Briggs Wealth Management, Inc Top Holdings and 13F Report (2026) About Briggs Wealth Management, IncInvestment ActivityBriggs Wealth Management, Inc has $94.28 million in total holdings as of March 31, 2026.Briggs Wealth Management, Inc owns shares of 58 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 6.53% of the portfolio was purchased this quarter.About 2.71% of the portfolio was sold this quarter.This quarter, Briggs Wealth Management, Inc has purchased 54 new stocks and bought additional shares in 12 stocks.Briggs Wealth Management, Inc sold shares of 16 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $44,533,700Vanguard Total International Stock ETF $7,387,746Vanguard Total Bond Market ETF $6,293,559SPDR S&P 500 ETF Trust $3,707,978Vanguard Small-Cap ETF $3,422,788 Largest New Holdings this Quarter 746729300 - Putnam Focused Large Cap Value ETF $1,088,776 Holding808524300 - Schwab U.S. Large-Cap Growth ETF $493,870 Holding922042858 - Vanguard FTSE Emerging Markets ETF $423,046 Holding46438G802 - ISHARES TR $371,157 Holding78468R531 - SPDR S&P 500 ESG ETF $313,573 Holding Largest Purchases this Quarter Vanguard Total International Stock ETF 17,054 shares (about $1.32M)Putnam Focused Large Cap Value ETF 23,465 shares (about $1.09M)Vanguard Total Stock Market ETF 3,347 shares (about $1.07M)Schwab U.S. Large-Cap Growth ETF 16,954 shares (about $493.87K)Vanguard FTSE Emerging Markets ETF 7,827 shares (about $423.05K) Largest Sales this Quarter iShares 0-3 Month Treasury Bond ETF 6,067 shares (about $610.70K)US Treasury 3 Month Bill ETF 3,992 shares (about $199.04K)Schwab Fundamental U.S. Large Company ETF 4,783 shares (about $133.21K)Vanguard Value ETF 644 shares (about $126.35K)Vanguard Information Technology ETF 154 shares (about $107.45K) 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$44,533,700$1,073,754 â–²2.5%138,81647.2%ETFVXUSVanguard Total International Stock ETF$7,387,746$1,315,032 â–²21.7%95,8087.8%ETFBNDVanguard Total Bond Market ETF$6,293,559$94,259 â–²1.5%85,4646.7%ETFSPYSPDR S&P 500 ETF Trust$3,707,978$46,821 â–¼-1.2%5,7023.9%FinanceVBVanguard Small-Cap ETF$3,422,788$76,219 â–²2.3%13,0683.6%ETFFNDXSchwab Fundamental U.S. Large Company ETF$1,908,713$133,207 â–¼-6.5%68,5352.0%ETFVXFVanguard Extended Market ETF$1,847,213$83,141 â–¼-4.3%8,9762.0%ETFVEUVanguard FTSE All-World ex-US ETF$1,554,918$18,024 â–²1.2%20,7051.6%ETFIBDTiShares iBonds Dec 2028 Term Corporate ETF$1,449,560$81,284 â–²5.9%57,2271.5%ETFVNQVanguard Real Estate ETF$1,340,9670.0%15,1181.4%ETFAAPLApple$1,128,7140.0%4,4471.2%Computer and TechnologyPVALPutnam Focused Large Cap Value ETF$1,088,776$1,088,776 â–²New Holding23,4651.2%ETFVTVVanguard Value ETF$956,279$126,353 â–¼-11.7%4,8741.0%ETFVOTVanguard Mid-Cap Growth ETF$902,7840.0%3,5081.0%ETFSGOViShares 0-3 Month Treasury Bond ETF$893,257$610,704 â–¼-40.6%8,8740.9%ETFRSPInvesco S&P 500 Equal Weight ETF$797,3120.0%4,1540.8%ETFVOVanguard Mid-Cap ETF$690,665$48,533 â–¼-6.6%2,4050.7%ETFXLGInvesco S&P 500 Top 50 ETF$669,972$335,368 â–²100.2%12,2820.7%ETFTBILUS Treasury 3 Month Bill ETF$652,867$199,041 â–¼-23.4%13,0940.7%ETFTDIVFirst Trust NASDAQ Technology Dividend Index Fund$636,611$937 â–²0.1%6,7970.7%ManufacturingVVVanguard Large-Cap ETF$624,6080.0%2,0900.7%ETFMSFTMicrosoft$608,6930.0%1,6440.6%Computer and TechnologyIVViShares Core S&P 500 ETF$558,232$1,306 â–¼-0.2%8550.6%ETFVEAVanguard FTSE Developed Markets ETF$525,935$897 â–²0.2%8,2070.6%ETFRSPTInvesco S&P 500 Equal Weight Technology ETF$514,786$91 â–²0.0%11,3740.5%ETFSCHGSchwab U.S. Large-Cap Growth ETF$493,870$493,870 â–²New Holding16,9540.5%ETFUSMViShares MSCI USA Min Vol Factor ETF$473,623$14,375 â–¼-2.9%5,1070.5%ETFISHARES TR$458,6750.0%17,4800.5%IBONDS OCT 2028VWOVanguard FTSE Emerging Markets ETF$423,046$423,046 â–²New Holding7,8270.4%ETFISHARES TR$371,157$371,157 â–²New Holding14,1420.4%IBONDS OCT 2029IDAIDACORP$352,7070.0%2,4670.4%UtilitiesIAUiShares Gold Trust$349,554$24,597 â–¼-6.6%3,9650.4%FinanceJNJJohnson & Johnson$344,6160.0%1,4100.4%MedicalVGTVanguard Information Technology ETF$323,742$107,449 â–¼-24.9%4640.3%ETFVZVerizon Communications$318,9710.0%6,3540.3%Computer and TechnologyEFIVSPDR S&P 500 ESG ETF$313,573$313,573 â–²New Holding4,9710.3%ETFSCHBSchwab US Broad Market ETF$308,801$7,831 â–²2.6%12,3030.3%ETFIWViShares Russell 3000 ETF$292,0960.0%7880.3%ETFGOOGLAlphabet$290,179$43,139 â–¼-12.9%1,0090.3%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$278,2060.0%2,2380.3%ETFVIGVanguard Dividend Appreciation ETF$266,0290.0%1,2370.3%ETFLLYEli Lilly and Company$261,2150.0%2840.3%MedicalDEDeere & Company$256,713$35,467 â–¼-12.1%4560.3%IndustrialsGLDMSPDR Gold MiniShares Trust$252,580$55,892 â–¼-18.1%2,7250.3%FinanceIBDUiShares iBonds Dec 2029 Term Corporate ETF$248,929$248,929 â–²New Holding10,7020.3%ETFVTEBVanguard Tax-Exempt Bond ETF$246,3570.0%4,9380.3%ETFCIBRFirst Trust Nasdaq Cybersecurity ETF$242,702$5,767 â–²2.4%3,8720.3%ManufacturingIBDSiShares iBonds Dec 2027 Term Corporate ETF$240,8730.0%9,9370.3%ETFIJHiShares Core S&P Mid-Cap ETF$236,3550.0%3,5000.3%ETFTRVTravelers Companies$235,3860.0%8070.2%FinanceXLYConsumer Discretionary Select Sector SPDR Fund$233,2170.0%2,1400.2%FinanceSCHFSchwab International Equity ETF$225,5960.0%9,1150.2%ETFVOOVanguard S&P 500 ETF$219,3010.0%3670.2%ETFBRK.BBerkshire Hathaway$210,8480.0%4400.2%FinanceSCHDSchwab US Dividend Equity ETF$205,801$91,488 â–¼-30.8%6,7080.2%ETFVOOVVanguard S&P 500 Value ETF$204,1980.0%1,0020.2%ETFICFiShares Select U.S. REIT ETF$203,989$203,989 â–²New Holding3,2960.2%ETFAMZNAmazon.com$201,814$33,323 â–¼-14.2%9690.2%Retail/WholesaleVUGVanguard Growth ETF$0$379,271 â–¼-100.0%00.0%ETFMMM3M$0$306,431 â–¼-100.0%00.0%Multi-Sector ConglomeratesXLREReal Estate Select Sector SPDR Fund$0$215,509 â–¼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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