Briggs Wealth Management, Inc

Q3 2026 13F-HR Holdings

Location
Glastonbury, CT
Holdings as of
9/30/2026
Date filed
10/26/2026
Form type
13F-HR
Num holdings
62
Total value ($000)
$113,455
Net value change ($000)
+3,912 (3.6%)
New positions
4
Sold out positions
3
Turnover %
2.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
VV 2,543 353.7%
VTI 1,138 2.2%
VONG 858 NEW
RSPT 646 85.9%
FNDX 578 26.2%
VXUS 498 5.3%
VEA 439 NEW
VTV 327 30.8%
DFIV 261 NEW
MSFT 237 37.5%
Top Reduces (Value $000, Stocks/ETFs)
BND -1,904 -27.9%
XLG -362 -47.4%
VUG -354 -100.0%
VO -339 -43.7%
CAT -262 -100.0%
MTZ -208 -100.0%
VNQ -202 -14.2%
SGOV -171 -21.2%
VGT -137 -30.2%
VXF -130 -5.9%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type