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	Status
1	PEG	PUBLIC SVC ENTERPRISE GRP IN	Utilities	4,532	$364K	0.17%	SOLD
2	ASGN	ASGN INC	Technology	5,258	$253K	0.12%	SOLD

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%