account_balance
Investment manager · 13F filer · SEC CIK 2109156
Briggs Wealth Management, Inc
Reported value$113Mas of Sep 30, 2026
Positions62 4 new, 3 sold out
Top 10 weight77.3%VTI alone is 46%
FiledOct 2626 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VTIVanguard Index FDS
45.8%
VXUSVanguard Star FDS
8.7%Added +6%
BNDVanguard Bd Index FDS
4.3%−25%
SPYSPDR S&P 500 ETF Trust
3.8%
VBVanguard Index FDS
3.7%Added +9%
VVVanguard Index FDS
2.9%Added +344%
FNDXSchwab Strategic Tr
2.5%+25%
PVALPutnam ETF Trust
2.4%
VXFVanguard Index FDS
1.8%
VEU1.5%
AAPLRSPT
VTIVanguard Index FDS
45.8%
VXUSVanguard Star FDS
8.7%+6%
BND4.3%
SPY3.8%VB3.7%
VV2.9%
FNDX
PVAL
VXF1.8%
VEU
AAPLRSPT
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VTI Vanguard Index FDS 45.8% Held
VXUS Vanguard Star FDS 8.7% Added +6%
BND Vanguard Bd Index FDS 4.3% Trimmed −25%
SPY SPDR S&P 500 ETF Trust 3.8% HeldVB Vanguard Index FDS 3.7% Added +9%
VV Vanguard Index FDS 2.9% Added +344%
FNDX Schwab Strategic Tr 2.5% Added +25%
PVAL Putnam ETF Trust 2.4% Held
VXF Vanguard Index FDS 1.8% Held
VEU Vanguard Intl Equity Index F 1.5% Held
AAPL Apple Inc. 1.3% HeldRSPT Invesco Exchange Traded Fd T 1.2% Added +82%
What changed
Biggest moves since Jun 30, 2026
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