Briggs Wealth Management, Inc
Briggs Wealth Management, Inc reported 61 positions worth $109.5M as of June 30, 2026 (13F filed August 6, 2026). Largest holding: VTI (46.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VTI | SH | $50.8M | 46.36% | 137,237 | — | — | |
| ▸ 2 | VXUS | SH | $9.4M | 8.57% | 109,843 | — | — | |
| ▸ 3 | BND | SH | $6.8M | 6.22% | 92,814 | — | — | |
| ▸ 4 | SPY | SH | $4.2M | 3.82% | 5,600 | — | — | |
| ▸ 5 | VB | SH | $4.1M | 3.71% | 13,410 | — | — | |
| ▸ 6 | PVAL | SH | $2.6M | 2.36% | 50,824 | — | — | |
| ▸ 7 | FNDX | SH | $2.2M | 2.02% | 71,026 | — | — | |
| ▸ 8 | VXF | SH | $2.2M | 2.01% | 8,933 | — | — | |
| ▸ 9 | VEU | SH | $1.7M | 1.58% | 20,713 | — | — | |
| ▸ 10 | VNQ | SH | $1.4M | 1.30% | 14,729 | — | — |
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Frequently Asked Questions
What stocks does Briggs Wealth Management, Inc hold as of Q2 2026?
Briggs Wealth Management, Inc reported 61 positions worth $109.5M in its Q2 2026 13F filing. Largest positions: VTI (46.4%), VXUS (8.6%), BND (6.2%), SPY (3.8%) and VB (3.7%).
What did Briggs Wealth Management, Inc buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Briggs Wealth Management, Inc sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.