Briggs Wealth Management
Briggs Wealth Management reported 62 stocks worth $113M in its 13F filing for Q3 2026, filed Oct 26, 2026. Its largest holdings are VTI (45.8%), VXUS (8.7%) and BND (4.3%). Compared with Q2 2026, the fund opened new positions in VONG, VEA and DFIV, added to VTI, VXUS and VB, trimmed BND, IBDT and VNQ and sold out of VUG, CAT and MTZ.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 4 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VTI Vanguard Total Stock Market ETF | $51.9M | 45.8% | 139K | +1,501 (+1%) | 4 of 4 | |
| 2 |  VXUS Vanguard Star Fds | $9.9M | 8.7% | 116K | +6,554 (+6%) | 4 of 4 | |
| 3 |  BND Vanguard BD Index Fds | $4.9M | 4.3% | 70K | −23K (−25%) | 4 of 4 | |
| 4 |  SPY Spdr S&P 500 ETF TR | $4.3M | 3.8% | 5,601 | No change | 4 of 4 | |
| 5 |  VB Vanguard Index Fds | $4.2M | 3.7% | 15K | +1,202 (+9%) | 4 of 4 | |
| 6 |  VV Vanguard Large Cap ETF | $3.3M | 2.9% | 9,272 | +7,182 (+344%) | 4 of 4 | |
| 7 |  FNDX Schwab Fundamental U.s. Large Company ETF | $2.8M | 2.5% | 89K | +18K (+25%) | 4 of 4 | |
| 8 |  PVAL Putnam ETF Trust | $2.7M | 2.4% | 51K | +160 (+0%) | 3 of 4 | |
| 9 |  VXF Vanguard Index Fds | $2.1M | 1.8% | 8,933 | No change | 4 of 4 | |
| 10 |  VEU Vanguard Intl Equity Index F | $1.7M | 1.5% | 21K | No change | 4 of 4 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 4 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 26, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Briggs Wealth Management 13F FAQ
What does Briggs Wealth Management own?
Briggs Wealth Management reported 62 stocks worth $113M in its 13F filing for Q3 2026, filed Oct 26, 2026. Its largest holdings are VTI (45.8%), VXUS (8.7%) and BND (4.3%). The table above lists every position in the filing (the top 10 without an account).
What did Briggs Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 4 new positions, 11 added to, 14 trimmed and 3 sold out. New positions include VONG, VEA and DFIV. It sold all of VUG, CAT and MTZ.
When will Briggs Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Briggs Wealth Management's portfolio worth?
The Q3 2026 filing reports $113M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.