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BWM
Briggs Wealth Management Portfolio holdings
AUM
$110M
This Fund
S&P 500
This Quarter
Est. Return
+13.02%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$110M
AUM Growth
+$15.3M
(+16%)
Cap. Flow
+$3.36M
Cap. Flow
% of AUM
3.07%
Top 10 Holdings %
Top 10 Hldgs %
77.95%
Holding
65
New
7
Increased
16
Reduced
14
Closed
4
Avg Time Held
1.7
quarters
Top 10 Avg Time Held
1.7
quarters
Top 20 Avg Time Held
1.7
quarters
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Putnam Focused Large Cap Value ETF
PVAL
|
+$1.36M |
| 2 |
Vanguard Total International Stock ETF
VXUS
|
+$1.18M |
| 3 |
Vanguard Total Bond Market
BND
|
+$539K |
| 4 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
+$502K |
| 5 |
Vanguard S&P Small-Cap 600 Value ETF
VIOV
|
+$368K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$565K |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$526K |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$423K |
| 4 |
iShares Gold Trust
IAU
|
+$350K |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$219K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 95.43% |
| 2 | Technology | 1.75% |
| 3 | Industrials | 0.69% |
| 4 | Communication Services | 0.57% |
| 5 | Healthcare | 0.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
|
1
Vanguard Morningstar Total Stock Market ETF
VTI
$697B
| $50.8M | 46.36% |
137,237
-1,579
| -1% | -$565K |
2025 Q4
2 quarters
|
|
|
2
Vanguard Total International Stock ETF
VXUS
$160B
| $9.39M | 8.57% |
109,843
+14,035
| +15% | +$1.18M |
2025 Q4
2 quarters
|
|
|
3
Vanguard Total Bond Market
BND
$159B
| $6.81M | 6.22% |
92,814
+7,350
| +9% | +$539K |
2025 Q4
2 quarters
|
|
4
State Street SPDR S&P 500 ETF Trust
SPY
$833B
| $4.18M | 3.82% |
5,600
-102
| -2% | -$74K |
2025 Q4
2 quarters
|
|
5
Vanguard Morningstar Small-Cap ETF
VB
$78.1B
| $4.06M | 3.71% |
13,410
+342
| +3% | +$98K |
2025 Q4
2 quarters
|
|
|
6
Putnam Focused Large Cap Value ETF
PVAL
$15.4B
| $2.59M | 2.36% |
50,824
+27,359
| +117% | +$1.36M |
2026 Q1
1 quarter
|
|
7
Schwab Fundamental US Large Company Index ETF
FNDX
$27.7B
| $2.21M | 2.02% |
71,026
+2,491
| +4% | +$75.2K |
2025 Q4
2 quarters
|
|
8
Vanguard Extended Market ETF
VXF
$30.6B
| $2.2M | 2.01% |
8,933
-43
| -0.5% | -$9.85K |
2025 Q4
2 quarters
|
|
9
Vanguard FTSE All-World ex-US ETF
VEU
$68.3B
| $1.73M | 1.58% |
20,713
+8
| +0% | +$654 |
2025 Q4
2 quarters
|
|
10
Vanguard Real Estate ETF
VNQ
$35.8B
| $1.42M | 1.3% |
14,729
-389
| -3% | -$37.2K |
2025 Q4
2 quarters
|
|
11
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.13B
| $1.38M | 1.26% |
54,595
-2,632
| -5% | -$66.5K |
2025 Q4
2 quarters
|
|
12
Apple
AAPL
$4.91T
| $1.29M | 1.18% |
4,448
+1
| +0% | +$286 |
2025 Q4
2 quarters
|
|
13
Vanguard Morningstar Value ETF
VTV
$189B
| $1.06M | 0.97% |
4,874
| – | – |
2025 Q4
2 quarters
|
|
14
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$19.6B
| $999K | 0.91% |
3,262
-246
| -7% | -$71K |
2025 Q4
2 quarters
|
|
15
Invesco S&P 500 Equal Weight ETF
RSP
$97.5B
| $884K | 0.81% |
4,154
| – | – |
2025 Q4
2 quarters
|
|
16
iShares 0-3 Month Treasury Bond ETF
SGOV
$112B
| $805K | 0.73% |
7,997
-877
| -10% | -$88.2K |
2025 Q4
2 quarters
|
|
17
Vanguard Morningstar Mid-Cap ETF
VO
$106B
| $775K | 0.71% |
9,617
-3
| -0% | -$233 |
2025 Q4
2 quarters
|
|
18
Invesco S&P 500 Top 50 ETF
XLG
$11.9B
| $763K | 0.7% |
12,453
+171
| +1% | +$10.4K |
2025 Q4
2 quarters
|
|
19
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$6.28B
| $752K | 0.69% |
11,663
+289
| +3% | +$16.6K |
2025 Q4
2 quarters
|
|
20
iShares iBonds Oct 2029 Term TIPS ETF
IBIF
$128M
| $735K | 0.67% |
27,965
+13,823
| +98% | +$364K |
2026 Q1
1 quarter
|
|
21
Vanguard Morningstar Large-Cap ETF
VV
$55.2B
| $719K | 0.66% |
2,090
| – | – |
2025 Q4
2 quarters
|
|
22
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$4.46B
| $702K | 0.64% |
6,108
-689
| -10% | -$76.4K |
2025 Q4
2 quarters
|
|
23
iShares Core S&P 500 ETF
IVV
$899B
| $639K | 0.58% |
853
-2
| -0.2% | -$1.46K |
2025 Q4
2 quarters
|
|
24
Microsoft
MSFT
$3.97T
| $632K | 0.58% |
1,694
+50
| +3% | +$20.2K |
2025 Q4
2 quarters
|
|
25
Schwab US Large-Cap Growth ETF
SCHG
$65.3B
| $621K | 0.57% |
18,354
+1,400
| +8% | +$46.4K |
2026 Q1
1 quarter
|
|
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Briggs Wealth Management's Q2 2026 Portfolio in Review
As of Q2 2026, Briggs Wealth Management held 65 positions worth $110M, up 16% from $94.3M the previous quarter. Its ten largest holdings account for 78% of the portfolio.
Briggs Wealth Management deployed $3.36M of net new capital in Q2 2026, opening 7 new positions and adding to 16 existing holdings. Its largest new stake was Dimensional World ex US Core Equity 2 ETF: 13,657 shares worth $503K.
By sector, the portfolio is most concentrated in Miscellaneous at 95% of assets, down from 96% a quarter earlier, followed by Technology and Industrials.
On the sell side, the largest reduction was Vanguard Morningstar Total Stock Market ETF, an estimated $565K trimmed.
- Briggs Wealth Management's largest Q2 2026 buy was Dimensional World ex US Core Equity 2 ETF: 13,657 shares worth $503K.
- Briggs Wealth Management added most to Putnam Focused Large Cap Value ETF in Q2 2026, an estimated $1.36M increase.
- Briggs Wealth Management's biggest Q2 2026 reduction was Vanguard Morningstar Total Stock Market ETF, cutting an estimated $565K.
- Briggs Wealth Management fully exited Vanguard FTSE Developed Markets ETF in Q2 2026, selling an estimated $526K.
- Briggs Wealth Management's ten largest holdings make up 78% of its $110M portfolio in Q2 2026.
- Briggs Wealth Management opened 7 new positions and closed 4 in Q2 2026.
- Briggs Wealth Management's portfolio value rose 16% quarter-over-quarter to $110M.
Based on Briggs Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.