Briggs Wealth Management, Inc — 13F Holdings

2026 Q1  ·  61 Positions

2026 Q1 Portfolio Activity

In 2026 Q1, Briggs Wealth Management, Inc maintained a portfolio of 61 distinct positions. The most significant new addition was PUTNAM ETF TRUST, now representing 1.15% of the total fund value. They heavily accumulated shares in VANGUARD STAR FDS, increasing the position by 21.7%. The fund also reduced its exposure to ISHARES TR by 40.6%.
Position History hover any row below to update
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Briggs Wealth Management, Inc AUM $91M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
To Excel To CSV
Total Positions
61
Quarter
2026 Q1
Top Holding
VTI (47.2%)
Top 10 Concentration
77.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 61
Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
VTI
VANGUARD INDEX ...
ETF 47.23% 48.84% #1
Prev: #1
6.5
—
3,347 2.5%
P
S
138,816 $44,533,700
$333.90 +9.0%
$320.81 +13.5%
2025 Q4 13F Filing 2026-03-31 2026-05-15
VXUS
VANGUARD STAR F...
Bond/Debt 7.84% 6.39% #2 1
Prev: #3
7.1
—
17,054 21.7%
P
S
95,808 $7,387,746
$75.33 +12.0%
$76.76 +9.9%
2025 Q4 13F Filing 2026-03-31 2026-05-15
BND
VANGUARD BD IND...
ETF 6.68% 6.71% #3 1
Prev: #2
4.2
—
1,280 1.5%
P
S
85,464 $6,293,559
$72.86 +1.0%
$72.90 +1.0%
2025 Q4 13F Filing 2026-03-31 2026-05-15
SPY
STATE STR SPDR ...
ETF 3.93% 4.23% #4
Prev: #4
2.6
—
-72 -1.2%
P
S
5,702 $3,707,978 2025 Q4 13F Filing 2026-03-31 2026-05-15
VB
VANGUARD INDEX ...
ETF 3.63% 3.54% #5
Prev: #5
2.5
—
291 2.3%
P
S
13,068 $3,422,788 2025 Q4 13F Filing 2026-03-31 2026-05-15
FNDX
SCHWAB STRATEGI...
Bond/Debt 2.02% 2.15% #6
Prev: #6
1.3
—
-4,783 -6.5%
P
S
68,535 $1,908,713 2025 Q4 13F Filing 2026-03-31 2026-05-15
VXF
VANGUARD INDEX ...
ETF 1.96% 2.11% #7
Prev: #7
1.3
—
-404 -4.3%
P
S
8,976 $1,847,213 2025 Q4 13F Filing 2026-03-31 2026-05-15
VEU
VANGUARD INTL E...
ETF 1.65% 1.62% #8
Prev: #8
1.2
—
240 1.2%
P
S
20,705 $1,554,918 2025 Q4 13F Filing 2026-03-31 2026-05-15
IBDT
ISHARES TR
ETF 1.54% 1.48% #9 1
Prev: #10
2.6
—
3,209 5.9%
P
S
57,227 $1,449,560 2025 Q4 13F Filing 2026-03-31 2026-05-15
VNQ
VANGUARD INDEX ...
ETF 1.42% 1.44% #10 1
Prev: #11
1.6
—
no change no change
P
S
15,118 $1,340,967 2025 Q4 13F Filing 2026-03-31 2026-05-15
AAPL
APPLE INC
Technology 1.20% 1.30% #11 1
Prev: #12
1.5
—
no change no change
P
S
4,447 $1,128,714 2025 Q4 13F Filing 2026-03-31 2026-05-15
PVAL
PUTNAM ETF TRUS...
ETF 1.15% — #12
Prev: #—
4.0
—
23,465 —
NEW
 23,465 $1,088,776 2026 Q1 13F Filing 2026-03-31 2026-05-15
VTV
VANGUARD INDEX ...
ETF 1.01% 1.13% #13
Prev: #13
0.9
—
-644 -11.7%
P
S
4,874 $956,279 2025 Q4 13F Filing 2026-03-31 2026-05-15
VOT
VANGUARD INDEX ...
ETF 0.96% 1.05% #14
Prev: #14
1.4
—
no change no change
P
S
3,508 $902,784 2025 Q4 13F Filing 2026-03-31 2026-05-15
SGOV
ISHARES TR
Bond/Debt 0.95% 1.61% #15 6
Prev: #9
0.4
—
-6,067 -40.6%
P
S
8,874 $893,257 2025 Q4 13F Filing 2026-03-31 2026-05-15
RSP
INVESCO EXCHANG...
Unknown 0.85% 0.86% #16
Prev: #16
1.3
—
no change no change
P
S
4,154 $797,312 2025 Q4 13F Filing 2026-03-31 2026-05-15
VO
VANGUARD INDEX ...
ETF 0.73% 0.80% #17 1
Prev: #18
0.8
—
-169 -6.6%
P
S
2,405 $690,665 2025 Q4 13F Filing 2026-03-31 2026-05-15
XLG
INVESCO EXCHANG...
Unknown 0.71% 0.39% #18 10
Prev: #28
3.3
—
6,148 100.2%
P
S
12,282 $669,972 2025 Q4 13F Filing 2026-03-31 2026-05-15
TBIL
RBB FD INC
Unknown 0.69% 0.92% #19 4
Prev: #15
0.3
—
-3,992 -23.4%
P
S
13,094 $652,867 2025 Q4 13F Filing 2026-03-31 2026-05-15
TDIV
FIRST TR EXCHAN...
ETF 0.68% 0.71% #20
Prev: #20
0.8
—
10 0.1%
P
S
6,797 $636,611 2025 Q4 13F Filing 2026-03-31 2026-05-15
VV
VANGUARD INDEX ...
ETF 0.66% 0.71% #21 2
Prev: #19
1.3
—
no change no change
P
S
2,090 $624,608 2025 Q4 13F Filing 2026-03-31 2026-05-15
MSFT
MICROSOFT CORP
Technology 0.65% 0.86% #22 5
Prev: #17
1.3
—
no change no change
P
S
1,644 $608,693 2025 Q4 13F Filing 2026-03-31 2026-05-15
IVV
ISHARES TR
ETF 0.59% 0.63% #23 2
Prev: #21
0.7
—
-2 -0.2%
P
S
855 $558,232 2025 Q4 13F Filing 2026-03-31 2026-05-15
VEA
VANGUARD TAX-MA...
ETF 0.56% 0.55% #24 1
Prev: #23
0.7
—
14 0.2%
P
S
8,207 $525,935 2025 Q4 13F Filing 2026-03-31 2026-05-15
RSPT
INVESCO EXCHANG...
Unknown 0.55% 0.56% #25 3
Prev: #22
0.7
—
2 0.0%
P
S
11,374 $514,786 2025 Q4 13F Filing 2026-03-31 2026-05-15
SCHG
SCHWAB STRATEGI...
ETF 0.52% — #26
Prev: #—
3.7
—
16,954 —
NEW
 16,954 $493,870 2026 Q1 13F Filing 2026-03-31 2026-05-15
USMV
ISHARES TR
ETF 0.50% 0.53% #27 3
Prev: #24
0.7
—
-155 -2.9%
P
S
5,107 $473,623 2025 Q4 13F Filing 2026-03-31 2026-05-15
IBIE
ISHARES TR
Bond/Debt 0.49% 0.49% #28 2
Prev: #26
1.2
—
no change no change
P
S
17,480 $458,675 2025 Q4 13F Filing 2026-03-31 2026-05-15
VWO
VANGUARD INTL E...
ETF 0.45% — #29
Prev: #—
3.7
—
7,827 —
NEW
 7,827 $423,046 2026 Q1 13F Filing 2026-03-31 2026-05-15
IBIF
ISHARES TR
Bond/Debt 0.39% — #30
Prev: #—
3.7
—
14,142 —
NEW
 14,142 $371,157 2026 Q1 13F Filing 2026-03-31 2026-05-15
IDA
IDACORP INC
Utilities 0.37% 0.34% #31 1
Prev: #32
1.1
—
no change no change
P
S
2,467 $352,707 2025 Q4 13F Filing 2026-03-31 2026-05-15
IAU
ISHARES GOLD TR
ETF 0.37% 0.37% #32 2
Prev: #30
0.6
—
-279 -6.6%
P
S
3,965 $349,554 2025 Q4 13F Filing 2026-03-31 2026-05-15
JNJ
JOHNSON & JOHNS...
Healthcare 0.37% 0.31% #33 3
Prev: #36
1.1
—
no change no change
P
S
1,410 $344,616 2025 Q4 13F Filing 2026-03-31 2026-05-15
VGT
VANGUARD WORLD ...
ETF 0.34% 0.50% #34 9
Prev: #25
0.1
—
-154 -24.9%
P
S
464 $323,742 2025 Q4 13F Filing 2026-03-31 2026-05-15
VZ
VERIZON COMMUNI...
Communication Services 0.34% 0.28% #35 8
Prev: #43
1.1
—
no change no change
P
S
6,354 $318,971 2025 Q4 13F Filing 2026-03-31 2026-05-15
EFIV
SPDR SERIES TRU...
ETF 0.33% — #36
Prev: #—
3.6
—
4,971 —
NEW
 4,971 $313,573 2026 Q1 13F Filing 2026-03-31 2026-05-15
SCHB
SCHWAB STRATEGI...
ETF 0.33% 0.34% #37 6
Prev: #31
0.6
—
312 2.6%
P
S
12,303 $308,801 2025 Q4 13F Filing 2026-03-31 2026-05-15
IWV
ISHARES TR
ETF 0.31% 0.33% #38 3
Prev: #35
1.1
—
no change no change
P
S
788 $292,096 2025 Q4 13F Filing 2026-03-31 2026-05-15
GOOGL
ALPHABET INC
Communication Services 0.31% 0.39% #39 10
Prev: #29
0.6
—
-150 -12.9%
P
S
1,009 $290,179 2025 Q4 13F Filing 2026-03-31 2026-05-15
IJR
ISHARES TR
ETF 0.30% 0.29% #40
Prev: #40
1.1
—
no change no change
P
S
2,238 $278,206 2025 Q4 13F Filing 2026-03-31 2026-05-15
VIG
VANGUARD SPECIA...
ETF 0.28% 0.29% #41 3
Prev: #38
1.1
—
no change no change
P
S
1,237 $266,029 2025 Q4 13F Filing 2026-03-31 2026-05-15
LLY
ELI LILLY & CO
Healthcare 0.28% 0.33% #42 8
Prev: #34
1.1
—
no change no change
P
S
284 $261,215 2025 Q4 13F Filing 2026-03-31 2026-05-15
DE
DEERE & CO
Industrials 0.27% 0.26% #43 3
Prev: #46
0.6
—
-63 -12.1%
P
S
456 $256,713 2025 Q4 13F Filing 2026-03-31 2026-05-15
GLDM
WORLD GOLD TR
ETF 0.27% 0.31% #44 7
Prev: #37
0.6
—
-603 -18.1%
P
S
2,725 $252,580 2025 Q4 13F Filing 2026-03-31 2026-05-15
IBDU
ISHARES TR
Bond/Debt 0.26% — #45
Prev: #—
3.6
—
10,702 —
NEW
 10,702 $248,929 2026 Q1 13F Filing 2026-03-31 2026-05-15
VTEB
VANGUARD MUN BD...
ETF 0.26% 0.27% #46 1
Prev: #45
1.1
—
no change no change
P
S
4,938 $246,357 2025 Q4 13F Filing 2026-03-31 2026-05-15
CIBR
FIRST TR EXCHAN...
ETF 0.26% 0.29% #47 8
Prev: #39
0.6
—
92 2.4%
P
S
3,872 $242,702 2025 Q4 13F Filing 2026-03-31 2026-05-15
IBDS
ISHARES TR
Bond/Debt 0.26% 0.26% #48 1
Prev: #47
1.1
—
no change no change
P
S
9,937 $240,873 2025 Q4 13F Filing 2026-03-31 2026-05-15
IJH
ISHARES TR
ETF 0.25% 0.25% #49
Prev: #49
1.1
—
no change no change
P
S
3,500 $236,355 2025 Q4 13F Filing 2026-03-31 2026-05-15
TRV
TRAVELERS COMPA...
Financial Services 0.25% 0.25% #50 2
Prev: #48
1.1
—
no change no change
P
S
807 $235,386 2025 Q4 13F Filing 2026-03-31 2026-05-15
Showing 1-50 of 61 holdings

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