Briggs Wealth Management, Inc - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 19, 2026, for the 2025 Q4 period, Briggs Wealth Management, Inc held in its portfolio 54 assets valued at $92,990,323 (i.e. $92.99M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($45.42M), VANGUARD BD INDEX FDS ($6.24M), and VANGUARD STAR FDS ($5.94M).
The chart below shows the top 10 valuable assets, and the table below shows the top 54 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Briggs Wealth Management, Inc - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 135469 | 45418639 | TOTAL STK MKT |
| VANGUARD BD INDEX FDS | 84184 | 6235530 | TOTAL BND MRKT |
| VANGUARD STAR FDS | 78754 | 5941222 | VG TL INTL STK F |
| SPDR S&P 500 ETF TR | 5774 | 3937126 | TR UNIT |
| VANGUARD INDEX FDS | 12777 | 3295811 | SMALL CP ETF |
| SCHWAB STRATEGIC TR | 73318 | 1994991 | FUNDAMENTAL US L |
| VANGUARD INDEX FDS | 9380 | 1961452 | EXTEND MKT ETF |
| VANGUARD INTL EQUITY INDEX F | 20465 | 1505412 | ALLWRLD EX US |
| ISHARES TR | 14941 | 1499778 | 0-3 MNTH TREASRY |
| ISHARES TR | 54018 | 1375028 | IBDS DEC28 ETF |
| VANGUARD INDEX FDS | 15118 | 1337792 | REAL ESTATE ETF |
| APPLE INC | 4447 | 1208837 | COM |
| VANGUARD INDEX FDS | 5518 | 1053883 | VALUE ETF |
| VANGUARD INDEX FDS | 3508 | 979223 | MCAP GR IDXVIP |
| RBB FD INC | 17086 | 852250 | US TREAS 3 MNTH |
| INVESCO EXCHANGE TRADED FD T | 4154 | 795817 | S&P500 EQL WGT |
| MICROSOFT CORP | 1644 | 795239 | COM |
| VANGUARD INDEX FDS | 2574 | 747136 | MID CAP ETF |
| VANGUARD INDEX FDS | 2090 | 657944 | LARGE CAP ETF |
| FIRST TR EXCHANGE TRADED FD | 6787 | 657235 | NASD TECH DIV |
| ISHARES TR | 857 | 586718 | CORE S&P500 ETF |
| INVESCO EXCHANGE TRADED FD T | 11372 | 517523 | S&P500 EQL TEC |
| VANGUARD TAX-MANAGED FDS | 8193 | 511835 | VAN FTSE DEV MKT |
| ISHARES TR | 5262 | 495470 | MSCI USA MIN VOL |
| VANGUARD WORLD FD | 618 | 466061 | INF TECH ETF |
| ISHARES TR | 17480 | 454060 | IBONDS OCT 2028 |
| VANGUARD INDEX FDS | 777 | 379271 | GROWTH ETF |
| INVESCO EXCHANGE TRADED FD T | 6134 | 363624 | S&P 500 TOP 50 |
| ALPHABET INC | 1159 | 362794 | CAP STK CL A |
| ISHARES GOLD TR | 4244 | 344485 | ISHARES NEW |
| SCHWAB STRATEGIC TR | 11991 | 314531 | US BRD MKT ETF |
| IDACORP INC | 2467 | 312224 | COM |
| 3M CO | 1914 | 306431 | COM |
| ELI LILLY & CO | 284 | 305209 | COM |
| ISHARES TR | 788 | 304838 | RUSSELL 3000 ETF |
| JOHNSON & JOHNSON | 1410 | 291762 | COM |
| WORLD GOLD TR | 3328 | 284111 | SPDR GLD MINIS |
| VANGUARD SPECIALIZED FUNDS | 1237 | 271868 | DIV APP ETF |
| FIRST TR EXCHANGE TRADED FD | 3780 | 270070 | NASDAQ CYB ETF |
| ISHARES TR | 2238 | 268963 | CORE S&P SCP ETF |
| SCHWAB STRATEGIC TR | 9690 | 265797 | US DIVIDEND EQ |
| AMAZON COM INC | 1129 | 260596 | COM |
| VERIZON COMMUNICATIONS INC | 6354 | 258798 | COM |
| SELECT SECTOR SPDR TR | 2140 | 255537 | STATE STREET CON |
| VANGUARD MUN BD FDS | 4938 | 248332 | TAX EXEMPT BD |
| DEERE & CO | 519 | 241505 | COM |
| ISHARES TR | 9937 | 241270 | IBONDS 27 ETF |
| TRAVELERS COMPANIES INC | 807 | 234078 | COM |
| ISHARES TR | 3500 | 231000 | CORE S&P MCP ETF |
| VANGUARD INDEX FDS | 367 | 230157 | S&P 500 ETF SHS |
| BERKSHIRE HATHAWAY INC DEL | 440 | 221166 | CL B NEW |
| SCHWAB STRATEGIC TR | 9115 | 219125 | INTL EQTY ETF |
| SELECT SECTOR SPDR TR | 5341 | 215509 | STATE STREET REA |
| VANGUARD ADMIRAL FDS INC | 1002 | 205260 | 500 VAL IDX FD |
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