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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
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 | 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 | |
|---|---|---|---|---|---|---|
51
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.2B
| $233K | 0.25% |
2,140
| – | – |
|
52
Schwab International Equity ETF
SCHF
$68.7B
| $226K | 0.24% |
9,115
| – | – |
|
53
Vanguard S&P 500 ETF
VOO
$1.01T
| $219K | 0.23% |
367
| – | – |
|
54
Berkshire Hathaway Class B
BRK.B
$1.13T
| $211K | 0.22% |
440
| – | – |
|
55
Schwab US Dividend Equity ETF
SCHD
$105B
| $206K | 0.22% |
6,708
-2,982
| -31% | -$90.5K |
|
56
Vanguard S&P 500 Value ETF
VOOV
$6.71B
| $204K | 0.22% |
1,002
| – | – |
|
57
iShares Select U.S. REIT ETF
ICF
$2.09B
| $204K | 0.22% |
+3,296
| New | +$207K |
|
58
Amazon
AMZN
$2.96T
| $202K | 0.21% |
969
-160
| -14% | -$35.2K |
|
|
59
3M
MMM
$94.3B
| – | – |
-1,914
| Closed | -$306K |
|
|
60
Vanguard Morningstar Growth ETF
VUG
$231B
| – | – |
-4,662
| Closed | -$379K |
|
|
61
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.59B
| – | – |
-5,341
| Closed | -$216K |
|
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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 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.