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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 2 of 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 RSP INVESCO EXCHANGE TRADED FD T 1,786.0 $380K 0.16% -65.0 -3.5% $212.77 +2.9%
22 SPY STATE STR SPDR S&P 500 ETF T Financial Services 488.0 $364K 0.15% -74.0 -13.2% $746.77 +3.1%
23 VOO VANGUARD INDEX FDS 524.0 $360K 0.15% -26.0 -4.7% $686.81 +3.1%
24 ESML ISHARES TR 6,114.0 $342K 0.14% -308.0 -4.8% $55.93 -1.5%
25 FTC FIRST TR EXCHANGE-TRADED ALP 1,737.0 $337K 0.14% -123.0 -6.6% $193.77 -8.5%
26 JPM JPMORGAN CHASE & CO Financial Services 937.0 $307K 0.13% -21.0 -2.2% $327.33 +9.6%
27 JMST J P MORGAN EXCHANGE TRADED F 5,430.0 $277K 0.11% -37K -87.3% $51.00 -0.3%
28 SPTM SPDR SERIES TRUST 2,614.0 $237K 0.10% -3K -50.5% $90.81 +2.8%
29 VTV VANGUARD INDEX FDS 1,030.0 $225K 0.09% -62.0 -5.7% $217.96 +3.9%
30 TSLA TESLA INC Consumer Cyclical 485.0 $204K 0.08% -402.0 -45.3% $420.60 -15.8%
Page 2 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%