What does Briggs Wealth Management, Inc hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Briggs Wealth Management, Inc filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

VANGUARD INDEX FDS

$45M139K47.2%

VANGUARD STAR FDS

$7M96K7.8%

VANGUARD BD INDEX FDS

$6M85K6.7%

STATE STR SPDR S&P 500 ETF T

$4M6K3.9%

VANGUARD INDEX FDS

$3M13K3.6%

SCHWAB STRATEGIC TR

$2M69K2.0%

VANGUARD INDEX FDS

$2M9K2.0%

VANGUARD INTL EQUITY INDEX F

$2M21K1.6%

ISHARES TR

$1M57K1.5%

VANGUARD INDEX FDS

$1M15K1.4%

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