Briggs Wealth Management, Inc

Q2 2026 13F-HR Holdings

Location
Glastonbury, CT
Holdings as of
6/30/2026
Date filed
8/6/2026
Form type
13F-HR
Num holdings
61
Total value ($000)
$109,543
Net value change ($000)
+15,262 (16.2%)
New positions
7
Sold out positions
4
Turnover %
3.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
VTI 6,249 14.0%
VXUS 2,003 27.1%
PVAL 1,500 137.7%
VB 642 18.8%
BND 519 8.2%
DFAX 503 NEW
SPY 474 12.8%
VIOV 390 NEW
IBIF 364 98.1%
VUG 354 NEW
Top Reduces (Value $000, Stocks/ETFs)
VEA -526 -100.0%
VWO -423 -100.0%
IAU -350 -100.0%
VOO -219 -100.0%
SGOV -88 -9.9%
IBDT -71 -4.9%
VZ -50 -15.7%
TBIL -50 -7.7%
GLDM -37 -14.6%
LLY -13 -5.0%
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