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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
IBIE icon
26
iShares iBonds Oct 2028 Term TIPS ETF
IBIE
$164M
$605K 0.55%
23,003
+5,523
+32% +$146K
TBIL
27
F/m US Treasury 3 Month Bill Fund
TBIL
$7.24B
$603K 0.55%
12,094
-1,000
-8% -$49.9K
DFAX icon
28
Dimensional World ex US Core Equity 2 ETF
DFAX
$12.7B
$503K 0.46%
+13,657
New +$502K
USMV icon
29
iShares MSCI USA Min Vol Factor ETF
USMV
$24.3B
$493K 0.45%
5,107
– –
VGT icon
30
Vanguard Information Technology ETF
VGT
$144B
$454K 0.41%
3,797
+85
+2% +$9.31K
VIOV icon
31
Vanguard S&P Small-Cap 600 Value ETF
VIOV
$1.88B
$390K 0.36%
+3,326
New +$368K
IDA icon
32
Idacorp
IDA
$7.96B
$373K 0.34%
2,467
– –
EFIV icon
33
State Street SPDR S&P 500 ESG ETF
EFIV
$1.03B
$366K 0.33%
5,019
+48
+1% +$3.37K
GOOGL icon
34
Alphabet (Google) Class A
GOOGL
$4.24T
$361K 0.33%
1,009
– –
JNJ icon
35
Johnson & Johnson
JNJ
$658B
$358K 0.33%
1,410
– –
SCHB icon
36
Schwab US Broad Market ETF
SCHB
$44.6B
$357K 0.33%
12,313
+10
+0.1% +$280
VUG icon
37
Vanguard Morningstar Growth ETF
VUG
$225B
$354K 0.32%
+4,109
New +$346K
IJR icon
38
iShares Core S&P Small-Cap ETF
IJR
$111B
$332K 0.3%
2,238
– –
PDBC icon
39
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$6.93B
$325K 0.3%
+20,440
New +$359K
IWV icon
40
iShares Russell 3000 ETF
IWV
$20.2B
$301K 0.27%
706
-82
-10% -$33.8K
VIG icon
41
Vanguard Dividend Appreciation ETF
VIG
$114B
$293K 0.27%
1,237
– –
DE icon
42
Deere & Co
DE
$170B
$289K 0.26%
456
– –
CIBR icon
43
First Trust NASDAQ Cybersecurity ETF
CIBR
$14.7B
$287K 0.26%
3,200
-672
-17% -$51.6K
MTUM icon
44
iShares MSCI USA Momentum Factor ETF
MTUM
$24.6B
$271K 0.25%
+791
New +$236K
IJH icon
45
iShares Core S&P Mid-Cap ETF
IJH
$125B
$270K 0.25%
3,500
– –
VZ icon
46
Verizon
VZ
$209B
$269K 0.25%
6,354
– –
TRV icon
47
Travelers Companies
TRV
$77.1B
$266K 0.24%
807
– –
CAT icon
48
Caterpillar
CAT
$373B
$262K 0.24%
+246
New +$216K
SCHF icon
49
Schwab International Equity ETF
SCHF
$70B
$252K 0.23%
9,115
– –
XLY icon
50
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.2B
$251K 0.23%
2,140
– –
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.