Briggs Wealth Management

GLASTONBURY, CTfiles as Briggs Wealth Management, Inc

$110m in 61 US stocks at the end of 30 June 2026. The top 10 are 77.9% of the money. It changed about 4.8% of the portfolio this quarter.

Value

$110m

Stocks

Top 10 share

77.9%

Turnover

4.8%

What changed this quarter

New

Bought for the first time this quarter.

Dimensional ETF TrustDFAX
0.5% of the fund
Vanguard Admiral FDSVIOV
0.4% of the fund
Vanguard Index FDSVUG
0.3% of the fund
Invesco Actvely Mngd ETC FDPDBC
0.3% of the fund
Ishares TRMTUM
0.2% of the fund
CaterpillarCAT
0.2% of the fund
MastecMTZ
0.2% of the fund

Added

Bought more of a stock they already held.

Vanguard Star FDSVXUS
8.6% of the fund
+15%
Vanguard BD Index FDSBND
6.2% of the fund
+9%
Vanguard Index FDSVB
3.7% of the fund
+3%
Putnam ETF TrustPVAL
2.4% of the fund
+117%
Schwab Strategic TRFNDX
2.0% of the fund
+4%
Invesco Exchange Traded FD TRSPT
0.7% of the fund
+3%
Ishares TRIBIF
0.7% of the fund
+98%
MicrosoftMSFT
0.6% of the fund
+3%
Schwab Strategic TRSCHG
0.6% of the fund
+8%
Ishares TRIBIE
0.6% of the fund
+32%
Vanguard World FDVGT
0.4% of the fund
+2%

Cut

Sold some of their stake.

Vanguard Index FDSVNQ
1.3% of the fund
-3%
Ishares TRIBDT
1.3% of the fund
-5%
Vanguard Index FDSVOT
0.9% of the fund
-7%
Ishares TRSGOV
0.7% of the fund
-10%
First TR Exchange Traded FDTDIV
0.6% of the fund
-10%
RBB FDTBIL
0.6% of the fund
-8%
Ishares TRIWV
0.3% of the fund
-10%
First TR Exchange-Traded FDCIBR
0.3% of the fund
-17%
Eli LillyLLY
0.2% of the fund
-27%

Sold out

Sold their entire stake.

Vanguard Tax-Managed FDSVEA
-100%
Vanguard Intl Equity Index FVWO
-100%
Ishares Gold TRIAU
-100%
Vanguard Index FDSVOO
-100%

Holdings

Vanguard Index FDSVTI
Share
46.4%
Value
$51m
Shares
137,237
Held
Vanguard Star FDSVXUS
Share
8.6%
Value
$9m
Shares
109,843
+15%
Vanguard BD Index FDSBND
Share
6.2%
Value
$7m
Shares
92,814
+9%
State STR Spdr S&P 500 ETF TSPY
Share
3.8%
Value
$4m
Shares
5,600
Held
Vanguard Index FDSVB
Share
3.7%
Value
$4m
Shares
13,410
+3%
Putnam ETF TrustPVAL
Share
2.4%
Value
$3m
Shares
50,824
+117%
Schwab Strategic TRFNDX
Share
2.0%
Value
$2m
Shares
71,026
+4%
Vanguard Index FDSVXF
Share
2.0%
Value
$2m
Shares
8,933
Held
Vanguard Intl Equity Index FVEU
Share
1.6%
Value
$2m
Shares
20,713
Held
Vanguard Index FDSVNQ
Share
1.3%
Value
$1m
Shares
14,729
-3%
Ishares TRIBDT
Share
1.3%
Value
$1m
Shares
54,595
-5%
AppleAAPL
Share
1.2%
Value
$1m
Shares
4,448
Held
Vanguard Index FDSVTV
Share
1.0%
Value
$1m
Shares
4,874
Held
Vanguard Index FDSVOT
Share
0.9%
Value
$999,151
Shares
3,262
-7%
Invesco Exchange Traded FD TRSP
Share
0.8%
Value
$883,932
Shares
4,154
Held
Ishares TRSGOV
Share
0.7%
Value
$805,058
Shares
7,997
-10%
Vanguard Index FDSVO
Share
0.7%
Value
$774,841
Shares
9,617
Held
Invesco Exchange Traded FD TXLG
Share
0.7%
Value
$762,508
Shares
12,453
Held
Invesco Exchange Traded FD TRSPT
Share
0.7%
Value
$752,261
Shares
11,663
+3%
Ishares TRIBIF
Share
0.7%
Value
$735,200
Shares
27,965
+98%
Vanguard Index FDSVV
Share
0.7%
Value
$718,785
Shares
2,090
Held
First TR Exchange Traded FDTDIV
Share
0.6%
Value
$701,733
Shares
6,108
-10%
Ishares TRIVV
Share
0.6%
Value
$638,502
Shares
853
Held
MicrosoftMSFT
Share
0.6%
Value
$632,036
Shares
1,694
+3%
Schwab Strategic TRSCHG
Share
0.6%
Value
$621,099
Shares
18,354
+8%
Ishares TRIBIE
Share
0.6%
Value
$604,979
Shares
23,003
+32%
RBB FDTBIL
Share
0.6%
Value
$603,007
Shares
12,094
-8%
Dimensional ETF TrustDFAX
Share
0.5%
Value
$503,124
Shares
13,657
New
Ishares TRUSMV
Share
0.4%
Value
$492,621
Shares
5,107
Held
Vanguard World FDVGT
Share
0.4%
Value
$453,830
Shares
3,797
+2%
Vanguard Admiral FDSVIOV
Share
0.4%
Value
$390,294
Shares
3,326
New
IdacorpIDA
Share
0.3%
Value
$373,257
Shares
2,467
Held
Spdr Series TrustEFIV
Share
0.3%
Value
$366,036
Shares
5,019
Held
AlphabetGOOGL
Share
0.3%
Value
$360,632
Shares
1,009
Held
Johnson & JohnsonJNJ
Share
0.3%
Value
$358,051
Shares
1,410
Held
Schwab Strategic TRSCHB
Share
0.3%
Value
$356,576
Shares
12,313
Held
Vanguard Index FDSVUG
Share
0.3%
Value
$353,949
Shares
4,109
New
Ishares TRIJR
Share
0.3%
Value
$331,918
Shares
2,238
Held
Invesco Actvely Mngd ETC FDPDBC
Share
0.3%
Value
$324,587
Shares
20,440
New
Ishares TRIWV
Share
0.3%
Value
$301,038
Shares
706
-10%
Vanguard Specialized FundsVIG
Share
0.3%
Value
$292,699
Shares
1,237
Held
DeereDE
Share
0.3%
Value
$289,083
Shares
456
Held
First TR Exchange-Traded FDCIBR
Share
0.3%
Value
$287,488
Shares
3,200
-17%
Ishares TRMTUM
Share
0.2%
Value
$271,179
Shares
791
New
Ishares TRIJH
Share
0.2%
Value
$269,885
Shares
3,500
Held
Verizon CommunicationsVZ
Share
0.2%
Value
$269,028
Shares
6,354
Held
Travelers CompaniesTRV
Share
0.2%
Value
$266,407
Shares
807
Held
CaterpillarCAT
Share
0.2%
Value
$261,965
Shares
246
New
Schwab Strategic TRSCHF
Share
0.2%
Value
$252,486
Shares
9,115
Held
Select Sector Spdr TRXLY
Share
0.2%
Value
$250,979
Shares
2,140
Held
Vanguard MUN BD FDSVTEB
Share
0.2%
Value
$249,764
Shares
4,938
Held
Eli LillyLLY
Share
0.2%
Value
$248,282
Shares
207
-27%
Ishares TRIBDU
Share
0.2%
Value
$247,858
Shares
10,702
Held
Ishares TRIBDS
Share
0.2%
Value
$240,674
Shares
9,937
Held
Amazon.comAMZN
Share
0.2%
Value
$230,951
Shares
969
Held
Ishares TRICF
Share
0.2%
Value
$222,908
Shares
3,296
Held
Berkshire HathawayBRK-B
Share
0.2%
Value
$220,172
Shares
440
Held
Vanguard Admiral FDSVOOV
Share
0.2%
Value
$219,648
Shares
1,002
Held
World Gold TRGLDM
Share
0.2%
Value
$216,420
Shares
2,725
Held
Schwab Strategic TRSCHD
Share
0.2%
Value
$212,711
Shares
6,708
Held
MastecMTZ
Share
0.2%
Value
$208,030
Shares
500
New

Company	Share of fund	Value	Shares	Change
Vanguard Index FDSVTI	46.4%	$51m	137,237	Held
Vanguard Star FDSVXUS	8.6%	$9m	109,843	+15%
Vanguard BD Index FDSBND	6.2%	$7m	92,814	+9%
State STR Spdr S&P 500 ETF TSPY	3.8%	$4m	5,600	Held
Vanguard Index FDSVB	3.7%	$4m	13,410	+3%
Putnam ETF TrustPVAL	2.4%	$3m	50,824	+117%
Schwab Strategic TRFNDX	2.0%	$2m	71,026	+4%
Vanguard Index FDSVXF	2.0%	$2m	8,933	Held
Vanguard Intl Equity Index FVEU	1.6%	$2m	20,713	Held
Vanguard Index FDSVNQ	1.3%	$1m	14,729	-3%
Ishares TRIBDT	1.3%	$1m	54,595	-5%
AppleAAPL	1.2%	$1m	4,448	Held
Vanguard Index FDSVTV	1.0%	$1m	4,874	Held
Vanguard Index FDSVOT	0.9%	$999,151	3,262	-7%
Invesco Exchange Traded FD TRSP	0.8%	$883,932	4,154	Held
Ishares TRSGOV	0.7%	$805,058	7,997	-10%
Vanguard Index FDSVO	0.7%	$774,841	9,617	Held
Invesco Exchange Traded FD TXLG	0.7%	$762,508	12,453	Held
Invesco Exchange Traded FD TRSPT	0.7%	$752,261	11,663	+3%
Ishares TRIBIF	0.7%	$735,200	27,965	+98%
Vanguard Index FDSVV	0.7%	$718,785	2,090	Held
First TR Exchange Traded FDTDIV	0.6%	$701,733	6,108	-10%
Ishares TRIVV	0.6%	$638,502	853	Held
MicrosoftMSFT	0.6%	$632,036	1,694	+3%
Schwab Strategic TRSCHG	0.6%	$621,099	18,354	+8%
Ishares TRIBIE	0.6%	$604,979	23,003	+32%
RBB FDTBIL	0.6%	$603,007	12,094	-8%
Dimensional ETF TrustDFAX	0.5%	$503,124	13,657	New
Ishares TRUSMV	0.4%	$492,621	5,107	Held
Vanguard World FDVGT	0.4%	$453,830	3,797	+2%
Vanguard Admiral FDSVIOV	0.4%	$390,294	3,326	New
IdacorpIDA	0.3%	$373,257	2,467	Held
Spdr Series TrustEFIV	0.3%	$366,036	5,019	Held
AlphabetGOOGL	0.3%	$360,632	1,009	Held
Johnson & JohnsonJNJ	0.3%	$358,051	1,410	Held
Schwab Strategic TRSCHB	0.3%	$356,576	12,313	Held
Vanguard Index FDSVUG	0.3%	$353,949	4,109	New
Ishares TRIJR	0.3%	$331,918	2,238	Held
Invesco Actvely Mngd ETC FDPDBC	0.3%	$324,587	20,440	New
Ishares TRIWV	0.3%	$301,038	706	-10%
Vanguard Specialized FundsVIG	0.3%	$292,699	1,237	Held
DeereDE	0.3%	$289,083	456	Held
First TR Exchange-Traded FDCIBR	0.3%	$287,488	3,200	-17%
Ishares TRMTUM	0.2%	$271,179	791	New
Ishares TRIJH	0.2%	$269,885	3,500	Held
Verizon CommunicationsVZ	0.2%	$269,028	6,354	Held
Travelers CompaniesTRV	0.2%	$266,407	807	Held
CaterpillarCAT	0.2%	$261,965	246	New
Schwab Strategic TRSCHF	0.2%	$252,486	9,115	Held
Select Sector Spdr TRXLY	0.2%	$250,979	2,140	Held
Vanguard MUN BD FDSVTEB	0.2%	$249,764	4,938	Held
Eli LillyLLY	0.2%	$248,282	207	-27%
Ishares TRIBDU	0.2%	$247,858	10,702	Held
Ishares TRIBDS	0.2%	$240,674	9,937	Held
Amazon.comAMZN	0.2%	$230,951	969	Held
Ishares TRICF	0.2%	$222,908	3,296	Held
Berkshire HathawayBRK-B	0.2%	$220,172	440	Held
Vanguard Admiral FDSVOOV	0.2%	$219,648	1,002	Held
World Gold TRGLDM	0.2%	$216,420	2,725	Held
Schwab Strategic TRSCHD	0.2%	$212,711	6,708	Held
MastecMTZ	0.2%	$208,030	500	New

Over time and by industry

Value over time

Dec '25

Jun '26

Value is up 17.8% since 31 December 2025.

Where the money is

Technology1.8%

Industrials0.7%

Media & telecom0.6%

Health care0.6%

Financial services0.4%

Utilities0.3%

Retail & consumer0.2%

Other95.4%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.