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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
Page 1 of 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVW ISHARES TR 56,445.0 $7.8M 3.20% -10K -15.5% $137.53 +2.2%
2 IDEV ISHARES TR 85,711.0 $7.6M 3.15% -2K -1.8% $89.01 +4.9%
3 FVD FIRST TR EXCHANGE-TRADED FD 114,938.0 $5.5M 2.29% -6K -5.1% $48.18 +4.0%
4 QQQ INVESCO QQQ TR Financial Services 4,557.0 $3.4M 1.39% -785.0 -14.7% $736.40 -2.4%
5 SPEM SPDR INDEX SHS FDS 53,774.0 $2.8M 1.15% -2K -4.1% $51.78 +3.1%
6 MUNI PIMCO ETF TR 50,651.0 $2.7M 1.10% -4K -7.1% $52.60 -2.8%
7 IJH ISHARES TR 33,159.0 $2.6M 1.05% -1K -3.7% $77.11 -1.6%
8 JMUB J P MORGAN EXCHANGE TRADED F 46,940.0 $2.4M 0.98% -4K -8.7% $50.66 -3.3%
9 ONEQ FIDELITY COMWLTH TR 17,676.0 $1.8M 0.75% -1K -5.4% $103.22 +1.2%
10 SPSM SPDR SERIES TRUST 31,184.0 $1.8M 0.74% -3K -7.7% $57.67 -2.0%
11 IJR ISHARES TR 9,877.0 $1.5M 0.60% -915.0 -8.5% $148.31 -2.0%
12 ESGD ISHARES TR 10,500.0 $1.1M 0.45% -363.0 -3.3% $102.81 +4.4%
13 AAPL APPLE INC Technology 3,615.0 $1.0M 0.43% -4K -53.7% $289.33 +10.6%
14 IWR ISHARES TR 9,086.0 $1.0M 0.41% -483.0 -5.0% $110.32 +1.4%
15 NVDA NVIDIA CORPORATION Technology 3,802.0 $761K 0.31% -119.0 -3.0% $200.09 +15.1%
16 FNX FIRST TR EXCHANGE-TRADED ALP 4,493.0 $658K 0.27% -171.0 -3.7% $146.34 -1.0%
17 AMZN AMAZON COM INC Consumer Cyclical 2,476.0 $590K 0.24% -22.0 -0.9% $238.34 +8.5%
18 QQQM INVESCO EXCH TRADED FD TR II 1,766.0 $535K 0.22% -1K -39.7% $302.97 -2.3%
19 IEMG ISHARES INC 6,054.0 $502K 0.21% -552.0 -8.4% $82.84 +1.0%
20 ESGE ISHARES INC 8,222.0 $450K 0.19% -798.0 -8.8% $54.69 +1.6%
Page 1 of 2  ·  30 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 47.2%
Technology 28.8%
Consumer Cyclical 9.3%
Industrials 4.5%
Communication Services 4.0%
Basic Materials 3.8%
Healthcare 2.4%