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:
Showing 1-50 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: #—
|
9.5 | 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: #—
|
7.7 | 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: #—
|
7.1 | 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: #—
|
5.7 | 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
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|
5.4 | 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: #—
|
4.4 | 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: #—
|
4.3 | 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: #—
|
4.1 | 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: #—
|
4.1 | 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: #—
|
4.1 | 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: #—
|
4.1 | 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: #—
|
4.0 | 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: #—
|
4.0 | 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: #—
|
3.9 | 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: #—
|
3.9 | 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: #—
|
3.8 | 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: #—
|
3.8 | 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: #—
|
3.8 | 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: #—
|
3.8 | 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: #—
|
3.8 | 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: #—
|
3.8 | 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: #—
|
3.7 | 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: #—
|
3.7 | 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: #—
|
3.7 | 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: #—
|
3.7 | 618 | no change |
NEW
|
618 | $466,061 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IBIE
ISHARES TR
|
Bond/Debt | 0.49% | — |
#26
Prev: #—
|
3.7 | 17,480 | no change |
NEW
|
17,480 | $454,060 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 0.41% | — |
#27
Prev: #—
|
3.7 | 777 | no change |
NEW
|
777 | $379,271 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XLG
INVESCO EXCHANG...
|
Unknown | 0.39% | — |
#28
Prev: #—
|
3.7 | 6,134 | no change |
NEW
|
6,134 | $363,624 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.39% | — |
#29
Prev: #—
|
3.7 | 1,159 | no change |
NEW
|
1,159 | $362,794 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IAU
ISHARES GOLD TR
|
ETF | 0.37% | — |
#30
Prev: #—
|
3.6 | 4,244 | no change |
NEW
|
4,244 | $344,485 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHB
SCHWAB STRATEGI...
|
ETF | 0.34% | — |
#31
Prev: #—
|
3.6 | 11,991 | no change |
NEW
|
11,991 | $314,531 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IDA
IDACORP INC
|
Utilities | 0.34% | — |
#32
Prev: #—
|
3.6 | 2,467 | no change |
NEW
|
2,467 | $312,224 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MMM
3M CO
|
Industrials | 0.33% | — |
#33
Prev: #—
|
3.6 | 1,914 | no change |
NEW
|
1,914 | $306,431 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.33% | — |
#34
Prev: #—
|
3.6 | 284 | no change |
NEW
|
284 | $305,209 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IWV
ISHARES TR
|
ETF | 0.33% | — |
#35
Prev: #—
|
3.6 | 788 | no change |
NEW
|
788 | $304,838 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.31% | — |
#36
Prev: #—
|
3.6 | 1,410 | no change |
NEW
|
1,410 | $291,762 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GLDM
WORLD GOLD TR
|
ETF | 0.31% | — |
#37
Prev: #—
|
3.6 | 3,328 | no change |
NEW
|
3,328 | $284,111 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 0.29% | — |
#38
Prev: #—
|
3.6 | 1,237 | no change |
NEW
|
1,237 | $271,868 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CIBR
FIRST TR EXCHAN...
|
ETF | 0.29% | — |
#39
Prev: #—
|
3.6 | 3,780 | no change |
NEW
|
3,780 | $270,070 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IJR
ISHARES TR
|
ETF | 0.29% | — |
#40
Prev: #—
|
3.6 | 2,238 | no change |
NEW
|
2,238 | $268,963 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHD
SCHWAB STRATEGI...
|
ETF | 0.29% | — |
#41
Prev: #—
|
3.6 | 9,690 | no change |
NEW
|
9,690 | $265,797 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.28% | — |
#42
Prev: #—
|
3.6 | 1,129 | no change |
NEW
|
1,129 | $260,596 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VZ
VERIZON COMMUNI...
|
Communication Services | 0.28% | — |
#43
Prev: #—
|
3.6 | 6,354 | no change |
NEW
|
6,354 | $258,798 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XLY
SELECT SECTOR S...
|
Unknown | 0.27% | — |
#44
Prev: #—
|
3.6 | 2,140 | no change |
NEW
|
2,140 | $255,537 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VTEB
VANGUARD MUN BD...
|
ETF | 0.27% | — |
#45
Prev: #—
|
3.6 | 4,938 | no change |
NEW
|
4,938 | $248,332 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DE
DEERE & CO
|
Industrials | 0.26% | — |
#46
Prev: #—
|
3.6 | 519 | no change |
NEW
|
519 | $241,505 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IBDS
ISHARES TR
|
Bond/Debt | 0.26% | — |
#47
Prev: #—
|
3.6 | 9,937 | no change |
NEW
|
9,937 | $241,270 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TRV
TRAVELERS COMPA...
|
Financial Services | 0.25% | — |
#48
Prev: #—
|
3.6 | 807 | no change |
NEW
|
807 | $234,078 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IJH
ISHARES TR
|
ETF | 0.25% | — |
#49
Prev: #—
|
3.6 | 3,500 | no change |
NEW
|
3,500 | $231,000 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.25% | — |
#50
Prev: #—
|
3.6 | 367 | no change |
NEW
|
367 | $230,157 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-50 of 54 holdings