Briggs Wealth Management, Inc ETF holdings
Glastonbury, CT
Reported $104.5M in 48 ETFs in its Form 13F for June 30, 2026.
ETF value
$104.5M
ETFs held
48
Change from prior quarter
+16.1%
With price moves
ETFs as a share of its 13F
95.4%
of $109.5M
Top 10 of 48 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VTI | Vanguard Morningstar Total Stock Market ETF | $50.8M | 137,237 | −1,579 shares |
| VXUS | Vanguard Total International Stock ETF | $9.4M | 109,843 | +14,035 shares |
| BND | Vanguard Total Bond Market ETF | $6.8M | 92,814 | +7,350 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $4.2M | 5,600 | −102 shares |
| VB | Vanguard Morningstar Small-Cap ETF | $4.1M | 13,410 | +342 shares |
| PVAL | Putnam Focused Large Cap Value ETF | $2.6M | 50,824 | +27,359 shares |
| FNDX | Schwab Fundamental U.S. Large Company ETF | $2.2M | 71,026 | +2,491 shares |
| VXF | Vanguard Extended Market ETF | $2.2M | 8,933 | −43 shares |
| VEU | Vanguard FTSE All-World ex-US ETF | $1.7M | 20,713 | +8 shares |
| VNQ | Vanguard Real Estate ETF | $1.4M | 14,729 | −389 shares |
38 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002109156. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Briggs Wealth Management, Inc own?
Briggs Wealth Management, Inc reported 48 ETF positions worth $104.5M in its Form 13F for June 30, 2026. The largest was VTI, at $50.8M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.