§ 13F · FUND PROFILE
Briggs Wealth Management, Inc.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 54Turnover · — · Q4Filed · Feb 19, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$93.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 19, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 135K | $45.4T | 48.8% | NEW |
| 2 | BND | VANGUARD BD INDEX FDS | 84K | $6.2T | 6.7% | NEW |
| 3 | VXUS | VANGUARD STAR FDS | 79K | $5.9T | 6.4% | NEW |
| 4 | SPY | SPDR S&P 500 ETF TR | 6K | $3.9T | 4.2% | NEW |
| 5 | VB | VANGUARD INDEX FDS | 13K | $3.3T | 3.5% | NEW |
| 6 | FNDX | SCHWAB STRATEGIC TR | 73K | $2.0T | 2.1% | NEW |
| 7 | VXF | VANGUARD INDEX FDS | 9K | $2.0T | 2.1% | NEW |
| 8 | VEU | VANGUARD INTL EQUITY INDEX F | 20K | $1.5T | 1.6% | NEW |
| 9 | SGOV | ISHARES TR | 15K | $1.5T | 1.6% | NEW |
| 10 | IBDT | ISHARES TR | 54K | $1.4T | 1.5% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BRIGGS SIGNAL
AC read
Briggs Wealth Management, Inc is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed