Briggs Wealth Management, Inc holds a concentrated book of 61 stocks worth $109.5M as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter they opened Dimensional World Ex US Core and trimmed Vanguard Total Stock MKT ETF. Their largest long position is Vanguard Total Stock MKT ETF at 46% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
5% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Briggs Wealth Management, Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| RAYMOND JAMES FINANCIAL INC | 67 / 61 | $79.8B |
| LPL Financial LLC | 67 / 61 | $72.5B |
| Creative Planning | 67 / 61 | $61.6B |
| OSAIC HOLDINGS, INC. | 67 / 61 | $15.6B |
| Allworth Financial LP | 67 / 61 | $7.6B |
| Integrated Wealth Concepts LLC | 67 / 61 | $3.6B |
| HighTower Advisors, LLC | 66 / 61 | $27.3B |
| Steward Partners Investment Advisory, LLC | 66 / 61 | $4.9B |
Ranked by how many of Briggs Wealth Management, Inc's top 61 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS TOTAL STK MKT | $50.8M | 137.2K | 46.4% | ▼−1.1% Reduced · −2K sh | |
| 2 | Vanguard Star FDS VG TL INTL STK F | $9.4M | 109.8K | 8.6% | ▲+15% Added · +14K sh | |
| 3 | Vanguard BD Index FDS TOTAL BND MRKT | $6.8M | 92.8K | 6.2% | ▲+8.6% Added · +7K sh | |
| 4 | State STR SPDR S&P 500 ETF T TR UNIT | $4.2M | 5.6K | 3.8% | ▼−1.8% Reduced · −102 sh | |
| 5 | Vanguard Index FDS SMALL CP ETF | $4.1M | 13.4K | 3.7% | ▲+2.6% Added · +342 sh | |
| 6 | Putnam ETF Trust FOCUSED LAR CAP | $2.6M | 50.8K | 2.4% | ▲+117% Added · +27K sh | |
| 7 | Schwab Strategic TR FUNDAMENTAL US L | $2.2M | 71.0K | 2.0% | ▲+3.6% Added · +2K sh | |
| 8 | Vanguard Index FDS EXTEND MKT ETF | $2.2M | 8.9K | 2.0% | ▼−0.5% Reduced · −43 sh | |
| 9 | Vanguard Intl Equity Index F ALLWRLD EX US | $1.7M | 20.7K | 1.6% | ▲~0% Added · +8 sh | |
| 10 | Vanguard Index FDS REAL ESTATE ETF | $1.4M | 14.7K | 1.3% | ▼−2.6% Reduced · −389 sh | |
| 11 | Ishares TR IBDS DEC28 ETF | $1.4M | 54.6K | 1.3% | ▼−4.6% Reduced · −3K sh | |
| 12 | Apple Inc COM | $1.3M | 4.4K | 1.2% | ▲~0% Added · +1 sh | |
| 13 | Vanguard Index FDS VALUE ETF | $1.1M | 4.9K | 1.0% | —Held | |
| 14 | Vanguard Index FDS MCAP GR IDXVIP | $999K | 3.3K | 0.9% | ▼−7.0% Reduced · −246 sh | |
| 15 | Invesco Exchange Traded FD T S&P500 EQL WGT | $884K | 4.2K | 0.8% | —Held | |
| 16 | Ishares TR 0-3 MTH TREASURY | $805K | 8.0K | 0.7% | ▼−9.9% Reduced · −877 sh | |
| 17 | Vanguard Index FDS MID CAP ETF | $775K | 9.6K | 0.7% | ▲+300% Added · +7K sh | |
| 18 | Invesco Exchange Traded FD T S&P 500 TOP 50 | $763K | 12.5K | 0.7% | ▲+1.4% Added · +171 sh | |
| 19 | Invesco Exchange Traded FD T S&P500 EQL TEC | $752K | 11.7K | 0.7% | ▲+2.5% Added · +289 sh | |
| 20 | Ishares TR IBONDS OCT 2029 | $735K | 28.0K | 0.7% | ▲+98% Added · +14K sh | |
| 21 | Vanguard Index FDS LARGE CAP ETF | $719K | 2.1K | 0.7% | —Held | |
| 22 | First TR Exchange Traded FD NASD TECH DIV | $702K | 6.1K | 0.6% | ▼−10% Reduced · −689 sh | |
| 23 | Ishares TR CORE S&P500 ETF | $639K | 853 | 0.6% | ▼−0.2% Reduced · −2 sh | |
| 24 | Microsoft Corp COM | $632K | 1.7K | 0.6% | ▲+3.0% Added · +50 sh | |
| 25 | Schwab Strategic TR US LCAP GR ETF | $621K | 18.4K | 0.6% | ▲+8.3% Added · +1K sh | |
| 26 | Ishares TR IBONDS OCT 2028 | $605K | 23.0K | 0.6% | ▲+32% Added · +6K sh | |
| 27 | RBB FD Inc F/M US TREASURY | $603K | 12.1K | 0.6% | ▼−7.6% Reduced · −1K sh | |
| 28 | Dimensional ETF Trust WORLD EX US CORE | $503K | 13.7K | 0.5% | ▲New New position | |
| 29 | Ishares TR MSCI USA MIN ETF | $493K | 5.1K | 0.4% | —Held | |
| 30 | Vanguard World FD INF TECH ETF | $454K | 3.8K | 0.4% | ▲+718% Added · +3K sh | |
| 31 | Vanguard Admiral FDS Inc SMLCP 600 VAL | $390K | 3.3K | 0.4% | ▲New New position | |
| 32 | Idacorp Inc COM | $373K | 2.5K | 0.3% | —Held | |
| 33 | SPDR Series Trust SPDR S&P 500 ESG | $366K | 5.0K | 0.3% | ▲+1.0% Added · +48 sh | |
| 34 | Alphabet Inc CAP STK CL A | $361K | 1.0K | 0.3% | —Held | |
| 35 | Johnson & Johnson COM | $358K | 1.4K | 0.3% | —Held | |
| 36 | Schwab Strategic TR US BRD MKT ETF | $357K | 12.3K | 0.3% | ▲+0.1% Added · +10 sh | |
| 37 | Vanguard Index FDS GROWTH ETF | $354K | 4.1K | 0.3% | ▲New New position | |
| 38 | Ishares TR CORE S&P SCP ETF | $332K | 2.2K | 0.3% | —Held | |
| 39 | Invesco Actvely MNGD Etc FD OPTIMUM YIELD | $325K | 20.4K | 0.3% | ▲New New position | |
| 40 | Ishares TR RUSSELL 3000 ETF | $301K | 706 | 0.3% | ▼−10% Reduced · −82 sh | |
| 41 | Vanguard Specialized Funds DIV APP ETF | $293K | 1.2K | 0.3% | —Held | |
| 42 | Deere & Co COM | $289K | 456 | 0.3% | —Held | |
| 43 | First TR Exchange-Traded FD NASDAQ CYB ETF | $287K | 3.2K | 0.3% | ▼−17% Reduced · −672 sh | |
| 44 | Ishares TR MSCI USA MMENTM | $271K | 791 | 0.2% | ▲New New position | |
| 45 | Ishares TR CORE S&P MCP ETF | $270K | 3.5K | 0.2% | —Held | |
| 46 | Verizon Communications Inc COM | $269K | 6.4K | 0.2% | —Held | |
| 47 | Travelers Companies Inc COM | $266K | 807 | 0.2% | —Held | |
| 48 | Caterpillar Inc COM | $262K | 246 | 0.2% | ▲New New position | |
| 49 | Schwab Strategic TR INTL EQTY ETF | $252K | 9.1K | 0.2% | —Held | |
| 50 | Select Sector SPDR TR ST STR DISCR ETF | $251K | 2.1K | 0.2% | —Held |
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Use Arkolith to show Briggs Wealth Management, Inc's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.