StockDriftsStockDriftsTop 50 Briggs Wealth Management, Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 46.36% | 137.2K | $50.8M | -1.14%(-1.58K) | $331.63(+15.20%) | 2026-06-30 | |
| VXUS | VANGUARD STAR FDS | 8.57% | 109.8K | $9.4M | +14.65%(+14.04K) | $75.45(+15.68%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 6.22% | 92.8K | $6.8M | +8.60%(+7.35K) | $74.15(-2.51%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.82% | 5.6K | $4.2M | -1.79%(-102) | $674.05(+14.76%) | 2026-06-30 | |
| VB | VANGUARD INDEX FDS | 3.71% | 13.4K | $4.1M | +2.62%(+342) | $256.77(+19.33%) | 2026-06-30 | |
| PVAL | PUTNAM ETF TRUST | 2.36% | 50.8K | $2.6M | +116.59%(+27.36K) | $47.18(+15.68%) | 2026-06-30 | |
| FNDX | SCHWAB STRATEGIC TR | 2.02% | 71.0K | $2.2M | +3.63%(+2.49K) | $26.84(+20.99%) | 2026-06-30 | |
| VXF | VANGUARD INDEX FDS | 2.01% | 8.9K | $2.2M | -0.48%(-43) | $209.23(+18.12%) | 2026-06-30 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 1.58% | 20.7K | $1.7M | +0.04%(+8) | $72.99(+16.86%) | 2026-06-30 | |
| VNQ | VANGUARD INDEX FDS | 1.3% | 14.7K | $1.4M | -2.57%(-389) | $89.95(+7.61%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +9.66% |
| Top 20 Holdings Unweighted | — | — | — | — | +8.35% |
Briggs Wealth Management, Inc reports $109.54M in US-listed equity holdings across 61 positions in its most recent 13F filing. Its largest disclosed positions are VTI (46.4%), VXUS (8.6%) and BND (6.2%). The top 20 holdings account for 86.58% of reported assets. Its disclosed equity book has returned +9.66% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Briggs Wealth Management, Inc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2109156). View Briggs Wealth Management, Inc’s 13F filings on SEC