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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

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

Sector Allocation

Technology
2.1%$2.0M
Financials
2.0%$1.9M
Healthcare
0.6%$596,971
Industrials
0.6%$547,936
Utilities
0.3%$312,224

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1VANGUARD INDEX FDS922908769135,469$45.4M49.30%
2VANGUARD BD INDEX FDS92193783584,184$6.2M6.77%
3VANGUARD STAR FDS92190976878,754$5.9M6.45%
4SPDR S&P 500 ETF TRSPY5,774$3.9M4.27%
5VANGUARD INDEX FDS92290875112,777$3.3M3.58%
6SCHWAB STRATEGIC TR80852477173,318$2.0M2.17%
7VANGUARD INDEX FDS9229086529,380$2.0M2.13%
8VANGUARD INTL EQUITY INDEX F92204277520,465$1.5M1.63%
9ISHARES TR46436E71814,941$1.5M1.63%
10ISHARES TR46435U51554,018$1.4M1.49%
11VANGUARD INDEX FDS92290855315,118$1.3M1.45%
12APPLE INCAAPL4,447$1.2M1.31%
13VANGUARD INDEX FDS9229087445,518$1.1M1.14%
14VANGUARD INDEX FDS9229085383,508$979,2231.06%
15RBB FD INC74933W45217,086$852,2500.93%
16INVESCO EXCHANGE TRADED FD TIVZ4,154$795,8170.86%
17MICROSOFT CORPMSFT1,644$795,2390.86%
18VANGUARD INDEX FDS9229086292,574$747,1360.81%
19VANGUARD INDEX FDS9229086372,090$657,9440.71%
20FIRST TR EXCHANGE TRADED FD33738R1186,787$657,2350.71%