Briggs Wealth Management, Inc

Registered adviser

CIK

2109156

Location

GLASTONBURY, CT

Portfolio Value

Small $105,338,557

Diversification

Highly concentrated

Filing Date

Global Rank

#8,258 / 8,827 ▲ 16 · as of Jun 2026

Top Industry

Consumer Electronics 29.8%

Period ended 38 days ago

Filed Oct 26, 2026 · 12d

4 quarters · since Dec 2025

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 125518

Roster of Nov 1, 2026

Regulatory AUM

$362,026,338

Main clients

Individuals and high net worth (100% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Feb 2026 to Nov 2026	$362,026,338	Individuals and high net worth (100%)
Feb 2025 to Jan 2026	$258,725,939	Individuals and high net worth (100%)
Mar 2024 to Jan 2025	$222,711,368	Individuals and high net worth (100%)
May 2023 to Feb 2024	$195,111,638	Individuals and high net worth (100%)
Feb 2023 to Apr 2023	$195,111,638	Individuals and high net worth (100%)
Feb 2022 to Jan 2023	$213,784,594	Individuals and high net worth (100%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 91.1% of the book (60%+)

Turnover

Turnover unknown

It needs four straight quarters of measured turnover

Horizon

Short horizon

Value-weighted holding period 2.9 quarters (under 4)

Closest benchmark: every 13F filer's combined book, active share 87.8%; sector active share 82.4% against the combined 13F book's sector weights.

Over time 3 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

61 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

59.0%

+4.0 pts

Top 5

82.9%

+2.8 pts

Top 10

92.5%

+1.4 pts

HHI

3,665

Highly concentrated+446

Portfolio Trend

4 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	95.3%	$100,359,706	50
Technology	2.2%	$2,350,457	2
Communication Services	0.6%	$638,633	2
Healthcare	0.6%	$612,798	2
Financial Services	0.5%	$506,801	2
Utilities	0.3%	$322,510	1
Industrials	0.3%	$306,226	1
Consumer Cyclical	0.2%	$241,426	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

13 positions

Ticker	Company	Δ Shares	Shares	Value
FNDX	Schwab Fundamental U.S. Large Company ETF	+17,533	88,559	$2,786,951
RSPT	Victory Portfolios II	+9,571	21,234	$0
VV	VANGUARD LARGE-CAP INDEX FUND	+7,182	9,272	$3,262,353
VXUS	Vanguard Total International Stock ETF	+6,554	116,397	$9,889,089
DFAX	Dimensional World ex. U.S. Core Equity 2 ETF	+3,935	17,592	$651,255
SCHG	Schwab U.S. Large-Cap Growth ETF	+3,113	21,467	$771,309
VTV	VANGUARD VALUE INDEX FUND	+1,554	6,428	$1,388,962
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	+1,501	138,738	$51,921,309
VB	Vanguard Index Funds	+1,202	14,612	$4,156,967
PDBC	Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF	+461	20,901	$403,389
VEU	Vanguard International Equity Index Funds	+3	20,716	$1,718,806
SPY	Spdr S&P 500 ETF Trust	+1	5,601	$4,271,490
AAPL	Apple Inc.	+1	4,449	$1,481,605
No positions match the current search.

Trimmed

Positions the filer reduced

14 positions

Ticker	Company	Δ Shares	Shares	Value
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	−22,838	69,976	$4,908,816
XLG	Victory Portfolios II	−6,156	6,297	$0
IBIF	iShares iBonds Oct 2029 Term TIPS ETF	−4,063	23,902	$607,349
VO	VANGUARD MID-CAP INDEX FUND	−4,060	5,557	$435,779
IBIE	iShares iBonds Oct 2028 Term TIPS ETF	−3,837	19,166	$491,799
IBDT	iShares iBonds Dec 2028 Term Corporate ETF	−2,321	52,274	$1,304,759
SGOV	iShares 0-3 Month Treasury Bond ETF	−1,701	6,296	$633,881
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	−1,273	2,524	$317,191
TBIL	F/m US Treasury 3 Month Bill Fund	−1,202	10,892	$542,966
VNQ	VANGUARD REAL ESTATE INDEX FUND	−1,138	13,591	$1,218,161
TDIV	First Trust NASDAQ Technology Dividend Index Fund	−489	5,619	$633,935
VIOV	VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND	−292	3,034	$333,740
SCHB	Schwab U.S. Broad Market ETF	−27	12,286	$360,102
IVV	iShares Core S&P 500 ETF	−2	851	$651,738
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
VONG	VANGUARD RUSSELL 1000 GROWTH INDEX FUND	6,657	$858,287
VEA	Vanguard FTSE Developed Markets ETF	6,215	$438,841
DFIV	Dimensional International Value ETF	4,664	$260,531
DFAE	Dimensional Emerging Core Equity Market ETF	5,569	$218,917
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
VUG	VANGUARD GROWTH INDEX FUND	4,109	$353,949
CAT	Caterpillar Inc	246	$261,965
MTZ	Mastec Inc	500	$208,030
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

61 tracked positions · $105,338,557 total · filing declares 62 positions · $113,455,434 · as of Sep 30, 2026

All sectors Communication Services Consumer Cyclical Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 61 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	138,738	+1,501	$51,921,309	+2.2%	49.29%
VXUS	Vanguard Total International Stock ETF	Added	116,397	+6,554	$9,889,089	+5.3%	9.39%
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	Reduced	69,976	-22,838	$4,908,816	−28.0%	4.66%
SPY	Spdr S&P 500 ETF Trust	Added	5,601	+1	$4,271,490	+2.1%	4.06%
VB	Vanguard Index Funds	Added	14,612	+1,202	$4,156,967	+2.3%	3.95%
VV	VANGUARD LARGE-CAP INDEX FUND	Added	9,272	+7,182	$3,262,353	+353.9%	3.10%
FNDX	Schwab Fundamental U.S. Large Company ETF	Added	88,559	+17,533	$2,786,951	+26.2%	2.65%
VEU	Vanguard International Equity Index Funds	Added	20,716	+3	$1,718,806	−0.9%	1.63%
AAPL	Apple Inc. Technology	Added	4,449	+1	$1,481,605	+15.1%	1.41%
VTV	VANGUARD VALUE INDEX FUND	Added	6,428	+1,554	$1,388,962	+30.8%	1.32%
IBDT	iShares iBonds Dec 2028 Term Corporate ETF	Reduced	52,274	-2,321	$1,304,759	−5.4%	1.24%
VNQ	VANGUARD REAL ESTATE INDEX FUND	Reduced	13,591	-1,138	$1,218,161	−14.2%	1.16%
VOT	VANGUARD MID-CAP GROWTH INDEX FUND	Held	3,262	0	$952,830	−4.6%	0.90%
MSFT	Microsoft Corp Technology	Held	1,694	0	$868,852	+37.5%	0.82%
VONG	VANGUARD RUSSELL 1000 GROWTH INDEX FUND	NEW	6,657	NEW	$858,287	NEW	0.81%
SCHG	Schwab U.S. Large-Cap Growth ETF	Added	21,467	+3,113	$771,309	+24.2%	0.73%
IVV	iShares Core S&P 500 ETF	Reduced	851	-2	$651,738	+2.0%	0.62%
DFAX	Dimensional World ex. U.S. Core Equity 2 ETF	Added	17,592	+3,935	$651,255	+29.4%	0.62%
TDIV	First Trust NASDAQ Technology Dividend Index Fund	Reduced	5,619	-489	$633,935	−9.7%	0.60%
SGOV	iShares 0-3 Month Treasury Bond ETF	Reduced	6,296	-1,701	$633,881	−21.3%	0.60%
IBIF	iShares iBonds Oct 2029 Term TIPS ETF	Reduced	23,902	-4,063	$607,349	−17.4%	0.58%
TBIL	F/m US Treasury 3 Month Bill Fund	Reduced	10,892	-1,202	$542,966	−10.0%	0.52%
USMV	iShares MSCI USA Min Vol Factor ETF	Held	5,107	0	$497,626	+1.0%	0.47%
IBIE	iShares iBonds Oct 2028 Term TIPS ETF	Reduced	19,166	-3,837	$491,799	−18.7%	0.47%
VEA	Vanguard FTSE Developed Markets ETF	NEW	6,215	NEW	$438,841	NEW	0.42%
VO	VANGUARD MID-CAP INDEX FUND	Reduced	5,557	-4,060	$435,779	−43.8%	0.41%
PDBC	Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF	Added	20,901	+461	$403,389	+24.3%	0.38%
JNJ	Johnson & Johnson Healthcare	Held	1,410	0	$373,283	+4.2%	0.35%
SCHB	Schwab U.S. Broad Market ETF	Reduced	12,286	-27	$360,102	+1.0%	0.34%
GOOGL	Alphabet Inc. Communication Services	Held	1,009	0	$347,176	−3.7%	0.33%
VIOV	VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND	Reduced	3,034	-292	$333,740	−14.5%	0.32%
IDA	Idacorp Inc Utilities	Held	2,467	0	$322,510	−13.6%	0.31%
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	Reduced	2,524	-1,273	$317,191	−30.1%	0.30%
DE	Deere & Co Industrials	Held	456	0	$306,226	+5.9%	0.29%
IWV	iShares Russell 3000 ETF	Held	706	0	$304,751	+1.2%	0.29%
IJR	iShares Core S&P Small-Cap ETF	Held	2,238	0	$304,457	−8.3%	0.29%
VZ	Verizon Communications Inc Communication Services	Held	6,354	0	$291,457	+8.3%	0.28%
VIG	Vanguard Specialized Funds	Held	1,237	0	$288,604	−1.4%	0.27%
TRV	Travelers Companies, Inc. Financial Services	Held	807	0	$287,703	+8.0%	0.27%
DFIV	Dimensional International Value ETF	NEW	4,664	NEW	$260,531	NEW	0.25%
IJH	iShares Core S&P Mid-Cap ETF	Held	3,500	0	$251,825	−6.7%	0.24%
MTUM	iShares MSCI USA Momentum Factor ETF	Held	791	0	$251,015	−7.4%	0.24%
SCHF	Schwab International Equity ETF	Held	9,115	0	$250,389	−0.8%	0.24%
IBDU	iShares iBonds Dec 2029 Term Corporate ETF	Held	10,702	0	$242,828	−2.0%	0.23%
AMZN	Amazon Com Inc Consumer Cyclical	Held	969	0	$241,426	+4.5%	0.23%
IBDS	iShares iBonds Dec 2027 Term Corporate ETF	Held	9,937	0	$239,680	−0.4%	0.23%
LLY	ELI LILLY & Co Healthcare	Held	207	0	$239,515	−3.5%	0.23%
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	Held	4,938	0	$233,863	−6.4%	0.22%
XLY	State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF	Held	2,140	0	$232,917	−7.2%	0.22%
GLDM	World Gold Trust	Held	2,725	0	$223,940	+3.5%	0.21%

Showing the top 50 of 61 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.