Briggs Wealth Management, Inc: 13F holdings
CIK 21091562026Q2
| Positions | 61 |
|---|
| Reported value | $109.5m |
|---|
| Filed | 2026-08-06 |
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Change since last quarter
| Positions | 61 (+3 vs prior quarter) |
|---|
| Reported value | $109.5m (+16.2%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VTI VANGUARD INDEX FDS | 137,237 | $50.8m | 46.4% |
| VXUS VANGUARD STAR FDS | 109,843 | $9.4m | 8.6% |
| BND VANGUARD BD INDEX FDS | 92,814 | $6.8m | 6.2% |
| SPY STATE STR SPDR S&P 500 ETF T | 5,600 | $4.2m | 3.8% |
| VB VANGUARD INDEX FDS | 13,410 | $4.1m | 3.7% |
| PVAL PUTNAM ETF TRUST | 50,824 | $2.6m | 2.4% |
| FNDX SCHWAB STRATEGIC TR | 71,026 | $2.2m | 2.0% |
| VXF VANGUARD INDEX FDS | 8,933 | $2.2m | 2.0% |
| VEU VANGUARD INTL EQUITY INDEX F | 20,713 | $1.7m | 1.6% |
| VNQ VANGUARD INDEX FDS | 14,729 | $1.4m | 1.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2109156")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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