Briggs Wealth Management, Inc
CIK: 0002109156SEC EDGAR →
Portfolio Value
$93.0M
Holdings
54
As of
Q4 2025
New Positions
54
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 135,469 | $45.4M | 48.84% |
| 2 | VANGUARD BD INDEX FDS | 84,184 | $6.2M | 6.71% |
| 3 | VANGUARD STAR FDS | 78,754 | $5.9M | 6.39% |
| 4 | SPDR S&P 500 ETF TR | 5,774 | $3.9M | 4.23% |
| 5 | VANGUARD INDEX FDS | 12,777 | $3.3M | 3.54% |
| 6 | SCHWAB STRATEGIC TR | 73,318 | $2.0M | 2.14% |
| 7 | VANGUARD INDEX FDS | 9,380 | $2.0M | 2.11% |
| 8 | VANGUARD INTL EQUITY INDEX F | 20,465 | $1.5M | 1.62% |
| 9 | ISHARES TR | 14,941 | $1.5M | 1.61% |
| 10 | ISHARES TR | 54,018 | $1.4M | 1.48% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 42 | $88.0M | 94.7% |
| Technology | 3 | $2.3M | 2.5% |
| Healthcare | 2 | $596K | 0.6% |
| Unknown | 2 | $565K | 0.6% |
| Industrials | 2 | $547K | 0.6% |
| Communication Services | 1 | $362K | 0.4% |
| Utilities | 1 | $312K | 0.3% |
| Consumer Cyclical | 1 | $260K | 0.3% |