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The Analysis of Briggs Wealth Management, Inc's Holdings & P&L

Currently, Briggs Wealth Management, Inc holds 61 types of securities in its portfolio with a total value $109.5M. In the most recent quarter, they have increased their positions in PVAL (+27.4K shares, valued at $1.4M), VXUS (+14.0K shares, valued at $1.2M), VO (+7.2K shares, valued at $581.1K); decreased their positions in N/A (-1.6K shares, valued at $584.3K), LLY (-77 shares, valued at $92.4K), SGOV (-877 shares, valued at $88.3K); initiated new positions in DFAX (+13.7K shares, valued at $503.1K), VIOV (+3.3K shares, valued at $390.3K), VUG (+4.1K shares, valued at $353.9K).

1M P&L

+348.4K+0.65%

3M P&L

+2.0M+3.78%

HY P&L

-1.5M-2.71%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A48.7M

91.1%

2Consumer Electronics1.3M

2.4%

3Software - Infrastructure632.0K

1.2%

Top Industries by Stock Count

1N/A44 stocks

78.6%

2Farm & Heavy Construction Machinery2 stocks

3.6%

3Drug Manufacturers - General2 stocks

3.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS137.2K shares-1.14%2026-06-302026-08-06

VXUS VANGUARD STAR FDS109.8K shares14.65%2026-06-302026-08-06

BND VANGUARD BD INDEX FDS92.8K shares8.60%2026-06-302026-08-06

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T5.6K shares-1.79%2026-06-302026-08-06

VB VANGUARD INDEX FDS13.4K shares2.62%2026-06-302026-08-06

PVAL PUTNAM ETF TRUST50.8K shares116.59%2026-06-302026-08-06

FNDX SCHWAB STRATEGIC TR71.0K shares3.63%2026-06-302026-08-06

VXF VANGUARD INDEX FDS8.9K shares-0.48%2026-06-302026-08-06

Sponsored

VEU VANGUARD INTL EQUITY INDEX F20.7K shares0.04%2026-06-302026-08-06

VNQ VANGUARD INDEX FDS14.7K shares-2.57%2026-06-302026-08-06

IBDT ISHARES TR54.6K shares-4.60%2026-06-302026-08-06

AAPL APPLE INC4.4K shares0.02%2026-06-302026-08-06

VTV VANGUARD INDEX FDS4.9K shares0.00%2026-06-302026-08-06

VOT VANGUARD INDEX FDS3.3K shares-7.01%2026-06-302026-08-06

RSP INVESCO EXCHANGE TRADED FD T4.2K shares0.00%2026-06-302026-08-06

SGOV ISHARES TR8.0K shares-9.88%2026-06-302026-08-06

Sponsored

VO VANGUARD INDEX FDS9.6K shares299.88%2026-06-302026-08-06

XLG INVESCO EXCHANGE TRADED FD T12.5K shares1.39%2026-06-302026-08-06

RSPT INVESCO EXCHANGE TRADED FD T11.7K shares2.54%2026-06-302026-08-06

IBIF ISHARES TR28.0K shares97.74%2026-06-302026-08-06

VV VANGUARD INDEX FDS2.1K shares0.00%2026-06-302026-08-06

TDIV FIRST TR EXCHANGE TRADED FD6.1K shares-10.14%2026-06-302026-08-06

ISHARES TR ISHARES TR853 shares-0.23%2026-06-302026-08-06

MSFT MICROSOFT CORP1.7K shares3.04%2026-06-302026-08-06

Sponsored

SCHG SCHWAB STRATEGIC TR18.4K shares8.26%2026-06-302026-08-06

IBIE ISHARES TR23.0K shares31.60%2026-06-302026-08-06

TBIL RBB FD INC12.1K shares-7.64%2026-06-302026-08-06

DFAX DIMENSIONAL ETF TRUST13.7K sharesnew addition2026-06-302026-08-06

USMV ISHARES TR5.1K shares0.00%2026-06-302026-08-06

VGT VANGUARD WORLD FD3.8K shares718.32%2026-06-302026-08-06

VIOV VANGUARD ADMIRAL FDS INC3.3K sharesnew addition2026-06-302026-08-06

IDA IDACORP INC2.5K shares0.00%2026-06-302026-08-06

Sponsored

EFIV SPDR SERIES TRUST5.0K shares0.97%2026-06-302026-08-06

GOOGL ALPHABET INC1.0K shares0.00%2026-06-302026-08-06

JNJ JOHNSON & JOHNSON1.4K shares0.00%2026-06-302026-08-06

SCHB SCHWAB STRATEGIC TR12.3K shares0.08%2026-06-302026-08-06

VUG VANGUARD INDEX FDS4.1K sharesnew addition2026-06-302026-08-06

IJR ISHARES TR2.2K shares0.00%2026-06-302026-08-06

PDBC INVESCO ACTVELY MNGD ETC FD20.4K sharesnew addition2026-06-302026-08-06

IWV ISHARES TR706 shares-10.41%2026-06-302026-08-06

Sponsored

VIG VANGUARD SPECIALIZED FUNDS1.2K shares0.00%2026-06-302026-08-06

DE DEERE & CO456 shares0.00%2026-06-302026-08-06

CIBR FIRST TR EXCHANGE-TRADED FD3.2K shares-17.36%2026-06-302026-08-06

MTUM ISHARES TR791 sharesnew addition2026-06-302026-08-06

IJH ISHARES TR3.5K shares0.00%2026-06-302026-08-06

VZ VERIZON COMMUNICATIONS INC6.4K shares0.00%2026-06-302026-08-06

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC807 shares0.00%2026-06-302026-08-06

CAT CATERPILLAR INC246 sharesnew addition2026-06-302026-08-06

Sponsored

SCHF SCHWAB STRATEGIC TR9.1K shares0.00%2026-06-302026-08-06

XLY SELECT SECTOR SPDR TR2.1K shares0.00%2026-06-302026-08-06

VTEB VANGUARD MUN BD FDS4.9K shares0.00%2026-06-302026-08-06

LLY ELI LILLY & CO207 shares-27.11%2026-06-302026-08-06

IBDU ISHARES TR10.7K shares0.00%2026-06-302026-08-06

IBDS ISHARES TR9.9K shares0.00%2026-06-302026-08-06

AMZN AMAZON COM INC969 shares0.00%2026-06-302026-08-06

ICF ISHARES TR3.3K shares0.00%2026-06-302026-08-06

Sponsored

BRK.B BERKSHIRE HATHAWAY INC DEL440 shares0.00%2026-06-302026-08-06

VOOV VANGUARD ADMIRAL FDS INC1.0K shares0.00%2026-06-302026-08-06

WORLD GOLD TR WORLD GOLD TR2.7K shares0.00%2026-06-302026-08-06

SCHD SCHWAB STRATEGIC TR6.7K shares0.00%2026-06-302026-08-06

MTZ MASTEC INC500 sharesnew addition2026-06-302026-08-06

VANGUARD INDEX FDS

-1.14%

Shares137.2K

Event2026-06-30

Filed2026-08-06

VXUS

VANGUARD STAR FDS

14.65%

Shares109.8K

Event2026-06-30

Filed2026-08-06

BND

VANGUARD BD INDEX FDS

8.60%

Shares92.8K

Event2026-06-30

Filed2026-08-06

STATE STR SPDR S&P 500 ETF T

-1.79%

Shares5.6K

Event2026-06-30

Filed2026-08-06

VANGUARD INDEX FDS

2.62%

Shares13.4K

Event2026-06-30

Filed2026-08-06

PVAL

PUTNAM ETF TRUST

116.59%

Shares50.8K

Event2026-06-30

Filed2026-08-06

FNDX

SCHWAB STRATEGIC TR

3.63%

Shares71.0K

Event2026-06-30

Filed2026-08-06

VXF

VANGUARD INDEX FDS

-0.48%

Shares8.9K

Event2026-06-30

Filed2026-08-06

VEU

VANGUARD INTL EQUITY INDEX F

0.04%

Shares20.7K

Event2026-06-30

Filed2026-08-06

VNQ

VANGUARD INDEX FDS

-2.57%

Shares14.7K

Event2026-06-30

Filed2026-08-06

IBDT

ISHARES TR

-4.60%

Shares54.6K

Event2026-06-30

Filed2026-08-06

AAPL

APPLE INC

0.02%

Shares4.4K

Event2026-06-30

Filed2026-08-06

VTV

VANGUARD INDEX FDS

0.00%

Shares4.9K

Event2026-06-30

Filed2026-08-06

VOT

VANGUARD INDEX FDS

-7.01%

Shares3.3K

Event2026-06-30

Filed2026-08-06

RSP

INVESCO EXCHANGE TRADED FD T

0.00%

Shares4.2K

Event2026-06-30

Filed2026-08-06

SGOV

ISHARES TR

-9.88%

Shares8.0K

Event2026-06-30

Filed2026-08-06

VANGUARD INDEX FDS

299.88%

Shares9.6K

Event2026-06-30

Filed2026-08-06

XLG

INVESCO EXCHANGE TRADED FD T

1.39%

Shares12.5K

Event2026-06-30

Filed2026-08-06

RSPT

INVESCO EXCHANGE TRADED FD T

2.54%

Shares11.7K

Event2026-06-30

Filed2026-08-06

IBIF

ISHARES TR

97.74%

Shares28.0K

Event2026-06-30

Filed2026-08-06

VANGUARD INDEX FDS

0.00%

Shares2.1K

Event2026-06-30

Filed2026-08-06

TDIV

FIRST TR EXCHANGE TRADED FD

-10.14%

Shares6.1K

Event2026-06-30

Filed2026-08-06

ISHARES TR

-0.23%

Shares853

Event2026-06-30

Filed2026-08-06

MSFT

MICROSOFT CORP

3.04%

Shares1.7K

Event2026-06-30

Filed2026-08-06

SCHG

SCHWAB STRATEGIC TR

8.26%

Shares18.4K

Event2026-06-30

Filed2026-08-06

IBIE

ISHARES TR

31.60%

Shares23.0K

Event2026-06-30

Filed2026-08-06

TBIL

RBB FD INC

-7.64%

Shares12.1K

Event2026-06-30

Filed2026-08-06

DFAX

DIMENSIONAL ETF TRUST

New

Shares13.7K

Event2026-06-30

Filed2026-08-06

USMV

ISHARES TR

0.00%

Shares5.1K

Event2026-06-30

Filed2026-08-06

VGT

VANGUARD WORLD FD

718.32%

Shares3.8K

Event2026-06-30

Filed2026-08-06

VIOV

VANGUARD ADMIRAL FDS INC

New

Shares3.3K

Event2026-06-30

Filed2026-08-06

IDA

IDACORP INC

0.00%

Shares2.5K

Event2026-06-30

Filed2026-08-06

EFIV

SPDR SERIES TRUST

0.97%

Shares5.0K

Event2026-06-30

Filed2026-08-06

GOOGL

ALPHABET INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-06

JNJ

JOHNSON & JOHNSON

0.00%

Shares1.4K

Event2026-06-30

Filed2026-08-06

SCHB

SCHWAB STRATEGIC TR

0.08%

Shares12.3K

Event2026-06-30

Filed2026-08-06

VUG

VANGUARD INDEX FDS

New

Shares4.1K

Event2026-06-30

Filed2026-08-06

IJR

ISHARES TR

0.00%

Shares2.2K

Event2026-06-30

Filed2026-08-06

PDBC

INVESCO ACTVELY MNGD ETC FD

New

Shares20.4K

Event2026-06-30

Filed2026-08-06

IWV

ISHARES TR

-10.41%

Shares706

Event2026-06-30

Filed2026-08-06

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares1.2K

Event2026-06-30

Filed2026-08-06

DEERE & CO

0.00%

Shares456

Event2026-06-30

Filed2026-08-06

CIBR

FIRST TR EXCHANGE-TRADED FD

-17.36%

Shares3.2K

Event2026-06-30

Filed2026-08-06

MTUM

ISHARES TR

New

Shares791

Event2026-06-30

Filed2026-08-06

IJH

ISHARES TR

0.00%

Shares3.5K

Event2026-06-30

Filed2026-08-06

VERIZON COMMUNICATIONS INC

0.00%

Shares6.4K

Event2026-06-30

Filed2026-08-06

TRAVELERS COMPANIES INC

0.00%

Shares807

Event2026-06-30

Filed2026-08-06

CAT

CATERPILLAR INC

New

Shares246

Event2026-06-30

Filed2026-08-06

SCHF

SCHWAB STRATEGIC TR

0.00%

Shares9.1K

Event2026-06-30

Filed2026-08-06

XLY

SELECT SECTOR SPDR TR

0.00%

Shares2.1K

Event2026-06-30

Filed2026-08-06

VTEB

VANGUARD MUN BD FDS

0.00%

Shares4.9K

Event2026-06-30

Filed2026-08-06

LLY

ELI LILLY & CO

-27.11%

Shares207

Event2026-06-30

Filed2026-08-06

IBDU

ISHARES TR

0.00%

Shares10.7K

Event2026-06-30

Filed2026-08-06

IBDS

ISHARES TR

0.00%

Shares9.9K

Event2026-06-30

Filed2026-08-06

AMZN

AMAZON COM INC

0.00%

Shares969

Event2026-06-30

Filed2026-08-06

ICF

ISHARES TR

0.00%

Shares3.3K

Event2026-06-30

Filed2026-08-06

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares440

Event2026-06-30

Filed2026-08-06

VOOV

VANGUARD ADMIRAL FDS INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-06

WORLD GOLD TR

0.00%

Shares2.7K

Event2026-06-30

Filed2026-08-06

SCHD

SCHWAB STRATEGIC TR

0.00%

Shares6.7K

Event2026-06-30

Filed2026-08-06

MTZ

MASTEC INC

New

Shares500

Event2026-06-30

Filed2026-08-06

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available