Briggs Wealth Management, Inc — 13F Holdings

2026 Q2  ·  65 Positions

2026 Q2 Portfolio Activity

In 2026 Q2, Briggs Wealth Management, Inc maintained a portfolio of 65 distinct positions. The most significant new addition was DIMENSIONAL ETF TRUST, now representing 0.46% of the total fund value. They heavily accumulated shares in PUTNAM ETF TRUST, increasing the position by 116.6%. Conversely, Briggs Wealth Management, Inc completely exited their position in VANGUARD TAX-MANAGED FDS.
Position History hover any row below to update
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Briggs Wealth Management, Inc AUM $105M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
To Excel To CSV
Total Positions
65
Quarter
2026 Q2
Top Holding
VTI (46.4%)
Top 10 Concentration
77.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 65
Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
VTI
VANGUARD INDEX ...
ETF 46.36% 47.23% #1
Prev: #1
6.5
—
-1,579 -1.1%
P
S
137,237 $50,783,294
$332.94 +14.7%
$370.04 +3.2%
2025 Q4 13F Filing 2026-06-30 2026-08-06
VXUS
VANGUARD STAR F...
Bond/Debt 8.57% 7.84% #2
Prev: #2
6.9
—
14,035 14.6%
P
S
109,843 $9,390,501 2025 Q4 13F Filing 2026-06-30 2026-08-06
BND
VANGUARD BD IND...
ETF 6.22% 6.68% #3
Prev: #3
5.5
—
7,350 8.6%
P
S
92,814 $6,813,486 2025 Q4 13F Filing 2026-06-30 2026-08-06
SPY
STATE STR SPDR ...
ETF 3.82% 3.93% #4
Prev: #4
2.5
—
-102 -1.8%
P
S
5,600 $4,182,276 2025 Q4 13F Filing 2026-06-30 2026-08-06
VB
VANGUARD INDEX ...
ETF 3.71% 3.63% #5
Prev: #5
2.5
—
342 2.6%
P
S
13,410 $4,064,891 2025 Q4 13F Filing 2026-06-30 2026-08-06
PVAL
PUTNAM ETF TRUS...
ETF 2.36% 1.15% #6 6
Prev: #12
3.9
—
27,359 116.6%
P
S
50,824 $2,589,483 2026 Q1 13F Filing 2026-06-30 2026-08-06
FNDX
SCHWAB STRATEGI...
Bond/Debt 2.02% 2.02% #7 1
Prev: #6
1.3
—
2,491 3.6%
P
S
71,026 $2,208,905 2025 Q4 13F Filing 2026-06-30 2026-08-06
VXF
VANGUARD INDEX ...
ETF 2.01% 1.96% #8 1
Prev: #7
1.3
—
-43 -0.5%
P
S
8,933 $2,199,364 2025 Q4 13F Filing 2026-06-30 2026-08-06
VEU
VANGUARD INTL E...
ETF 1.58% 1.65% #9 1
Prev: #8
1.1
—
8 0.0%
P
S
20,713 $1,734,674 2025 Q4 13F Filing 2026-06-30 2026-08-06
VNQ
VANGUARD INDEX ...
ETF 1.30% 1.42% #10
Prev: #10
1.0
—
-389 -2.6%
P
S
14,729 $1,420,317 2025 Q4 13F Filing 2026-06-30 2026-08-06
IBDT
ISHARES TR
ETF 1.26% 1.54% #11 2
Prev: #9
1.0
—
-2,632 -4.6%
P
S
54,595 $1,378,524 2025 Q4 13F Filing 2026-06-30 2026-08-06
AAPL
APPLE INC
Technology 1.18% 1.20% #12 1
Prev: #11
1.0
—
1 0.0%
P
S
4,448 $1,287,152 2025 Q4 13F Filing 2026-06-30 2026-08-06
VTV
VANGUARD INDEX ...
ETF 0.97% 1.01% #13
Prev: #13
1.4
—
no change no change
P
S
4,874 $1,062,191 2025 Q4 13F Filing 2026-06-30 2026-08-06
VOT
VANGUARD INDEX ...
ETF 0.91% 0.96% #14
Prev: #14
0.9
—
-246 -7.0%
P
S
3,262 $999,151 2025 Q4 13F Filing 2026-06-30 2026-08-06
RSP
INVESCO EXCHANG...
Unknown 0.81% 0.85% #15 1
Prev: #16
1.3
—
no change no change
P
S
4,154 $883,932 2025 Q4 13F Filing 2026-06-30 2026-08-06
SGOV
ISHARES TR
ETF 0.73% 0.95% #16 1
Prev: #15
0.8
—
-877 -9.9%
P
S
7,997 $805,058 2025 Q4 13F Filing 2026-06-30 2026-08-06
VO
VANGUARD INDEX ...
ETF 0.71% 0.73% #17
Prev: #17
3.3
—
7,212 299.9%
P
S
9,617 $774,841 2025 Q4 13F Filing 2026-06-30 2026-08-06
XLG
INVESCO EXCHANG...
Unknown 0.70% 0.71% #18
Prev: #18
0.8
—
171 1.4%
P
S
12,453 $762,508 2025 Q4 13F Filing 2026-06-30 2026-08-06
RSPT
INVESCO EXCHANG...
Unknown 0.69% 0.55% #19 6
Prev: #25
0.8
—
289 2.5%
P
S
11,663 $752,261 2025 Q4 13F Filing 2026-06-30 2026-08-06
IBIF
ISHARES TR
Bond/Debt 0.67% 0.39% #20 10
Prev: #30
3.3
—
13,823 97.7%
P
S
27,965 $735,200 2026 Q1 13F Filing 2026-06-30 2026-08-06
VV
VANGUARD INDEX ...
ETF 0.66% 0.66% #21
Prev: #21
1.3
—
no change no change
P
S
2,090 $718,785 2025 Q4 13F Filing 2026-06-30 2026-08-06
TDIV
FIRST TR EXCHAN...
ETF 0.64% 0.68% #22 2
Prev: #20
0.8
—
-689 -10.1%
P
S
6,108 $701,733 2025 Q4 13F Filing 2026-06-30 2026-08-06
IVV
ISHARES TR
ETF 0.58% 0.59% #23
Prev: #23
0.7
—
-2 -0.2%
P
S
853 $638,502 2025 Q4 13F Filing 2026-06-30 2026-08-06
MSFT
MICROSOFT CORP
Technology 0.58% 0.65% #24 2
Prev: #22
0.7
—
50 3.0%
P
S
1,694 $632,036 2025 Q4 13F Filing 2026-06-30 2026-08-06
SCHG
SCHWAB STRATEGI...
ETF 0.57% 0.52% #25 1
Prev: #26
2.2
—
1,400 8.3%
P
S
18,354 $621,099 2026 Q1 13F Filing 2026-06-30 2026-08-06
IBIE
ISHARES TR
Bond/Debt 0.55% 0.49% #26 2
Prev: #28
2.7
—
5,523 31.6%
P
S
23,003 $604,979 2025 Q4 13F Filing 2026-06-30 2026-08-06
TBIL
RBB FD INC
Unknown 0.55% 0.69% #27 8
Prev: #19
0.7
—
-1,000 -7.6%
P
S
12,094 $603,007 2025 Q4 13F Filing 2026-06-30 2026-08-06
DFAX
DIMENSIONAL ETF...
ETF 0.46% — #28
Prev: #—
3.7
—
13,657 —
NEW
 13,657 $503,124 2026 Q2 13F Filing 2026-06-30 2026-08-06
USMV
ISHARES TR
ETF 0.45% 0.50% #29 2
Prev: #27
1.2
—
no change no change
P
S
5,107 $492,621 2025 Q4 13F Filing 2026-06-30 2026-08-06
VGT
VANGUARD WORLD ...
ETF 0.41% 0.34% #30 4
Prev: #34
3.2
—
3,333 718.3%
P
S
3,797 $453,830 2025 Q4 13F Filing 2026-06-30 2026-08-06
VIOV
VANGUARD ADMIRA...
ETF 0.36% — #31
Prev: #—
3.6
—
3,326 —
NEW
 3,326 $390,294 2026 Q2 13F Filing 2026-06-30 2026-08-06
IDA
IDACORP INC
Utilities 0.34% 0.37% #32 1
Prev: #31
1.1
—
no change no change
P
S
2,467 $373,257 2025 Q4 13F Filing 2026-06-30 2026-08-06
EFIV
SPDR SERIES TRU...
ETF 0.33% 0.33% #33 3
Prev: #36
0.6
—
48 1.0%
P
S
5,019 $366,036 2026 Q1 13F Filing 2026-06-30 2026-08-06
GOOGL
ALPHABET INC
Communication Services 0.33% 0.31% #34 5
Prev: #39
1.1
—
no change no change
P
S
1,009 $360,632 2025 Q4 13F Filing 2026-06-30 2026-08-06
JNJ
JOHNSON & JOHNS...
Healthcare 0.33% 0.37% #35 2
Prev: #33
1.1
—
no change no change
P
S
1,410 $358,051 2025 Q4 13F Filing 2026-06-30 2026-08-06
SCHB
SCHWAB STRATEGI...
ETF 0.33% 0.33% #36 1
Prev: #37
0.6
—
10 0.1%
P
S
12,313 $356,576 2025 Q4 13F Filing 2026-06-30 2026-08-06
VUG
VANGUARD INDEX ...
Warrant 0.32% — #37
Prev: #—
3.6
—
4,109 —
NEW
 4,109 $353,949 2025 Q4 13F Filing 2026-06-30 2026-08-06
IJR
ISHARES TR
ETF 0.30% 0.30% #38 2
Prev: #40
1.1
—
no change no change
P
S
2,238 $331,918 2025 Q4 13F Filing 2026-06-30 2026-08-06
PDBC
INVESCO ACTVELY...
ETF 0.30% — #39
Prev: #—
3.6
—
20,440 —
NEW
 20,440 $324,587 2026 Q2 13F Filing 2026-06-30 2026-08-06
IWV
ISHARES TR
ETF 0.27% 0.31% #40 2
Prev: #38
0.6
—
-82 -10.4%
P
S
706 $301,038 2025 Q4 13F Filing 2026-06-30 2026-08-06
VIG
VANGUARD SPECIA...
ETF 0.27% 0.28% #41
Prev: #41
1.1
—
no change no change
P
S
1,237 $292,699 2025 Q4 13F Filing 2026-06-30 2026-08-06
DE
DEERE & CO
Industrials 0.26% 0.27% #42 1
Prev: #43
1.1
—
no change no change
P
S
456 $289,083 2025 Q4 13F Filing 2026-06-30 2026-08-06
CIBR
FIRST TR EXCHAN...
ETF 0.26% 0.26% #43 4
Prev: #47
0.6
—
-672 -17.4%
P
S
3,200 $287,488 2025 Q4 13F Filing 2026-06-30 2026-08-06
MTUM
ISHARES TR
Bond/Debt 0.25% — #44
Prev: #—
3.6
—
791 —
NEW
 791 $271,179 2026 Q2 13F Filing 2026-06-30 2026-08-06
IJH
ISHARES TR
ETF 0.25% 0.25% #45 4
Prev: #49
1.1
—
no change no change
P
S
3,500 $269,885 2025 Q4 13F Filing 2026-06-30 2026-08-06
VZ
VERIZON COMMUNI...
Communication Services 0.25% 0.34% #46 11
Prev: #35
1.1
—
no change no change
P
S
6,354 $269,028 2025 Q4 13F Filing 2026-06-30 2026-08-06
TRV
TRAVELERS COMPA...
Financial Services 0.24% 0.25% #47 3
Prev: #50
1.1
—
no change no change
P
S
807 $266,407 2025 Q4 13F Filing 2026-06-30 2026-08-06
CAT
CATERPILLAR INC
Industrials 0.24% — #48
Prev: #—
3.6
—
246 —
NEW
 246 $261,965 2026 Q2 13F Filing 2026-06-30 2026-08-06
SCHF
SCHWAB STRATEGI...
Bond/Debt 0.23% 0.24% #49 3
Prev: #52
1.1
—
no change no change
P
S
9,115 $252,486 2025 Q4 13F Filing 2026-06-30 2026-08-06
XLY
SELECT SECTOR S...
ETF 0.23% 0.25% #50 1
Prev: #51
1.1
—
no change no change
P
S
2,140 $250,979 2025 Q4 13F Filing 2026-06-30 2026-08-06
Showing 1-50 of 65 holdings

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