Briggs Wealth Management, Inc Q4 2025 Filing
Filed February 19, 2026
Portfolio Value
$93.0M
Holdings
54
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (54 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VTIVANGUARD INDEX FDS | 135,469 | $45.4M | 48.84% | |
| 2 | BNDVANGUARD BD INDEX FDS | 84,184 | $6.2M | 6.71% | |
| 3 | VXUSVANGUARD STAR FDS | 78,754 | $5.9M | 6.39% | |
| 4 | SPYSPDR S&P 500 ETF TR | 5,774 | $3.9M | 4.23% | |
| 5 | VBVANGUARD INDEX FDS | 12,777 | $3.3M | 3.54% | |
| 6 | FNDXSCHWAB STRATEGIC TR | 73,318 | $2.0M | 2.14% | |
| 7 | VXFVANGUARD INDEX FDS | 9,380 | $2.0M | 2.11% | |
| 8 | VEUVANGUARD INTL EQUITY INDEX F | 20,465 | $1.5M | 1.62% | |
| 9 | SGOVISHARES TR | 14,941 | $1.5M | 1.61% | |
| 10 | IBDTISHARES TR | 54,018 | $1.4M | 1.48% | |
| 11 | VNQVANGUARD INDEX FDS | 15,118 | $1.3M | 1.44% | |
| 12 | AAPLAPPLE INC | 4,447 | $1.2M | 1.30% | |
| 13 | VTVVANGUARD INDEX FDS | 5,518 | $1.1M | 1.13% | |
| 14 | VOTVANGUARD INDEX FDS | 3,508 | $979K | 1.05% | |
| 15 | TBILRBB FD INC | 17,086 | $852K | 0.92% | |
| 16 | MSFTMICROSOFT CORP | 1,644 | $795K | 0.85% | |
| 17 | RSPINVESCO EXCHANGE TRADED FD T | 4,154 | $795K | 0.85% | |
| 18 | VOVANGUARD INDEX FDS | 2,574 | $747K | 0.80% | |
| 19 | TDIVFIRST TR EXCHANGE TRADED FD | 6,787 | $657K | 0.71% | |
| 20 | VVVANGUARD INDEX FDS | 2,090 | $657K | 0.71% | |
| 21 | IVVISHARES TR | 857 | $586K | 0.63% | |
| 22 | RSPTINVESCO EXCHANGE TRADED FD T | 11,372 | $517K | 0.56% | |
| 23 | VEAVANGUARD TAX-MANAGED FDS | 8,193 | $511K | 0.55% | |
| 24 | USMVISHARES TR | 5,262 | $495K | 0.53% | |
| 25 | VGTVANGUARD WORLD FD | 618 | $466K | 0.50% | |
| 26 | IBIEISHARES TR | 17,480 | $454K | 0.49% | |
| 27 | VUGVANGUARD INDEX FDS | 777 | $379K | 0.41% | |
| 28 | XLGINVESCO EXCHANGE TRADED FD T | 6,134 | $363K | 0.39% | |
| 29 | GOOGLALPHABET INC | 1,159 | $362K | 0.39% | |
| 30 | IAU*ISHARES GOLD TR | 4,244 | $344K | 0.37% | |
| 31 | SCHBSCHWAB STRATEGIC TR | 11,991 | $314K | 0.34% | |
| 32 | IDAIDACORP INC | 2,467 | $312K | 0.34% | |
| 33 | MMM3M CO | 1,914 | $306K | 0.33% | |
| 34 | LLYELI LILLY & CO | 284 | $305K | 0.33% | |
| 35 | IWVISHARES TR | 788 | $304K | 0.33% | |
| 36 | JNJJOHNSON & JOHNSON | 1,410 | $291K | 0.31% | |
| 37 | GLDMWORLD GOLD TR | 3,328 | $284K | 0.31% | |
| 38 | VIGVANGUARD SPECIALIZED FUNDS | 1,237 | $271K | 0.29% | |
| 39 | CIBRFIRST TR EXCHANGE TRADED FD | 3,780 | $270K | 0.29% | |
| 40 | IJRISHARES TR | 2,238 | $268K | 0.29% | |
| 41 | SCHDSCHWAB STRATEGIC TR | 9,690 | $265K | 0.28% | |
| 42 | AMZNAMAZON COM INC | 1,129 | $260K | 0.28% | |
| 43 | BACVERIZON COMMUNICATIONS INC | 6,354 | $258K | 0.28% | |
| 44 | XLYSELECT SECTOR SPDR TR | 2,140 | $255K | 0.27% | |
| 45 | VTEBVANGUARD MUN BD FDS | 4,938 | $248K | 0.27% | |
| 46 | IBDSISHARES TR | 9,937 | $241K | 0.26% | |
| 47 | DEDEERE & CO | 519 | $241K | 0.26% | |
| 48 | TRVTRAVELERS COMPANIES INC | 807 | $234K | 0.25% | |
| 49 | IJHISHARES TR | 3,500 | $231K | 0.25% | |
| 50 | VOOVANGUARD INDEX FDS | 367 | $230K | 0.25% | |
| 51 | BRK/BBERKSHIRE HATHAWAY INC DEL | 440 | $221K | 0.24% | |
| 52 | SCHFSCHWAB STRATEGIC TR | 9,115 | $219K | 0.24% | |
| 53 | XLRESELECT SECTOR SPDR TR | 5,341 | $215K | 0.23% | |
| 54 | VOOVVANGUARD ADMIRAL FDS INC | 1,002 | $205K | 0.22% |