DOSSIER · 13F-HR · Q1 2026

Briggs Wealth Management, Inc

$94M in tracked AUM across 58 positions as of Q1 2026.

BW
CIK 0002109156 · last filed Mar 31, 2026
Total AUM
$94M
as of Q1 2026
Holdings
58
positions
Whale Score
53
53
tracked
Activity
no data
changes this Q
AI Analysis · 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.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$45M139K47.2%
02
VXUS
VANGUARD STAR FDS
$7M96K7.8%
03
BND
VANGUARD BD INDEX FDS
$6M85K6.7%
04
SPY
STATE STR SPDR S&P 500 ETF T
$4M6K3.9%
05
VB
VANGUARD INDEX FDS
$3M13K3.6%
06
FNDX
SCHWAB STRATEGIC TR
$2M69K2.0%
07
VXF
VANGUARD INDEX FDS
$2M9K2.0%
08
VEU
VANGUARD INTL EQUITY INDEX F
$2M21K1.6%
09
IBDT
ISHARES TR
$1M57K1.5%
10
VNQ
VANGUARD INDEX FDS
$1M15K1.4%

Filing history

2026Q1Mar 31
$94M 1.4%
58 positionsView →
2025Q4Dec 31
$93M
54 positionsView →