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Portfolio (Quarterly) Guide ↗

Higgins & Schmidt Wealth Strategies LLC

· CIK 0001941260
13F Portfolio $211M AUM 59 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 4 New 24 Added 18 Reduced 1 Exited
Page 1 of 2  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPYG SPDR SERIES TRUST 329,429.0 $35.2M 16.65% +8K +2.5% $106.70 +10.2%
2 SPYV SPDR SERIES TRUST 616,365.0 $35.0M 16.59% +28K +4.8% $56.81 +6.9%
3 SPDW SPDR INDEX SHS FDS 682,158.0 $30.3M 14.35% +21K +3.1% $44.41 +15.5%
4 SPMD SPDR SERIES TRUST 217,367.0 $12.6M 5.96% +9K +4.3% $57.91 +13.8%
5 AVEM AMERICAN CENTY ETF TR 142,203.0 $11.0M 5.19% +9K +6.6% $77.02 +25.5%
6 SPTI SPDR SERIES TRUST 323,787.0 $9.3M 4.42% +18K +6.0% $28.84 -2.1%
7 AVUV AMERICAN CENTY ETF TR 74,590.0 $7.6M 3.60% +4K +5.8% $101.98 +18.4%
8 AVDV AMERICAN CENTY ETF TR 71,709.0 $6.7M 3.19% +4K +6.1% $93.97 +13.8%
9 MUNI PIMCO ETF TR 54,509.0 $2.9M 1.35% +2K +3.4% $52.41 +0.0%
10 ESGU ISHARES TR 17,445.0 $2.6M 1.23% +5K +37.3% $148.98 +8.5%
11 JMUB J P MORGAN EXCHANGE TRADED F 51,394.0 $2.6M 1.23% +6K +12.6% $50.50 -0.3%
12 ESGD ISHARES TR 10,863.0 $1.0M 0.49% +3K +39.5% $95.09 +7.8%
13 DFSV DIMENSIONAL ETF TRUST 23,986.0 $789K 0.37% +909.0 +3.9% $32.89 +15.1%
14 NVDA NVIDIA CORPORATION Technology 3,921.0 $731K 0.35% +102.0 +2.7% $186.50 +9.7%
15 AMZN AMAZON COM INC Consumer Cyclical 2,498.0 $577K 0.27% +60.0 +2.5% $230.82 +2.9%
16 TSLA TESLA INC Consumer Cyclical 887.0 $399K 0.19% +18.0 +2.1% $449.72 -11.9%
17 ESGE ISHARES INC 9,020.0 $398K 0.19% +2K +36.8% $44.17 +24.2%
18 SUSC ISHARES TR 15,403.0 $360K 0.17% +999.0 +6.9% $23.38 -1.3%
19 RSP INVESCO EXCHANGE TRADED FD T 1,851.0 $355K 0.17% +60.0 +3.4% $191.56 +9.1%
20 VOO VANGUARD INDEX FDS 550.0 $345K 0.16% +31.0 +6.0% $627.13 +8.7%
Page 1 of 2  ·  24 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 38.1%
Technology 36.7%
Consumer Cyclical 9.4%
Communication Services 7.4%
Utilities 3.5%
Basic Materials 2.9%
Industrials 2.0%