SEC Form 13F · Q2 2026

Briggs Wealth Management, Inc

Institutional Holdings Report

13F-HRCT
$109.5M
Portfolio Value
61
Holdings
Q2 2026
Reporting Period
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Filing Details

Manager
Briggs Wealth Management, Inc
CIK
2109156
Accession No.
0002109156-26-000003
Location
GLASTONBURY, CT
Form Type
13F-HR
Portfolio Value
$109.5M
Holdings Reported
61
Reporting Period
Q2 2026
Filed
August 6, 2026

About this Filing

Briggs Wealth Management, Inc is an institutional investment manager based in GLASTONBURY, CT reporting approximately $109.5M in 13(f) securities across 61 positions as of Q2 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.