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Briggs Wealth Management Portfolio holdings

AUM $110M
This Fund
S&P 500
This Quarter Est. Return
+1.87%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$93M
AUM Growth
–
Cap. Flow
+$92.4M
Cap. Flow %
99.41%
Top 10 Hldgs %
78.68%
Holding
54
New
54
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$45.1M
2
BND icon
Vanguard Total Bond Market
BND
+$6.27M
3
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$5.88M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.9M
5
VB icon
Vanguard Morningstar Small-Cap ETF
VB
+$3.27M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 2.16%
2 Communication Services 0.67%
3 Healthcare 0.64%
4 Industrials 0.59%
5 Financials 0.49%
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
$454K 0.49%
+17,480
New +$458K
VUG icon
27
Vanguard Morningstar Growth ETF
VUG
$225B
$379K 0.41%
+4,662
New +$378K
XLG icon
28
Invesco S&P 500 Top 50 ETF
XLG
$10.9B
$364K 0.39%
+6,134
New +$361K
GOOGL icon
29
Alphabet (Google) Class A
GOOGL
$4.24T
$363K 0.39%
+1,159
New +$331K
IAU icon
30
iShares Gold Trust
IAU
$69.2B
$344K 0.37%
+4,244
New +$332K
SCHB icon
31
Schwab US Broad Market ETF
SCHB
$44.6B
$315K 0.34%
+11,991
New +$312K
IDA icon
32
Idacorp
IDA
$7.96B
$312K 0.34%
+2,467
New +$321K
MMM icon
33
3M
MMM
$92.5B
$306K 0.33%
+1,914
New +$313K
LLY icon
34
Eli Lilly
LLY
$1.1T
$305K 0.33%
+284
New +$272K
IWV icon
35
iShares Russell 3000 ETF
IWV
$20.2B
$305K 0.33%
+788
New +$302K
JNJ icon
36
Johnson & Johnson
JNJ
$658B
$292K 0.31%
+1,410
New +$279K
GLDM icon
37
SPDR Gold MiniShares Trust
GLDM
$32.4B
$284K 0.31%
+3,328
New +$274K
VIG icon
38
Vanguard Dividend Appreciation ETF
VIG
$114B
$272K 0.29%
+1,237
New +$270K
CIBR icon
39
First Trust NASDAQ Cybersecurity ETF
CIBR
$14.7B
$270K 0.29%
+3,780
New +$283K
IJR icon
40
iShares Core S&P Small-Cap ETF
IJR
$111B
$269K 0.29%
+2,238
New +$268K
SCHD icon
41
Schwab US Dividend Equity ETF
SCHD
$112B
$266K 0.29%
+9,690
New +$263K
AMZN icon
42
Amazon
AMZN
$2.82T
$261K 0.28%
+1,129
New +$258K
VZ icon
43
Verizon
VZ
$209B
$259K 0.28%
+6,354
New +$258K
XLY icon
44
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.2B
$256K 0.27%
+2,140
New +$254K
VTEB icon
45
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.8B
$248K 0.27%
+4,938
New +$248K
DE icon
46
Deere & Co
DE
$170B
$242K 0.26%
+519
New +$244K
IBDS icon
47
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.9B
$241K 0.26%
+9,937
New +$241K
TRV icon
48
Travelers Companies
TRV
$77.1B
$234K 0.25%
+807
New +$227K
IJH icon
49
iShares Core S&P Mid-Cap ETF
IJH
$125B
$231K 0.25%
+3,500
New +$229K
VOO icon
50
Vanguard S&P 500 ETF
VOO
$1.02T
$230K 0.25%
+367
New +$228K
1
2
3

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Briggs Wealth Management's Q4 2025 Portfolio in Review

Q4 2025 is the first quarter with a 13F filing on record for Briggs Wealth Management, which disclosed 54 positions worth $93M. Its ten largest holdings account for 79% of the portfolio.

Its largest position is Vanguard Morningstar Total Stock Market ETF: 135,469 shares worth $45.4M.

By sector, the portfolio is most concentrated in Technology at 2.2% of assets, followed by Communication Services and Healthcare.

  • Briggs Wealth Management's largest Q4 2025 buy was Vanguard Morningstar Total Stock Market ETF: 135,469 shares worth $45.4M.
  • Briggs Wealth Management's ten largest holdings make up 79% of its $93M portfolio in Q4 2025.
  • Briggs Wealth Management disclosed 54 positions in Q4 2025, its first 13F filing on record.

Based on Briggs Wealth Management's 13F filing for Q4 2025, filed 19 Feb 2026.