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

Currently, Briggs Wealth Management, Inc holds 58 types of securities in its portfolio with a total value $94.3M. In the most recent quarter, they have increased their positions in VXUS (+17.1K shares, valued at $1.3M), PVAL (+23.5K shares, valued at $1.1M), VTI (+3.3K shares, valued at $1.1M); decreased their positions in SGOV (-6.1K shares, valued at $610.7K), TBIL (-4.0K shares, valued at $199.0K), FNDX (-4.8K shares, valued at $133.2K); initiated new positions in PVAL (+23.5K shares, valued at $1.1M), SCHG (+17.0K shares, valued at $493.9K), VWO (+7.8K shares, valued at $423.0K).

1M P&L

+1.1M+1.09%

3M P&L

+4.2M+4.17%

HY P&L

+2.6M+2.53%

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/A90.1M

95.5%

2Consumer Electronics1.1M

1.2%

3Software - Infrastructure608.7K

0.6%

Top Industries by Stock Count

1N/A47 stocks

81.0%

2Drug Manufacturers - General2 stocks

3.4%

3Internet Content & Information1 stocks

1.7%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTI VANGUARD INDEX FDS138.8K shares2.47%2026-03-312026-05-15

VXUS VANGUARD STAR FDS95.8K shares21.65%2026-03-312026-05-15

BND VANGUARD BD INDEX FDS85.5K shares1.52%2026-03-312026-05-15

SPY STATE STR SPDR S&P 500 ETF T5.7K shares-1.25%2026-03-312026-05-15

VB VANGUARD INDEX FDS13.1K shares2.28%2026-03-312026-05-15

FNDX SCHWAB STRATEGIC TR68.5K shares-6.52%2026-03-312026-05-15

VXF VANGUARD INDEX FDS9.0K shares-4.31%2026-03-312026-05-15

VEU VANGUARD INTL EQUITY INDEX F20.7K shares1.17%2026-03-312026-05-15

Sponsored

IBDT ISHARES TR57.2K shares5.94%2026-03-312026-05-15

VNQ VANGUARD INDEX FDS15.1K shares0.00%2026-03-312026-05-15

AAPL APPLE INC4.4K shares0.00%2026-03-312026-05-15

PVAL PUTNAM ETF TRUST23.5K sharesnew addition2026-03-312026-05-15

VTV VANGUARD INDEX FDS4.9K shares-11.67%2026-03-312026-05-15

VOT VANGUARD INDEX FDS3.5K shares0.00%2026-03-312026-05-15

SGOV ISHARES TR8.9K shares-40.61%2026-03-312026-05-15

RSP INVESCO EXCHANGE TRADED FD T4.2K shares0.00%2026-03-312026-05-15

Sponsored

VO VANGUARD INDEX FDS2.4K shares-6.57%2026-03-312026-05-15

XLG INVESCO EXCHANGE TRADED FD T12.3K shares100.23%2026-03-312026-05-15

TBIL RBB FD INC13.1K shares-23.36%2026-03-312026-05-15

TDIV FIRST TR EXCHANGE TRADED FD6.8K shares0.15%2026-03-312026-05-15

VV VANGUARD INDEX FDS2.1K shares0.00%2026-03-312026-05-15

MSFT MICROSOFT CORP1.6K shares0.00%2026-03-312026-05-15

IVV ISHARES TR855 shares-0.23%2026-03-312026-05-15

VEA VANGUARD TAX-MANAGED FDS8.2K shares0.17%2026-03-312026-05-15

Sponsored

RSPT INVESCO EXCHANGE TRADED FD T11.4K shares0.02%2026-03-312026-05-15

SCHG SCHWAB STRATEGIC TR17.0K sharesnew addition2026-03-312026-05-15

USMV ISHARES TR5.1K shares-2.95%2026-03-312026-05-15

IBIE ISHARES TR17.5K shares0.00%2026-03-312026-05-15

VWO VANGUARD INTL EQUITY INDEX F7.8K sharesnew addition2026-03-312026-05-15

IBIF ISHARES TR14.1K sharesnew addition2026-03-312026-05-15

IDA IDACORP INC2.5K shares0.00%2026-03-312026-05-15

IAU ISHARES GOLD TR4.0K shares-6.57%2026-03-312026-05-15

Sponsored

JNJ JOHNSON & JOHNSON1.4K shares0.00%2026-03-312026-05-15

VGT VANGUARD WORLD FD464 shares-24.92%2026-03-312026-05-15

VZ VERIZON COMMUNICATIONS INC6.4K shares0.00%2026-03-312026-05-15

EFIV SPDR SERIES TRUST5.0K sharesnew addition2026-03-312026-05-15

SCHB SCHWAB STRATEGIC TR12.3K shares2.60%2026-03-312026-05-15

IWV ISHARES TR788 shares0.00%2026-03-312026-05-15

GOOGL ALPHABET INC1.0K shares-12.94%2026-03-312026-05-15

IJR ISHARES TR2.2K shares0.00%2026-03-312026-05-15

Sponsored

VIG VANGUARD SPECIALIZED FUNDS1.2K shares0.00%2026-03-312026-05-15

LLY ELI LILLY & CO284 shares0.00%2026-03-312026-05-15

DE DEERE & CO456 shares-12.14%2026-03-312026-05-15

GLDM WORLD GOLD TR2.7K shares-18.12%2026-03-312026-05-15

IBDU ISHARES TR10.7K sharesnew addition2026-03-312026-05-15

VTEB VANGUARD MUN BD FDS4.9K shares0.00%2026-03-312026-05-15

CIBR FIRST TR EXCHANGE-TRADED FD3.9K shares2.43%2026-03-312026-05-15

IBDS ISHARES TR9.9K shares0.00%2026-03-312026-05-15

Sponsored

IJH ISHARES TR3.5K shares0.00%2026-03-312026-05-15

TRV TRAVELERS COMPANIES INC807 shares0.00%2026-03-312026-05-15

XLY SELECT SECTOR SPDR TR2.1K shares0.00%2026-03-312026-05-15

SCHF SCHWAB STRATEGIC TR9.1K shares0.00%2026-03-312026-05-15

VOO VANGUARD INDEX FDS367 shares0.00%2026-03-312026-05-15

BRK.B BERKSHIRE HATHAWAY INC DEL440 shares0.00%2026-03-312026-05-15

SCHD SCHWAB STRATEGIC TR6.7K shares-30.77%2026-03-312026-05-15

VOOV VANGUARD ADMIRAL FDS INC1.0K shares0.00%2026-03-312026-05-15

Sponsored

ICF ISHARES TR3.3K sharesnew addition2026-03-312026-05-15

AMZN AMAZON COM INC969 shares-14.17%2026-03-312026-05-15

VTI

VANGUARD INDEX FDS

2.47%

Shares138.8K

Event2026-03-31

Filed2026-05-15

VXUS

VANGUARD STAR FDS

21.65%

Shares95.8K

Event2026-03-31

Filed2026-05-15

BND

VANGUARD BD INDEX FDS

1.52%

Shares85.5K

Event2026-03-31

Filed2026-05-15

SPY

STATE STR SPDR S&P 500 ETF T

-1.25%

Shares5.7K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

2.28%

Shares13.1K

Event2026-03-31

Filed2026-05-15

FNDX

SCHWAB STRATEGIC TR

-6.52%

Shares68.5K

Event2026-03-31

Filed2026-05-15

VXF

VANGUARD INDEX FDS

-4.31%

Shares9.0K

Event2026-03-31

Filed2026-05-15

VEU

VANGUARD INTL EQUITY INDEX F

1.17%

Shares20.7K

Event2026-03-31

Filed2026-05-15

IBDT

ISHARES TR

5.94%

Shares57.2K

Event2026-03-31

Filed2026-05-15

VNQ

VANGUARD INDEX FDS

0.00%

Shares15.1K

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

0.00%

Shares4.4K

Event2026-03-31

Filed2026-05-15

PVAL

PUTNAM ETF TRUST

New

Shares23.5K

Event2026-03-31

Filed2026-05-15

VTV

VANGUARD INDEX FDS

-11.67%

Shares4.9K

Event2026-03-31

Filed2026-05-15

VOT

VANGUARD INDEX FDS

0.00%

Shares3.5K

Event2026-03-31

Filed2026-05-15

SGOV

ISHARES TR

-40.61%

Shares8.9K

Event2026-03-31

Filed2026-05-15

RSP

INVESCO EXCHANGE TRADED FD T

0.00%

Shares4.2K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

-6.57%

Shares2.4K

Event2026-03-31

Filed2026-05-15

XLG

INVESCO EXCHANGE TRADED FD T

100.23%

Shares12.3K

Event2026-03-31

Filed2026-05-15

TBIL

RBB FD INC

-23.36%

Shares13.1K

Event2026-03-31

Filed2026-05-15

TDIV

FIRST TR EXCHANGE TRADED FD

0.15%

Shares6.8K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-15

IVV

ISHARES TR

-0.23%

Shares855

Event2026-03-31

Filed2026-05-15

VEA

VANGUARD TAX-MANAGED FDS

0.17%

Shares8.2K

Event2026-03-31

Filed2026-05-15

RSPT

INVESCO EXCHANGE TRADED FD T

0.02%

Shares11.4K

Event2026-03-31

Filed2026-05-15

SCHG

SCHWAB STRATEGIC TR

New

Shares17.0K

Event2026-03-31

Filed2026-05-15

USMV

ISHARES TR

-2.95%

Shares5.1K

Event2026-03-31

Filed2026-05-15

IBIE

ISHARES TR

0.00%

Shares17.5K

Event2026-03-31

Filed2026-05-15

VWO

VANGUARD INTL EQUITY INDEX F

New

Shares7.8K

Event2026-03-31

Filed2026-05-15

IBIF

ISHARES TR

New

Shares14.1K

Event2026-03-31

Filed2026-05-15

IDA

IDACORP INC

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-15

IAU

ISHARES GOLD TR

-6.57%

Shares4.0K

Event2026-03-31

Filed2026-05-15

JNJ

JOHNSON & JOHNSON

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-15

VGT

VANGUARD WORLD FD

-24.92%

Shares464

Event2026-03-31

Filed2026-05-15

VERIZON COMMUNICATIONS INC

0.00%

Shares6.4K

Event2026-03-31

Filed2026-05-15

EFIV

SPDR SERIES TRUST

New

Shares5.0K

Event2026-03-31

Filed2026-05-15

SCHB

SCHWAB STRATEGIC TR

2.60%

Shares12.3K

Event2026-03-31

Filed2026-05-15

IWV

ISHARES TR

0.00%

Shares788

Event2026-03-31

Filed2026-05-15

GOOGL

ALPHABET INC

-12.94%

Shares1.0K

Event2026-03-31

Filed2026-05-15

IJR

ISHARES TR

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-15

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-15

LLY

ELI LILLY & CO

0.00%

Shares284

Event2026-03-31

Filed2026-05-15

DEERE & CO

-12.14%

Shares456

Event2026-03-31

Filed2026-05-15

GLDM

WORLD GOLD TR

-18.12%

Shares2.7K

Event2026-03-31

Filed2026-05-15

IBDU

ISHARES TR

New

Shares10.7K

Event2026-03-31

Filed2026-05-15

VTEB

VANGUARD MUN BD FDS

0.00%

Shares4.9K

Event2026-03-31

Filed2026-05-15

CIBR

FIRST TR EXCHANGE-TRADED FD

2.43%

Shares3.9K

Event2026-03-31

Filed2026-05-15

IBDS

ISHARES TR

0.00%

Shares9.9K

Event2026-03-31

Filed2026-05-15

IJH

ISHARES TR

0.00%

Shares3.5K

Event2026-03-31

Filed2026-05-15

TRV

TRAVELERS COMPANIES INC

0.00%

Shares807

Event2026-03-31

Filed2026-05-15

XLY

SELECT SECTOR SPDR TR

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-15

SCHF

SCHWAB STRATEGIC TR

0.00%

Shares9.1K

Event2026-03-31

Filed2026-05-15

VOO

VANGUARD INDEX FDS

0.00%

Shares367

Event2026-03-31

Filed2026-05-15

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares440

Event2026-03-31

Filed2026-05-15

SCHD

SCHWAB STRATEGIC TR

-30.77%

Shares6.7K

Event2026-03-31

Filed2026-05-15

VOOV

VANGUARD ADMIRAL FDS INC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-15

ICF

ISHARES TR

New

Shares3.3K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

-14.17%

Shares969

Event2026-03-31

Filed2026-05-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available