Briggs Wealth Management, Inc reported 61 holdings worth US$110M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 6, 2026
Briggs Wealth Management, Inc reported 61 holdings worth US$110M as of Jun 30, 2026. Largest: Apple Inc, Microsoft Corp. and Idacorp, Inc. Filed Aug 6, 2026 (Form 13F).
- Holdings
- 61
- Value as reported
- US$110M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 4,448 | US$1.29M | 1.2% |
| Microsoft Corp. | 1,694 | US$632K | 0.58% |
| Idacorp, Inc. | 2,467 | US$373K | 0.34% |
| Alphabet Inc (google) Class C | 1,009 | US$361K | 0.33% |
| Johnson & Johnson | 1,410 | US$358K | 0.33% |
| Deere & Company | 456 | US$289K | 0.26% |
| Verizon Communications Inc. | 6,354 | US$269K | 0.25% |
| The Travelers Companies, Inc. | 807 | US$266K | 0.24% |
| Caterpillar, Inc. | 246 | US$262K | 0.24% |
| Eli Lilly And Company | 207 | US$248K | 0.23% |
| Amazon.com, Inc. | 969 | US$231K | 0.21% |
| Berkshire Hathaway Inc. | 440 | US$220K | 0.20% |
| Mastec, Inc. | 500 | US$208K | 0.19% |