13F HOLDINGS REPORT
Briggs Wealth Management, Inc
Quarter ended Q4 2025 · Filed February 19, 2026 · Accession 0002109156-26-000001
Total Value
$93.0M
Positions
54
Other Managers
0
Confidential Omitted
No
Holdings (54)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908769 | 135,469 | $45.4M | 48.84% |
| 2 | VANGUARD BD INDEX FDS | 921937835 | 84,184 | $6.2M | 6.71% |
| 3 | VANGUARD STAR FDS | 921909768 | 78,754 | $5.9M | 6.39% |
| 4 | SPDR S&P 500 ETF TR | SPY | 5,774 | $3.9M | 4.23% |
| 5 | VANGUARD INDEX FDS | 922908751 | 12,777 | $3.3M | 3.54% |
| 6 | SCHWAB STRATEGIC TR | 808524771 | 73,318 | $2.0M | 2.15% |
| 7 | VANGUARD INDEX FDS | 922908652 | 9,380 | $2.0M | 2.11% |
| 8 | VANGUARD INTL EQUITY INDEX F | 922042775 | 20,465 | $1.5M | 1.62% |
| 9 | ISHARES TR | 46436E718 | 14,941 | $1.5M | 1.61% |
| 10 | ISHARES TR | 46435U515 | 54,018 | $1.4M | 1.48% |
| 11 | VANGUARD INDEX FDS | 922908553 | 15,118 | $1.3M | 1.44% |
| 12 | APPLE INC | AAPL | 4,447 | $1.2M | 1.30% |
| 13 | VANGUARD INDEX FDS | 922908744 | 5,518 | $1.1M | 1.13% |
| 14 | VANGUARD INDEX FDS | 922908538 | 3,508 | $979,223 | 1.05% |
| 15 | RBB FD INC | 74933W452 | 17,086 | $852,250 | 0.92% |
| 16 | INVESCO EXCHANGE TRADED FD T | IVZ | 4,154 | $795,817 | 0.86% |
| 17 | MICROSOFT CORP | MSFT | 1,644 | $795,239 | 0.86% |
| 18 | VANGUARD INDEX FDS | 922908629 | 2,574 | $747,136 | 0.80% |
| 19 | VANGUARD INDEX FDS | 922908637 | 2,090 | $657,944 | 0.71% |
| 20 | FIRST TR EXCHANGE TRADED FD | 33738R118 | 6,787 | $657,235 | 0.71% |
| 21 | ISHARES TR | 464287200 | 857 | $586,718 | 0.63% |
| 22 | INVESCO EXCHANGE TRADED FD T | IVZ | 11,372 | $517,523 | 0.56% |
| 23 | VANGUARD TAX-MANAGED FDS | 921943858 | 8,193 | $511,835 | 0.55% |
| 24 | ISHARES TR | 46429B697 | 5,262 | $495,470 | 0.53% |
| 25 | VANGUARD WORLD FD | 92204A702 | 618 | $466,061 | 0.50% |
| 26 | ISHARES TR | 46438G703 | 17,480 | $454,060 | 0.49% |
| 27 | VANGUARD INDEX FDS | 922908736 | 777 | $379,271 | 0.41% |
| 28 | INVESCO EXCHANGE TRADED FD T | IVZ | 6,134 | $363,624 | 0.39% |
| 29 | ALPHABET INC | GOOG | 1,159 | $362,794 | 0.39% |
| 30 | ISHARES GOLD TR | IAU | 4,244 | $344,485 | 0.37% |
| 31 | SCHWAB STRATEGIC TR | 808524102 | 11,991 | $314,531 | 0.34% |
| 32 | IDACORP INC | IDA | 2,467 | $312,224 | 0.34% |
| 33 | 3M CO | MMM | 1,914 | $306,431 | 0.33% |
| 34 | ELI LILLY & CO | LLY | 284 | $305,209 | 0.33% |
| 35 | ISHARES TR | 464287689 | 788 | $304,838 | 0.33% |
| 36 | JOHNSON & JOHNSON | JNJ | 1,410 | $291,762 | 0.31% |
| 37 | WORLD GOLD TR | GLDW | 3,328 | $284,111 | 0.31% |
| 38 | VANGUARD SPECIALIZED FUNDS | 921908844 | 1,237 | $271,868 | 0.29% |
| 39 | FIRST TR EXCHANGE TRADED FD | 33734X846 | 3,780 | $270,070 | 0.29% |
| 40 | ISHARES TR | 464287804 | 2,238 | $268,963 | 0.29% |
| 41 | SCHWAB STRATEGIC TR | 808524797 | 9,690 | $265,797 | 0.29% |
| 42 | AMAZON COM INC | AMZN | 1,129 | $260,596 | 0.28% |
| 43 | VERIZON COMMUNICATIONS INC | VZ | 6,354 | $258,798 | 0.28% |
| 44 | SELECT SECTOR SPDR TR | 81369Y407 | 2,140 | $255,537 | 0.27% |
| 45 | VANGUARD MUN BD FDS | 922907746 | 4,938 | $248,332 | 0.27% |
| 46 | DEERE & CO | DE | 519 | $241,505 | 0.26% |
| 47 | ISHARES TR | 46435UAA9 | 9,937 | $241,270 | 0.26% |
| 48 | TRAVELERS COMPANIES INC | TRV | 807 | $234,078 | 0.25% |
| 49 | ISHARES TR | 464287507 | 3,500 | $231,000 | 0.25% |
| 50 | VANGUARD INDEX FDS | 922908363 | 367 | $230,157 | 0.25% |
| 51 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 440 | $221,166 | 0.24% |
| 52 | SCHWAB STRATEGIC TR | 808524805 | 9,115 | $219,125 | 0.24% |
| 53 | SELECT SECTOR SPDR TR | 81369Y860 | 5,341 | $215,509 | 0.23% |
| 54 | VANGUARD ADMIRAL FDS INC | 921932703 | 1,002 | $205,260 | 0.22% |