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Portfolio (Quarterly) Guide ↗

Higgins & Schmidt Wealth Strategies LLC

· CIK 0001941260
13F Portfolio $242M AUM 65 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 8 New 19 Added 30 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPYG SPDR SERIES TRUST 348,013.0 $41.4M 17.09% +19K +5.6% $118.99 +2.3%
2 SPYV SPDR SERIES TRUST 677,779.0 $41.2M 17.00% +61K +10.0% $60.79 +4.4%
3 SPMD SPDR SERIES TRUST 229,878.0 $15.5M 6.41% +13K +5.8% $67.56 -1.6%
4 AVEM AMERICAN CENTY ETF TR 146,977.0 $14.2M 5.85% +5K +3.4% $96.49 +0.3%
5 SPTI SPDR SERIES TRUST 405,964.0 $11.5M 4.76% +82K +25.4% $28.39 -1.7%
6 AVUV AMERICAN CENTY ETF TR 77,482.0 $9.7M 3.99% +3K +3.9% $124.76 +1.7%
7 AVDV AMERICAN CENTY ETF TR 73,757.0 $7.6M 3.14% +2K +2.9% $103.05 +10.4%
8 ESGU ISHARES TR 17,600.0 $2.9M 1.19% +155.0 +0.9% $163.67 +3.1%
9 IWD ISHARES TR 5,216.0 $1.3M 0.52% +550.0 +11.8% $242.43 +6.3%
10 IWF ISHARES TR 9,295.0 $1.2M 0.48% +7K +401.9% $124.17 -0.6%
11 DFSV DIMENSIONAL ETF TRUST 24,261.0 $941K 0.39% +275.0 +1.1% $38.79 +4.3%
12 DFEM DIMENSIONAL ETF TRUST 19,640.0 $798K 0.33% +3K +20.2% $40.64 +0.9%
13 MSFT MICROSOFT CORP Technology 1,749.0 $652K 0.27% +266.0 +17.9% $373.05 +34.0%
14 BERKSHIRE HATHAWAY INC DEL 886.0 $443K 0.18% +6.0 +0.7% $500.39
15 SUSC ISHARES TR 17,635.0 $408K 0.17% +2K +14.5% $23.15 -2.6%
16 CAT CATERPILLAR INC Industrials 359.0 $382K 0.16% +2.0 +0.6% $1064.90 -23.6%
17 GOOGL ALPHABET INC Communication Services 957.0 $342K 0.14% +7.0 +0.7% $357.37 -5.3%
18 DC DAKOTA GOLD CORP Basic Materials 75,812.0 $323K 0.13% +23K +43.8% $4.26 +39.7%
19 SUSB ISHARES TR 10,913.0 $273K 0.11% +1K +15.3% $24.99 -1.1%

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 47.2%
Technology 28.8%
Consumer Cyclical 9.3%
Industrials 4.5%
Communication Services 4.0%
Basic Materials 3.8%
Healthcare 2.4%