Briggs Wealth Management, Inc

Q1 2026 13F-HR Holdings

Location
Glastonbury, CT
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
58
Total value ($000)
$94,281
Net value change ($000)
+1,291 (1.4%)
New positions
7
Sold out positions
3
Turnover %
4.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/19/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VXUS 1,447 24.4%
PVAL 1,089 NEW
SCHG 494 NEW
VWO 423 NEW
IBIF 371 NEW
EFIV 314 NEW
XLG 306 84.1%
IBDU 249 NEW
ICF 204 NEW
VB 127 3.9%
Top Reduces (Value $000, Stocks/ETFs)
VTI -885 -1.9%
SGOV -607 -40.5%
VUG -379 -100.0%
MMM -306 -100.0%
SPY -229 -5.8%
XLRE -216 -100.0%
TBIL -199 -23.4%
MSFT -186 -23.4%
VGT -142 -30.5%
VXF -114 -5.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type