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BWM
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
(+16%)
Cap. Flow
+$3.36M
Cap. Flow
% of AUM
3.07%
Top 10 Holdings %
Top 10 Hldgs %
77.95%
Holding
65
New
7
Increased
16
Reduced
14
Closed
4
Avg Time Held
1.7
quarters
Top 10 Avg Time Held
1.7
quarters
Top 20 Avg Time Held
1.7
quarters
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Putnam Focused Large Cap Value ETF
PVAL
|
+$1.36M |
| 2 |
Vanguard Total International Stock ETF
VXUS
|
+$1.18M |
| 3 |
Vanguard Total Bond Market
BND
|
+$539K |
| 4 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
+$502K |
| 5 |
Vanguard S&P Small-Cap 600 Value ETF
VIOV
|
+$368K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$565K |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$526K |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$423K |
| 4 |
iShares Gold Trust
IAU
|
+$350K |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$219K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 95.43% |
| 2 | Technology | 1.75% |
| 3 | Industrials | 0.69% |
| 4 | Communication Services | 0.57% |
| 5 | Healthcare | 0.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
51
Vanguard Tax-Exempt Bond Index Fund
VTEB
$44.4B
| $250K | 0.23% |
4,938
| – | – |
2025 Q4
2 quarters
|
|
52
Eli Lilly
LLY
$1.05T
| $248K | 0.23% |
207
-77
| -27% | -$78.7K |
2025 Q4
2 quarters
|
|
53
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.96B
| $248K | 0.23% |
10,702
| – | – |
2026 Q1
1 quarter
|
|
54
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.98B
| $241K | 0.22% |
9,937
| – | – |
2025 Q4
2 quarters
|
|
55
Amazon
AMZN
$2.83T
| $231K | 0.21% |
969
| – | – |
2025 Q4
2 quarters
|
|
56
iShares Select U.S. REIT ETF
ICF
$2.07B
| $223K | 0.2% |
3,296
| – | – |
2026 Q1
1 quarter
|
|
57
Berkshire Hathaway Class B
BRK.B
$1.1T
| $220K | 0.2% |
440
| – | – |
2025 Q4
2 quarters
|
|
58
Vanguard S&P 500 Value ETF
VOOV
$6.68B
| $220K | 0.2% |
1,002
| – | – |
2025 Q4
2 quarters
|
|
59
SPDR Gold MiniShares Trust
GLDM
$31B
| $216K | 0.2% |
2,725
| – | – |
2025 Q4
2 quarters
|
|
60
Schwab US Dividend Equity ETF
SCHD
$110B
| $213K | 0.19% |
6,708
| – | – |
2025 Q4
2 quarters
|
|
61
MasTec
MTZ
$17.1B
| $208K | 0.19% |
+500
| New | +$191K |
2026 Q2
0 quarters
|
|
|
62
iShares Gold Trust
IAU
$62.2B
| – | – |
-3,965
| Closed | -$350K | – |
|
|
63
Vanguard FTSE Developed Markets ETF
VEA
$230B
| – | – |
-8,207
| Closed | -$526K | – |
|
|
64
Vanguard S&P 500 ETF
VOO
$1.06T
| – | – |
-367
| Closed | -$219K | – |
|
|
65
Vanguard FTSE Emerging Markets ETF
VWO
$126B
| – | – |
-7,827
| Closed | -$423K | – |
|
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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 Miscellaneous at 95% of assets, down from 96% a quarter earlier, followed by Technology and Industrials.
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.