Briggs Wealth Management, Inc
- SEC CIK
- 0002109156
- Latest filing
- Aug 6, 2026
The latest 13F from Briggs Wealth Management, Inc covers Q2 2026 (filed Aug 6, 2026): 61 long positions worth $109.5M. The top 10 holdings make up 77.9% of the portfolio, and the largest is Vanguard Morningstar Total Stock Market ETF at 46.4%. Livermore has 3 filings on Form 13F from this institution, going back to Q4 2025.
What changed in Q2 2026
Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.
- New
- 7
- Est. +$2.31M
- Added
- 16
- Est. +$3.93M
- Reduced
- 13
- Est. −$1.26M
- Sold out
- 4
- Est. −$1.52M
Top 5 holdings
Share of this quarter's portfolio value
- Vanguard Morningstar Total Stock Market ETF92290876946.4%$50.8M
- Vanguard Star FDS9219097688.6%$9.39M
- Vanguard Total Bond Market ETF9219378356.2%$6.81M
- SPYSPDR S&P 500 ETF Trust
- Vanguard Morningstar Small-Cap ETF9229087513.7%$4.06M
Share of portfolio
Top 5 holdings and the other 56 positions, by share of portfolio value
- Vanguard Morningstar Total Stock Market ETF46.4%
- Vanguard Star FDS8.6%
- Vanguard Total Bond Market ETF6.2%
- SPY3.8%
- Vanguard Morningstar Small-Cap ETF3.7%
- Other 56 positions31.3%
Biggest buys
New and added positions, by estimated amount bought
- Putnam ETF Trust746729300+$1.39MAdded
- Vanguard Star FDS921909768+$1.20MAdded
- Vanguard Total Bond Market ETF921937835+$539.6KAdded
- Dimensional World Ex U.S. Core Equity 2 ETF25434V880+$503.1KNew
- Vanguard Admiral FDS Inc921932778+$390.3KNew
Largest weight increases
New and added positions, by percentage points of the portfolio gained
- Putnam ETF Trust746729300+1.21 pp1.2% → 2.4%
- Vanguard Star FDS921909768+0.74 pp7.8% → 8.6%
- Dimensional World Ex U.S. Core Equity 2 ETF25434V880+0.46 pp0.0% → 0.5%
- Vanguard Admiral FDS Inc921932778+0.36 pp0.0% → 0.4%
- Vanguard Morningstar Growth ETF922908736+0.32 pp0.0% → 0.3%
Biggest sells
Reduced and sold-out positions, by estimated amount sold
- Vanguard Morningstar Total Stock Market ETF922908769−$584.3KReduced
- Vanguard Ftse Developed Markets ETF921943858−$525.9KSold out
- Vanguard Ftse Emerging Markets ETF922042858−$423.0KSold out
- IAUiShares Gold Trust
- Vanguard S&P 500 ETF922908363−$219.3KSold out
Largest weight decreases
Reduced and sold-out positions, by percentage points of the portfolio lost
- Vanguard Morningstar Total Stock Market ETF922908769−0.88 pp47.2% → 46.4%
- Vanguard Ftse Developed Markets ETF921943858−0.56 pp0.6% → 0.0%
- Vanguard Ftse Emerging Markets ETF922042858−0.45 pp0.4% → 0.0%
- IAUiShares Gold Trust
- iShares Ibonds Dec 2028 Term Corporate ETF46435U515−0.28 pp1.5% → 1.3%
Metrics
13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.
- Portfolio value
- $109.5M
- +$15.3M (+16.2%) vs. prior quarter
- Positions
- 61
- +3 vs. prior quarter
- Top 10 concentration
- 77.9%
- Top 10 as share of value
- Turnover
- 2.7%
- Q2 2026, one quarter
- Average holding period
- 2.9 quarters
- Weighted by value
How these are calculated
- Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
- Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
- Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
- Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2025), so positions held before then are understated.
13F filings by quarter
3 quarters, going back to Q4 2025. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.
Peak $109.5M (Q2 2026)
| Quarter | Filed | Positions | Value | Top 3 holdings | Changes | Filing |
|---|---|---|---|---|---|---|
| Q2 2026 | Aug 6, 2026 | 61 | $109.5M | Vanguard Morningstar Total Stock Market ETFVanguard Star FDSVanguard Total Bond Market ETF | vs. Q1 2026 | SEC |
| Q1 2026 | May 15, 2026 | 58 | $94.3M | Vanguard Morningstar Total Stock Market ETFVanguard Star FDSVanguard Total Bond Market ETF | vs. Q4 2025 | SEC |
| Q4 2025 | Feb 19, 2026 | 54 | $93.0M | Vanguard Morningstar Total Stock Market ETFVanguard Total Bond Market ETFVanguard Star FDS | – | SEC |