Holders — by stockHoldings — by fund
Briggs Wealth Management, Inc
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002109156
$109.5M
disclosed book value
61
positions
46.4%
largest position share
Positions, as of 2026-06-30
top 61 of 61 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | VTIVANGUARD INDEX FDS | 137,237 | $50.8M | 46.4% |
| 2 | VXUSVANGUARD STAR FDS | 109,843 | $9.4M | 8.6% |
| 3 | BNDVANGUARD BD INDEX FDS | 92,814 | $6.8M | 6.2% |
| 4 | SPYSTATE STR SPDR S&P 500 ETF T | 5,600 | $4.2M | 3.8% |
| 5 | VBVANGUARD INDEX FDS | 13,410 | $4.1M | 3.7% |
| 6 | PVALPUTNAM ETF TRUST | 50,824 | $2.6M | 2.4% |
| 7 | FNDXSCHWAB STRATEGIC TR | 71,026 | $2.2M | 2% |
| 8 | VXFVANGUARD INDEX FDS | 8,933 | $2.2M | 2% |
| 9 | VEUVANGUARD INTL EQUITY INDEX F | 20,713 | $1.7M | 1.6% |
| 10 | VNQVANGUARD INDEX FDS | 14,729 | $1.4M | 1.3% |
| 11 | IBDTISHARES TR | 54,595 | $1.4M | 1.3% |
| 12 | AAPLAPPLE INC | 4,448 | $1.3M | 1.2% |
| 13 | VTVVANGUARD INDEX FDS | 4,874 | $1.1M | 1% |
| 14 | VOTVANGUARD INDEX FDS | 3,262 | $999,151 | 0.9% |
| 15 | RSPINVESCO EXCHANGE TRADED FD T | 4,154 | $883,932 | 0.8% |
| 16 | SGOVISHARES TR | 7,997 | $805,058 | 0.7% |
| 17 | VOVANGUARD INDEX FDS | 9,617 | $774,841 | 0.7% |
| 18 | XLGINVESCO EXCHANGE TRADED FD T | 12,453 | $762,508 | 0.7% |
| 19 | RSPTINVESCO EXCHANGE TRADED FD T | 11,663 | $752,261 | 0.7% |
| 20 | IBIFISHARES TR | 27,965 | $735,200 | 0.7% |
| 21 | VVVANGUARD INDEX FDS | 2,090 | $718,785 | 0.7% |
| 22 | TDIVFIRST TR EXCHANGE TRADED FD | 6,108 | $701,733 | 0.6% |
| 23 | IVVISHARES TR | 853 | $638,502 | 0.6% |
| 24 | MSFTMICROSOFT CORP | 1,694 | $632,036 | 0.6% |
| 25 | SCHGSCHWAB STRATEGIC TR | 18,354 | $621,099 | 0.6% |
| 26 | IBIEISHARES TR | 23,003 | $604,979 | 0.6% |
| 27 | TBILRBB FD INC | 12,094 | $603,007 | 0.6% |
| 28 | DFAXDIMENSIONAL ETF TRUST | 13,657 | $503,124 | 0.5% |
| 29 | USMVISHARES TR | 5,107 | $492,621 | 0.4% |
| 30 | VGTVANGUARD WORLD FD | 3,797 | $453,830 | 0.4% |
| 31 | VIOVVANGUARD ADMIRAL FDS INC | 3,326 | $390,294 | 0.4% |
| 32 | IDAIDACORP INC | 2,467 | $373,257 | 0.3% |
| 33 | EFIVSPDR SERIES TRUST | 5,019 | $366,036 | 0.3% |
| 34 | GOOGLALPHABET INC | 1,009 | $360,632 | 0.3% |
| 35 | JNJJOHNSON & JOHNSON | 1,410 | $358,051 | 0.3% |
| 36 | SCHBSCHWAB STRATEGIC TR | 12,313 | $356,576 | 0.3% |
| 37 | VUGVANGUARD INDEX FDS | 4,109 | $353,949 | 0.3% |
| 38 | IJRISHARES TR | 2,238 | $331,918 | 0.3% |
| 39 | PDBCINVESCO ACTVELY MNGD ETC FD | 20,440 | $324,587 | 0.3% |
| 40 | IWVISHARES TR | 706 | $301,038 | 0.3% |
| 41 | VIGVANGUARD SPECIALIZED FUNDS | 1,237 | $292,699 | 0.3% |
| 42 | DEDEERE & CO | 456 | $289,083 | 0.3% |
| 43 | CIBRFIRST TR EXCHANGE-TRADED FD | 3,200 | $287,488 | 0.3% |
| 44 | MTUMISHARES TR | 791 | $271,179 | 0.2% |
| 45 | IJHISHARES TR | 3,500 | $269,885 | 0.2% |
| 46 | VZVERIZON COMMUNICATIONS INC | 6,354 | $269,028 | 0.2% |
| 47 | TRVTRAVELERS COMPANIES INC | 807 | $266,407 | 0.2% |
| 48 | CATCATERPILLAR INC | 246 | $261,965 | 0.2% |
| 49 | SCHFSCHWAB STRATEGIC TR | 9,115 | $252,486 | 0.2% |
| 50 | XLYSELECT SECTOR SPDR TR | 2,140 | $250,979 | 0.2% |
| 51 | VTEBVANGUARD MUN BD FDS | 4,938 | $249,764 | 0.2% |
| 52 | LLYELI LILLY & CO | 207 | $248,282 | 0.2% |
| 53 | IBDUISHARES TR | 10,702 | $247,858 | 0.2% |
| 54 | IBDSISHARES TR | 9,937 | $240,674 | 0.2% |
| 55 | AMZNAMAZON COM INC | 969 | $230,951 | 0.2% |
| 56 | ICFISHARES TR | 3,296 | $222,908 | 0.2% |
| 57 | BRK/BBERKSHIRE HATHAWAY INC DEL | 440 | $220,172 | 0.2% |
| 58 | VOOVVANGUARD ADMIRAL FDS INC | 1,002 | $219,648 | 0.2% |
| 59 | GLDMWORLD GOLD TR | 2,725 | $216,420 | 0.2% |
| 60 | SCHDSCHWAB STRATEGIC TR | 6,708 | $212,711 | 0.2% |
| 61 | MTZMASTEC INC | 500 | $208,030 | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.