Briggs Wealth Management, Inc reported 12 positions worth $5.20M for the quarter ended Sep 30, 2026, down 0.4% on the prior quarter. It opened 0 new positions, added to 1, trimmed 0 and exited 2. Its largest holding is Apple Inc. at 28.5% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AAPL Apple Inc. | +1 | +0.0% | $333.03 | 28.48% |
No new positions this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 4,449 | $1.48M | 28.48% | +1 | +0.0% | Added | 0% |
| 2 | MSFT Microsoft Corp | Technology | 1,694 | $869.05K | 16.7% | 0 | 0.0% | Unchanged | 0% |
| 3 | JNJ Johnson & Johnson | Healthcare | 1,410 | $373.24K | 7.17% | 0 | 0.0% | Unchanged | 0% |
| 4 | GOOGL Alphabet Inc. | Technology | 1,009 | $347.23K | 6.67% | 0 | 0.0% | Unchanged | 0% |
| 5 | IDA Idacorp Inc | Utilities | 2,467 | $322.51K | 6.2% | 0 | 0.0% | Unchanged | 0% |
| 6 | DE Deere & Co | Industrials | 456 | $306.05K | 5.88% | 0 | 0.0% | Unchanged | 0% |
| 7 | VZ Verizon Communications Inc | Communication Services | 6,354 | $291.46K | 5.6% | 0 | 0.0% | Unchanged | 0% |
| 8 | TRV Travelers Companies, Inc. | Financial Services | 807 | $287.70K | 5.53% | 0 | 0.0% | Unchanged | 0% |
| 9 | AMZN Amazon Com Inc | Consumer Discretionary | 969 | $241.43K | 4.64% | 0 | 0.0% | Unchanged | 0% |
| 10 | LLY ELI LILLY & Co | Healthcare | 207 | $239.52K | 4.6% | 0 | 0.0% | Unchanged | 0% |
| 11 | GLDM World Gold Trust | Others | 2,725 | $223.94K | 4.3% | 0 | 0.0% | Unchanged | 0% |
| 12 | BRK-B Berkshire Hathaway Inc | Financial Services | 440 | $219.10K | 4.21% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at Briggs Wealth Management.
As of its Q3 2026 13F filing, Briggs Wealth Management, Inc’s five largest positions were Apple Inc. (AAPL) at 28.5%, Microsoft Corp (MSFT) at 16.7%, Johnson & Johnson (JNJ) at 7.2%, Alphabet Inc. (GOOGL) at 6.7%, Idacorp Inc (IDA) at 6.2% of the reported portfolio.
Briggs Wealth Management, Inc reported a 13F portfolio worth $5.20M across 12 positions for Q3 2026. That is down 0.4% from the previous quarter.
Its largest purchases by value were Apple Inc. ($333.03). It opened 0 new positions.
Its largest sales by value were Caterpillar Inc ($261.97K), Mastec Inc ($208.03K). It exited 2 positions entirely.
From the Form 13F-HR reports Briggs Wealth Management, Inc files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.