# EDGAR Filing Document

**Accession Number:** 0002109156
**File Stem:** 0002109156-26-000002
**Filing Date:** 2026-5
**Character Count:** 9693
**Document Hash:** b7d098feacc21b7d53b5130c57c15361
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002109156-26-000002.hdr.sgml**: 20260515

**ACCESSION NUMBER**: 0002109156-26-000002

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260515

**DATE AS OF CHANGE**: 20260515

**EFFECTIVENESS DATE**: 20260515

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Briggs Wealth Management, Inc
- **CENTRAL INDEX KEY:** 0002109156

**ORGANIZATION NAME:**
- **EIN:** 464817979
- **STATE OF INCORPORATION:** CT
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-26661
- **FILM NUMBER:** 26985314

**BUSINESS ADDRESS:**
- **STREET 1:** 221 ADDISON ROAD
- **STREET 2:** UNIT 101
- **CITY:** GLASTONBURY
- **STATE:** CT
- **ZIP:** 06033
- **BUSINESS PHONE:** 860-633-8988

**MAIL ADDRESS:**
- **STREET 1:** 221 ADDISON ROAD
- **STREET 2:** UNIT 101
- **CITY:** GLASTONBURY
- **STATE:** CT
- **ZIP:** 06033

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Briggs Wealth Management Inc<br>**Address:** 221 ADDISON ROAD<br>UNIT 101<br>GLASTONBURY, CT 06033

**Form 13F File Number:** 028-26661

**CRD Number (if applicable):** 000125518

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** William Rodriguez<br>**Title:** Senior Financial Planner<br>**Phone:** 860-888-2496

**Signature, Place, and Date of Signing:**

William Rodriguez  Glastonbury, CT  05-15-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 58

**Form 13F Information Table Value Total:** $94281352

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 290179 | 1009 | SH |  | SOLE | 0 | 0 | 0 | 1009 |
| AMAZON COM INC | COM | 023135106 |  | 201814 | 969 | SH |  | SOLE | 0 | 0 | 0 | 969 |
| APPLE INC | COM | 037833100 |  | 1128714 | 4447 | SH |  | SOLE | 0 | 0 | 0 | 4447 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 210848 | 440 | SH |  | SOLE | 0 | 0 | 0 | 440 |
| DEERE  CO | COM | 244199105 |  | 256713 | 456 | SH |  | SOLE | 0 | 0 | 0 | 456 |
| ELI LILLY  CO | COM | 532457108 |  | 261215 | 284 | SH |  | SOLE | 0 | 0 | 0 | 284 |
| FIRST TR EXCHANGE TRADED FD | NASD TECH DIV | 33738R118 |  | 636611 | 6797 | SH |  | SOLE | 0 | 0 | 0 | 6797 |
| FIRST TR EXCHANGE-TRADED FD | NASDAQ CYB ETF | 33734X846 |  | 242702 | 3872 | SH |  | SOLE | 0 | 0 | 0 | 3872 |
| IDACORP INC | COM | 451107106 |  | 352707 | 2467 | SH |  | SOLE | 0 | 0 | 0 | 2467 |
| INVESCO EXCHANGE TRADED FD T | S 500 TOP 50 | 46137V233 |  | 669972 | 12282 | SH |  | SOLE | 0 | 0 | 0 | 12282 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 797312 | 4154 | SH |  | SOLE | 0 | 0 | 0 | 4154 |
| INVESCO EXCHANGE TRADED FD T | S EQL TEC | 46137V282 |  | 514786 | 11374 | SH |  | SOLE | 0 | 0 | 0 | 11374 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 349554 | 3965 | SH |  | SOLE | 0 | 0 | 0 | 3965 |
| ISHARES TR | SELECT US REIT | 464287564 |  | 203989 | 3296 | SH |  | SOLE | 0 | 0 | 0 | 3296 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 236355 | 3500 | SH |  | SOLE | 0 | 0 | 0 | 3500 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 278206 | 2238 | SH |  | SOLE | 0 | 0 | 0 | 2238 |
| ISHARES TR | CORE S ETF | 464287200 |  | 558232 | 855 | SH |  | SOLE | 0 | 0 | 0 | 855 |
| ISHARES TR | RUSSELL 3000 ETF | 464287689 |  | 292096 | 788 | SH |  | SOLE | 0 | 0 | 0 | 788 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 |  | 473623 | 5107 | SH |  | SOLE | 0 | 0 | 0 | 5107 |
| ISHARES TR | IBONDS 27 ETF | 46435UAA9 |  | 240873 | 9937 | SH |  | SOLE | 0 | 0 | 0 | 9937 |
| ISHARES TR | IBDS DEC28 ETF | 46435U515 |  | 1449560 | 57227 | SH |  | SOLE | 0 | 0 | 0 | 57227 |
| ISHARES TR | IBONDS DEC 29 | 46436E205 |  | 248929 | 10702 | SH |  | SOLE | 0 | 0 | 0 | 10702 |
| ISHARES TR | 0-3 MNTH TREASRY | 46436E718 |  | 893257 | 8874 | SH |  | SOLE | 0 | 0 | 0 | 8874 |
| ISHARES TR | IBONDS OCT 2029 | 46438G802 |  | 371157 | 14142 | SH |  | SOLE | 0 | 0 | 0 | 14142 |
| ISHARES TR | IBONDS OCT 2028 | 46438G703 |  | 458675 | 17480 | SH |  | SOLE | 0 | 0 | 0 | 17480 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 344616 | 1410 | SH |  | SOLE | 0 | 0 | 0 | 1410 |
| MICROSOFT CORP | COM | 594918104 |  | 608693 | 1644 | SH |  | SOLE | 0 | 0 | 0 | 1644 |
| PUTNAM ETF TRUST | FOCUSED LAR CAP | 746729300 |  | 1088776 | 23465 | SH |  | SOLE | 0 | 0 | 0 | 23465 |
| RBB FD INC | F/M US TREASURY | 74933W452 |  | 652867 | 13094 | SH |  | SOLE | 0 | 0 | 0 | 13094 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 205801 | 6708 | SH |  | SOLE | 0 | 0 | 0 | 6708 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 |  | 1908713 | 68535 | SH |  | SOLE | 0 | 0 | 0 | 68535 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 |  | 308801 | 12303 | SH |  | SOLE | 0 | 0 | 0 | 12303 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 225596 | 9115 | SH |  | SOLE | 0 | 0 | 0 | 9115 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 493870 | 16954 | SH |  | SOLE | 0 | 0 | 0 | 16954 |
| SELECT SECTOR SPDR TR | STATE STREET CON | 81369Y407 |  | 233217 | 2140 | SH |  | SOLE | 0 | 0 | 0 | 2140 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R531 |  | 313573 | 4971 | SH |  | SOLE | 0 | 0 | 0 | 4971 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 3707978 | 5702 | SH |  | SOLE | 0 | 0 | 0 | 5702 |
| TRAVELERS COMPANIES INC | COM | 89417E109 |  | 235386 | 807 | SH |  | SOLE | 0 | 0 | 0 | 807 |
| VANGUARD ADMIRAL FDS INC | 500 VAL IDX FD | 921932703 |  | 204198 | 1002 | SH |  | SOLE | 0 | 0 | 0 | 1002 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 6293559 | 85464 | SH |  | SOLE | 0 | 0 | 0 | 85464 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 |  | 624608 | 2090 | SH |  | SOLE | 0 | 0 | 0 | 2090 |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 |  | 902784 | 3508 | SH |  | SOLE | 0 | 0 | 0 | 3508 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 219301 | 367 | SH |  | SOLE | 0 | 0 | 0 | 367 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 956279 | 4874 | SH |  | SOLE | 0 | 0 | 0 | 4874 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 690665 | 2405 | SH |  | SOLE | 0 | 0 | 0 | 2405 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 1340967 | 15118 | SH |  | SOLE | 0 | 0 | 0 | 15118 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 3422788 | 13068 | SH |  | SOLE | 0 | 0 | 0 | 13068 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 44533700 | 138816 | SH |  | SOLE | 0 | 0 | 0 | 138816 |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 |  | 1847213 | 8976 | SH |  | SOLE | 0 | 0 | 0 | 8976 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 423046 | 7827 | SH |  | SOLE | 0 | 0 | 0 | 7827 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 |  | 1554918 | 20705 | SH |  | SOLE | 0 | 0 | 0 | 20705 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 246357 | 4938 | SH |  | SOLE | 0 | 0 | 0 | 4938 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 266029 | 1237 | SH |  | SOLE | 0 | 0 | 0 | 1237 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 7387746 | 95808 | SH |  | SOLE | 0 | 0 | 0 | 95808 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 525935 | 8207 | SH |  | SOLE | 0 | 0 | 0 | 8207 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 |  | 323742 | 464 | SH |  | SOLE | 0 | 0 | 0 | 464 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 318971 | 6354 | SH |  | SOLE | 0 | 0 | 0 | 6354 |
| WORLD GOLD TR | SPDR GLD MINIS | 98149E303 |  | 252580 | 2725 | SH |  | SOLE | 0 | 0 | 0 | 2725 |

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