Briggs Wealth Management, Inc - Portfolio Stock Holdings
Briggs Wealth Management, Inc disclosed 65 stock positions in a recent SEC 13F filing. $109,542,266 of stock holdings were filed, with the largest holdings including VTI, VXUS, and BND. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $362,026,338 and has 6 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
65Est. Stock Holding Value:
$109,542,266Top Stock Holdings By Sector
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Portfolio Stock Holdings - Briggs Wealth Management, Inc
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