Briggs Wealth Management, Inc
All 13F Filings
- Location
- Glastonbury, CT
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 109,543
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/6/2026 | 61 | 109,543 | 13F-HR | Briggs Wealth Management, Inc |
| Q1 2026 | 5/15/2026 | 58 | 94,281 | 13F-HR | Briggs Wealth Management, Inc |
| Q4 2025 | 2/19/2026 | 54 | 92,990 | 13F-HR | Briggs Wealth Management, Inc |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 5.607 K | 5.1% | 743 | 0 | 743 |
| ETFs | 102.1 K | 93.2% | 14 K | 0 | 14 K |
| Debt | 1.829 K | 1.7% | 509 | 0 | 509 |
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Fund Snapshot
Q2 2026
Latest filed
8/6/2026
Total value ($000)
109,543
Holdings
61
QoQ value change ($000)
15,262
(16.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.