Briggs Wealth Management, Inc

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 6, 2026), Briggs Wealth Management, Inc reported 61 stock positions worth $109.5 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 46.4% of the portfolio, followed by Vanguard Total Intl Stock (VXUS, 8.6%) and Vanguard Total Bond Market (BND, 6.2%). Compared with Q1 2026, it opened 7 new positions, sold out of 4, added to 16 and reduced 13. The biggest buy was Putnam Focused LRG Cap Value (PVAL, shares +117%) and the biggest sale VG Morningstar TS MKT ETF-US (VTI, shares −1%).

Most Recent 13F
Q2 2026
Location
GLASTONBURY, CT
CIK
0002109156
Portfolio Value
$109.5M (Q2 2026)
SEC Filing
0002109156-26-000003 ↗ filed Aug 6, 2026

Holdings Value

0$50.0M$100.0M$150.0M Q4 2025: $93.0M Q4 2025 Q1 2026: $94.3M Q1 2026 Q2 2026: $109.5M $109.5M Q2 2026

Holdings 61 stocks · $109.5M
VTI VG Morningstar TS MKT ETF-US 46.36% 137,237 $50.8M Reduce -1.1%
VXUS Vanguard Total Intl Stock 8.57% 109,843 $9.4M Add +14.7%
BND Vanguard Total Bond Market 6.22% 92,814 $6.8M Add +8.6%
SPY SS SPDR S&P 500 ETF Trust-US 3.82% 5,600 $4.2M Reduce -1.8%
VB Vanguard Most SM-Cap ETF-Usd 3.71% 13,410 $4.1M Add +2.6%
PVAL Putnam Focused LRG Cap Value 2.36% 50,824 $2.6M Add +116.6%
FNDX Schwab Fndmntl US LRG Co. ETF 2.02% 71,026 $2.2M Add +3.6%
VXF Vanguard Extended Market ETF 2.01% 8,933 $2.2M Reduce -0.5%
VEU Vanguard Ftse All-World Ex-U 1.58% 20,713 $1.7M Add +0.0%
VNQ Vanguard Real Estate ETF 1.30% 14,729 $1.4M Reduce -2.6%
IBDT iShares Ibonds Dec 2028 ETF 1.26% 54,595 $1.4M Reduce -4.6%
AAPL Apple Inc. 1.18% 4,448 $1.3M Add +0.0%
VTV Vanguard Mrngstr Val ETF-Aui 0.97% 4,874 $1.1M No change
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.91% 3,262 $999K Reduce -7.0%
RSP Invesco S&P 500 Equal Weight 0.81% 4,154 $884K No change
SGOV iShares 0-3 Month Treasury B 0.73% 7,997 $805K Reduce -9.9%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.71% 9,617 $775K No change
XLG Invesco S&P 500 Top 50 ETF 0.70% 12,453 $763K Add +1.4%
RSPT Invesco S&P 500 Equal Weight 0.69% 11,663 $752K Add +2.5%
IBIF iShares Ibonds Oct 2029 TT 0.67% 27,965 $735K Add +97.7%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.66% 2,090 $719K No change
TDIV FT Nasdaq Tech DVD Index FD 0.64% 6,108 $702K Reduce -10.1%
IVV iShares Core S&P 500 ETF 0.58% 853 $639K Reduce -0.2%
MSFT Microsoft Corp. 0.58% 1,694 $632K Add +3.0%
SCHG Schwab US Large-Cap Growth 0.57% 18,354 $621K Add +8.3%
IBIE iShares Ibonds Oct 2028 TT 0.55% 23,003 $605K Add +31.6%
TBIL F/M US Treasury 3 Month Bill 0.55% 12,094 $603K Reduce -7.6%
DFAX Dimensional World Ex US Core 0.46% 13,657 $503K New
USMV iShares MSCI USA Min Vol Fac 0.45% 5,107 $493K No change
VGT Vanguard Info Tech ETF 0.41% 3,797 $454K Add +2.3%
VIOV Vanguard S&P Small-Cap 600 V 0.36% 3,326 $390K New
IDA Idacorp Inc. 0.34% 2,467 $373K No change
EFIV SS SPDR S&P 500 ESG ETF 0.33% 5,019 $366K Add +1.0%
GOOGL Alphabet Inc. Class A 0.33% 1,009 $361K No change
JNJ Johnson & Johnson 0.33% 1,410 $358K No change
SCHB Schwab US Broad Market ETF 0.33% 12,313 $357K Add +0.1%
VUG Vanguard Mrngstar GR ETF-Sui 0.32% 4,109 $354K New
IJR iShares Core S&P Small-Cap E 0.30% 2,238 $332K No change
PDBC Invesco Optimum Yield Divers 0.30% 20,440 $325K New
IWV iShares Russell 3000 ETF 0.27% 706 $301K Reduce -10.4%
VIG Vanguard Dividend Apprec ETF 0.27% 1,237 $293K No change
DE Deere & Co. 0.26% 456 $289K No change
CIBR First Trust Nasdaq Cybersecu 0.26% 3,200 $287K Reduce -17.4%
MTUM iShares MSCI USA Momentum Fa 0.25% 791 $271K New
IJH iShares Core S&P Midcap ETF 0.25% 3,500 $270K No change
VZ Verizon Communications Inc. 0.25% 6,354 $269K No change
TRV The Travelers Cos Inc. 0.24% 807 $266K No change
CAT Caterpillar Inc. 0.24% 246 $262K New
SCHF Schwab Intl Equity ETF 0.23% 9,115 $252K No change
XLY SS Consumer Disc Select Sect 0.23% 2,140 $251K No change
VTEB Vanguard Tax-Exempt Bond ETF 0.23% 4,938 $250K No change
LLY Eli Lilly & Co. 0.23% 207 $248K Reduce -27.1%
IBDU iShares Ibonds Dec 2029 Term 0.23% 10,702 $248K No change
IBDS Ishrs Ibnds Dec 27 Corp. ETF 0.22% 9,937 $241K No change
AMZN Amazon.com Inc. 0.21% 969 $231K No change
ICF iShares Select U.S. REIT ETF 0.20% 3,296 $223K No change
BRK.B Berkshire Hathaway Inc. Class B 0.20% 440 $220K No change
VOOV Vanguard S&P 500 Value ETF 0.20% 1,002 $220K No change
GLDM SPDR Gold Minishares Trust 0.20% 2,725 $216K No change
SCHD Schwab US DVD Equity ETF 0.19% 6,708 $213K No change
MTZ Mastec Inc. 0.19% 500 $208K New

Portfolio Sells Q1 2026 → Q2 2026
VTI VG Morningstar TS MKT ETF-US Reduce -1.1% 46.36% −0.88
VEA Vanguard Ftse Developed ETF Sold out 0.00% −0.56
VWO Vanguard Ftse Emerging Marke Sold out 0.00% −0.45
IAU iShares Gold Trust Sold out 0.00% −0.37
IBDT iShares Ibonds Dec 2028 ETF Reduce -4.6% 1.26% −0.28
VOO Vanguard S&P 500 ETF Sold out 0.00% −0.23
SGOV iShares 0-3 Month Treasury B Reduce -9.9% 0.73% −0.21
TBIL F/M US Treasury 3 Month Bill Reduce -7.6% 0.55% −0.14
VNQ Vanguard Real Estate ETF Reduce -2.6% 1.30% −0.13
SPY SS SPDR S&P 500 ETF Trust-US Reduce -1.8% 3.82% −0.11
LLY Eli Lilly & Co. Reduce -27.1% 0.23% −0.05
VOT Vngrd Mrngstr MC GRW ETF-Usd Reduce -7.0% 0.91% −0.05
IWV iShares Russell 3000 ETF Reduce -10.4% 0.27% −0.04
TDIV FT Nasdaq Tech DVD Index FD Reduce -10.1% 0.64% −0.03
IVV iShares Core S&P 500 ETF Reduce -0.2% 0.58% −0.01
CIBR First Trust Nasdaq Cybersecu Reduce -17.4% 0.26% +0.01
VXF Vanguard Extended Market ETF Reduce -0.5% 2.01% +0.05

Portfolio Buys Q1 2026 → Q2 2026
PVAL Putnam Focused LRG Cap Value Add +116.6% 2.36% +1.21
VXUS Vanguard Total Intl Stock Add +14.7% 8.57% +0.74
DFAX Dimensional World Ex US Core New 0.46% +0.46
VIOV Vanguard S&P Small-Cap 600 V New 0.36% +0.36
VUG Vanguard Mrngstar GR ETF-Sui New 0.32% +0.32
PDBC Invesco Optimum Yield Divers New 0.30% +0.30
IBIF iShares Ibonds Oct 2029 TT Add +97.7% 0.67% +0.28
MTUM iShares MSCI USA Momentum Fa New 0.25% +0.25
CAT Caterpillar Inc. New 0.24% +0.24
MTZ Mastec Inc. New 0.19% +0.19
RSPT Invesco S&P 500 Equal Weight Add +2.5% 0.69% +0.14
VB Vanguard Most SM-Cap ETF-Usd Add +2.6% 3.71% +0.08
VGT Vanguard Info Tech ETF Add +2.3% 0.41% +0.07
IBIE iShares Ibonds Oct 2028 TT Add +31.6% 0.55% +0.07
SCHG Schwab US Large-Cap Growth Add +8.3% 0.57% +0.04
EFIV SS SPDR S&P 500 ESG ETF Add +1.0% 0.33% +0.00
SCHB Schwab US Broad Market ETF Add +0.1% 0.33% −0.00
FNDX Schwab Fndmntl US LRG Co. ETF Add +3.6% 2.02% −0.01
XLG Invesco S&P 500 Top 50 ETF Add +1.4% 0.70% −0.01
AAPL Apple Inc. Add +0.0% 1.18% −0.02
VEU Vanguard Ftse All-World Ex-U Add +0.0% 1.58% −0.07
MSFT Microsoft Corp. Add +3.0% 0.58% −0.07
BND Vanguard Total Bond Market Add +8.6% 6.22% −0.46

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 61$109.5MVTI, VXUS, BND, SPY, VB
Q1 2026 58$94.3MVTI, VXUS, BND, SPY, VB
Q4 2025 54$93.0MVTI, BND, VXUS, SPY, VB