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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
BRK.B icon
51
Berkshire Hathaway Class B
BRK.B
$1.08T
$221K 0.24%
+440
New +$219K
SCHF icon
52
Schwab International Equity ETF
SCHF
$70B
$219K 0.24%
+9,115
New +$217K
XLRE icon
53
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.54B
$216K 0.23%
+5,341
New +$220K
VOOV icon
54
Vanguard S&P 500 Value ETF
VOOV
$6.79B
$205K 0.22%
+1,002
New +$203K
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.