Managers / Q4 2025 · view latest →
Briggs Wealth Management, Inc
CIK 0002109156 · 221 ADDISON ROAD, UNIT 101, GLASTONBURY, CT, 06033 · 860-633-8988
Summary
Briggs Wealth Management, Inc reported $93M in U.S.-listed holdings across 54 positions for Q4 2025.
The portfolio is heavily concentrated: VTI alone accounts for 60.3% of reported value.
Portfolio Metrics
Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.
Reported Value by Quarter
Portfolio Composition
- ETP · 94.8% · $88M
- Common Stock · 5.2% · $5M
Quarter-over-Quarter Changes full breakdown →
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| VTIVANGUARD INDEX FDS | NEW | +135.5K | 135.5K | +$45M | $45M |
| BNDVANGUARD BD INDEX FDS | NEW | +84.2K | 84.2K | +$6M | $6M |
| VXUSVANGUARD STAR FDS | NEW | +78.8K | 78.8K | +$6M | $6M |
| SPYSPDR S&P 500 ETF TR | NEW | +5.8K | 5.8K | +$4M | $4M |
| VBVANGUARD INDEX FDS | NEW | +12.8K | 12.8K | +$3M | $3M |
| FNDXSCHWAB STRATEGIC TR | NEW | +73.3K | 73.3K | +$2M | $2M |
| VXFVANGUARD INDEX FDS | NEW | +9.4K | 9.4K | +$2M | $2M |
| VEUVANGUARD INTL EQUITY INDEX F | NEW | +20.5K | 20.5K | +$2M | $2M |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q4 2025
| # | Issuer | Class | % Portfolio | Value ↓ | Shares |
|---|---|---|---|---|---|
| 1 | VTIVANGUARD INDEX FDS | TOTAL STK MKT · SMALL CP ETF · EXTEND MKT ETF · REAL ESTATE ETF · VALUE ETF · MCAP GR IDXVIP · MID CAP ETF · LARGE CAP ETF · GROWTH ETF · S&P 500 ETF SHS | 60.29% | $56M | 187.6K |
| 2 | BNDVANGUARD BD INDEX FDShistory → | TOTAL BND MRKT | 6.71% | $6M | 84.2K |
| 3 | VXUSVANGUARD STAR FDShistory → | VG TL INTL STK F | 6.39% | $6M | 78.8K |
| 4 | SGOVISHARES TR | 0-3 MNTH TREASRY · IBDS DEC28 ETF · CORE S&P500 ETF · MSCI USA MIN VOL · IBONDS OCT 2028 · RUSSELL 3000 ETF · CORE S&P SCP ETF · IBONDS 27 ETF · CORE S&P MCP ETF | 5.87% | $5M | 109.0K |
| 5 | SPYSPDR S&P 500 ETF TRhistory → | TR UNIT | 4.23% | $4M | 5.8K |
| 6 | FNDXSCHWAB STRATEGIC TR | FUNDAMENTAL US L · US BRD MKT ETF · US DIVIDEND EQ · INTL EQTY ETF | 3.01% | $3M | 104.1K |
| 7 | RSPINVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT · S&P500 EQL TEC · S&P 500 TOP 50 | 1.80% | $2M | 21.7K |
| 8 | VEUVANGUARD INTL EQUITY INDEX Fhistory → | ALLWRLD EX US | 1.62% | $2M | 20.5K |
| 9 | AAPLAPPLE INChistory → | COM | 1.30% | $1M | 4.4K |
| 10 | TDIVFIRST TR EXCHANGE TRADED FD | NASD TECH DIV · NASDAQ CYB ETF | 1.00% | $927,305 | 10.6K |
| 11 | RBB FD INC | US TREAS 3 MNTH | 0.92% | $852,250 | 17.1K |
| 12 | MSFTMICROSOFT CORP | COM | 0.86% | $795,239 | 1.6K |
| 13 | VEAVANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 0.55% | $511,835 | 8.2K |
| 14 | XLYSELECT SECTOR SPDR TR | STATE STREET CON · STATE STREET REA | 0.51% | $471,046 | 7.5K |
| 15 | VGTVANGUARD WORLD FD | INF TECH ETF | 0.50% | $466,061 | 618 |
| 16 | GOOGLALPHABET INC | CAP STK CL A | 0.39% | $362,794 | 1.2K |
| 17 | IAUISHARES GOLD TR | ISHARES NEW | 0.37% | $344,485 | 4.2K |
| 18 | IDAIDACORP INC | COM | 0.34% | $312,224 | 2.5K |
| 19 | MMM3M CO | COM | 0.33% | $306,431 | 1.9K |
| 20 | LLYELI LILLY & CO | COM | 0.33% | $305,209 | 284 |
| 21 | JNJJOHNSON & JOHNSON | COM | 0.31% | $291,762 | 1.4K |
| 22 | GLDMWORLD GOLD TR | SPDR GLD MINIS | 0.31% | $284,111 | 3.3K |
| 23 | VIGVANGUARD SPECIALIZED FUNDS | DIV APP ETF | 0.29% | $271,868 | 1.2K |
| 24 | AMZNAMAZON COM INC | COM | 0.28% | $260,596 | 1.1K |
| 25 | VZVERIZON COMMUNICATIONS INC | COM | 0.28% | $258,798 | 6.4K |
| 26 | VTEBVANGUARD MUN BD FDS | TAX EXEMPT BD | 0.27% | $248,332 | 4.9K |
| 27 | DEDEERE & CO | COM | 0.26% | $241,505 | 519 |
| 28 | TRVTRAVELERS COMPANIES INC | COM | 0.25% | $234,078 | 807 |
| 29 | BRK/BBERKSHIRE HATHAWAY INC DEL | CL B NEW | 0.24% | $221,166 | 440 |
| 30 | VOOVVANGUARD ADMIRAL FDS INC | 500 VAL IDX FD | 0.22% | $205,260 | 1.0K |
Filing History
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.