We are live on ! Find out more
BWM

Briggs Wealth Management Portfolio holdings

AUM $110M
This Fund
S&P 500
This Quarter Est. Return
-2.3%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$94.3M
AUM Growth
+$1.29M
Cap. Flow
+$3.77M
Cap. Flow %
4%
Top 10 Hldgs %
77.9%
Holding
61
New
7
Increased
12
Reduced
16
Closed
3

Top Buys

Rank Stock Value
1
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.35M
2
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$1.12M
3
PVAL icon
Putnam Focused Large Cap Value ETF
PVAL
+$1.11M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$527K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$438K

Top Sells

Rank Stock Value
1
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$610K
2
VUG icon
Vanguard Morningstar Growth ETF
VUG
+$379K
3
MMM icon
3M
MMM
+$306K
4
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$216K
5
TBIL
F/m US Treasury 3 Month Bill Fund
TBIL
+$199K

Sector Composition

Rank Sector Weight
1 Technology 1.84%
2 Communication Services 0.65%
3 Healthcare 0.64%
4 Financials 0.47%
5 Utilities 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHG icon
26
Schwab US Large-Cap Growth ETF
SCHG
$62.8B
$494K 0.52%
+16,954
New +$527K
USMV icon
27
iShares MSCI USA Min Vol Factor ETF
USMV
$24.2B
$474K 0.5%
5,107
-155
-3% -$14.7K
IBIE icon
28
iShares iBonds Oct 2028 Term TIPS ETF
IBIE
$157M
$459K 0.49%
17,480
– –
VWO icon
29
Vanguard FTSE Emerging Markets ETF
VWO
$124B
$423K 0.45%
+7,827
New +$438K
IBIF icon
30
iShares iBonds Oct 2029 Term TIPS ETF
IBIF
$108M
$371K 0.39%
+14,142
New +$370K
IDA icon
31
Idacorp
IDA
$8.2B
$353K 0.37%
2,467
– –
IAU icon
32
iShares Gold Trust
IAU
$67.5B
$350K 0.37%
3,965
-279
-7% -$25.6K
JNJ icon
33
Johnson & Johnson
JNJ
$625B
$345K 0.37%
1,410
– –
VGT icon
34
Vanguard Information Technology ETF
VGT
$149B
$324K 0.34%
3,712
-1,232
-25% -$113K
VZ icon
35
Verizon
VZ
$196B
$319K 0.34%
6,354
– –
EFIV icon
36
State Street SPDR S&P 500 ESG ETF
EFIV
$1.04B
$314K 0.33%
+4,971
New +$329K
SCHB icon
37
Schwab US Broad Market ETF
SCHB
$44.9B
$309K 0.33%
12,303
+312
+3% +$8.19K
IWV icon
38
iShares Russell 3000 ETF
IWV
$20.3B
$292K 0.31%
788
– –
GOOGL icon
39
Alphabet (Google) Class A
GOOGL
$4.33T
$290K 0.31%
1,009
-150
-13% -$47.1K
IJR icon
40
iShares Core S&P Small-Cap ETF
IJR
$112B
$278K 0.3%
2,238
– –
VIG icon
41
Vanguard Dividend Appreciation ETF
VIG
$114B
$266K 0.28%
1,237
– –
LLY icon
42
Eli Lilly
LLY
$1.06T
$261K 0.28%
284
– –
DE icon
43
Deere & Co
DE
$168B
$257K 0.27%
456
-63
-12% -$35.5K
GLDM icon
44
SPDR Gold MiniShares Trust
GLDM
$29.5B
$253K 0.27%
2,725
-603
-18% -$58.2K
IBDU icon
45
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$4.05B
$249K 0.26%
+10,702
New +$250K
VTEB icon
46
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.3B
$246K 0.26%
4,938
– –
CIBR icon
47
First Trust NASDAQ Cybersecurity ETF
CIBR
$15.3B
$243K 0.26%
3,872
+92
+2% +$6.17K
IBDS icon
48
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.85B
$241K 0.26%
9,937
– –
IJH icon
49
iShares Core S&P Mid-Cap ETF
IJH
$127B
$236K 0.25%
3,500
– –
TRV icon
50
Travelers Companies
TRV
$80.2B
$235K 0.25%
807
– –
1
2
3

Similar funds

SCP
Searchlight Capital Partners New York $109M AUM 43.33% 1-Year Est. Return
BCM
Beryl Capital Management Redondo Beach, California $110M AUM 317.92% 1-Year Est. Return
BCM
Bond Capital Management San Francisco, California $110M AUM 16.91% 1-Year Est. Return
BCM
Bretton Capital Management San Francisco, California $109M AUM 8.28% 1-Year Est. Return
NMC
New Mountain Capital New York $110M AUM 51.63% 1-Year Est. Return
KPWM
KDK Private Wealth Management Houston, Texas $109M AUM 16.57% 1-Year Est. Return
MCM
Masterton Capital Management New York $110M AUM 3.55% 1-Year Est. Return
PXPO
Peak XV Partners Operations Trianon, Mauritius $110M AUM 43.09% 1-Year Est. Return

Briggs Wealth Management's Q1 2026 Portfolio in Review

As of Q1 2026, Briggs Wealth Management held 61 positions worth $94.3M, up 1.4% from $93M the previous quarter. Its ten largest holdings account for 78% of the portfolio.

Briggs Wealth Management deployed $3.77M of net new capital in Q1 2026, opening 7 new positions and adding to 12 existing holdings. Its largest new stake was Putnam Focused Large Cap Value ETF: 23,465 shares worth $1.09M.

By sector, the portfolio is most concentrated in Technology at 1.8% of assets, down from 2.2% a quarter earlier, followed by Communication Services and Healthcare.

On the sell side, the largest reduction was iShares 0-3 Month Treasury Bond ETF, an estimated $610K trimmed.

  • Briggs Wealth Management's largest Q1 2026 buy was Putnam Focused Large Cap Value ETF: 23,465 shares worth $1.09M.
  • Briggs Wealth Management added most to Vanguard Total International Stock ETF in Q1 2026, an estimated $1.35M increase.
  • Briggs Wealth Management's biggest Q1 2026 reduction was iShares 0-3 Month Treasury Bond ETF, cutting an estimated $610K.
  • Briggs Wealth Management fully exited Vanguard Morningstar Growth ETF in Q1 2026, selling an estimated $379K.
  • Briggs Wealth Management's ten largest holdings make up 78% of its $94.3M portfolio in Q1 2026.
  • Briggs Wealth Management opened 7 new positions and closed 3 in Q1 2026.
  • Briggs Wealth Management's portfolio value rose 1.4% quarter-over-quarter to $94.3M.

Based on Briggs Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.