Briggs Wealth Management, Inc Top Holdings and 13F Report (2026) About Briggs Wealth Management, IncInvestment ActivityBriggs Wealth Management, Inc has $109.54 million in total holdings as of June 30, 2026.Briggs Wealth Management, Inc owns shares of 61 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 6.59% of the portfolio was purchased this quarter.About 2.53% of the portfolio was sold this quarter.This quarter, Briggs Wealth Management, Inc has purchased 58 new stocks and bought additional shares in 17 stocks.Briggs Wealth Management, Inc sold shares of 13 stocks and completely divested from 4 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $50,783,294Vanguard Total International Stock ETF $9,390,501Vanguard Total Bond Market ETF $6,813,486SPDR S&P 500 ETF Trust $4,182,276Vanguard Small-Cap ETF $4,064,891 Largest New Holdings this Quarter 25434V880 - Dimensional World ex U.S. Core Equity 2 ETF $503,124 Holding921932778 - Vanguard S&P Small-Cap 600 Value ETF $390,294 Holding922908736 - Vanguard Growth ETF $353,949 Holding46090F100 - Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF $324,587 Holding46432F396 - iShares MSCI USA Momentum Factor ETF $271,179 Holding Largest Purchases this Quarter Putnam Focused Large Cap Value ETF 27,359 shares (about $1.39M)Vanguard Total International Stock ETF 14,035 shares (about $1.20M)Vanguard Mid-Cap ETF 7,212 shares (about $581.07K)Vanguard Total Bond Market ETF 7,350 shares (about $539.56K)Dimensional World ex U.S. Core Equity 2 ETF 13,657 shares (about $503.12K) Largest Sales this Quarter Vanguard Total Stock Market ETF 1,579 shares (about $584.29K)Eli Lilly and Company 77 shares (about $92.36K)iShares 0-3 Month Treasury Bond ETF 877 shares (about $88.29K)First Trust NASDAQ Technology Dividend Index Fund 689 shares (about $79.16K)SPDR S&P 500 ETF Trust 102 shares (about $76.18K) 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$50,783,294$584,294 â–¼-1.1%137,23746.4%ETFVXUSVanguard Total International Stock ETF$9,390,501$1,199,855 â–²14.6%109,8438.6%ETFBNDVanguard Total Bond Market ETF$6,813,486$539,564 â–²8.6%92,8146.2%ETFSPYSPDR S&P 500 ETF Trust$4,182,276$76,177 â–¼-1.8%5,6003.8%ETFVBVanguard Small-Cap ETF$4,064,891$103,668 â–²2.6%13,4103.7%ETFPVALPutnam Focused Large Cap Value ETF$2,589,483$1,393,941 â–²116.6%50,8242.4%ETFFNDXSchwab Fundamental U.S. Large Company ETF$2,208,905$77,470 â–²3.6%71,0262.0%ETFVXFVanguard Extended Market ETF$2,199,364$10,587 â–¼-0.5%8,9332.0%ETFVEUVanguard FTSE All-World ex-US ETF$1,734,674$670 â–²0.0%20,7131.6%ETFVNQVanguard Real Estate ETF$1,420,317$37,511 â–¼-2.6%14,7291.3%ETFIBDTiShares iBonds Dec 2028 Term Corporate ETF$1,378,524$66,458 â–¼-4.6%54,5951.3%ETFAAPLApple$1,287,152$289 â–²0.0%4,4481.2%TechnologyVTVVanguard Value ETF$1,062,1910.0%4,8741.0%ETFVOTVanguard Mid-Cap Growth ETF$999,151$75,350 â–¼-7.0%3,2620.9%ETFRSPInvesco S&P 500 Equal Weight ETF$883,9320.0%4,1540.8%ETFSGOViShares 0-3 Month Treasury Bond ETF$805,058$88,288 â–¼-9.9%7,9970.7%ETFVOVanguard Mid-Cap ETF$774,841$581,070 â–²299.9%9,6170.7%ETFXLGInvesco S&P 500 Top 50 ETF$762,508$10,470 â–²1.4%12,4530.7%ETFRSPTInvesco S&P 500 Equal Weight Technology ETF$752,261$18,640 â–²2.5%11,6630.7%ETFISHARES TR$735,200$363,407 â–²97.7%27,9650.7%IBONDS OCT 2029VVVanguard Large-Cap ETF$718,7850.0%2,0900.7%ETFTDIVFirst Trust NASDAQ Technology Dividend Index Fund$701,733$79,158 â–¼-10.1%6,1080.6%ETFIVViShares Core S&P 500 ETF$638,502$1,497 â–¼-0.2%8530.6%ETFMSFTMicrosoft$632,036$18,655 â–²3.0%1,6940.6%TechnologySCHGSchwab U.S. Large-Cap Growth ETF$621,099$47,376 â–²8.3%18,3540.6%ETFISHARES TR$604,979$145,255 â–²31.6%23,0030.6%IBONDS OCT 2028TBILUS Treasury 3 Month Bill ETF$603,007$49,860 â–¼-7.6%12,0940.6%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$503,124$503,124 â–²New Holding13,6570.5%ETFUSMViShares MSCI USA Min Vol Factor ETF$492,6210.0%5,1070.4%ETFVGTVanguard Information Technology ETF$453,830$398,371 â–²718.3%3,7970.4%ETFVIOVVanguard S&P Small-Cap 600 Value ETF$390,294$390,294 â–²New Holding3,3260.4%ETFIDAIDACORP$373,2570.0%2,4670.3%UtilitiesEFIVSPDR S&P 500 ESG ETF$366,036$3,501 â–²1.0%5,0190.3%ETFGOOGLAlphabet$360,6320.0%1,0090.3%Communication ServicesJNJJohnson & Johnson$358,0510.0%1,4100.3%HealthcareSCHBSchwab US Broad Market ETF$356,576$290 â–²0.1%12,3130.3%ETFVUGVanguard Growth ETF$353,949$353,949 â–²New Holding4,1090.3%ETFIJRiShares Core S&P Small-Cap ETF$331,9180.0%2,2380.3%ETFPDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$324,587$324,587 â–²New Holding20,4400.3%ETFIWViShares Russell 3000 ETF$301,038$34,965 â–¼-10.4%7060.3%ETFVIGVanguard Dividend Appreciation ETF$292,6990.0%1,2370.3%ETFDEDeere & Company$289,0830.0%4560.3%IndustrialsCIBRFirst Trust Nasdaq Cybersecurity ETF$287,488$60,372 â–¼-17.4%3,2000.3%ETFMTUMiShares MSCI USA Momentum Factor ETF$271,179$271,179 â–²New Holding7910.2%ETFIJHiShares Core S&P Mid-Cap ETF$269,8850.0%3,5000.2%ETFVZVerizon Communications$269,0280.0%6,3540.2%Communication ServicesTRVTravelers Companies$266,4070.0%8070.2%FinanceCATCaterpillar$261,965$261,965 â–²New Holding2460.2%IndustrialsSCHFSchwab International Equity ETF$252,4860.0%9,1150.2%ETFXLYConsumer Discretionary Select Sector SPDR Fund$250,9790.0%2,1400.2%ETFVTEBVanguard Tax-Exempt Bond ETF$249,7640.0%4,9380.2%ETFLLYEli Lilly and Company$248,282$92,356 â–¼-27.1%2070.2%HealthcareIBDUiShares iBonds Dec 2029 Term Corporate ETF$247,8580.0%10,7020.2%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$240,6740.0%9,9370.2%ETFAMZNAmazon.com$230,9510.0%9690.2%Consumer DiscretionaryICFiShares Select U.S. REIT ETF$222,9080.0%3,2960.2%ETFBRK.BBerkshire Hathaway$220,1720.0%4400.2%FinanceVOOVVanguard S&P 500 Value ETF$219,6480.0%1,0020.2%ETFGLDMSPDR Gold MiniShares Trust$216,4200.0%2,7250.2%ETFSCHDSchwab US Dividend Equity ETF$212,7110.0%6,7080.2%ETFMTZMasTec$208,030$208,030 â–²New Holding5000.2%IndustrialsVEAVanguard FTSE Developed Markets ETF$0$525,935 â–¼-100.0%00.0%ETFVWOVanguard FTSE Emerging Markets ETF$0$423,046 â–¼-100.0%00.0%ETFIAUiShares Gold Trust$0$349,554 â–¼-100.0%00.0%ETFVOOVanguard S&P 500 ETF$0$219,301 â–¼-100.0%00.0%ETFShowing largest 100 holdings. 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