SEC Form 13F

Briggs Wealth Management, Inc 13F Holdings

Report period2026-06-30
Publicly available2026-08-07
Reported value$109,542,680
Positions61

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD INDEX FDSVTITOTAL STK MKT$50,783,294137,237
VANGUARD STAR FDSVXUSVG TL INTL STK F$9,390,501109,843
VANGUARD BD INDEX FDSBNDTOTAL BND MRKT$6,813,48692,814
STATE STR SPDR S&P 500 ETF TSPYTR UNIT$4,182,2765,600
VANGUARD INDEX FDSVBSMALL CP ETF$4,064,89113,410
PUTNAM ETF TRUSTPVALFOCUSED LAR CAP$2,589,48350,824
SCHWAB STRATEGIC TRFNDXFUNDAMENTAL US L$2,208,90571,026
VANGUARD INDEX FDSVXFEXTEND MKT ETF$2,199,3648,933
VANGUARD INTL EQUITY INDEX FVEUALLWRLD EX US$1,734,67420,713
VANGUARD INDEX FDSVNQREAL ESTATE ETF$1,420,31714,729

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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