Briggs Wealth Management, Inc. has filed its Form 13F-HR with the Securities and Exchange Commission, disclosing its equity portfolio as of September 30, 2026. The report lists William N. Rodriguez as the Senior Financial Planner responsible for the filing, which was submitted on October 26, 2026.
The filing details a portfolio consisting of 62 individual securities. The largest holding in the portfolio is the Vanguard Index Funds Morningstar Large Cap ETF, which comprises 9,272 shares. The second-largest holding is the Vanguard Total Stock Market ETF, with 138,738 shares.
The portfolio is heavily weighted toward large-cap U.S. equity ETFs and mutual funds. Major holdings include the Vanguard Total Bond Market ETF (69,976 shares), the Vanguard International Equity Index Fund All World ex US (20,716 shares), and the Vanguard Total International Stock ETF (116,397 shares). Other significant positions include the Schwab Strategic Trust Fundamental US Large ETF (88,559 shares) and the Schwab Strategic Trust US Broad Market ETF (12,286 shares).
The filing also lists a variety of sector-specific and strategy-based ETFs. These include the Vanguard Small Cap ETF (14,612 shares), the Vanguard Real Estate ETF (13,591 shares), and the Vanguard Emerging Markets Stock ETF (6,657 shares). Individual stocks identified in the portfolio include Alphabet Inc. Class A (1,009 shares), Apple Inc. (4,449 shares), Microsoft Corporation (1,694 shares), and Eli Lilly & Co. (207 shares).
The report indicates that all holdings are held in a Sole capacity, meaning the firm does not share voting or dispositive power over the securities with any other party.
