BRIGGS WEALTH MANAGEMENT, INC

Filed: 2/19/2026ACC: 0002109156-26-000001

📋 What this filing means

BRIGGS WEALTH MANAGEMENT, INC filed this quarterly 13F‑HR report disclosing 54 equity positions with a total reported market value of $92.99M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$92.99M

Total AUM (reported)

692.82K

Total Shares

Allocation by class

TOTAL STK MKT$45.42M48.8%

TOTAL BND MRKT$6.24M6.7%

VG TL INTL STK F$5.94M6.4%

COM$4.21M4.5%

TR UNIT$3.94M4.2%

SMALL CP ETF$3.30M3.5%

FUNDAMENTAL US L$1.99M2.1%

Portfolio Concentration

Top 3$57.60M61.9%

4–10$15.57M16.7%

11–25$11.66M12.5%

Rest$8.16M8.8%

Top 3 weight

61.9%

Top 10 weight

78.7%

Voting Authority Distribution

Total shares with voting rights: 692.82K

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

692.82K

% of voting shares100.0%

Investment Discretion (by position count)

Sole54

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings54

Rows:

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares135.47K

TypeSH

Market value$45.42M

48.84%

Sole

0.00

Shared

0.00

None

135.47K

VANGUARD BD INDEX FDS

SOLE

TOTAL BND MRKT

Shares84.18K

TypeSH

Market value$6.24M

6.71%

Sole

0.00

Shared

0.00

None

84.18K

VANGUARD STAR FDS

SOLE

VG TL INTL STK F

Shares78.75K

TypeSH

Market value$5.94M

6.39%

Sole

0.00

Shared

0.00

None

78.75K

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares5.77K

TypeSH

Market value$3.94M

4.23%

Sole

0.00

Shared

0.00

None

5.77K

VANGUARD INDEX FDS

SOLE

SMALL CP ETF

Shares12.78K

TypeSH

Market value$3.30M

3.54%

Sole

0.00

Shared

0.00

None

12.78K

SCHWAB STRATEGIC TR

SOLE

FUNDAMENTAL US L

Shares73.32K

TypeSH

Market value$1.99M

2.15%

Sole

0.00

Shared

0.00

None

73.32K

VANGUARD INDEX FDS

SOLE

EXTEND MKT ETF

Shares9.38K

TypeSH

Market value$1.96M

2.11%

Sole

0.00

Shared

0.00

None

9.38K

VANGUARD INTL EQUITY INDEX F

SOLE

ALLWRLD EX US

Shares20.46K

TypeSH

Market value$1.51M

1.62%

Sole

0.00

Shared

0.00

None

20.46K

ISHARES TR

SOLE

0-3 MNTH TREASRY

Shares14.94K

TypeSH

Market value$1.50M

1.61%

Sole

0.00

Shared

0.00

None

14.94K

ISHARES TR

SOLE

IBDS DEC28 ETF

Shares54.02K

TypeSH

Market value$1.38M

1.48%

Sole

0.00

Shared

0.00

None

54.02K

VANGUARD INDEX FDS

SOLE

REAL ESTATE ETF

Shares15.12K

TypeSH

Market value$1.34M

1.44%

Sole

0.00

Shared

0.00

None

15.12K

APPLE INC

SOLE

COM

Shares4.45K

TypeSH

Market value$1.21M

1.30%

Sole

0.00

Shared

0.00

None

4.45K

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares5.52K

TypeSH

Market value$1.05M

1.13%

Sole

0.00

Shared

0.00

None

5.52K

VANGUARD INDEX FDS

SOLE

MCAP GR IDXVIP

Shares3.51K

TypeSH

Market value$979.2K

1.05%

Sole

0.00

Shared

0.00

None

3.51K

RBB FD INC

SOLE

US TREAS 3 MNTH

Shares17.09K

TypeSH

Market value$852.3K

0.92%

Sole

0.00

Shared

0.00

None

17.09K

INVESCO EXCHANGE TRADED FD T

SOLE

S&P500 EQL WGT

Shares4.15K

TypeSH

Market value$795.8K

0.86%

Sole

0.00

Shared

0.00

None

4.15K

MICROSOFT CORP

SOLE

COM

Shares1.64K

TypeSH

Market value$795.2K

0.86%

Sole

0.00

Shared

0.00

None

1.64K

VANGUARD INDEX FDS

SOLE

MID CAP ETF

Shares2.57K

TypeSH

Market value$747.1K

0.80%

Sole

0.00

Shared

0.00

None

2.57K

VANGUARD INDEX FDS

SOLE

LARGE CAP ETF

Shares2.09K

TypeSH

Market value$657.9K

0.71%

Sole

0.00

Shared

0.00

None

2.09K

FIRST TR EXCHANGE TRADED FD

SOLE

NASD TECH DIV

Shares6.79K

TypeSH

Market value$657.2K

0.71%

Sole

0.00

Shared

0.00

None

6.79K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares857.00

TypeSH

Market value$586.7K

0.63%

Sole

0.00

Shared

0.00

None

857.00

INVESCO EXCHANGE TRADED FD T

SOLE

S&P500 EQL TEC

Shares11.37K

TypeSH

Market value$517.5K

0.56%

Sole

0.00

Shared

0.00

None

11.37K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares8.19K

TypeSH

Market value$511.8K

0.55%

Sole

0.00

Shared

0.00

None

8.19K

ISHARES TR

SOLE

MSCI USA MIN VOL

Shares5.26K

TypeSH

Market value$495.5K

0.53%

Sole

0.00

Shared

0.00

None

5.26K

VANGUARD WORLD FD

SOLE

INF TECH ETF

Shares618.00

TypeSH

Market value$466.1K

0.50%

Sole

0.00

Shared

0.00

None

618.00

Issuer	Class	Shares	Type	Value / Portfolio %	None
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	135.47K	SH	$45.42M 48.84%	135.47K
VANGUARD BD INDEX FDSSOLE	TOTAL BND MRKT	84.18K	SH	$6.24M 6.71%	84.18K
VANGUARD STAR FDSSOLE	VG TL INTL STK F	78.75K	SH	$5.94M 6.39%	78.75K
SPDR S&P 500 ETF TRSOLE	TR UNIT	5.77K	SH	$3.94M 4.23%	5.77K
VANGUARD INDEX FDSSOLE	SMALL CP ETF	12.78K	SH	$3.30M 3.54%	12.78K
SCHWAB STRATEGIC TRSOLE	FUNDAMENTAL US L	73.32K	SH	$1.99M 2.15%	73.32K
VANGUARD INDEX FDSSOLE	EXTEND MKT ETF	9.38K	SH	$1.96M 2.11%	9.38K
VANGUARD INTL EQUITY INDEX FSOLE	ALLWRLD EX US	20.46K	SH	$1.51M 1.62%	20.46K
ISHARES TRSOLE	0-3 MNTH TREASRY	14.94K	SH	$1.50M 1.61%	14.94K
ISHARES TRSOLE	IBDS DEC28 ETF	54.02K	SH	$1.38M 1.48%	54.02K
VANGUARD INDEX FDSSOLE	REAL ESTATE ETF	15.12K	SH	$1.34M 1.44%	15.12K
APPLE INCSOLE	COM	4.45K	SH	$1.21M 1.30%	4.45K
VANGUARD INDEX FDSSOLE	VALUE ETF	5.52K	SH	$1.05M 1.13%	5.52K
VANGUARD INDEX FDSSOLE	MCAP GR IDXVIP	3.51K	SH	$979.2K 1.05%	3.51K
RBB FD INCSOLE	US TREAS 3 MNTH	17.09K	SH	$852.3K 0.92%	17.09K
INVESCO EXCHANGE TRADED FD TSOLE	S&P500 EQL WGT	4.15K	SH	$795.8K 0.86%	4.15K
MICROSOFT CORPSOLE	COM	1.64K	SH	$795.2K 0.86%	1.64K
VANGUARD INDEX FDSSOLE	MID CAP ETF	2.57K	SH	$747.1K 0.80%	2.57K
VANGUARD INDEX FDSSOLE	LARGE CAP ETF	2.09K	SH	$657.9K 0.71%	2.09K
FIRST TR EXCHANGE TRADED FDSOLE	NASD TECH DIV	6.79K	SH	$657.2K 0.71%	6.79K
ISHARES TRSOLE	CORE S&P500 ETF	857.00	SH	$586.7K 0.63%	857.00
INVESCO EXCHANGE TRADED FD TSOLE	S&P500 EQL TEC	11.37K	SH	$517.5K 0.56%	11.37K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	8.19K	SH	$511.8K 0.55%	8.19K
ISHARES TRSOLE	MSCI USA MIN VOL	5.26K	SH	$495.5K 0.53%	5.26K
VANGUARD WORLD FDSOLE	INF TECH ETF	618.00	SH	$466.1K 0.50%	618.00

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