Briggs Wealth Management, Inc
CIK: 0002109156Latest portfolio: $93.0M · Q4 2025
Holdings
54
Total Value
$93.0M
New Positions
54
Closed Positions
0
Top Holdings
View All 54 Holdings →| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VTIVANGUARD INDEX FDS | 135,469 | $45.4M | 48.84% | |
| 2 | BNDVANGUARD BD INDEX FDS | 84,184 | $6.2M | 6.71% | |
| 3 | VXUSVANGUARD STAR FDS | 78,754 | $5.9M | 6.39% | |
| 4 | SPYSPDR S&P 500 ETF TR | 5,774 | $3.9M | 4.23% | |
| 5 | VBVANGUARD INDEX FDS | 12,777 | $3.3M | 3.54% | |
| 6 | FNDXSCHWAB STRATEGIC TR | 73,318 | $2.0M | 2.14% | |
| 7 | VXFVANGUARD INDEX FDS | 9,380 | $2.0M | 2.11% | |
| 8 | VEUVANGUARD INTL EQUITY INDEX F | 20,465 | $1.5M | 1.62% | |
| 9 | SGOVISHARES TR | 14,941 | $1.5M | 1.61% | |
| 10 | IBDTISHARES TR | 54,018 | $1.4M | 1.48% | |
| 11 | VNQVANGUARD INDEX FDS | 15,118 | $1.3M | 1.44% | |
| 12 | AAPLAPPLE INC | 4,447 | $1.2M | 1.30% | |
| 13 | VTVVANGUARD INDEX FDS | 5,518 | $1.1M | 1.13% | |
| 14 | VOTVANGUARD INDEX FDS | 3,508 | $979K | 1.05% | |
| 15 | TBILRBB FD INC | 17,086 | $852K | 0.92% | |
| 16 | RSPINVESCO EXCHANGE TRADED FD T | 4,154 | $795K | 0.85% | |
| 17 | MSFTMICROSOFT CORP | 1,644 | $795K | 0.85% | |
| 18 | VOVANGUARD INDEX FDS | 2,574 | $747K | 0.80% | |
| 19 | TDIVFIRST TR EXCHANGE TRADED FD | 6,787 | $657K | 0.71% | |
| 20 | VVVANGUARD INDEX FDS | 2,090 | $657K | 0.71% | |
| 21 | IVVISHARES TR | 857 | $586K | 0.63% | |
| 22 | RSPTINVESCO EXCHANGE TRADED FD T | 11,372 | $517K | 0.56% | |
| 23 | VEAVANGUARD TAX-MANAGED FDS | 8,193 | $511K | 0.55% | |
| 24 | USMVISHARES TR | 5,262 | $495K | 0.53% | |
| 25 | VGTVANGUARD WORLD FD | 618 | $466K | 0.50% |
Sector Breakdown
Financial Services0.0% ($4.541862355941394e+129T)
Technology0.0% ($1.2T)
Unknown0.0% ($344.2M)
Industrials0.0% ($306.2M)
Healthcare0.0% ($305.3M)
Communication Services0.0% ($362K)
Utilities0.0% ($312K)
Consumer Cyclical0.0% ($260K)
Filing History
| Quarter | Filing Date | Portfolio Value | Holdings |
|---|---|---|---|
| Q4 2025 | Feb 19, 2026 | $93.0M | 54 |
Fund Information
Briggs Wealth Management, Inc is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $93.0M across 54 holdings. The largest position is VANGUARD INDEX FDS (VTI), representing 48.8% of the portfolio. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.