13F-HR filed by Briggs Wealth Management, Inc
Briggs Wealth Management, Inc filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-06, with 61 holding rows worth $109,542,680.
- Accession
- 0002109156-26-000003
- Filer
- CIK 2109156
- Filed
- 2026-08-06
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 61 entries on the cover page, a total value of $109,542,680 stated on the cover page (in dollars after the unit check, H1), rows summing to $109,542,680 with VALUE read as dollars as filed, 13F file number 028-26661. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| VTI | 922908769 | COM | 137,237 | $50,783,294 | dollars as filed | |
| VANGUARD STAR FDS | 921909768 | COM | 109,843 | $9,390,501 | dollars as filed | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 92,814 | $6,813,486 | dollars as filed | |
| SPY | 78462F103 | SHS | 5,600 | $4,182,276 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 13,410 | $4,064,891 | dollars as filed | |
| PUTNAM ETF TRUST | 746729300 | FOCUSED LAR CAP | 50,824 | $2,589,483 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524771 | FUNDAMENTAL US L | 71,026 | $2,208,905 | dollars as filed | |
| Vanguard Extended Market ETF | 922908652 | SHS | 8,933 | $2,199,364 | dollars as filed | |
| Vanguard FTSE All-World ex-US ETF | 922042775 | SHS | 20,713 | $1,734,674 | dollars as filed | |
| Vanguard Real Estate | 922908553 | SHS | 14,729 | $1,420,317 | dollars as filed | |
| iShares iBonds Dec. 2028 Corporate Bond ETF | 46435U515 | ETF | 54,595 | $1,378,524 | dollars as filed | |
| Apple Inc | 037833100 | COM | 4,448 | $1,287,152 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 4,874 | $1,062,191 | dollars as filed | |
| Vanguard Mid-Cap Growth ETF | 922908538 | SHS | 3,262 | $999,151 | dollars as filed | |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | 46137V357 | COM | 4,154 | $883,932 | dollars as filed | |
| iShares 0-3 Month Treasury Bond ETF | 46436E718 | SHS | 7,997 | $805,058 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 9,617 | $774,841 | dollars as filed | |
| INVESCO S&P 500 TOP 50 ETF | 46137V233 | ETF | 12,453 | $762,508 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V282 | S&P500 EQL TEC | 11,663 | $752,261 | dollars as filed | |
| ISHARES TR | 46438G802 | IBONDS OCT 2029 | 27,965 | $735,200 | dollars as filed | |
| VANGUARD INDEX FDS | 922908637 | LARGE CAP ETF | 2,090 | $718,785 | dollars as filed | |
| FIRST TR EXCHANGE TRADED FD | 33738R118 | NASD TECH DIV | 6,108 | $701,733 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 853 | $638,502 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 1,694 | $632,036 | dollars as filed | |
| Schwab U.S. Large-Cap Growth ETF | 808524300 | SHS | 18,354 | $621,099 | dollars as filed | |
| ISHARES TR | 46438G703 | IBONDS OCT 2028 | 23,003 | $604,979 | dollars as filed | |
| RBB FD INC | 74933W452 | US TREAS 3 MNTH | 12,094 | $603,007 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V880 | WORLD EX US CORE | 13,657 | $503,124 | dollars as filed | |
| iShares MSCI USA Min Vol Factor ETF | 46429B697 | SHS | 5,107 | $492,621 | dollars as filed | |
| VGT | 92204A702 | SHS | 3,797 | $453,830 | dollars as filed | |
| Vanguard S&P Small-Cap 600 Value ETF | 921932778 | SHS | 3,326 | $390,294 | dollars as filed | |
| IDACORP INC | 451107106 | COM | 2,467 | $373,257 | dollars as filed | |
| SPDR S&P 500 ESG ETF | 78468R531 | SHS | 5,019 | $366,036 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 1,009 | $360,632 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 1,410 | $358,051 | dollars as filed | |
| Schwab U.S. Broad Market ETF | 808524102 | SHS | 12,313 | $356,576 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 4,109 | $353,949 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 2,238 | $331,918 | dollars as filed | |
| INVESCO ACTVELY MNGD ETC FD | 46090F100 | OPTIMUM YIELD | 20,440 | $324,587 | dollars as filed | |
| ISHARES TR | 464287689 | RUSSELL 3000 ETF | 706 | $301,038 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 1,237 | $292,699 | dollars as filed | |
| Deere & Company | 244199105 | COM | 456 | $289,083 | dollars as filed | |
| FIRST TR EXCHANGE TRADED FD | 33734X846 | NASDAQ CYB ETF | 3,200 | $287,488 | dollars as filed | |
| iShares MSCI USA Momentum Factor ETF | 46432F396 | SHS | 791 | $271,179 | dollars as filed | |
| IJH | 464287507 | COM | 3,500 | $269,885 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 6,354 | $269,028 | dollars as filed | |
| TRAVELERS COMPANIES INC COM | 89417E109 | Stock | 807 | $266,407 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 246 | $261,965 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524805 | INTL EQTY ETF | 9,115 | $252,486 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y407 | SBI CONS DISCR | 2,140 | $250,979 | dollars as filed | |
| VANGUARD TAX-EXEMPT BOND ETF | 922907746 | ETF | 4,938 | $249,764 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 207 | $248,282 | dollars as filed | |
| iShares iBonds Dec. 2029 Corporate Bond ETF | 46436E205 | ETF | 10,702 | $247,858 | dollars as filed | |
| iShares iBonds Dec. 2027 Corporate Bond ETF | 46435UAA9 | ETF | 9,937 | $240,674 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 969 | $230,951 | dollars as filed | |
| ISHARES TR | 464287564 | SELECT US REIT | 3,296 | $222,908 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 440 | $220,172 | dollars as filed | |
| VANGUARD ADMIRAL FDS INC | 921932703 | 500 VAL IDX FD | 1,002 | $219,648 | dollars as filed | |
| WORLD GOLD TR | 98149E303 | SPDR GLD MINIS | 2,725 | $216,420 | dollars as filed | |
| SCHD | 808524797 | COM | 6,708 | $212,711 | dollars as filed | |
| MASTEC INC COM | 576323109 | Stock | 500 | $208,030 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002109156-26-000003 | this filing | 2026-08-06 | acceptance time not in the bulk data set |