Institutional Fund
Briggs Wealth Management, Inc
Glastonbury, CTCIK 21091562 filings on record
Portfolio Value
$94.28M
Q1 2026
Holdings
58
Reported positions
New Buys
7
Opened this quarter
QoQ Change
+1.4%
from $92.99M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds47.2%
- Vanguard Star Fds7.8%
- Vanguard Bd Index Fds6.7%
- Spdr S&P 500 ETF Tr3.9%
- Vanguard Index Fds3.6%
- Schwab Strategic Tr2.0%
- Other28.7%
Portfolio Holdings
58 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 138.8K | $44.53M | 47.2% | +3.3K | Added |
| 2 | Vanguard Star Fds | 95.8K | $7.39M | 7.8% | +17.1K | Added |
| 3 | Vanguard Bd Index Fds | 85.5K | $6.29M | 6.7% | +1.3K | Added |
| 4 | Spdr S&P 500 ETF Tr | 5.7K | $3.71M | 3.9% | −72 | Reduced |
| 5 | Vanguard Index Fds | 13.1K | $3.42M | 3.6% | +291 | Added |
| 6 | Schwab Strategic Tr | 68.5K | $1.91M | 2.0% | −4.8K | Reduced |
| 7 | Vanguard Index Fds | 9.0K | $1.85M | 2.0% | −404 | Reduced |
| 8 | Vanguard Intl Equity Index F | 20.7K | $1.55M | 1.6% | +240 | Added |
| 9 | Ishares Tr | 57.2K | $1.45M | 1.5% | +3.2K | Added |
| 10 | Vanguard Index Fds | 15.1K | $1.34M | 1.4% | 0 | Held |
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