Briggs Wealth Management, Inc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$94.3M
Q ending 2026-03-31
Prior quarter
$93.0M
Q ending 2025-12-31
Change
+1.4% QoQ
Positions
58
reported holdings
Largest positions
All 58 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Index Fds | VTI | Shares | $44.5M | 139K |
| Vanguard Star Fds | VXUS | Shares | $7.4M | 96K |
| Vanguard Bd Index Fds | BND | Shares | $6.3M | 85K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $3.7M | 6K |
| Vanguard Index Fds | VB | Shares | $3.4M | 13K |
| Schwab Strategic Tr | FNDX | Shares | $1.9M | 69K |
| Vanguard Index Fds | VXF | Shares | $1.8M | 9K |
| Vanguard Intl Equity Index F | VEU | Shares | $1.6M | 21K |
| Ishares Tr | IBDT | Shares | $1.4M | 57K |
| Vanguard Index Fds | VNQ | Shares | $1.3M | 15K |
| Apple Inc | AAPL | Shares | $1.1M | 4K |
| Putnam Etf Trust | PVAL | Shares | $1.1M | 23K |
| Vanguard Index Fds | VTV | Shares | $956K | 5K |
| Vanguard Index Fds | VOT | Shares | $903K | 4K |
| Ishares Tr | SGOV | Shares | $893K | 9K |
| Invesco Exchange Traded Fd T | RSP | Shares | $797K | 4K |
| Vanguard Index Fds | VO | Shares | $691K | 2K |
| Invesco Exchange Traded Fd T | XLG | Shares | $670K | 12K |
| Rbb Fd Inc | TBIL | Shares | $653K | 13K |
| First Tr Exchange Traded Fd | TDIV | Shares | $637K | 7K |
| Vanguard Index Fds | VV | Shares | $625K | 2K |
| Microsoft Corp | MSFT | Shares | $609K | 2K |
| Ishares Tr | IVV | Shares | $558K | 855 |
| Vanguard Tax-Managed Fds | VEA | Shares | $526K | 8K |
| Invesco Exchange Traded Fd T | RSPT | Shares | $515K | 11K |
| Schwab Strategic Tr | SCHG | Shares | $494K | 17K |
| Ishares Tr | USMV | Shares | $474K | 5K |
| Ishares Tr | IBIE | Shares | $459K | 17K |
| Vanguard Intl Equity Index F | VWO | Shares | $423K | 8K |
| Ishares Tr | IBIF | Shares | $371K | 14K |
| Idacorp Inc | IDA | Shares | $353K | 2K |
| Ishares Gold Tr | IAU | Shares | $350K | 4K |
| Johnson & Johnson | JNJ | Shares | $345K | 1K |
| Vanguard World Fd | VGT | Shares | $324K | 464 |
| Verizon Communications Inc | VZ | Shares | $319K | 6K |
| Spdr Series Trust | EFIV | Shares | $314K | 5K |
| Schwab Strategic Tr | SCHB | Shares | $309K | 12K |
| Ishares Tr | IWV | Shares | $292K | 788 |
| Alphabet Inc | GOOGL | Shares | $290K | 1K |
| Ishares Tr | IJR | Shares | $278K | 2K |
| Vanguard Specialized Funds | VIG | Shares | $266K | 1K |
| Eli Lilly & Co | LLY | Shares | $261K | 284 |
| Deere & Co | DE | Shares | $257K | 456 |
| World Gold Tr | GLDM | Shares | $253K | 3K |
| Ishares Tr | IBDU | Shares | $249K | 11K |
| Vanguard Mun Bd Fds | VTEB | Shares | $246K | 5K |
| First Tr Exchange-Traded Fd | CIBR | Shares | $243K | 4K |
| Ishares Tr | IBDS | Shares | $241K | 10K |
| Ishares Tr | IJH | Shares | $236K | 4K |
| Travelers Companies Inc | TRV | Shares | $235K | 807 |
| Select Sector Spdr Tr | XLY | Shares | $233K | 2K |
| Schwab Strategic Tr | SCHF | Shares | $226K | 9K |
| Vanguard Index Fds | VOO | Shares | $219K | 367 |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $211K | 440 |
| Schwab Strategic Tr | SCHD | Shares | $206K | 7K |
| Vanguard Admiral Fds Inc | VOOV | Shares | $204K | 1K |
| Ishares Tr | ICF | Shares | $204K | 3K |
| Amazon Com Inc | AMZN | Shares | $202K | 969 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.