Briggs Wealth Management, Inc

Quarterly 13F snapshot: US-listed longs only, no performance figures — 13F data cannot support them.

Portfolio value: $113M
Positions: 62
Quarter ended: September 30, 2026
Filed: October 26, 2026

Reported portfolio value by quarter (4 quarters reported)

$113M $93M

Q4 25 Q1 26 Q2 26 Q3 26

$93M in Q4 2025 → $113M now. Hover for any quarter.

Holdings

As reported for the quarter ended September 30, 2026. Activity is the change in share count since the prior quarter's filing.

Holding	% of portfolio	Activity	Shares	Value
VI Vanguard Index Fds	45.8%	Added 1.1%	138,738	$51.9M
VS Vanguard Star Fds	8.7%	Added 6.0%	116,397	$9.89M
VB Vanguard Bd Index Fds	4.3%	Trimmed 25%	69,976	$4.91M
SS State Str SPDR S&P 500 ETF T	3.8%	Added 0.0%	5,601	$4.27M
VI Vanguard Index Fds	3.7%	Added 9.0%	14,612	$4.16M
VI Vanguard Index Fds	2.9%	Added 344%	9,272	$3.26M
SS Schwab Strategic Tr	2.5%	Added 25%	88,559	$2.79M
PE Putnam ETF Trust	2.4%	Added 0.3%	50,984	$2.68M
VI Vanguard Index Fds	1.8%	Unchanged	8,933	$2.07M
VI Vanguard Intl Equity Index F	1.5%	Added 0.0%	20,716	$1.72M
Apple Inc	1.3%	Added 0.0%	4,449	$1.48M
IE Invesco Exchange Traded Fd T	1.2%	Added 82%	21,234	$1.4M
VI Vanguard Index Fds	1.2%	Added 32%	6,428	$1.39M
IT Ishares Tr	1.2%	Trimmed 4.3%	52,274	$1.3M
VI Vanguard Index Fds	1.1%	Trimmed 7.7%	13,591	$1.22M
VI Vanguard Index Fds	0.8%	Unchanged	3,262	$953K
Microsoft Corp	0.8%	Unchanged	1,694	$869K
IE Invesco Exchange Traded Fd T	0.8%	Unchanged	4,154	$864K
VS Vanguard Scottsdale Fds	0.8%	New	6,657	$858K
SS Schwab Strategic Tr	0.7%	Added 17%	21,467	$771K
IT Ishares Tr	0.6%	Trimmed 0.2%	851	$651K
DE Dimensional ETF Trust	0.6%	Added 29%	17,592	$651K
FT First Tr Exchange Traded Fd	0.6%	Trimmed 8.0%	5,619	$634K
IT Ishares Tr	0.6%	Trimmed 21%	6,296	$634K
IT Ishares Tr	0.5%	Trimmed 15%	23,902	$607K
RF Rbb Fd Inc	0.5%	Trimmed 9.9%	10,892	$543K
IT Ishares Tr	0.4%	Unchanged	5,107	$498K
IT Ishares Tr	0.4%	Trimmed 17%	19,166	$492K
VT Vanguard Tax-managed Fds	0.4%	New	6,215	$439K
VI Vanguard Index Fds	0.4%	Trimmed 42%	5,557	$436K
IA Invesco Actvely Mngd Etc Fd	0.4%	Added 2.3%	20,901	$403K
IE Invesco Exchange Traded Fd T	0.4%	Trimmed 49%	6,297	$401K
Johnson & Johnson	0.3%	Unchanged	1,410	$373K
SS SPDR Series Trust	0.3%	Unchanged	5,019	$372K
SS Schwab Strategic Tr	0.3%	Trimmed 0.2%	12,286	$360K
Alphabet Inc	0.3%	Unchanged	1,009	$347K
VA Vanguard Admiral Fds Inc	0.3%	Trimmed 8.8%	3,034	$334K
FT First Tr Exchange-traded Fd	0.3%	Unchanged	3,200	$330K
Idacorp Inc	0.3%	Unchanged	2,467	$323K
VW Vanguard World Fd	0.3%	Trimmed 34%	2,524	$317K
Deere & Co	0.3%	Unchanged	456	$306K
IT Ishares Tr	0.3%	Unchanged	706	$305K
IT Ishares Tr	0.3%	Unchanged	2,238	$304K
Verizon Communications Inc	0.3%	Unchanged	6,354	$291K
VS Vanguard Specialized Funds	0.3%	Unchanged	1,237	$289K
Travelers Companies Inc	0.3%	Unchanged	807	$288K
DE Dimensional ETF Trust	0.2%	New	4,664	$261K
IT Ishares Tr	0.2%	Unchanged	3,500	$252K
IT Ishares Tr	0.2%	Unchanged	791	$251K
SS Schwab Strategic Tr	0.2%	Unchanged	9,115	$250K
IT Ishares Tr	0.2%	Unchanged	10,702	$243K
Amazon Com Inc	0.2%	Unchanged	969	$241K
IT Ishares Tr	0.2%	Unchanged	9,937	$240K
EL Eli Lilly & Co	0.2%	Unchanged	207	$240K
VM Vanguard Mun Bd Fds	0.2%	Unchanged	4,938	$234K
SS Select Sector SPDR Tr	0.2%	Unchanged	2,140	$233K
WG World Gold Tr	0.2%	Unchanged	2,725	$224K
VA Vanguard Admiral Fds Inc	0.2%	Unchanged	1,002	$221K
BH Berkshire Hathaway Inc Del	0.2%	Unchanged	440	$219K
DE Dimensional ETF Trust	0.2%	New	5,569	$219K

Showing top 60 of 62 positions.

Timeline of changes

What changed each quarter, from the filings' own share counts. Largest moves first; most recent 3 quarters.

Q3 2026

quarter ended September 30, 2026 · filed October 26, 2026

Company	Action	Shares changed	Value of change	% of portfolio
VI Vanguard Index Fds	Added	+7,182	+$2.53M	2.9%
VB Vanguard Bd Index Fds	Trimmed	−22,838	−$1.6M	4.3%
VS Vanguard Scottsdale Fds	New	+6,657	+$858K	0.8%
IE Invesco Exchange Traded Fd T	Added	+9,571	+$630K	1.2%
VI Vanguard Index Fds	Added	+1,501	+$562K	45.8%
VS Vanguard Star Fds	Added	+6,554	+$557K	8.7%
SS Schwab Strategic Tr	Added	+17,533	+$552K	2.5%
VT Vanguard Tax-managed Fds	New	+6,215	+$439K	0.4%
IE Invesco Exchange Traded Fd T	Trimmed	−6,156	−$392K	0.4%
VI Vanguard Index Fds	Exited	−4,109	−$354K	—

Showing the 10 largest of 35 changes.

Q2 2026

quarter ended June 30, 2026 · filed August 06, 2026

Company	Action	Shares changed	Value of change	% of portfolio
PE Putnam ETF Trust	Added	+27,359	+$1.39M	2.4%
VS Vanguard Star Fds	Added	+14,035	+$1.2M	8.6%
VI Vanguard Index Fds	Trimmed	−1,579	−$584K	46.4%
VI Vanguard Index Fds	Added	+7,212	+$581K	0.7%
VB Vanguard Bd Index Fds	Added	+7,350	+$540K	6.2%
VT Vanguard Tax-managed Fds	Exited	−8,207	−$526K	—
DE Dimensional ETF Trust	New	+13,657	+$503K	0.5%
VI Vanguard Intl Equity Index F	Exited	−7,827	−$423K	—
VW Vanguard World Fd	Added	+3,333	+$398K	0.4%
VA Vanguard Admiral Fds Inc	New	+3,326	+$390K	0.4%

Showing the 10 largest of 41 changes.

Q1 2026

quarter ended March 31, 2026 · filed May 15, 2026

Company	Action	Shares changed	Value of change	% of portfolio
VS Vanguard Star Fds	Added	+17,054	+$1.32M	7.8%
PE Putnam ETF Trust	New	+23,465	+$1.09M	1.2%
VI Vanguard Index Fds	Added	+3,347	+$1.07M	47.2%
IT Ishares Tr	Trimmed	−6,067	−$611K	0.9%
SS Schwab Strategic Tr	New	+16,954	+$494K	0.5%
VI Vanguard Intl Equity Index F	New	+7,827	+$423K	0.4%
VI Vanguard Index Fds	Exited	−777	−$379K	—
IT Ishares Tr	New	+14,142	+$371K	0.4%
IE Invesco Exchange Traded Fd T	Added	+6,148	+$335K	0.7%
SS SPDR Series Trust	New	+4,971	+$314K	0.3%

Showing the 10 largest of 38 changes.

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