Investor
Briggs Wealth Management, Inc
CIK 0002109156 · filed 2026-05-15 · SEC filing
13F book
$94.3M
Positions
58
7 new · 3 sold
Largest name
47.2%
Vanguard Index Fds
Est. mark
−$2.32M
Price effect on 51 names still held. Flow $3.61M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Index Fds | — | 138.8K | $44.5M | 47.2% | −$1.96M | Added−$884.9K |
| Vanguard Star Fds | — | 95.8K | $7.39M | 7.8% | $131.5K | Added$1.45M |
| Vanguard Bd Index Fds | — | 85.5K | $6.29M | 6.7% | −$36.2K | Added$58K |
| Spdr S&P 500 Etf Tr | — | 5.7K | $3.71M | 3.9% | −$180.1K | Cut−$229.1K |
| Vanguard Index Fds | — | 13.1K | $3.42M | 3.6% | $50.8K | Added$127K |
| Schwab Strategic Tr | — | 68.5K | $1.91M | 2.0% | $43.9K | Cut−$86.3K |
| Vanguard Index Fds | — | 8.98K | $1.85M | 2.0% | −$29.8K | Cut−$114.2K |
| Vanguard Intl Equity Index F | — | 20.7K | $1.55M | 1.6% | $31.5K | Added$49.5K |
| Ishares Tr | — | 57.2K | $1.45M | 1.5% | −$6.75K | Added$74.5K |
| Vanguard Index Fds | — | 15.1K | $1.34M | 1.4% | $3.18K | Held |
| Apple Inc. | AAPL | 4.45K | $1.13M | 1.2% | −$80.1K | Held |
| Putnam Etf Trust | — | 23.5K | $1.09M | 1.2% | — | New |
| Vanguard Index Fds | — | 4.87K | $956.3K | 1.0% | $25.4K | Cut−$97.6K |
| Vanguard Index Fds | — | 3.51K | $902.8K | 1.0% | −$76.4K | Held |
| Ishares 0-3 Month | — | 8.87K | $893.3K | 0.9% | $2.48K | Cut−$606.5K |
| Invesco Exchange Traded Fd T | — | 4.15K | $797.3K | 0.8% | $1.49K | Held |
| Vanguard Index Fds | — | 2.4K | $690.7K | 0.7% | −$7.42K | Cut−$56.5K |
| Invesco Exchange Traded Fd T | — | 12.3K | $670K | 0.7% | −$29K | Added$306.3K |
| Rbb Fd Inc | — | 13.1K | $652.9K | 0.7% | −$262 | Cut−$199.4K |
| First Tr Exchange Traded Fd | — | 6.8K | $636.6K | 0.7% | −$21.6K | Added−$20.6K |
| Vanguard Index Fds | — | 2.09K | $624.6K | 0.7% | −$33.3K | Held |
| Microsoft Corp | MSFT | 1.64K | $608.7K | 0.6% | −$186.5K | Held |
| Ishares Tr | — | 855 | $558.2K | 0.6% | −$27.1K | Cut−$28.5K |
| Vanguard Tax-Managed Fds | — | 8.21K | $525.9K | 0.6% | $13.2K | Added$14.1K |
| Invesco Exchange Traded Fd T | — | 11.4K | $514.8K | 0.5% | −$2.83K | Added−$2.74K |
| Schwab Strategic Tr | — | 17K | $493.9K | 0.5% | — | New |
| Ishares Tr | — | 5.11K | $473.6K | 0.5% | −$7.25K | Cut−$21.8K |
| Ishares Tr | — | 17.5K | $458.7K | 0.5% | $4.61K | Held |
| Vanguard Intl Equity Index F | — | 7.83K | $423K | 0.4% | — | New |
| Ishares Tr | — | 14.1K | $371.2K | 0.4% | — | New |
| Idacorp Inc | IDA | 2.47K | $352.7K | 0.4% | $40.5K | Held |
| Ishares Gold Tr | — | 3.96K | $349.6K | 0.4% | $27.7K | Cut$5.07K |
| Johnson & Johnson | JNJ | 1.41K | $344.6K | 0.4% | $52.9K | Held |
| Vanguard World Fd | — | 464 | $323.7K | 0.3% | −$26.2K | Cut−$142.3K |
| Verizon Communications Inc | VZ | 6.35K | $319K | 0.3% | $60.2K | Held |
| Spdr Series Trust | — | 4.97K | $313.6K | 0.3% | — | New |
| Schwab Strategic Tr | — | 12.3K | $308.8K | 0.3% | −$13.6K | Added−$5.73K |
| Ishares Tr | — | 788 | $292.1K | 0.3% | −$12.7K | Held |
| Alphabet Inc | — | 1.01K | $290.2K | 0.3% | −$25.7K | Cut−$72.6K |
| Ishares Tr | — | 2.24K | $278.2K | 0.3% | $9.24K | Held |
| Vanguard Specialized Funds | — | 1.24K | $266K | 0.3% | −$5.84K | Held |
| Eli Lilly & Co | LLY | 284 | $261.2K | 0.3% | −$44K | Held |
| Deere & Co | DE | 456 | $256.7K | 0.3% | $44.5K | Cut$15.2K |
| World Gold Tr | — | 2.73K | $252.6K | 0.3% | $19.9K | Cut−$31.5K |
| Ishares Tr | — | 10.7K | $248.9K | 0.3% | — | New |
| Vanguard Mun Bd Fds | — | 4.94K | $246.4K | 0.3% | −$1.98K | Held |
| First Tr Exchange Traded Fd | — | 3.87K | $242.7K | 0.3% | −$33.1K | Added−$27.4K |
| Ishares Tr | — | 9.94K | $240.9K | 0.3% | −$397 | Held |
| Ishares Tr | — | 3.5K | $236.4K | 0.3% | $5.36K | Held |
| Travelers Companies, Inc. | TRV | 807 | $235.4K | 0.3% | $1.31K | Held |
| Select Sector Spdr Tr | — | 2.14K | $233.2K | 0.2% | −$22.3K | Held |
| Schwab Strategic Tr | — | 9.12K | $225.6K | 0.2% | $6.47K | Held |
| Vanguard Index Fds | — | 367 | $219.3K | 0.2% | −$10.9K | Held |
| Berkshire Hathaway Inc Del | — | 440 | $210.8K | 0.2% | −$10.3K | Held |
| Schwab Strategic Tr | — | 6.71K | $205.8K | 0.2% | $21.8K | Cut−$60K |
| Vanguard Admiral Fds Inc | — | 1K | $204.2K | 0.2% | −$1.06K | Held |
| Ishares Tr | — | 3.3K | $204K | 0.2% | — | New |
| Amazon Com Inc | AMZN | 969 | $201.8K | 0.2% | −$21.9K | Cut−$58.8K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.