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Higgins & Schmidt Wealth Strategies

Latest statistics and disclosures from Higgins & Schmidt Wealth Strategies's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPYV, SPYG, SPDW, SPMD, AVEM, and represent 56.91% of Higgins & Schmidt Wealth Strategies's stock portfolio.
Added to shares of these 10 stocks: SPYM (+$5.8M), DFGX, SPTI, SPYV, MUB, AVEM, IGIB, DISV, IGSB, AVUV.
Started 8 new stock positions in DFGX, IGIB, MUB, SPYM, FPI, XTL, DISV, IGSB.
Reduced shares in these 10 stocks: AAPL, IVW, QQQ, , SPDW, PEG, QQQM, JMUB, SPTM, VTI.
Sold out of its positions in PEG, XLK, TSLA, VTI.
Higgins & Schmidt Wealth Strategies was a net buyer of stock by $9.6M.
Higgins & Schmidt Wealth Strategies has $219M in assets under management (AUM), dropping by 3.69%.
Central Index Key (CIK): 0001941260

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Portfolio Holdings for Higgins & Schmidt Wealth Strategies

Higgins & Schmidt Wealth Strategies holds 63 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust State Street Spd (SPYV)	16.5	$36M	+3%	640k	56.58	View chart
Spdr Series Trust State Street Spd (SPYG)	14.9	$33M		332k	97.91	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	14.0	$31M		674k	45.65	View chart
Spdr Series Trust State Street Spd (SPMD)	6.0	$13M	+2%	222k	59.22	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	5.4	$12M	+4%	148k	80.58	View chart
Spdr Series Trust State Street Spd (SPTI)	4.9	$11M	+15%	375k	28.66	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	3.9	$8.6M	+3%	77k	110.47	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	3.4	$7.4M	+2%	74k	99.86	View chart
Ishares Tr Core Msci Intl (IDEV)	3.3	$7.2M		86k	83.57	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	3.1	$6.8M	-10%	60k	113.11	View chart
Spdr Series Trust State Street Spd (SPYM)	2.6	$5.8M	NEW	76k	76.54	View chart
First Tr Exchange-traded SHS (FVD)	2.5	$5.5M	-3%	117k	47.03	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	1.3	$2.8M		54k	52.19	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.2	$2.6M	-14%	4.6k	577.18	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	1.2	$2.5M	-3%	54k	46.91	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	1.1	$2.5M		18k	141.42	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	1.1	$2.3M	-9%	47k	49.99	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.0	$2.3M	-2%	34k	67.53	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	1.0	$2.2M		43k	50.98	View chart
Dimensional Etf Trust Dimensional Inte (DFGX)	0.9	$2.0M	NEW	39k	52.45	View chart
Spdr Series Trust State Street Spd (SPSM)	0.7	$1.5M	-5%	32k	48.32	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.7	$1.5M	-3%	18k	84.91	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$1.2M	-7%	10k	124.31	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.5	$1.1M	+12%	5.3k	213.67	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.5	$1.1M	+37%	2.5k	426.40	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.5	$1.0M		11k	95.62	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.4	$951k	+2%	9.8k	97.23	View chart
Apple (AAPL)	0.4	$911k	-54%	3.6k	253.81	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.4	$877k	+4%	25k	35.04	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.3	$717k	+27%	21k	34.55	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$668k	NEW	6.3k	106.15	View chart
NVIDIA Corporation (NVDA)	0.3	$665k	-2%	3.8k	174.40	View chart
First Tr Exchange-traded A Com Shs (FNX)	0.3	$594k		4.6k	128.25	View chart
Microsoft Corporation (MSFT)	0.3	$550k		1.5k	370.18	View chart
Amazon (AMZN)	0.2	$523k		2.5k	208.27	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$516k		5.6k	92.74	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.2	$450k	NEW	8.4k	53.22	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$438k		1.5k	286.80	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$437k		2.0k	215.06	View chart
First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM)	0.2	$431k		14k	29.95	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$425k	-7%	6.1k	69.75	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$425k		886.00	479.20	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$418k	-39%	1.8k	237.62	View chart
Ishares Esg Awr Msci Em (ESGE)	0.2	$401k	-2%	8.8k	45.47	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.2	$392k	NEW	9.9k	39.44	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.2	$372k	+4%	16k	23.14	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$352k		1.8k	191.92	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$315k	NEW	6.0k	52.56	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$313k	-4%	524.00	597.55	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$308k	-15%	474.00	650.34	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$297k		6.3k	47.02	View chart
First Tr Exchange-traded A Com Shs (FTC)	0.1	$287k		1.9k	154.14	View chart
JPMorgan Chase & Co. (JPM)	0.1	$275k	-2%	936.00	294.16	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$275k		957.00	287.56	View chart
Dakota Gold Corp (DC)	0.1	$266k		53k	5.05	View chart
Caterpillar (CAT)	0.1	$254k		359.00	708.46	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.1	$245k	+3%	9.8k	25.07	View chart
Spdr Series Trust State Street Spd (XTL)	0.1	$244k	NEW	1.3k	188.06	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$208k		4.2k	49.37	View chart
Spdr Series Trust State Street Spd (SPTM)	0.1	$207k	-50%	2.6k	79.07	View chart
On Assignment (ASGN)	0.1	$204k		5.3k	38.71	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$202k	-5%	1.0k	196.23	View chart
Farmland Partners (FPI)	0.1	$117k	NEW	10k	11.23	View chart

Past Filings by Higgins & Schmidt Wealth Strategies

SEC 13F filings are viewable for Higgins & Schmidt Wealth Strategies going back to 2024

Higgins & Schmidt Wealth Strategies 2026 Q1 filed April 20, 2026
Higgins & Schmidt Wealth Strategies 2025 Q4 filed Jan. 29, 2026
Higgins & Schmidt Wealth Strategies 2025 Q3 filed Oct. 15, 2025
Higgins & Schmidt Wealth Strategies 2025 Q2 filed July 3, 2025
Higgins & Schmidt Wealth Strategies 2025 Q1 filed April 21, 2025
Higgins & Schmidt Wealth Strategies 2023 Q4 filed March 25, 2025
Higgins & Schmidt Wealth Strategies 2024 Q1 filed March 25, 2025
Higgins & Schmidt Wealth Strategies 2024 Q2 filed March 25, 2025
Higgins & Schmidt Wealth Strategies 2024 Q3 filed March 25, 2025
Higgins & Schmidt Wealth Strategies 2024 Q4 filed March 25, 2025

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