Filed: 5/15/2026ACC: 0002109156-26-000002
📋 What this filing means
BRIGGS WEALTH MANAGEMENT, INC filed this quarterly 13F‑HR report disclosing 58 equity positions with a total reported market value of $94.28M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
58
Positions
$94.28M
Total AUM (reported)
777.46K
Total Shares
Allocation by class
TOTAL STK MKT$44.53M47.2%
VG TL INTL STK F$7.39M7.8%
TOTAL BND MRKT$6.29M6.7%
COM$3.71M3.9%
TR UNIT$3.71M3.9%
SMALL CP ETF$3.42M3.6%
FUNDAMENTAL US L$1.91M2.0%
Portfolio Concentration
Top 3$58.22M61.7%
4–10$15.23M16.2%
11–25$11.25M11.9%
Rest$9.58M10.2%
Top 3 weight
61.7%
Top 10 weight
77.9%
Voting Authority Distribution
Total shares with voting rights: 777.46K
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
777.46K
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole58
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings58
Rows:
VANGUARD INDEX FDS
SOLEShares138.82K
TypeSH
Market value$44.53M
47.23%
Sole
0.00
Shared
0.00
None
138.82K
VANGUARD STAR FDS
SOLEShares95.81K
TypeSH
Market value$7.39M
7.84%
Sole
0.00
Shared
0.00
None
95.81K
VANGUARD BD INDEX FDS
SOLEShares85.46K
TypeSH
Market value$6.29M
6.68%
Sole
0.00
Shared
0.00
None
85.46K
STATE STR SPDR S&P 500 ETF T
SOLEShares5.70K
TypeSH
Market value$3.71M
3.93%
Sole
0.00
Shared
0.00
None
5.70K
VANGUARD INDEX FDS
SOLEShares13.07K
TypeSH
Market value$3.42M
3.63%
Sole
0.00
Shared
0.00
None
13.07K
SCHWAB STRATEGIC TR
SOLEShares68.53K
TypeSH
Market value$1.91M
2.02%
Sole
0.00
Shared
0.00
None
68.53K
VANGUARD INDEX FDS
SOLEShares8.98K
TypeSH
Market value$1.85M
1.96%
Sole
0.00
Shared
0.00
None
8.98K
VANGUARD INTL EQUITY INDEX F
SOLEShares20.70K
TypeSH
Market value$1.55M
1.65%
Sole
0.00
Shared
0.00
None
20.70K
ISHARES TR
SOLEShares57.23K
TypeSH
Market value$1.45M
1.54%
Sole
0.00
Shared
0.00
None
57.23K
VANGUARD INDEX FDS
SOLEShares15.12K
TypeSH
Market value$1.34M
1.42%
Sole
0.00
Shared
0.00
None
15.12K
APPLE INC
SOLEShares4.45K
TypeSH
Market value$1.13M
1.20%
Sole
0.00
Shared
0.00
None
4.45K
PUTNAM ETF TRUST
SOLEShares23.46K
TypeSH
Market value$1.09M
1.15%
Sole
0.00
Shared
0.00
None
23.46K
VANGUARD INDEX FDS
SOLEShares4.87K
TypeSH
Market value$956.3K
1.01%
Sole
0.00
Shared
0.00
None
4.87K
VANGUARD INDEX FDS
SOLEShares3.51K
TypeSH
Market value$902.8K
0.96%
Sole
0.00
Shared
0.00
None
3.51K
ISHARES TR
SOLEShares8.87K
TypeSH
Market value$893.3K
0.95%
Sole
0.00
Shared
0.00
None
8.87K
INVESCO EXCHANGE TRADED FD T
SOLEShares4.15K
TypeSH
Market value$797.3K
0.85%
Sole
0.00
Shared
0.00
None
4.15K
VANGUARD INDEX FDS
SOLEShares2.40K
TypeSH
Market value$690.7K
0.73%
Sole
0.00
Shared
0.00
None
2.40K
INVESCO EXCHANGE TRADED FD T
SOLEShares12.28K
TypeSH
Market value$670.0K
0.71%
Sole
0.00
Shared
0.00
None
12.28K
RBB FD INC
SOLEShares13.09K
TypeSH
Market value$652.9K
0.69%
Sole
0.00
Shared
0.00
None
13.09K
FIRST TR EXCHANGE TRADED FD
SOLEShares6.80K
TypeSH
Market value$636.6K
0.68%
Sole
0.00
Shared
0.00
None
6.80K
VANGUARD INDEX FDS
SOLEShares2.09K
TypeSH
Market value$624.6K
0.66%
Sole
0.00
Shared
0.00
None
2.09K
MICROSOFT CORP
SOLEShares1.64K
TypeSH
Market value$608.7K
0.65%
Sole
0.00
Shared
0.00
None
1.64K
ISHARES TR
SOLEShares855.00
TypeSH
Market value$558.2K
0.59%
Sole
0.00
Shared
0.00
None
855.00
VANGUARD TAX-MANAGED FDS
SOLEShares8.21K
TypeSH
Market value$525.9K
0.56%
Sole
0.00
Shared
0.00
None
8.21K
INVESCO EXCHANGE TRADED FD T
SOLEShares11.37K
TypeSH
Market value$514.8K
0.55%
Sole
0.00
Shared
0.00
None
11.37K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 138.82K | SH | $44.53M 47.23% | 0.00 | 0.00 | 138.82K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 95.81K | SH | $7.39M 7.84% | 0.00 | 0.00 | 95.81K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 85.46K | SH | $6.29M 6.68% | 0.00 | 0.00 | 85.46K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 5.70K | SH | $3.71M 3.93% | 0.00 | 0.00 | 5.70K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 13.07K | SH | $3.42M 3.63% | 0.00 | 0.00 | 13.07K |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL US L | 68.53K | SH | $1.91M 2.02% | 0.00 | 0.00 | 68.53K |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 8.98K | SH | $1.85M 1.96% | 0.00 | 0.00 | 8.98K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 20.70K | SH | $1.55M 1.65% | 0.00 | 0.00 | 20.70K |
ISHARES TRSOLE | IBDS DEC28 ETF | 57.23K | SH | $1.45M 1.54% | 0.00 | 0.00 | 57.23K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 15.12K | SH | $1.34M 1.42% | 0.00 | 0.00 | 15.12K |
APPLE INCSOLE | COM | 4.45K | SH | $1.13M 1.20% | 0.00 | 0.00 | 4.45K |
PUTNAM ETF TRUSTSOLE | FOCUSED LAR CAP | 23.46K | SH | $1.09M 1.15% | 0.00 | 0.00 | 23.46K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 4.87K | SH | $956.3K 1.01% | 0.00 | 0.00 | 4.87K |
VANGUARD INDEX FDSSOLE | MCAP GR IDXVIP | 3.51K | SH | $902.8K 0.96% | 0.00 | 0.00 | 3.51K |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 8.87K | SH | $893.3K 0.95% | 0.00 | 0.00 | 8.87K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 4.15K | SH | $797.3K 0.85% | 0.00 | 0.00 | 4.15K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 2.40K | SH | $690.7K 0.73% | 0.00 | 0.00 | 2.40K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P 500 TOP 50 | 12.28K | SH | $670.0K 0.71% | 0.00 | 0.00 | 12.28K |
RBB FD INCSOLE | F/M US TREASURY | 13.09K | SH | $652.9K 0.69% | 0.00 | 0.00 | 13.09K |
FIRST TR EXCHANGE TRADED FDSOLE | NASD TECH DIV | 6.80K | SH | $636.6K 0.68% | 0.00 | 0.00 | 6.80K |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 2.09K | SH | $624.6K 0.66% | 0.00 | 0.00 | 2.09K |
MICROSOFT CORPSOLE | COM | 1.64K | SH | $608.7K 0.65% | 0.00 | 0.00 | 1.64K |
ISHARES TRSOLE | CORE S&P500 ETF | 855.00 | SH | $558.2K 0.59% | 0.00 | 0.00 | 855.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 8.21K | SH | $525.9K 0.56% | 0.00 | 0.00 | 8.21K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL TEC | 11.37K | SH | $514.8K 0.55% | 0.00 | 0.00 | 11.37K |
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