§ 13F · FUND PROFILE
Briggs Wealth Management, Inc.
AUM · $110M (13F)Positions · 61Turnover · n/a · Q2Filed · Aug 6, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 137K | $51M | 46.4% | −1% |
| 2 | VXUS | VANGUARD STAR FDS | 110K | $9M | 8.6% | +15% |
| 3 | BND | VANGUARD BD INDEX FDS | 93K | $7M | 6.2% | +9% |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | 6K | $4M | 3.8% | −2% |
| 5 | VB | VANGUARD INDEX FDS | 13K | $4M | 3.7% | +3% |
| 6 | PVAL | PUTNAM ETF TRUST | 51K | $3M | 2.4% | +117% |
| 7 | FNDX | SCHWAB STRATEGIC TR | 71K | $2M | 2.0% | +4% |
| 8 | VXF | VANGUARD INDEX FDS | 9K | $2M | 2.0% | ±0% |
| 9 | VEU | VANGUARD INTL EQUITY INDEX F | 21K | $2M | 1.6% | ±0% |
| 10 | VNQ | VANGUARD INDEX FDS | 15K | $1M | 1.3% | −3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BRIGGS SIGNAL
AC read
Briggs Wealth Management, Inc is a Other fund managing $110 million in assets. The fund runs a portfolio of 61 positions.
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