Briggs Wealth Management, Inc
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 19, 2026), Briggs Wealth Management, Inc reported 54 stock positions worth $93.0 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 48.8% of the portfolio, followed by Vanguard Total Bond Market (BND, 6.7%) and Vanguard Total Intl Stock (VXUS, 6.4%).
- Most Recent 13F
- Q2 2026
- Location
- GLASTONBURY, CT
- CIK
- 0002109156
- Portfolio Value
- $93.0M (Q4 2025)
- SEC Filing
- 0002109156-26-000001 ↗ filed Feb 19, 2026
Holdings Value
Holdings 54 stocks · $93.0M
| VTI VG Morningstar TS MKT ETF-US | 48.84% | 135,469 | $45.4M | — |
| BND Vanguard Total Bond Market | 6.71% | 84,184 | $6.2M | — |
| VXUS Vanguard Total Intl Stock | 6.39% | 78,754 | $5.9M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 4.23% | 5,774 | $3.9M | — |
| VB Vanguard Most SM-Cap ETF-Usd | 3.54% | 12,777 | $3.3M | — |
| FNDX Schwab Fndmntl US LRG Co. ETF | 2.15% | 73,318 | $2.0M | — |
| VXF Vanguard Extended Market ETF | 2.11% | 9,380 | $2.0M | — |
| VEU Vanguard Ftse All-World Ex-U | 1.62% | 20,465 | $1.5M | — |
| SGOV iShares 0-3 Month Treasury B | 1.61% | 14,941 | $1.5M | — |
| IBDT iShares Ibonds Dec 2028 ETF | 1.48% | 54,018 | $1.4M | — |
| VNQ Vanguard Real Estate ETF | 1.44% | 15,118 | $1.3M | — |
| AAPL Apple Inc. | 1.30% | 4,447 | $1.2M | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.13% | 5,518 | $1.1M | — |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 1.05% | 3,508 | $979K | — |
| TBIL F/M US Treasury 3 Month Bill | 0.92% | 17,086 | $852K | — |
| RSP Invesco S&P 500 Equal Weight | 0.86% | 4,154 | $796K | — |
| MSFT Microsoft Corp. | 0.86% | 1,644 | $795K | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.80% | 2,574 | $747K | — |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.71% | 2,090 | $658K | — |
| TDIV FT Nasdaq Tech DVD Index FD | 0.71% | 6,787 | $657K | — |
| IVV iShares Core S&P 500 ETF | 0.63% | 857 | $587K | — |
| RSPT Invesco S&P 500 Equal Weight | 0.56% | 11,372 | $518K | — |
| VEA Vanguard Ftse Developed ETF | 0.55% | 8,193 | $512K | — |
| USMV iShares MSCI USA Min Vol Fac | 0.53% | 5,262 | $495K | — |
| VGT Vanguard Info Tech ETF | 0.50% | 618 | $466K | — |
| IBIE iShares Ibonds Oct 2028 TT | 0.49% | 17,480 | $454K | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.41% | 777 | $379K | — |
| XLG Invesco S&P 500 Top 50 ETF | 0.39% | 6,134 | $364K | — |
| GOOGL Alphabet Inc. Class A | 0.39% | 1,159 | $363K | — |
| IAU iShares Gold Trust | 0.37% | 4,244 | $344K | — |
| SCHB Schwab US Broad Market ETF | 0.34% | 11,991 | $315K | — |
| IDA Idacorp Inc. | 0.34% | 2,467 | $312K | — |
| MMM 3M Co. | 0.33% | 1,914 | $306K | — |
| LLY Eli Lilly & Co. | 0.33% | 284 | $305K | — |
| IWV iShares Russell 3000 ETF | 0.33% | 788 | $305K | — |
| JNJ Johnson & Johnson | 0.31% | 1,410 | $292K | — |
| GLDM SPDR Gold Minishares Trust | 0.31% | 3,328 | $284K | — |
| VIG Vanguard Dividend Apprec ETF | 0.29% | 1,237 | $272K | — |
| CIBR First Trust Nasdaq Cybersecu | 0.29% | 3,780 | $270K | — |
| IJR iShares Core S&P Small-Cap E | 0.29% | 2,238 | $269K | — |
| SCHD Schwab US DVD Equity ETF | 0.29% | 9,690 | $266K | — |
| AMZN Amazon.com Inc. | 0.28% | 1,129 | $261K | — |
| VZ Verizon Communications Inc. | 0.28% | 6,354 | $259K | — |
| XLY SS Consumer Disc Select Sect | 0.27% | 2,140 | $256K | — |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.27% | 4,938 | $248K | — |
| DE Deere & Co. | 0.26% | 519 | $242K | — |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.26% | 9,937 | $241K | — |
| TRV The Travelers Cos Inc. | 0.25% | 807 | $234K | — |
| IJH iShares Core S&P Midcap ETF | 0.25% | 3,500 | $231K | — |
| VOO Vanguard S&P 500 ETF | 0.25% | 367 | $230K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.24% | 440 | $221K | — |
| SCHF Schwab Intl Equity ETF | 0.24% | 9,115 | $219K | — |
| XLRE SS Real Estate Select Sector | 0.23% | 5,341 | $216K | — |
| VOOV Vanguard S&P 500 Value ETF | 0.22% | 1,002 | $205K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.