Institutional Manager · CIK 0002109156
Briggs Wealth Management, Inc
GLASTONBURY, CT · File #028-26661
Latest AUM
$93.0M
Positions
54
Top-10 Concentration
79.4%
Filings
1
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| NEW | VANGUARD INDEX FDS | 922908769 | +135,469 | +$45.4M | $0 |
| NEW | VANGUARD BD INDEX FDS | 921937835 | +84,184 | +$6.2M | $0 |
| NEW | VANGUARD STAR FDS | 921909768 | +78,754 | +$5.9M | $0 |
| NEW | SPDR S&P 500 ETF TR | SPY | +5,774 | +$3.9M | $0 |
| NEW | VANGUARD INDEX FDS | 922908751 | +12,777 | +$3.3M | $0 |
| NEW | SCHWAB STRATEGIC TR | 808524771 | +73,318 | +$2.0M | $0 |
| NEW | VANGUARD INDEX FDS | 922908652 | +9,380 | +$2.0M | $0 |
| NEW | VANGUARD INTL EQUITY INDEX F | 922042775 | +20,465 | +$1.5M | $0 |
| NEW | ISHARES TR | 46436E718 | +14,941 | +$1.5M | $0 |
| NEW | ISHARES TR | 46435U515 | +54,018 | +$1.4M | $0 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 202554 pos · $93.0M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908769 | 135,469 | $45.4M | 49.30% |
| 2 | VANGUARD BD INDEX FDS | 921937835 | 84,184 | $6.2M | 6.77% |
| 3 | VANGUARD STAR FDS | 921909768 | 78,754 | $5.9M | 6.45% |
| 4 | SPDR S&P 500 ETF TR | SPY | 5,774 | $3.9M | 4.27% |
| 5 | VANGUARD INDEX FDS | 922908751 | 12,777 | $3.3M | 3.58% |
| 6 | SCHWAB STRATEGIC TR | 808524771 | 73,318 | $2.0M | 2.17% |
| 7 | VANGUARD INDEX FDS | 922908652 | 9,380 | $2.0M | 2.13% |
| 8 | VANGUARD INTL EQUITY INDEX F | 922042775 | 20,465 | $1.5M | 1.63% |
| 9 | ISHARES TR | 46436E718 | 14,941 | $1.5M | 1.63% |
| 10 | ISHARES TR | 46435U515 | 54,018 | $1.4M | 1.49% |
| 11 | VANGUARD INDEX FDS | 922908553 | 15,118 | $1.3M | 1.45% |
| 12 | APPLE INC | AAPL | 4,447 | $1.2M | 1.31% |
| 13 | VANGUARD INDEX FDS | 922908744 | 5,518 | $1.1M | 1.14% |
| 14 | VANGUARD INDEX FDS | 922908538 | 3,508 | $979,223 | 1.06% |
| 15 | RBB FD INC | 74933W452 | 17,086 | $852,250 | 0.93% |
| 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 | 0.81% |
| 19 | VANGUARD INDEX FDS | 922908637 | 2,090 | $657,944 | 0.71% |
| 20 | FIRST TR EXCHANGE TRADED FD | 33738R118 | 6,787 | $657,235 | 0.71% |