Briggs Wealth Management, Inc
CIK
2109156
Location
GLASTONBURY, CT
Portfolio Value
Micro
$8,520,143
Diversification
Moderately concentrated
Filing Date
Global Rank
#7,823
/ 8,232
▲ 171
Top Industry
Consumer Electronics
26.8%
3Y Alpha vs SPY
-12.6%
Period ended 2 months ago
Filed May 15, 2026 · 29d
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+5.7%
SPY
+9.1%
Annualised alpha
-12.1%
Max drawdown
−8.6%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
14 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
43.5%
+1.5 pts
Top 5
72.2%
+1.2 pts
Top 10
89.4%
+2.4 pts
HHI
2,243
Moderately concentrated+123
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 50.6% | $4,310,372 |
| Technology | 20.4% | $1,737,163 |
| Communication Services | 7.1% | $609,118 |
| Healthcare | 7.1% | $605,874 |
| Financial Services | 5.2% | $446,233 |
| Utilities | 4.1% | $352,706 |
| Industrials | 3.0% | $256,864 |
| Consumer Cyclical | 2.4% | $201,813 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reduced
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GLDM | World Gold Trust | −603 | 2,725 | $252,580 | |
| IAU | Ishares Gold Trust | −279 | 3,965 | $349,554 | |
| AMZN | Amazon Com Inc | −160 | 969 | $201,813 | |
| GOOGL | Alphabet Inc. | −150 | 1,009 | $290,148 | |
| SPY | Spdr S&P 500 ETF Trust | −72 | 5,702 | $3,708,238 | |
| DE | Deere & Co | −63 | 456 | $256,864 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| MMM | 3M Co | 1,914 | $306,431 | |
| No positions match the current search. | ||||
14 positions ·
$8,520,143 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 969 | $201,813 | 2.37% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 440 | $210,848 | 2.47% | |
| TRV |
Travelers Companies, Inc.
Financial Services
|
Held | 807 | $235,385 | 2.76% | |
| GLDM |
World Gold Trust
|
Reduced | 2,725 | $252,580 | 2.96% | |
| DE |
Deere & Co
Industrials
|
Reduced | 456 | $256,864 | 3.01% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Held | 284 | $261,214 | 3.07% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 1,009 | $290,148 | 3.41% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Held | 6,354 | $318,970 | 3.74% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Held | 1,410 | $344,660 | 4.05% | |
| IAU |
Ishares Gold Trust
|
Reduced | 3,965 | $349,554 | 4.10% | |
| IDA |
Idacorp Inc
Utilities
|
Held | 2,467 | $352,706 | 4.14% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 1,644 | $608,559 | 7.14% | |
| AAPL |
Apple Inc.
Technology
|
Held | 4,447 | $1,128,604 | 13.25% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 5,702 | $3,708,238 | 43.52% |