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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 2 of 2  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JPM JPMORGAN CHASE & CO. Financial Services 958.0 $309K 0.15% +32.0 +3.5% $322.22 +3.5%
22 ESML ISHARES TR 6,422.0 $295K 0.14% +2K +37.9% $45.98 +16.6%
23 SUSB ISHARES TR 9,463.0 $239K 0.11% +600.0 +6.8% $25.24 -1.4%
24 XLF SELECT SECTOR SPDR TR 4,206.0 $230K 0.11% +32.0 +0.8% $54.77 -1.3%
Page 2 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%