Briggs Wealth Management, Inc Top Holdings and 13F Report (2026) About Briggs Wealth Management, IncInvestment ActivityBriggs Wealth Management, Inc has $113.46 million in total holdings as of September 30, 2026.Briggs Wealth Management, Inc owns shares of 62 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 6.66% of the portfolio was purchased this quarter.About 3.51% of the portfolio was sold this quarter.This quarter, Briggs Wealth Management, Inc has purchased 61 new stocks and bought additional shares in 14 stocks.Briggs Wealth Management, Inc sold shares of 14 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $51,921,166Vanguard Total International Stock ETF $9,889,098Vanguard Total Bond Market ETF $4,908,841SPDR S&P 500 ETF Trust $4,271,857Vanguard Small-Cap ETF $4,157,046 Largest New Holdings this Quarter 92206C680 - Vanguard Russell 1000 Growth ETF $858,304 Holding921943858 - Vanguard FTSE Developed Markets ETF $438,847 Holding25434V807 - Dimensional International Value ETF $260,531 Holding25434V302 - Dimensional Emerging Core Equity Market ETF $218,911 Holding Largest Purchases this Quarter Vanguard Large-Cap ETF 7,182 shares (about $2.53M)Vanguard Russell 1000 Growth ETF 6,657 shares (about $858.30K)Invesco S&P 500 Equal Weight Technology ETF 9,571 shares (about $630.34K)Vanguard Total Stock Market ETF 1,501 shares (about $561.73K)Vanguard Total International Stock ETF 6,554 shares (about $556.83K) Largest Sales this Quarter Vanguard Total Bond Market ETF 22,838 shares (about $1.60M)Invesco S&P 500 Top 50 ETF 6,156 shares (about $391.55K)Vanguard Mid-Cap ETF 4,060 shares (about $318.40K)ISHARES TR 1,701 shares (about $171.26K)Vanguard Information Technology ETF 1,273 shares (about $159.99K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBriggs Wealth Management, Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$51,921,166$561,733 ▲1.1%138,73845.8%ETFVXUSVanguard Total International Stock ETF$9,889,098$556,828 ▲6.0%116,3978.7%ETFBNDVanguard Total Bond Market ETF$4,908,841$1,602,094 ▼-24.6%69,9764.3%ETFSPYSPDR S&P 500 ETF Trust$4,271,857$763 ▲0.0%5,6013.8%ETFVBVanguard Small-Cap ETF$4,157,046$341,963 ▲9.0%14,6123.7%ETFVVVanguard Large-Cap ETF$3,262,364$2,526,995 ▲343.6%9,2722.9%ETFFNDXSchwab Fundamental U.S. Large Company ETF$2,786,950$551,763 ▲24.7%88,5592.5%ETFPVALPutnam Focused Large Cap Value ETF$2,682,778$8,419 ▲0.3%50,9842.4%ETFVXFVanguard Extended Market ETF$2,069,1530.0%8,9331.8%ETFVEUVanguard FTSE All-World ex-US ETF$1,718,839$249 ▲0.0%20,7161.5%ETFAAPLApple$1,481,638$333 ▲0.0%4,4491.3%TechnologyRSPTInvesco S&P 500 Equal Weight Technology ETF$1,398,462$630,342 ▲82.1%21,2341.2%ETFVTVVanguard Value ETF$1,389,013$335,801 ▲31.9%6,4281.2%ETFIBDTiShares iBonds Dec 2028 Term Corporate ETF$1,304,759$57,932 ▼-4.3%52,2741.2%ETFVNQVanguard Real Estate ETF$1,218,161$101,999 ▼-7.7%13,5911.1%ETFVOTVanguard Mid-Cap Growth ETF$952,8300.0%3,2620.8%ETFMSFTMicrosoft$869,0520.0%1,6940.8%TechnologyRSPInvesco S&P 500 Equal Weight ETF$864,1980.0%4,1540.8%ETFVONGVanguard Russell 1000 Growth ETF$858,304$858,304 ▲New Holding6,6570.8%ETFSCHGSchwab U.S. Large-Cap Growth ETF$771,316$111,851 ▲17.0%21,4670.7%ETFIVViShares Core S&P 500 ETF$651,430$1,531 ▼-0.2%8510.6%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$651,256$145,674 ▲28.8%17,5920.6%ETFTDIVFirst Trust NASDAQ Technology Dividend Index Fund$633,929$55,168 ▼-8.0%5,6190.6%ETFISHARES TR$633,881$171,257 ▼-21.3%6,2960.6%0-3 MTH TREASURYISHARES TR$607,350$103,241 ▼-14.5%23,9020.5%IBONDS OCT 2029TBILUS Treasury 3 Month Bill ETF$542,970$59,920 ▼-9.9%10,8920.5%ETFUSMViShares MSCI USA Min Vol Factor ETF$497,6260.0%5,1070.4%ETFISHARES TR$491,800$98,458 ▼-16.7%19,1660.4%IBONDS OCT 2028VEAVanguard FTSE Developed Markets ETF$438,847$438,847 ▲New Holding6,2150.4%ETFVOVanguard Mid-Cap ETF$435,807$318,405 ▼-42.2%5,5570.4%ETFPDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$403,389$8,897 ▲2.3%20,9010.4%ETFXLGInvesco S&P 500 Top 50 ETF$400,522$391,554 ▼-49.4%6,2970.4%ETFJNJJohnson & Johnson$373,2350.0%1,4100.3%HealthcareEFIVSPDR S&P 500 ESG ETF$371,7070.0%5,0190.3%ETFSCHBSchwab US Broad Market ETF$360,090$791 ▼-0.2%12,2860.3%ETFGOOGLAlphabet$347,2280.0%1,0090.3%Communication ServicesVIOVVanguard S&P Small-Cap 600 Value ETF$333,688$32,115 ▼-8.8%3,0340.3%ETFCIBRFirst Trust Nasdaq Cybersecurity ETF$329,8530.0%3,2000.3%ETFIDAIDACORP$322,5110.0%2,4670.3%UtilitiesVGTVanguard Information Technology ETF$317,216$159,990 ▼-33.5%2,5240.3%ETFDEDeere & Company$306,0450.0%4560.3%IndustrialsIWViShares Russell 3000 ETF$304,7520.0%7060.3%ETFIJRiShares Core S&P Small-Cap ETF$304,4580.0%2,2380.3%ETFVZVerizon Communications$291,4580.0%6,3540.3%Communication ServicesVIGVanguard Dividend Appreciation ETF$288,6040.0%1,2370.3%ETFTRVTravelers Companies$287,7040.0%8070.3%FinanceDFIVDimensional International Value ETF$260,531$260,531 ▲New Holding4,6640.2%ETFIJHiShares Core S&P Mid-Cap ETF$251,8250.0%3,5000.2%ETFMTUMiShares MSCI USA Momentum Factor ETF$251,0160.0%7910.2%ETFSCHFSchwab International Equity ETF$250,3890.0%9,1150.2%ETFIBDUiShares iBonds Dec 2029 Term Corporate ETF$242,8280.0%10,7020.2%ETFAMZNAmazon.com$241,4260.0%9690.2%Consumer DiscretionaryIBDSiShares iBonds Dec 2027 Term Corporate ETF$239,6800.0%9,9370.2%ETFLLYEli Lilly and Company$239,5160.0%2070.2%HealthcareVTEBVanguard Tax-Exempt Bond ETF$233,8640.0%4,9380.2%ETFXLYConsumer Discretionary Select Sector SPDR Fund$232,9180.0%2,1400.2%ETFGLDMSPDR Gold MiniShares Trust$223,9410.0%2,7250.2%ETFVOOVVanguard S&P 500 Value ETF$220,7810.0%1,0020.2%ETFBRK.BBerkshire Hathaway$219,0980.0%4400.2%FinanceDFAEDimensional Emerging Core Equity Market ETF$218,911$218,911 ▲New Holding5,5690.2%ETFSCHDSchwab US Dividend Equity ETF$218,2110.0%6,7080.2%ETFICFiShares Select U.S. REIT ETF$207,3180.0%3,2960.2%ETFVUGVanguard Growth ETF$0$353,949 ▼-100.0%00.0%ETFCATCaterpillar$0$261,965 ▼-100.0%00.0%IndustrialsMTZMasTec$0$208,030 ▼-100.0%00.0%IndustrialsShowing largest 100 holdings. 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