DOSSIER · 13F-HR · Q2 2026

Briggs Wealth Management, Inc

$110M in tracked AUM across 61 positions as of Q2 2026.

BW
CIK 0002109156 · last filed Jun 30, 2026
Total AUM
$110M
as of Q2 2026
Holdings
61
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Briggs Wealth Management, Inc filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$51M137K46.4%
02
VXUS
VANGUARD STAR FDS
$9M110K8.6%
03
BND
VANGUARD BD INDEX FDS
$7M93K6.2%
04
SPY
STATE STR SPDR S&P 500 ETF T
$4M6K3.8%
05
VB
VANGUARD INDEX FDS
$4M13K3.7%
06
PVAL
PUTNAM ETF TRUST
$3M51K2.4%
07
FNDX
SCHWAB STRATEGIC TR
$2M71K2.0%
08
VXF
VANGUARD INDEX FDS
$2M9K2.0%
09
VEU
VANGUARD INTL EQUITY INDEX F
$2M21K1.6%
10
VNQ
VANGUARD INDEX FDS
$1M15K1.3%

Filing history

2026Q2Jun 30
$110M▲ 16.2%
61 positionsView →
2026Q1Mar 31
$94M▲ 1.4%
58 positionsView →
2025Q4Dec 31
$93M—
54 positionsView →