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Higgins & Schmidt Wealth Strategies LLC 13F holdings

Filed 2026-07-16 · Higgins & Schmidt Wealth Strategies LLC · 65 positions · $242.3M

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TickerCompanySharesValue% of portfolio
SPYGSPDR SERIES TRUST348.0K$41.4M17.1%
SPYVSPDR SERIES TRUST677.8K$41.2M17.0%
SPDWSPDR INDEX SHS FDS681.2K$34.3M14.2%
SPMDSPDR SERIES TRUST229.9K$15.5M6.4%
AVEMAMERICAN CENTY ETF TR147.0K$14.2M5.9%
SPTISPDR SERIES TRUST406.0K$11.5M4.8%
AVUVAMERICAN CENTY ETF TR77.5K$9.7M4.0%
IVWISHARES TR56.4K$7.8M3.2%
IDEVISHARES TR85.7K$7.6M3.1%
AVDVAMERICAN CENTY ETF TR73.8K$7.6M3.1%
FVDFIRST TR EXCHANGE-TRADED FD114.9K$5.5M2.3%
QQQINVESCO QQQ TR4.6K$3.4M1.4%
ESGUISHARES TR17.6K$2.9M1.2%
SPEMSPDR INDEX SHS FDS53.8K$2.8M1.1%
MUNIPIMCO ETF TR50.7K$2.7M1.1%
IJHISHARES TR33.2K$2.6M1.1%
JMUBJ P MORGAN EXCHANGE TRADED F46.9K$2.4M1.0%
ONEQFIDELITY COMWLTH TR17.7K$1.8M0.8%
SPSMSPDR SERIES TRUST31.2K$1.8M0.7%
IJRISHARES TR9.9K$1.5M0.6%
IGIBISHARES TR26.7K$1.4M0.6%
IWDISHARES TR5.2K$1.3M0.5%
IWFISHARES TR9.3K$1.2M0.5%
MUBISHARES TR10.2K$1.1M0.5%
ESGDISHARES TR10.5K$1.1M0.4%
AAPLAPPLE INC3.6K$1.0M0.4%
DFGXDIMENSIONAL ETF TRUST19.2K$1.0M0.4%
IWRISHARES TR9.1K$1.0M0.4%
DFSVDIMENSIONAL ETF TRUST24.3K$941,0840.4%
DFEMDIMENSIONAL ETF TRUST19.6K$798,1700.3%
NVDANVIDIA CORPORATION3.8K$760,7420.3%
FNXFIRST TR EXCHANGE-TRADED ALP4.5K$657,5160.3%
MSFTMICROSOFT CORP1.7K$652,4570.3%
AMZNAMAZON COM INC2.5K$590,1300.2%
GOOGALPHABET INC1.5K$539,4490.2%
USMVISHARES TR5.6K$537,0890.2%
QQQMINVESCO EXCH TRADED FD TR II1.8K$535,0450.2%
ACWIISHARES INC6.1K$501,5130.2%
VIGVANGUARD SPECIALIZED FUNDS2.0K$480,3390.2%
FEMFIRST TR EXCH TRD ALPHDX FD14.4K$459,8630.2%
ESGEISHARES INC8.2K$449,6610.2%
BRK-BBERKSHIRE HATHAWAY INC DEL886$443,3460.2%
SUSCISHARES TR17.6K$408,2750.2%
CATCATERPILLAR INC359$382,2990.2%
RSPINVESCO EXCHANGE TRADED FD T1.8K$380,0070.2%
DISVDIMENSIONAL ETF TRUST9.5K$379,9910.2%
SPYSTATE STR SPDR S&P 500 ETF T488$364,4240.2%
VOOVANGUARD INDEX FDS524$359,8880.1%
GOOGLALPHABET INC957$342,0030.1%
ESMLISHARES TR6.1K$341,9560.1%
FTCFIRST TR EXCHANGE-TRADED ALP1.7K$336,5780.1%
DCDAKOTA GOLD CORP75.8K$322,9590.1%
JPMJPMORGAN CHASE & CO937$306,7080.1%
XTLSPDR SERIES TRUST1.3K$295,0550.1%
JMSTJ P MORGAN EXCHANGE TRADED F5.4K$276,9300.1%
XLKSELECT SECTOR SPDR TR1.4K$272,8250.1%
SUSBISHARES TR10.9K$272,7160.1%
VGTVANGUARD WORLD FD2.0K$242,8650.1%
SPTMSPDR SERIES TRUST2.6K$237,3650.1%
VTIVANGUARD INDEX FDS622$230,1650.1%
Top Fund Holdings
13F
Top Fund Holdings

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