AI Portfolio Summary
In 2025 Q4, Briggs Wealth Management, Inc maintained a portfolio of 54 distinct positions. The most significant new addition to the portfolio was VANGUARD INDEX FDS, which now represents 48.84% of the total fund value.
Total Positions
54
Quarter
2025 Q4
Top Holding
VTI (48.8%)
Top 10 Concentration
78.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 54
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD INDEX ...
|
ETF | 48.84% | — |
#1
Prev: #—
|
10.0 | 135,469 | no change |
NEW
|
135,469 | $45,418,639 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BND
VANGUARD BD IND...
|
ETF | 6.71% | — |
#2
Prev: #—
|
4.7 | 84,184 | no change |
NEW
|
84,184 | $6,235,530 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 6.39% | — |
#3
Prev: #—
|
4.6 | 78,754 | no change |
NEW
|
78,754 | $5,941,222 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPY
SPDR S&P 500 ET...
|
ETF | 4.23% | — |
#4
Prev: #—
|
3.7 | 5,774 | no change |
NEW
|
5,774 | $3,937,126 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VB
VANGUARD INDEX ...
|
ETF | 3.54% | — |
#5
Prev: #—
|
3.4 | 12,777 | no change |
NEW
|
12,777 | $3,295,811 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FNDX
SCHWAB STRATEGI...
|
Bond/Debt | 2.15% | — |
#6
Prev: #—
|
2.9 | 73,318 | no change |
NEW
|
73,318 | $1,994,991 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VXF
VANGUARD INDEX ...
|
ETF | 2.11% | — |
#7
Prev: #—
|
2.8 | 9,380 | no change |
NEW
|
9,380 | $1,961,452 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VEU
VANGUARD INTL E...
|
ETF | 1.62% | — |
#8
Prev: #—
|
2.6 | 20,465 | no change |
NEW
|
20,465 | $1,505,412 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SGOV
ISHARES TR
|
Bond/Debt | 1.61% | — |
#9
Prev: #—
|
2.6 | 14,941 | no change |
NEW
|
14,941 | $1,499,778 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IBDT
ISHARES TR
|
ETF | 1.48% | — |
#10
Prev: #—
|
2.6 | 54,018 | no change |
NEW
|
54,018 | $1,375,028 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VNQ
VANGUARD INDEX ...
|
ETF | 1.44% | — |
#11
Prev: #—
|
2.6 | 15,118 | no change |
NEW
|
15,118 | $1,337,792 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AAPL
APPLE INC
|
Technology | 1.30% | — |
#12
Prev: #—
|
2.5 | 4,447 | no change |
NEW
|
4,447 | $1,208,837 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 1.13% | — |
#13
Prev: #—
|
2.5 | 5,518 | no change |
NEW
|
5,518 | $1,053,883 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VOT
VANGUARD INDEX ...
|
ETF | 1.05% | — |
#14
Prev: #—
|
2.4 | 3,508 | no change |
NEW
|
3,508 | $979,223 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TBIL
RBB FD INC
|
Bond/Debt | 0.92% | — |
#15
Prev: #—
|
2.4 | 17,086 | no change |
NEW
|
17,086 | $852,250 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
RSP
INVESCO EXCHANG...
|
Unknown | 0.86% | — |
#16
Prev: #—
|
2.3 | 4,154 | no change |
NEW
|
4,154 | $795,817 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.86% | — |
#17
Prev: #—
|
2.3 | 1,644 | no change |
NEW
|
1,644 | $795,239 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VO
VANGUARD INDEX ...
|
ETF | 0.80% | — |
#18
Prev: #—
|
2.3 | 2,574 | no change |
NEW
|
2,574 | $747,136 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VV
VANGUARD INDEX ...
|
ETF | 0.71% | — |
#19
Prev: #—
|
2.3 | 2,090 | no change |
NEW
|
2,090 | $657,944 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TDIV
FIRST TR EXCHAN...
|
ETF | 0.71% | — |
#20
Prev: #—
|
2.3 | 6,787 | no change |
NEW
|
6,787 | $657,235 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IVV
ISHARES TR
|
ETF | 0.63% | — |
#21
Prev: #—
|
2.3 | 857 | no change |
NEW
|
857 | $586,718 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
RSPT
INVESCO EXCHANG...
|
Unknown | 0.56% | — |
#22
Prev: #—
|
2.2 | 11,372 | no change |
NEW
|
11,372 | $517,523 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 0.55% | — |
#23
Prev: #—
|
2.2 | 8,193 | no change |
NEW
|
8,193 | $511,835 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
USMV
ISHARES TR
|
ETF | 0.53% | — |
#24
Prev: #—
|
2.2 | 5,262 | no change |
NEW
|
5,262 | $495,470 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VGT
VANGUARD WORLD ...
|
ETF | 0.50% | — |
#25
Prev: #—
|
2.2 | 618 | no change |
NEW
|
618 | $466,061 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 54 holdings