Briggs Wealth Management, Inc — 13F holdings

Briggs Wealth Management, Inc reported 61 holdings worth $110M in its 13F filing for Q2 2026, filed August 6, 2026.

Largest positions

  1. VTI VANGUARD INDEX FDS — $50.8M (46.4%)
  2. VXUS VANGUARD STAR FDS — $9.39M (8.6%)
  3. BND VANGUARD BD INDEX FDS — $6.81M (6.2%)
  4. SPY SPDR S&P 500 ETF TR — $4.18M (3.8%)
  5. VB VANGUARD INDEX FDS — $4.06M (3.7%)
  6. PVAL PUTNAM ETF TRUST — $2.59M (2.4%)
  7. FNDX SCHWAB STRATEGIC TR — $2.21M (2.0%)
  8. VXF VANGUARD INDEX FDS — $2.20M (2.0%)
  9. VEU VANGUARD INTL EQUITY INDEX F — $1.73M (1.6%)
  10. VNQ VANGUARD INDEX FDS — $1.42M (1.3%)