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William Rodriguez

Briggs Wealth Management, Inc

Assets Managed
$94.281M
Holdings
58
Last Quarter
2026 - Q1
Filed Date
27d ago
Growth Rate
1.39%(2Q avg: 0.7%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Briggs Wealth Management, Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 58 positions.

Assets under management

The assets under management (AUM) of Briggs Wealth Management, Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 94.281M in assets, with a quarterly growth rate of 1.39% and a 2-quarter average growth rate of 0.7%. The portfolio is managed by William Rodriguez, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 2.48%
47.24%
$44.534M
138,816 shares@ $320.82 avg price
VXUS
Vanguard Total Intl Stock
Recent Activity
Increased 21.66%
7.84%
$7.388M
95,808 shares@ $77.11 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 1.53%
6.68%
$6.294M
85,464 shares@ $73.64 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -1.24%
3.94%
$3.708M
5,702 shares@ $650.3 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Increased 2.28%
3.64%
$3.423M
13,068 shares@ $261.93 avg price
FNDX
Schwab Fndmntl Us Lrg Co Etf
Recent Activity
Decreased -6.52%
2.03%
$1.909M
68,535 shares@ $27.86 avg price
VXF
Vanguard Extended Market Etf
Recent Activity
Decreased -4.3%
1.96%
$1.847M
8,976 shares@ $205.8 avg price
VEU
Vanguard Ftse All-world Ex-u
Recent Activity
Increased 1.18%
1.65%
$1.555M
20,705 shares@ $75.1 avg price
IBDT
Ishares Ibonds Dec 2028 Etf
Recent Activity
Increased 5.95%
1.54%
$1.45M
57,227 shares@ $25.34 avg price
VNQ
Vanguard Real Estate Etf
Recent Activity
1.43%
$1.341M
15,118 shares@ $88.71 avg price

1-10 of 58