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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
Cap. Flow
+$3.77M
Cap. Flow %
4%
Top 10 Hldgs %
77.9%
Holding
61
New
7
Increased
12
Reduced
16
Closed
3

Top Buys

Rank Stock Value
1
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.35M
2
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$1.12M
3
PVAL icon
Putnam Focused Large Cap Value ETF
PVAL
+$1.11M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$527K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$438K

Top Sells

Rank Stock Value
1
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$610K
2
VUG icon
Vanguard Morningstar Growth ETF
VUG
+$379K
3
MMM icon
3M
MMM
+$306K
4
XLRE icon
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
VTI icon
1
Vanguard Morningstar Total Stock Market ETF
VTI
$684B
$44.5M 47.23%
138,816
+3,347
+2% +$1.12M
VXUS icon
2
Vanguard Total International Stock ETF
VXUS
$160B
$7.39M 7.84%
95,808
+17,054
+22% +$1.35M
BND icon
3
Vanguard Total Bond Market
BND
$158B
$6.29M 6.68%
85,464
+1,280
+2% +$95K
SPY icon
4
State Street SPDR S&P 500 ETF Trust
SPY
$823B
$3.71M 3.93%
5,702
-72
-1% -$49K
VB icon
5
Vanguard Morningstar Small-Cap ETF
VB
$82.4B
$3.42M 3.63%
13,068
+291
+2% +$78.8K
FNDX icon
6
Schwab Fundamental US Large Company Index ETF
FNDX
$27.3B
$1.91M 2.02%
68,535
-4,783
-7% -$136K
VXF icon
7
Vanguard Extended Market ETF
VXF
$31.7B
$1.85M 1.96%
8,976
-404
-4% -$86.5K
VEU icon
8
Vanguard FTSE All-World ex-US ETF
VEU
$68.5B
$1.55M 1.65%
20,705
+240
+1% +$18.6K
IBDT icon
9
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.06B
$1.45M 1.54%
57,227
+3,209
+6% +$81.6K
VNQ icon
10
Vanguard Real Estate ETF
VNQ
$39B
$1.34M 1.42%
15,118
– –
AAPL icon
11
Apple
AAPL
$4.57T
$1.13M 1.2%
4,447
– –
PVAL icon
12
Putnam Focused Large Cap Value ETF
PVAL
$13.7B
$1.09M 1.15%
+23,465
New +$1.11M
VTV icon
13
Vanguard Morningstar Value ETF
VTV
$191B
$956K 1.01%
4,874
-644
-12% -$129K
VOT icon
14
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$19.9B
$903K 0.96%
3,508
– –
SGOV icon
15
iShares 0-3 Month Treasury Bond ETF
SGOV
$100B
$893K 0.95%
8,874
-6,067
-41% -$610K
RSP icon
16
Invesco S&P 500 Equal Weight ETF
RSP
$99.5B
$797K 0.85%
4,154
– –
VO icon
17
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$691K 0.73%
9,620
-676
-7% -$50.2K
XLG icon
18
Invesco S&P 500 Top 50 ETF
XLG
$11B
$670K 0.71%
12,282
+6,148
+100% +$353K
TBIL
19
F/m US Treasury 3 Month Bill Fund
TBIL
$7.19B
$653K 0.69%
13,094
-3,992
-23% -$199K
TDIV icon
20
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$4.44B
$637K 0.68%
6,797
+10
+0.1% +$976
VV icon
21
Vanguard Morningstar Large-Cap ETF
VV
$54.3B
$625K 0.66%
2,090
– –
MSFT icon
22
Microsoft
MSFT
$3.71T
$609K 0.65%
1,644
– –
IVV icon
23
iShares Core S&P 500 ETF
IVV
$902B
$558K 0.59%
855
-2
-0.2% -$1.37K
VEA icon
24
Vanguard FTSE Developed Markets ETF
VEA
$236B
$526K 0.56%
8,207
+14
+0.2% +$924
RSPT icon
25
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.87B
$515K 0.55%
11,374
+2
+0% +$93
1
2 3

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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.