Briggs Wealth Management, Inc

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Briggs Wealth Management, Inc reported 58 stock positions worth $94.3 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 47.2% of the portfolio, followed by Vanguard Total Intl Stock (VXUS, 7.8%) and Vanguard Total Bond Market (BND, 6.7%). Compared with Q4 2025, it opened 7 new positions, sold out of 3, added to 12 and reduced 16. The biggest buy was Vanguard Total Intl Stock (VXUS, shares +22%) and the biggest sale iShares 0-3 Month Treasury B (SGOV, shares −41%).

Most Recent 13F
Q2 2026
Location
GLASTONBURY, CT
CIK
0002109156
Portfolio Value
$94.3M (Q1 2026)
SEC Filing
0002109156-26-000002 ↗ filed May 15, 2026

Holdings Value

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

Holdings 58 stocks · $94.3M
VTI VG Morningstar TS MKT ETF-US 47.23% 138,816 $44.5M Add +2.5%
VXUS Vanguard Total Intl Stock 7.84% 95,808 $7.4M Add +21.6%
BND Vanguard Total Bond Market 6.68% 85,464 $6.3M Add +1.5%
SPY SS SPDR S&P 500 ETF Trust-US 3.93% 5,702 $3.7M Reduce -1.3%
VB Vanguard Most SM-Cap ETF-Usd 3.63% 13,068 $3.4M Add +2.3%
FNDX Schwab Fndmntl US LRG Co. ETF 2.02% 68,535 $1.9M Reduce -6.5%
VXF Vanguard Extended Market ETF 1.96% 8,976 $1.8M Reduce -4.3%
VEU Vanguard Ftse All-World Ex-U 1.65% 20,705 $1.6M Add +1.2%
IBDT iShares Ibonds Dec 2028 ETF 1.54% 57,227 $1.4M Add +5.9%
VNQ Vanguard Real Estate ETF 1.42% 15,118 $1.3M No change
AAPL Apple Inc. 1.20% 4,447 $1.1M No change
PVAL Putnam Focused LRG Cap Value 1.15% 23,465 $1.1M New
VTV Vanguard Mrngstr Val ETF-Aui 1.01% 4,874 $956K Reduce -11.7%
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.96% 3,508 $903K No change
SGOV iShares 0-3 Month Treasury B 0.95% 8,874 $893K Reduce -40.6%
RSP Invesco S&P 500 Equal Weight 0.85% 4,154 $797K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.73% 2,405 $691K Reduce -6.6%
XLG Invesco S&P 500 Top 50 ETF 0.71% 12,282 $670K Add +100.2%
TBIL F/M US Treasury 3 Month Bill 0.69% 13,094 $653K Reduce -23.4%
TDIV FT Nasdaq Tech DVD Index FD 0.68% 6,797 $637K Add +0.1%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.66% 2,090 $625K No change
MSFT Microsoft Corp. 0.65% 1,644 $609K No change
IVV iShares Core S&P 500 ETF 0.59% 855 $558K Reduce -0.2%
VEA Vanguard Ftse Developed ETF 0.56% 8,207 $526K Add +0.2%
RSPT Invesco S&P 500 Equal Weight 0.55% 11,374 $515K Add +0.0%
SCHG Schwab US Large-Cap Growth 0.52% 16,954 $494K New
USMV iShares MSCI USA Min Vol Fac 0.50% 5,107 $474K Reduce -3.0%
IBIE iShares Ibonds Oct 2028 TT 0.49% 17,480 $459K No change
VWO Vanguard Ftse Emerging Marke 0.45% 7,827 $423K New
IBIF iShares Ibonds Oct 2029 TT 0.39% 14,142 $371K New
IDA Idacorp Inc. 0.37% 2,467 $353K No change
IAU iShares Gold Trust 0.37% 3,965 $350K Reduce -6.6%
JNJ Johnson & Johnson 0.37% 1,410 $345K No change
VGT Vanguard Info Tech ETF 0.34% 464 $324K Reduce -24.9%
VZ Verizon Communications Inc. 0.34% 6,354 $319K No change
EFIV SS SPDR S&P 500 ESG ETF 0.33% 4,971 $314K New
SCHB Schwab US Broad Market ETF 0.33% 12,303 $309K Add +2.6%
IWV iShares Russell 3000 ETF 0.31% 788 $292K No change
GOOGL Alphabet Inc. Class A 0.31% 1,009 $290K Reduce -12.9%
IJR iShares Core S&P Small-Cap E 0.30% 2,238 $278K No change
VIG Vanguard Dividend Apprec ETF 0.28% 1,237 $266K No change
LLY Eli Lilly & Co. 0.28% 284 $261K No change
DE Deere & Co. 0.27% 456 $257K Reduce -12.1%
GLDM SPDR Gold Minishares Trust 0.27% 2,725 $253K Reduce -18.1%
IBDU iShares Ibonds Dec 2029 Term 0.26% 10,702 $249K New
VTEB Vanguard Tax-Exempt Bond ETF 0.26% 4,938 $246K No change
CIBR First Trust Nasdaq Cybersecu 0.26% 3,872 $243K Add +2.4%
IBDS Ishrs Ibnds Dec 27 Corp. ETF 0.26% 9,937 $241K No change
IJH iShares Core S&P Midcap ETF 0.25% 3,500 $236K No change
TRV The Travelers Cos Inc. 0.25% 807 $235K No change
XLY SS Consumer Disc Select Sect 0.25% 2,140 $233K No change
SCHF Schwab Intl Equity ETF 0.24% 9,115 $226K No change
VOO Vanguard S&P 500 ETF 0.23% 367 $219K No change
BRK.B Berkshire Hathaway Inc. Class B 0.22% 440 $211K No change
SCHD Schwab US DVD Equity ETF 0.22% 6,708 $206K Reduce -30.8%
VOOV Vanguard S&P 500 Value ETF 0.22% 1,002 $204K No change
ICF iShares Select U.S. REIT ETF 0.22% 3,296 $204K New
AMZN Amazon.com Inc. 0.21% 969 $202K Reduce -14.2%

Portfolio Sells Q4 2025 → Q1 2026
SGOV iShares 0-3 Month Treasury B Reduce -40.6% 0.95% −0.67
VUG Vanguard Mrngstar GR ETF-Sui Sold out 0.00% −0.41
MMM 3M Co. Sold out 0.00% −0.33
SPY SS SPDR S&P 500 ETF Trust-US Reduce -1.3% 3.93% −0.30
XLRE SS Real Estate Select Sector Sold out 0.00% −0.23
TBIL F/M US Treasury 3 Month Bill Reduce -23.4% 0.69% −0.22
VGT Vanguard Info Tech ETF Reduce -24.9% 0.34% −0.16
VXF Vanguard Extended Market ETF Reduce -4.3% 1.96% −0.15
FNDX Schwab Fndmntl US LRG Co. ETF Reduce -6.5% 2.02% −0.12
VTV Vanguard Mrngstr Val ETF-Aui Reduce -11.7% 1.01% −0.12
GOOGL Alphabet Inc. Class A Reduce -12.9% 0.31% −0.08
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -6.6% 0.73% −0.07
SCHD Schwab US DVD Equity ETF Reduce -30.8% 0.22% −0.07
AMZN Amazon.com Inc. Reduce -14.2% 0.21% −0.07
IVV iShares Core S&P 500 ETF Reduce -0.2% 0.59% −0.04
GLDM SPDR Gold Minishares Trust Reduce -18.1% 0.27% −0.04
USMV iShares MSCI USA Min Vol Fac Reduce -3.0% 0.50% −0.03
IAU iShares Gold Trust Reduce -6.6% 0.37% +0.00
DE Deere & Co. Reduce -12.1% 0.27% +0.01

Portfolio Buys Q4 2025 → Q1 2026
VXUS Vanguard Total Intl Stock Add +21.6% 7.84% +1.45
PVAL Putnam Focused LRG Cap Value New 1.15% +1.15
SCHG Schwab US Large-Cap Growth New 0.52% +0.52
VWO Vanguard Ftse Emerging Marke New 0.45% +0.45
IBIF iShares Ibonds Oct 2029 TT New 0.39% +0.39
EFIV SS SPDR S&P 500 ESG ETF New 0.33% +0.33
XLG Invesco S&P 500 Top 50 ETF Add +100.2% 0.71% +0.32
IBDU iShares Ibonds Dec 2029 Term New 0.26% +0.26
ICF iShares Select U.S. REIT ETF New 0.22% +0.22
VB Vanguard Most SM-Cap ETF-Usd Add +2.3% 3.63% +0.09
IBDT iShares Ibonds Dec 2028 ETF Add +5.9% 1.54% +0.06
VEU Vanguard Ftse All-World Ex-U Add +1.2% 1.65% +0.03
VEA Vanguard Ftse Developed ETF Add +0.2% 0.56% +0.01
RSPT Invesco S&P 500 Equal Weight Add +0.0% 0.55% −0.01
SCHB Schwab US Broad Market ETF Add +2.6% 0.33% −0.01
BND Vanguard Total Bond Market Add +1.5% 6.68% −0.03
TDIV FT Nasdaq Tech DVD Index FD Add +0.1% 0.68% −0.03
CIBR First Trust Nasdaq Cybersecu Add +2.4% 0.26% −0.03
VTI VG Morningstar TS MKT ETF-US Add +2.5% 47.23% −1.61

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