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☆Briggs Wealth Management, Inc

CIK 0002109156 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.631
AUM ($M)
110
Positions
61
Turnover
0.05
Top-10 wt
78%
Herfindahl
0.232
History (qtrs)
3
Excess Return
not eligible

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Quarter
Activity this period
Security type

Holdings · 65 positions · portfolio value $110M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆VTI funds › VANGUARD INDEX FDS TRIM — 46.4% -0.9% 50.8 137,237 -1,579 2 —
☆VXUS funds › VANGUARD STAR FDS ADD — 8.6% +0.7% 9.4 109,843 +14,035 2 —
☆BND funds › VANGUARD BD INDEX FDS ADD — 6.2% -0.5% 6.8 92,814 +7,350 2 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T TRIM — 3.8% -0.1% 4.2 5,600 -102 2 —
☆VB funds › VANGUARD INDEX FDS ADD — 3.7% +0.1% 4.1 13,410 +342 2 —
☆PVAL funds › PUTNAM ETF TRUST ADD — 2.4% +1.2% 2.6 50,824 +27,359 2 —
☆FNDX funds › SCHWAB STRATEGIC TR ADD — 2.0% -0.0% 2.2 71,026 +2,491 2 —
☆VXF funds › VANGUARD INDEX FDS TRIM — 2.0% +0.0% 2.2 8,933 -43 2 —
☆VEU funds › VANGUARD INTL EQUITY INDEX F ADD — 1.6% -0.1% 1.7 20,713 +8 2 —
☆VNQ funds › VANGUARD INDEX FDS TRIM — 1.3% -0.1% 1.4 14,729 -389 2 —
☆IBDT funds › ISHARES TR TRIM — 1.3% -0.3% 1.4 54,595 -2,632 2 —
☆AAPL funds › APPLE INC ADD — 1.2% -0.0% 1.3 4,448 +1 2 —
☆VTV funds › VANGUARD INDEX FDS HOLD — 1.0% -0.0% 1.1 4,874 +0 2 —
☆VOT funds › VANGUARD INDEX FDS TRIM — 0.9% -0.0% 1.0 3,262 -246 2 —
☆RSP funds › INVESCO EXCHANGE TRADED FD T HOLD — 0.8% -0.0% 0.9 4,154 +0 2 —
☆SGOV funds › ISHARES TR TRIM — 0.7% -0.2% 0.8 7,997 -877 2 —
☆VO funds › VANGUARD INDEX FDS ADD — 0.7% -0.0% 0.8 9,617 +7,212 2 —
☆XLG funds › INVESCO EXCHANGE TRADED FD T ADD — 0.7% -0.0% 0.8 12,453 +171 2 —
☆RSPT funds › INVESCO EXCHANGE TRADED FD T ADD — 0.7% +0.1% 0.8 11,663 +289 2 —
☆IBIF funds › ISHARES TR ADD — 0.7% +0.3% 0.7 27,965 +13,823 2 —
☆VV funds › VANGUARD INDEX FDS HOLD — 0.7% -0.0% 0.7 2,090 +0 2 —
☆TDIV funds › FIRST TR EXCHANGE TRADED FD TRIM — 0.6% -0.0% 0.7 6,108 -689 2 —
☆IVV funds › ISHARES TR TRIM — 0.6% -0.0% 0.6 853 -2 2 —
☆MSFT funds › MICROSOFT CORP ADD — 0.6% -0.1% 0.6 1,694 +50 2 —
☆SCHG funds › SCHWAB STRATEGIC TR ADD — 0.6% +0.0% 0.6 18,354 +1,400 2 —
☆IBIE funds › ISHARES TR ADD — 0.6% +0.1% 0.6 23,003 +5,523 2 —
☆TBIL funds › RBB FD INC TRIM — 0.6% -0.1% 0.6 12,094 -1,000 2 —
☆DFAX funds › DIMENSIONAL ETF TRUST NEW — 0.5% +0.5% 0.5 13,657 +13,657 1 —
☆USMV funds › ISHARES TR HOLD — 0.4% -0.1% 0.5 5,107 +0 2 —
☆VGT funds › VANGUARD WORLD FD ADD — 0.4% +0.1% 0.5 3,797 +3,333 2 —
☆CUSIP:921932778 funds › VANGUARD ADMIRAL FDS INC NEW — 0.4% +0.4% 0.4 3,326 +3,326 1 —
☆IDA funds › IDACORP INC HOLD — 0.3% -0.0% 0.4 2,467 +0 2 —
☆EFIV funds › SPDR SERIES TRUST ADD — 0.3% +0.0% 0.4 5,019 +48 2 —
☆GOOGL funds › ALPHABET INC HOLD — 0.3% +0.0% 0.4 1,009 +0 2 —
☆JNJ funds › JOHNSON & JOHNSON HOLD — 0.3% -0.0% 0.4 1,410 +0 2 —
☆SCHB funds › SCHWAB STRATEGIC TR ADD — 0.3% -0.0% 0.4 12,313 +10 2 —
☆VUG funds › VANGUARD INDEX FDS NEW — 0.3% +0.3% 0.4 4,109 +4,109 1 —
☆IJR funds › ISHARES TR HOLD — 0.3% +0.0% 0.3 2,238 +0 2 —
☆PDBC funds › INVESCO ACTVELY MNGD ETC FD NEW — 0.3% +0.3% 0.3 20,440 +20,440 1 —
☆IWV funds › ISHARES TR TRIM — 0.3% -0.0% 0.3 706 -82 2 —
☆VIG funds › VANGUARD SPECIALIZED FUNDS HOLD — 0.3% -0.0% 0.3 1,237 +0 2 —
☆DE funds › DEERE & CO HOLD — 0.3% -0.0% 0.3 456 +0 2 —
☆CIBR funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.3% +0.0% 0.3 3,200 -672 2 —
☆MTUM funds › ISHARES TR NEW — 0.2% +0.2% 0.3 791 +791 1 —
☆IJH funds › ISHARES TR HOLD — 0.2% -0.0% 0.3 3,500 +0 2 —
☆VZ funds › VERIZON COMMUNICATIONS INC HOLD — 0.2% -0.1% 0.3 6,354 +0 2 —
☆TRV funds › TRAVELERS COMPANIES INC HOLD — 0.2% -0.0% 0.3 807 +0 2 —
☆CAT funds › CATERPILLAR INC NEW — 0.2% +0.2% 0.3 246 +246 1 —
☆SCHF funds › SCHWAB STRATEGIC TR HOLD — 0.2% -0.0% 0.3 9,115 +0 2 —
☆XLY funds › SELECT SECTOR SPDR TR HOLD — 0.2% -0.0% 0.3 2,140 +0 2 —
☆VTEB funds › VANGUARD MUN BD FDS HOLD — 0.2% -0.0% 0.2 4,938 +0 2 —
☆LLY funds › ELI LILLY & CO TRIM — 0.2% -0.1% 0.2 207 -77 2 —
☆IBDU funds › ISHARES TR HOLD — 0.2% -0.0% 0.2 10,702 +0 2 —
☆IBDS funds › ISHARES TR HOLD — 0.2% -0.0% 0.2 9,937 +0 2 —
☆AMZN funds › AMAZON COM INC HOLD — 0.2% -0.0% 0.2 969 +0 2 —
☆ICF funds › ISHARES TR HOLD — 0.2% -0.0% 0.2 3,296 +0 2 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL HOLD — 0.2% -0.0% 0.2 440 +0 2 —
☆VOOV funds › VANGUARD ADMIRAL FDS INC HOLD — 0.2% -0.0% 0.2 1,002 +0 2 —
☆GLDM funds › WORLD GOLD TR HOLD — 0.2% -0.1% 0.2 2,725 +0 2 —
☆SCHD funds › SCHWAB STRATEGIC TR HOLD — 0.2% -0.0% 0.2 6,708 +0 2 —
☆MTZ funds › MASTEC INC NEW — 0.2% +0.2% 0.2 500 +500 1 —
☆IAU funds › ISHARES GOLD TR EXIT — 0.0% -0.4% 0.0 0 -3,965 0 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F EXIT — 0.0% -0.4% 0.0 0 -7,827 0 —
☆VEA funds › VANGUARD TAX-MANAGED FDS EXIT — 0.0% -0.6% 0.0 0 -8,207 0 —
☆VOO funds › VANGUARD INDEX FDS EXIT — 0.0% -0.2% 0.0 0 -367 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 110 61 0.05 78% 0.232 0.631 — in
2026Q1 94 58 0.05 78% 0.239 0.599 — entered
2025Q4 93 54 0.00 79% 0.253 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status