Briggs Wealth Management, Inc
CIK 2109156 · Holdings on Dec 31, 2025 · First reported Feb 19, 2026
Top ten holdings
Q4 2025- VTI48.84%
- BND6.71%
- VXUS6.39%
- SPY4.23%
- VB3.54%
- FNDX2.15%
- VXF2.11%
- VEU1.62%
- SGOV1.61%
- IBDT1.48%
Share classes counted separately78.68%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $45.42M | 48.84% | 135.47K shares | Prior unavailable — | — | ↗▾ |
| 02 | BNDVANGUARD TOTAL BOND MARKETTOTAL BND MRKT View history and evidence | $6.24M | 6.71% | 84.18K shares | Prior unavailable — | — | ↗▾ |
| 03 | VXUSVANGUARD TOTAL INTL STOCKVG TL INTL STK F View history and evidence | $5.94M | 6.39% | 78.75K shares | Prior unavailable — | — | ↗▾ |
| 04 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $3.94M | 4.23% | 5.77K shares | Prior unavailable — | — | ↗▾ |
| 05 | VBVANGUARD MOST SM-CAP ETF-USDSMALL CP ETF View history and evidence | $3.30M | 3.54% | 12.78K shares | Prior unavailable — | — | ↗▾ |
| 06 | FNDXSCHWAB FNDMNTL US LRG CO ETFFUNDAMENTAL US L View history and evidence | $1.99M | 2.15% | 73.32K shares | Prior unavailable — | — | ↗▾ |
| 07 | VXFVANGUARD EXTENDED MARKET ETFEXTEND MKT ETF View history and evidence | $1.96M | 2.11% | 9.38K shares | Prior unavailable — | — | ↗▾ |
| 08 | VEUVANGUARD FTSE ALL-WORLD EX-UALLWRLD EX US View history and evidence | $1.51M | 1.62% | 20.46K shares | Prior unavailable — | — | ↗▾ |
| 09 | SGOVISHARES 0-3 MONTH TREASURY B0-3 MNTH TREASRY View history and evidence | $1.50M | 1.61% | 14.94K shares | Prior unavailable — | — | ↗▾ |
| 10 | IBDTISHARES IBONDS DEC 2028 ETFIBDS DEC28 ETF View history and evidence | $1.38M | 1.48% | 54.02K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2109156 · Period 2025-12-31
Data loaded 2026-09-23 · First reported 2026-02-19
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 92990323
}Research all 54 reported holdings.
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