Briggs Wealth Management, Inc

GLASTONBURY, CT · CIK 2109156 · 13F filing filed 2026-08-06

SEC-registered investment adviser since 2006 · corporation

Assets managed$362.0m
Staff6 · 2 in investment roles
Main clients (by assets)High net worth individuals 84%, Individuals 16%
Websitebriggswealthmgmt.com
Form ADV · 2026-02-11SEC adviser record

$109.5m reported value +16.2% vs Q1 2026

61positions

77.9%in top 10

7 new 16 added 14 reduced 4 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	137,237	$50.8m46.36%	46.36%	Reduced -1.6k	-1,579 -1.1%
2	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	109,843	$9.4m8.57%	8.57%	Added +14.0k	+14,035 14.7%
3	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	92,814	$6.8m6.22%	6.22%	Added +7.3k	+7,350 8.6%
4	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	5,600	$4.2m3.82%	3.82%	Reduced -102	-102 -1.8%
5	VANGUARD INDEX FDS SMALL CP ETF VB	VB	13,410	$4.1m3.71%	3.71%	Added +342	+342 2.6%
6	PUTNAM ETF TRUST FOCUSED LAR CAP PVAL	PVAL	50,824	$2.6m2.36%	2.36%	Added +27.4k	+27,359 116.6%
7	SCHWAB STRATEGIC TR FUNDAMENTAL US L FNDX	FNDX	71,026	$2.2m2.02%	2.02%	Added +2.5k	+2,491 3.6%
8	VANGUARD INDEX FDS EXTEND MKT ETF VXF	VXF	8,933	$2.2m2.01%	2.01%	Reduced -43	-43 -0.5%
9	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	20,713	$1.7m1.58%	1.58%	Added +8	+8 0.0%
10	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	14,729	$1.4m1.30%	1.30%	Reduced -389	-389 -2.6%
11	ISHARES TR IBDS DEC28 ETF IBDT	IBDT	54,595	$1.4m1.26%	1.26%	Reduced -2.6k	-2,632 -4.6%
12	APPLE INC COM AAPL	AAPL	4,448	$1.3m1.18%	1.18%	Added +1	+1 0.0%
13	VANGUARD INDEX FDS VALUE ETF VTV	VTV	4,874	$1.1m0.97%	0.97%	Unchanged
14	VANGUARD INDEX FDS MCAP GR IDXVIP VOT	VOT	3,262	$999.2k0.91%	0.91%	Reduced -246	-246 -7.0%
15	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	4,154	$883.9k0.81%	0.81%	Unchanged
16	ISHARES TR 0-3 MNTH TREASRY SGOV	SGOV	7,997	$805.1k0.73%	0.73%	Reduced -877	-877 -9.9%
17	VANGUARD INDEX FDS MID CAP ETF VO	VO	9,617	$774.8k0.71%	0.71%	Reduced -3	-3 -0.0%
18	INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 XLG	XLG	12,453	$762.5k0.70%	0.70%	Added +171	+171 1.4%
19	INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC RSPT	RSPT	11,663	$752.3k0.69%	0.69%	Added +289	+289 2.5%
20	ISHARES TR IBONDS OCT 2029 IBIF	IBIF	27,965	$735.2k0.67%	0.67%	Added +13.8k	+13,823 97.7%
21	VANGUARD INDEX FDS LARGE CAP ETF VV	VV	2,090	$718.8k0.66%	0.66%	Unchanged
22	FIRST TR EXCHANGE TRADED FD NASD TECH DIV TDIV	TDIV	6,108	$701.7k0.64%	0.64%	Reduced -689	-689 -10.1%
23	ISHARES TR CORE S&P500 ETF IVV	IVV	853	$638.5k0.58%	0.58%	Reduced -2	-2 -0.2%
24	MICROSOFT CORP COM MSFT	MSFT	1,694	$632.0k0.58%	0.58%	Added +50	+50 3.0%
25	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	18,354	$621.1k0.57%	0.57%	Added +1.4k	+1,400 8.3%
26	ISHARES TR IBONDS OCT 2028 IBIE	IBIE	23,003	$605.0k0.55%	0.55%	Added +5.5k	+5,523 31.6%
27	RBB FD INC US TREAS 3 MNTH TBIL	TBIL	12,094	$603.0k0.55%	0.55%	Reduced -1.0k	-1,000 -7.6%
28	DIMENSIONAL ETF TRUST WORLD EX US CORE DFAX	DFAX	13,657	$503.1k0.46%	0.46%	New
29	ISHARES TR MSCI USA MIN VOL USMV	USMV	5,107	$492.6k0.45%	0.45%	Unchanged
30	VANGUARD WORLD FD INF TECH ETF VGT	VGT	3,797	$453.8k0.41%	0.41%	Added +85	+85 2.3%
31	VANGUARD ADMIRAL FDS INC SMLCP 600 VAL VIOV	VIOV	3,326	$390.3k0.36%	0.36%	New
32	IDACORP INC COM IDA	IDA	2,467	$373.3k0.34%	0.34%	Unchanged
33	SPDR SER TR S&P 500 ESG ETF EFIV	EFIV	5,019	$366.0k0.33%	0.33%	Added +48	+48 1.0%
34	ALPHABET INC CAP STK CL A GOOGL	GOOGL	1,009	$360.6k0.33%	0.33%	Unchanged
35	JOHNSON & JOHNSON COM JNJ	JNJ	1,410	$358.1k0.33%	0.33%	Unchanged
36	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	12,313	$356.6k0.33%	0.33%	Added +10	+10 0.1%
37	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	4,109	$353.9k0.32%	0.32%	New
38	ISHARES TR CORE S&P SCP ETF IJR	IJR	2,238	$331.9k0.30%	0.30%	Unchanged
39	INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD PDBC	PDBC	20,440	$324.6k0.30%	0.30%	New
40	ISHARES TR RUSSELL 3000 ETF IWV	IWV	706	$301.0k0.27%	0.27%	Reduced -82	-82 -10.4%
41	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	1,237	$292.7k0.27%	0.27%	Unchanged
42	DEERE & CO COM DE	DE	456	$289.1k0.26%	0.26%	Unchanged
43	FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF CIBR	CIBR	3,200	$287.5k0.26%	0.26%	Reduced -672	-672 -17.4%
44	ISHARES TR MSCI USA MMENTM MTUM	MTUM	791	$271.2k0.25%	0.25%	New
45	ISHARES TR CORE S&P MCP ETF IJH	IJH	3,500	$269.9k0.25%	0.25%	Unchanged
46	VERIZON COMMUNICATIONS INC COM VZ	VZ	6,354	$269.0k0.25%	0.25%	Unchanged
47	TRAVELERS COMPANIES INC COM TRV	TRV	807	$266.4k0.24%	0.24%	Unchanged
48	CATERPILLAR INC COM CAT	CAT	246	$262.0k0.24%	0.24%	New
49	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	9,115	$252.5k0.23%	0.23%	Unchanged
50	SELECT SECTOR SPDR TR SBI CONS DISCR XLY	XLY	2,140	$251.0k0.23%	0.23%	Unchanged
51	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	4,938	$249.8k0.23%	0.23%	Unchanged
52	ELI LILLY & CO COM LLY	LLY	207	$248.3k0.23%	0.23%	Reduced -77	-77 -27.1%
53	ISHARES TR IBONDS DEC 29 IBDU	IBDU	10,702	$247.9k0.23%	0.23%	Unchanged
54	ISHARES TR IBONDS 27 ETF IBDS	IBDS	9,937	$240.7k0.22%	0.22%	Unchanged
55	AMAZON COM INC COM AMZN	AMZN	969	$231.0k0.21%	0.21%	Unchanged
56	ISHARES TR COHEN STEER REIT ICF	ICF	3,296	$222.9k0.20%	0.20%	Unchanged
57	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	440	$220.2k0.20%	0.20%	Unchanged
58	VANGUARD ADMIRAL FDS INC 500 VAL IDX FD VOOV	VOOV	1,002	$219.6k0.20%	0.20%	Unchanged
59	WORLD GOLD TR SPDR GLD MINIS GLDM	GLDM	2,725	$216.4k0.20%	0.20%	Unchanged
60	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	6,708	$212.7k0.19%	0.19%	Unchanged
61	MASTEC INC COM MTZ	MTZ	500	$208.0k0.19%	0.19%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
VANGUARD TAX-MANAGED FDS VEA	VEA	8,207	$525.9k8.2k shares
VANGUARD INTL EQUITY INDEX F VWO	VWO	7,827	$423.0k7.8k shares
ISHARES GOLD TR IAU	IAU	3,965	$349.6k4.0k shares
VANGUARD INDEX FDS VOO	VOO	367	$219.3k367 shares