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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
(+1.4%)
Cap. Flow
+$3.77M
Cap. Flow
% of AUM
4%
Top 10 Holdings %
Top 10 Hldgs %
77.9%
Holding
61
New
7
Increased
12
Reduced
16
Closed
3
Avg Time Held
0.9
quarters
Top 10 Avg Time Held
0.9
quarters
Top 20 Avg Time Held
0.9
quarters
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Total International Stock ETF
VXUS
|
+$1.35M |
| 2 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$1.12M |
| 3 |
Putnam Focused Large Cap Value ETF
PVAL
|
+$1.11M |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$527K |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$438K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$610K |
| 2 |
Vanguard Morningstar Growth ETF
VUG
|
+$379K |
| 3 |
3M
MMM
|
+$306K |
| 4 |
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 | Miscellaneous | 95.53% |
| 2 | Technology | 1.84% |
| 3 | Communication Services | 0.65% |
| 4 | Healthcare | 0.64% |
| 5 | Financials | 0.47% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
|
26
Schwab US Large-Cap Growth ETF
SCHG
$65.3B
| $494K | 0.52% |
+16,954
| New | +$527K |
2026 Q1
0 quarters
|
|
27
iShares MSCI USA Min Vol Factor ETF
USMV
$23.9B
| $474K | 0.5% |
5,107
-155
| -3% | -$14.7K |
2025 Q4
1 quarter
|
|
28
iShares iBonds Oct 2028 Term TIPS ETF
IBIE
$259M
| $459K | 0.49% |
17,480
| – | – |
2025 Q4
1 quarter
|
|
|
29
Vanguard FTSE Emerging Markets ETF
VWO
$126B
| $423K | 0.45% |
+7,827
| New | +$438K |
2026 Q1
0 quarters
|
|
30
iShares iBonds Oct 2029 Term TIPS ETF
IBIF
$128M
| $371K | 0.39% |
+14,142
| New | +$370K |
2026 Q1
0 quarters
|
|
31
Idacorp
IDA
$7.83B
| $353K | 0.37% |
2,467
| – | – |
2025 Q4
1 quarter
|
|
32
iShares Gold Trust
IAU
$62.2B
| $350K | 0.37% |
3,965
-279
| -7% | -$25.6K |
2025 Q4
1 quarter
|
|
33
Johnson & Johnson
JNJ
$630B
| $345K | 0.37% |
1,410
| – | – |
2025 Q4
1 quarter
|
|
34
Vanguard Information Technology ETF
VGT
$157B
| $324K | 0.34% |
3,712
-1,232
| -25% | -$113K |
2025 Q4
1 quarter
|
|
35
Verizon
VZ
$173B
| $319K | 0.34% |
6,354
| – | – |
2025 Q4
1 quarter
|
|
36
State Street SPDR S&P 500 ESG ETF
EFIV
$1.03B
| $314K | 0.33% |
+4,971
| New | +$329K |
2026 Q1
0 quarters
|
|
37
Schwab US Broad Market ETF
SCHB
$45.3B
| $309K | 0.33% |
12,303
+312
| +3% | +$8.19K |
2025 Q4
1 quarter
|
|
38
iShares Russell 3000 ETF
IWV
$20.6B
| $292K | 0.31% |
788
| – | – |
2025 Q4
1 quarter
|
|
39
Alphabet (Google) Class A
GOOGL
$4.3T
| $290K | 0.31% |
1,009
-150
| -13% | -$47.1K |
2025 Q4
1 quarter
|
|
40
iShares Core S&P Small-Cap ETF
IJR
$104B
| $278K | 0.3% |
2,238
| – | – |
2025 Q4
1 quarter
|
|
41
Vanguard Dividend Appreciation ETF
VIG
$111B
| $266K | 0.28% |
1,237
| – | – |
2025 Q4
1 quarter
|
|
42
Eli Lilly
LLY
$1.05T
| $261K | 0.28% |
284
| – | – |
2025 Q4
1 quarter
|
|
43
Deere & Co
DE
$167B
| $257K | 0.27% |
456
-63
| -12% | -$35.5K |
2025 Q4
1 quarter
|
|
44
SPDR Gold MiniShares Trust
GLDM
$31B
| $253K | 0.27% |
2,725
-603
| -18% | -$58.2K |
2025 Q4
1 quarter
|
|
45
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.96B
| $249K | 0.26% |
+10,702
| New | +$250K |
2026 Q1
0 quarters
|
|
46
Vanguard Tax-Exempt Bond Index Fund
VTEB
$44.4B
| $246K | 0.26% |
4,938
| – | – |
2025 Q4
1 quarter
|
|
47
First Trust NASDAQ Cybersecurity ETF
CIBR
$18.5B
| $243K | 0.26% |
3,872
+92
| +2% | +$6.17K |
2025 Q4
1 quarter
|
|
48
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.98B
| $241K | 0.26% |
9,937
| – | – |
2025 Q4
1 quarter
|
|
49
iShares Core S&P Mid-Cap ETF
IJH
$123B
| $236K | 0.25% |
3,500
| – | – |
2025 Q4
1 quarter
|
|
50
Travelers Companies
TRV
$76.9B
| $235K | 0.25% |
807
| – | – |
2025 Q4
1 quarter
|
|
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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 Miscellaneous at 96% of assets, up from 95% a quarter earlier, followed by Technology and Communication Services.
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.