Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Briggs Wealth Management, Inc (CIK 2109156) reported $109.5M across 61 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VTI ($50.8M, 46.36%), VXUS ($9.4M, 8.57%), BND ($6.8M, 6.22%), SPY ($4.2M, 3.82%), VB ($4.1M, 3.71%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $50.8M | 46.36% | 137,237 | Trimmed |
| 2 | VXUS | VANGUARD STAR FDS | $9.4M | 8.57% | 109,843 | Added |
| 3 | BND | VANGUARD BD INDEX FDS | $6.8M | 6.22% | 92,814 | Added |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | $4.2M | 3.82% | 5,600 | Trimmed |
| 5 | VB | VANGUARD INDEX FDS | $4.1M | 3.71% | 13,410 | Added |
| 6 | PVAL | PUTNAM ETF TRUST | $2.6M | 2.36% | 50,824 | Added |
| 7 | FNDX | SCHWAB STRATEGIC TR | $2.2M | 2.02% | 71,026 | Added |
| 8 | VXF | VANGUARD INDEX FDS | $2.2M | 2.01% | 8,933 | Trimmed |
| 9 | VEU | VANGUARD INTL EQUITY INDEX F | $1.7M | 1.58% | 20,713 | Added |
| 10 | VNQ | VANGUARD INDEX FDS | $1.4M | 1.30% | 14,729 | Trimmed |
| 11 | IBDT | ISHARES TR | $1.4M | 1.26% | 54,595 | Trimmed |
| 12 | AAPL | APPLE INC | $1.3M | 1.18% | 4,448 | Added |
| 13 | VTV | VANGUARD INDEX FDS | $1.1M | 0.97% | 4,874 | Hold |
| 14 | VOT | VANGUARD INDEX FDS | $999,151 | 0.91% | 3,262 | Trimmed |
| 15 | RSP | INVESCO EXCHANGE TRADED FD T | $883,932 | 0.81% | 4,154 | Hold |
| 16 | SGOV | ISHARES TR | $805,058 | 0.73% | 7,997 | Trimmed |
| 17 | VO | VANGUARD INDEX FDS | $774,841 | 0.71% | 9,617 | Added |
| 18 | XLG | INVESCO EXCHANGE TRADED FD T | $762,508 | 0.70% | 12,453 | Added |
| 19 | RSPT | INVESCO EXCHANGE TRADED FD T | $752,261 | 0.69% | 11,663 | Added |
| 20 | IBIF | ISHARES TR | $735,200 | 0.67% | 27,965 | Added |
| 21 | VV | VANGUARD INDEX FDS | $718,785 | 0.66% | 2,090 | Hold |
| 22 | TDIV | FIRST TR EXCHANGE TRADED FD | $701,733 | 0.64% | 6,108 | Trimmed |
| 23 | IVV | ISHARES TR | $638,502 | 0.58% | 853 | Trimmed |
| 24 | MSFT | MICROSOFT CORP | $632,036 | 0.58% | 1,694 | Added |
| 25 | SCHG | SCHWAB STRATEGIC TR | $621,099 | 0.57% | 18,354 | Added |
Source: SEC Form 13F filings · as of 2026-06-30