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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
Cap. Flow
+$3.36M
Cap. Flow %
3.07%
Top 10 Hldgs %
77.95%
Holding
65
New
7
Increased
16
Reduced
14
Closed
4

Top Buys

Rank Stock Value
1
PVAL icon
Putnam Focused Large Cap Value ETF
PVAL
+$1.36M
2
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.18M
3
BND icon
Vanguard Total Bond Market
BND
+$539K
4
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$502K
5
VIOV icon
Vanguard S&P Small-Cap 600 Value ETF
VIOV
+$368K

Top Sells

Rank Stock Value
1
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$565K
2
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$526K
3
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$423K
4
IAU icon
iShares Gold Trust
IAU
+$350K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$219K

Sector Composition

Rank Sector Weight
1 Technology 1.75%
2 Industrials 0.69%
3 Communication Services 0.57%
4 Healthcare 0.55%
5 Financials 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VTI icon
1
Vanguard Morningstar Total Stock Market ETF
VTI
$684B
$50.8M 46.36%
137,237
-1,579
-1% -$565K
VXUS icon
2
Vanguard Total International Stock ETF
VXUS
$164B
$9.39M 8.57%
109,843
+14,035
+15% +$1.18M
BND icon
3
Vanguard Total Bond Market
BND
$162B
$6.81M 6.22%
92,814
+7,350
+9% +$539K
SPY icon
4
State Street SPDR S&P 500 ETF Trust
SPY
$821B
$4.18M 3.82%
5,600
-102
-2% -$74K
VB icon
5
Vanguard Morningstar Small-Cap ETF
VB
$81.9B
$4.06M 3.71%
13,410
+342
+3% +$98K
PVAL icon
6
Putnam Focused Large Cap Value ETF
PVAL
$14B
$2.59M 2.36%
50,824
+27,359
+117% +$1.36M
FNDX icon
7
Schwab Fundamental US Large Company Index ETF
FNDX
$27.6B
$2.21M 2.02%
71,026
+2,491
+4% +$75.2K
VXF icon
8
Vanguard Extended Market ETF
VXF
$31.5B
$2.2M 2.01%
8,933
-43
-0.5% -$9.85K
VEU icon
9
Vanguard FTSE All-World ex-US ETF
VEU
$70.8B
$1.73M 1.58%
20,713
+8
+0% +$654
VNQ icon
10
Vanguard Real Estate ETF
VNQ
$39.4B
$1.42M 1.3%
14,729
-389
-3% -$37.2K
IBDT icon
11
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.07B
$1.38M 1.26%
54,595
-2,632
-5% -$66.5K
AAPL icon
12
Apple
AAPL
$4.52T
$1.29M 1.18%
4,448
+1
+0% +$286
VTV icon
13
Vanguard Morningstar Value ETF
VTV
$194B
$1.06M 0.97%
4,874
– –
VOT icon
14
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$19.6B
$999K 0.91%
3,262
-246
-7% -$71K
RSP icon
15
Invesco S&P 500 Equal Weight ETF
RSP
$99.9B
$884K 0.81%
4,154
– –
SGOV icon
16
iShares 0-3 Month Treasury Bond ETF
SGOV
$104B
$805K 0.73%
7,997
-877
-10% -$88.2K
VO icon
17
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$775K 0.71%
9,617
-3
-0% -$233
XLG icon
18
Invesco S&P 500 Top 50 ETF
XLG
$10.9B
$763K 0.7%
12,453
+171
+1% +$10.4K
RSPT icon
19
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.78B
$752K 0.69%
11,663
+289
+3% +$16.6K
IBIF icon
20
iShares iBonds Oct 2029 Term TIPS ETF
IBIF
$115M
$735K 0.67%
27,965
+13,823
+98% +$364K
VV icon
21
Vanguard Morningstar Large-Cap ETF
VV
$54B
$719K 0.66%
2,090
– –
TDIV icon
22
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$4.33B
$702K 0.64%
6,108
-689
-10% -$76.4K
IVV icon
23
iShares Core S&P 500 ETF
IVV
$893B
$639K 0.58%
853
-2
-0.2% -$1.46K
MSFT icon
24
Microsoft
MSFT
$3.63T
$632K 0.58%
1,694
+50
+3% +$20.2K
SCHG icon
25
Schwab US Large-Cap Growth ETF
SCHG
$62.2B
$621K 0.57%
18,354
+1,400
+8% +$46.4K
1
2 3

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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 Technology at 1.8% of assets, down from 1.8% a quarter earlier, followed by Industrials and Communication Services.

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.