Briggs Wealth Management, Inc - Portfolio overview

Briggs Wealth Management, Inc has 58 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD INDEX FDS, 47.23%
2. VXUS - VANGUARD STAR FDS, 7.84%
3. BND - VANGUARD BD INDEX FDS, 6.68%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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