Briggs Wealth Management, Inc
Holdings as of 2026-06-30, filed 2026-08-06
This is history, not a current position. These holdings describe 2026-06-30, and the report became public 37 days later. The portfolio has changed since.
Aggregates
computed from the positions belowPositions reported
61
Value reported by manager
$109.5M
Sum of our stored positions
$109.5M
should match the line above
Disclosure lag
37 d
quarter end to filing
Top 5 concentration
68.7%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls
Positions
61 largest shown| Issuer | Class | Value | Shares | Type | CUSIP |
|---|---|---|---|---|---|
| VANGUARD INDEX FDS | TOTAL STK MKT | $50.8M | 137,237 | — | 922908769 |
| VANGUARD STAR FDS | VG TL INTL STK F | $9.4M | 109,843 | — | 921909768 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $6.8M | 92,814 | — | 921937835 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $4.2M | 5,600 | — | 78462F103 |
| VANGUARD INDEX FDS | SMALL CP ETF | $4.1M | 13,410 | — | 922908751 |
| PUTNAM ETF TRUST | FOCUSED LAR CAP | $2.6M | 50,824 | — | 746729300 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | $2.2M | 71,026 | — | 808524771 |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $2.2M | 8,933 | — | 922908652 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $1.7M | 20,713 | — | 922042775 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $1.4M | 14,729 | — | 922908553 |
| ISHARES TR | IBDS DEC28 ETF | $1.4M | 54,595 | — | 46435U515 |
| APPLE INC | COM | $1.3M | 4,448 | — | 037833100 |
| VANGUARD INDEX FDS | VALUE ETF | $1.1M | 4,874 | — | 922908744 |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $999.2K | 3,262 | — | 922908538 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $883.9K | 4,154 | — | 46137V357 |
| ISHARES TR | 0-3 MTH TREASURY | $805.1K | 7,997 | — | 46436E718 |
| VANGUARD INDEX FDS | MID CAP ETF | $774.8K | 9,617 | — | 922908629 |
| INVESCO EXCHANGE TRADED FD T | S&P 500 TOP 50 | $762.5K | 12,453 | — | 46137V233 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL TEC | $752.3K | 11,663 | — | 46137V282 |
| ISHARES TR | IBONDS OCT 2029 | $735.2K | 27,965 | — | 46438G802 |
| VANGUARD INDEX FDS | LARGE CAP ETF | $718.8K | 2,090 | — | 922908637 |
| FIRST TR EXCHANGE TRADED FD | NASD TECH DIV | $701.7K | 6,108 | — | 33738R118 |
| ISHARES TR | CORE S&P500 ETF | $638.5K | 853 | — | 464287200 |
| MICROSOFT CORP | COM | $632K | 1,694 | — | 594918104 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $621.1K | 18,354 | — | 808524300 |
| ISHARES TR | IBONDS OCT 2028 | $605K | 23,003 | — | 46438G703 |
| RBB FD INC | F/M US TREASURY | $603K | 12,094 | — | 74933W452 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $503.1K | 13,657 | — | 25434V880 |
| ISHARES TR | MSCI USA MIN ETF | $492.6K | 5,107 | — | 46429B697 |
| VANGUARD WORLD FD | INF TECH ETF | $453.8K | 3,797 | — | 92204A702 |
| VANGUARD ADMIRAL FDS INC | SMLCP 600 VAL | $390.3K | 3,326 | — | 921932778 |
| IDACORP INC | COM | $373.3K | 2,467 | — | 451107106 |
| SPDR SERIES TRUST | SPDR S&P 500 ESG | $366K | 5,019 | — | 78468R531 |
| ALPHABET INC | CAP STK CL A | $360.6K | 1,009 | — | 02079K305 |
| JOHNSON & JOHNSON | COM | $358.1K | 1,410 | — | 478160104 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $356.6K | 12,313 | — | 808524102 |
| VANGUARD INDEX FDS | GROWTH ETF | $353.9K | 4,109 | — | 922908736 |
| ISHARES TR | CORE S&P SCP ETF | $331.9K | 2,238 | — | 464287804 |
| INVESCO ACTVELY MNGD ETC FD | OPTIMUM YIELD | $324.6K | 20,440 | — | 46090F100 |
| ISHARES TR | RUSSELL 3000 ETF | $301K | 706 | — | 464287689 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $292.7K | 1,237 | — | 921908844 |
| DEERE & CO | COM | $289.1K | 456 | — | 244199105 |
| FIRST TR EXCHANGE-TRADED FD | NASDAQ CYB ETF | $287.5K | 3,200 | — | 33734X846 |
| ISHARES TR | MSCI USA MMENTM | $271.2K | 791 | — | 46432F396 |
| ISHARES TR | CORE S&P MCP ETF | $269.9K | 3,500 | — | 464287507 |
| VERIZON COMMUNICATIONS INC | COM | $269K | 6,354 | — | 92343V104 |
| TRAVELERS COMPANIES INC | COM | $266.4K | 807 | — | 89417E109 |
| CATERPILLAR INC | COM | $262K | 246 | — | 149123101 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $252.5K | 9,115 | — | 808524805 |
| SELECT SECTOR SPDR TR | ST STR DISCR ETF | $251K | 2,140 | — | 81369Y407 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $249.8K | 4,938 | — | 922907746 |
| ELI LILLY & CO | COM | $248.3K | 207 | — | 532457108 |
| ISHARES TR | IBONDS DEC 29 | $247.9K | 10,702 | — | 46436E205 |
| ISHARES TR | IBONDS 27 ETF | $240.7K | 9,937 | — | 46435UAA9 |
| AMAZON COM INC | COM | $231K | 969 | — | 023135106 |
| ISHARES TR | SELECT US REIT | $222.9K | 3,296 | — | 464287564 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $220.2K | 440 | — | 084670702 |
| VANGUARD ADMIRAL FDS INC | 500 VAL IDX FD | $219.6K | 1,002 | — | 921932703 |
| WORLD GOLD TR | SPDR GLD MINIS | $216.4K | 2,725 | — | 98149E303 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $212.7K | 6,708 | — | 808524797 |
| MASTEC INC | COM | $208K | 500 | — | 576323109 |
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.
Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-08-06