Briggs Wealth Management, Inc

Est. AUM

$94.3M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	TOTAL STK MKT	$44.5M	138816	47.23%	SOLE
2	VANGUARD STAR FDS	VG TL INTL STK F	$7.4M	95808	7.84%	SOLE
3	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$6.3M	85464	6.67%	SOLE
4	STATE STR SPDR S&P 500 ETF T	TR UNIT	$3.7M	5702	3.93%	SOLE
5	VANGUARD INDEX FDS	SMALL CP ETF	$3.4M	13068	3.63%	SOLE
6	SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$1.9M	68535	2.02%	SOLE
7	VANGUARD INDEX FDS	EXTEND MKT ETF	$1.8M	8976	1.96%	SOLE
8	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$1.6M	20705	1.65%	SOLE
9	ISHARES TR	IBDS DEC28 ETF	$1.4M	57227	1.54%	SOLE
10	VANGUARD INDEX FDS	REAL ESTATE ETF	$1.3M	15118	1.42%	SOLE
11	APPLE INC	COM	$1.1M	4447	1.20%	SOLE
12	PUTNAM ETF TRUST	FOCUSED LAR CAP	$1.1M	23465	1.15%	SOLE
13	VANGUARD INDEX FDS	VALUE ETF	$956K	4874	1.01%	SOLE
14	VANGUARD INDEX FDS	MCAP GR IDXVIP	$902K	3508	0.96%	SOLE
15	ISHARES TR	0-3 MNTH TREASRY	$893K	8874	0.95%	SOLE
16	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$797K	4154	0.85%	SOLE
17	VANGUARD INDEX FDS	MID CAP ETF	$690K	2405	0.73%	SOLE
18	INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$669K	12282	0.71%	SOLE
19	RBB FD INC	F/M US TREASURY	$652K	13094	0.69%	SOLE
20	FIRST TR EXCHANGE TRADED FD	NASD TECH DIV	$636K	6797	0.67%	SOLE
21	VANGUARD INDEX FDS	LARGE CAP ETF	$624K	2090	0.66%	SOLE
22	MICROSOFT CORP	COM	$608K	1644	0.64%	SOLE
23	ISHARES TR	CORE S&P500 ETF	$558K	855	0.59%	SOLE
24	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$525K	8207	0.56%	SOLE
25	INVESCO EXCHANGE TRADED FD T	S&P500 EQL TEC	$514K	11374	0.55%	SOLE
26	SCHWAB STRATEGIC TR	US LCAP GR ETF	$493K	16954	0.52%	SOLE
27	ISHARES TR	MSCI USA MIN VOL	$473K	5107	0.50%	SOLE
28	ISHARES TR	IBONDS OCT 2028	$458K	17480	0.49%	SOLE
29	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$423K	7827	0.45%	SOLE
30	ISHARES TR	IBONDS OCT 2029	$371K	14142	0.39%	SOLE
31	IDACORP INC	COM	$352K	2467	0.37%	SOLE
32	ISHARES GOLD TR	ISHARES NEW	$349K	3965	0.37%	SOLE
33	JOHNSON & JOHNSON	COM	$344K	1410	0.36%	SOLE
34	VANGUARD WORLD FD	INF TECH ETF	$323K	464	0.34%	SOLE
35	VERIZON COMMUNICATIONS INC	COM	$318K	6354	0.34%	SOLE
36	SPDR SERIES TRUST	STATE STREET SPD	$313K	4971	0.33%	SOLE
37	SCHWAB STRATEGIC TR	US BRD MKT ETF	$308K	12303	0.33%	SOLE
38	ISHARES TR	RUSSELL 3000 ETF	$292K	788	0.31%	SOLE
39	ALPHABET INC	CAP STK CL A	$290K	1009	0.31%	SOLE
40	ISHARES TR	CORE S&P SCP ETF	$278K	2238	0.29%	SOLE
41	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$266K	1237	0.28%	SOLE
42	ELI LILLY & CO	COM	$261K	284	0.28%	SOLE
43	DEERE & CO	COM	$256K	456	0.27%	SOLE
44	WORLD GOLD TR	SPDR GLD MINIS	$252K	2725	0.27%	SOLE
45	ISHARES TR	IBONDS DEC 29	$248K	10702	0.26%	SOLE
46	VANGUARD MUN BD FDS	TAX EXEMPT BD	$246K	4938	0.26%	SOLE
47	FIRST TR EXCHANGE-TRADED FD	NASDAQ CYB ETF	$242K	3872	0.26%	SOLE
48	ISHARES TR	IBONDS 27 ETF	$240K	9937	0.25%	SOLE
49	ISHARES TR	CORE S&P MCP ETF	$236K	3500	0.25%	SOLE
50	TRAVELERS COMPANIES INC	COM	$235K	807	0.25%	SOLE

1–50 of 58

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.