We are live on ! Find out more
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
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
VTEB icon
51
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.8B
$250K 0.23%
4,938
– –
LLY icon
52
Eli Lilly
LLY
$1.12T
$248K 0.23%
207
-77
-27% -$78.7K
IBDU icon
53
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$4.11B
$248K 0.23%
10,702
– –
IBDS icon
54
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.9B
$241K 0.22%
9,937
– –
AMZN icon
55
Amazon
AMZN
$2.81T
$231K 0.21%
969
– –
ICF icon
56
iShares Select U.S. REIT ETF
ICF
$2.12B
$223K 0.2%
3,296
– –
BRK.B icon
57
Berkshire Hathaway Class B
BRK.B
$1.08T
$220K 0.2%
440
– –
VOOV icon
58
Vanguard S&P 500 Value ETF
VOOV
$6.79B
$220K 0.2%
1,002
– –
GLDM icon
59
SPDR Gold MiniShares Trust
GLDM
$32.3B
$216K 0.2%
2,725
– –
SCHD icon
60
Schwab US Dividend Equity ETF
SCHD
$112B
$213K 0.19%
6,708
– –
MTZ icon
61
MasTec
MTZ
$20.3B
$208K 0.19%
+500
New +$191K
IAU icon
62
iShares Gold Trust
IAU
$68.8B
– –
-3,965
Closed -$350K
VEA icon
63
Vanguard FTSE Developed Markets ETF
VEA
$240B
– –
-8,207
Closed -$526K
VOO icon
64
Vanguard S&P 500 ETF
VOO
$1.02T
– –
-367
Closed -$219K
VWO icon
65
Vanguard FTSE Emerging Markets ETF
VWO
$126B
– –
-7,827
Closed -$423K
1 2
3

Similar funds

RCM
Revelation Capital Management Sausalito, California $110M AUM
QFMHK
Q Fund Management (Hong Kong) Hong Kong $110M AUM 1,372.85% 1-Year Est. Return
SSCM
Seven Six Capital Management New York $110M AUM 1.79% 1-Year Est. Return
ANBOT
American National Bank of Texas Richardson, Texas $110M AUM 17.16% 1-Year Est. Return
RC
Rangeley Capital New Canaan, Connecticut $109M AUM 97.13% 1-Year Est. Return
GCM
Gumshoe Capital Management New York $109M AUM
SPM
Sycamore Partners Management New York $110M AUM 34.76% 1-Year Est. Return
AC
Amitell Capital Singapore $109M AUM 50.64% 1-Year Est. Return

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.