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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
VTI icon
1
Vanguard Morningstar Total Stock Market ETF
VTI
$684B
$45.4M 48.84%
+135,469
New +$45.1M
BND icon
2
Vanguard Total Bond Market
BND
$162B
$6.24M 6.71%
+84,184
New +$6.27M
VXUS icon
3
Vanguard Total International Stock ETF
VXUS
$164B
$5.94M 6.39%
+78,754
New +$5.88M
SPY icon
4
State Street SPDR S&P 500 ETF Trust
SPY
$821B
$3.94M 4.23%
+5,774
New +$3.9M
VB icon
5
Vanguard Morningstar Small-Cap ETF
VB
$81.8B
$3.3M 3.54%
+12,777
New +$3.27M
FNDX icon
6
Schwab Fundamental US Large Company Index ETF
FNDX
$27.6B
$1.99M 2.15%
+73,318
New +$1.96M
VXF icon
7
Vanguard Extended Market ETF
VXF
$31.4B
$1.96M 2.11%
+9,380
New +$1.97M
VEU icon
8
Vanguard FTSE All-World ex-US ETF
VEU
$70.7B
$1.51M 1.62%
+20,465
New +$1.49M
SGOV icon
9
iShares 0-3 Month Treasury Bond ETF
SGOV
$104B
$1.5M 1.61%
+14,941
New +$1.5M
IBDT icon
10
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.07B
$1.38M 1.48%
+54,018
New +$1.38M
VNQ icon
11
Vanguard Real Estate ETF
VNQ
$39.4B
$1.34M 1.44%
+15,118
New +$1.36M
AAPL icon
12
Apple
AAPL
$4.52T
$1.21M 1.3%
+4,447
New +$1.19M
VTV icon
13
Vanguard Morningstar Value ETF
VTV
$193B
$1.05M 1.13%
+5,518
New +$1.04M
VOT icon
14
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$19.6B
$979K 1.05%
+3,508
New +$1M
TBIL
15
F/m US Treasury 3 Month Bill Fund
TBIL
$7.24B
$852K 0.92%
+17,086
New +$853K
RSP icon
16
Invesco S&P 500 Equal Weight ETF
RSP
$99.8B
$796K 0.86%
+4,154
New +$789K
MSFT icon
17
Microsoft
MSFT
$3.64T
$795K 0.86%
+1,644
New +$824K
VO icon
18
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$747K 0.8%
+10,296
New +$749K
VV icon
19
Vanguard Morningstar Large-Cap ETF
VV
$53.9B
$658K 0.71%
+2,090
New +$653K
TDIV icon
20
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$4.32B
$657K 0.71%
+6,787
New +$667K
IVV icon
21
iShares Core S&P 500 ETF
IVV
$893B
$587K 0.63%
+857
New +$582K
RSPT icon
22
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.76B
$518K 0.56%
+11,372
New +$516K
VEA icon
23
Vanguard FTSE Developed Markets ETF
VEA
$239B
$512K 0.55%
+8,193
New +$502K
USMV icon
24
iShares MSCI USA Min Vol Factor ETF
USMV
$24.3B
$495K 0.53%
+5,262
New +$496K
VGT icon
25
Vanguard Information Technology ETF
VGT
$144B
$466K 0.5%
+4,944
New +$470K
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.