4% -$199.4K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 47.23% | -1.61% | +2.47% | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-Other | 7.84% | +1.45% | +21.65% | |
| 3 | BND | Vanguard Total Bond Market | ETF-Other | 6.68% | -0.03% | +1.52% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.93% | -0.30% | -1.25% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-Other | 3.63% | +0.09% | +2.28% | |
| 6 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 2.02% | -0.13% | -6.52% | |
| 7 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.96% | -0.15% | -4.31% | |
| 8 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.65% | +0.03% | +1.17% | |
| 9 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 1.54% | +0.06% | +5.94% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.42% | — | — | |
| 11 | AAPL | Apple INC | Stock-Tech | 1.20% | -0.10% | — | |
| 12 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 1.15% | +1.15% | NEW | |
| 13 | VTV | Vanguard Value ETF | ETF-Other | 1.01% | -0.12% | -11.67% | |
| 14 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.96% | -0.09% | — | |
| 15 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.95% | -0.66% | -40.61% | |
| 16 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.85% | — | — | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.73% | -0.07% | -6.57% | |
| 18 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.71% | +0.32% | +100.23% | |
| 19 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 0.69% | -0.23% | -23.36% | |
| 20 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 0.68% | -0.03% | +0.15% | |
| 21 | VV | Vanguard Large-cap ETF | ETF-Other | 0.66% | -0.05% | — | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.65% | -0.21% | — | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.59% | -0.04% | -0.23% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.56% | +0.01% | +0.17% | |
| 25 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.55% | — | +0.02% | |
| 26 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.52% | +0.52% | NEW | |
| 27 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.50% | -0.03% | -2.95% | |
| 28 | IBIE | Ishares Ibonds Oct 2028 Tt | ETF-Other | 0.49% | — | — | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.45% | +0.45% | NEW | |
| 30 | IBIF | Ishares Ibonds Oct 2029 Tt | ETF-Other | 0.39% | +0.39% | NEW | |
| 31 | IDA | Idacorp INC | Stock-Utilities | 0.37% | +0.03% | — | |
| 32 | IAU | Ishares Gold Trust | ETF-Commodities | 0.37% | — | -6.57% | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.37% | +0.06% | — | |
| 34 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.34% | -0.16% | -24.92% | |
| 35 | VZ | Verizon Communications INC | Stock-Comm Services | 0.34% | +0.06% | — | |
| 36 | EFIV | Ss Spdr S&p 500 Esg ETF | ETF-Large Cap & Growth | 0.33% | +0.33% | NEW | |
| 37 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.33% | — | +2.60% | |
| 38 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.31% | -0.02% | — | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.31% | -0.08% | -12.94% | |
| 40 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.30% | +0.01% | — | |
| 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% | -0.04% | -18.12% | |
| 45 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.26% | +0.26% | NEW | |
| 46 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.26% | — | — | |
| 47 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.26% | -0.03% | +2.43% | |
| 48 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.26% | — | — | |
| 49 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.25% | — | — | |
| 50 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.25% | — | — |
Performance for Q3 2026
—
Performance Last 4 Quarters
—
Based on 0 months of available history
Based on 44% of reported portfolio value with available pricing
Briggs Wealth Management, Inc's most significant position changes for 2026-03-31: New buy: Putnam Focused Lrg Cap Value (PVAL); New buy: Schwab US Large-cap Growth (SCHG); New buy: Vanguard Ftse Emerging Marke (VWO); Sold out: Vanguard Growth ETF (VUG); New buy: Ishares Ibonds Oct 2029 Tt (IBIF).
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-15 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-19 | 13F-HR | View on EDGAR |
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