DOSSIER · 13F-HR · Q2 2026

Higgins & Schmidt Wealth Strategies LLC

$242M in tracked AUM across 65 positions as of Q2 2026.

H&
CIK 0001941260 · last filed Jun 30, 2026
Total AUM
$242M
as of Q2 2026
Holdings
65
positions
Whale Score
62
62
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Higgins & Schmidt Wealth Strategies LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPYG
SPDR SERIES TRUST
$41M348K17.1%
02
SPYV
SPDR SERIES TRUST
$41M678K17.0%
03
SPDW
SPDR INDEX SHS FDS
$34M681K14.2%
04
SPMD
SPDR SERIES TRUST
$16M230K6.4%
05
AVEM
AMERICAN CENTY ETF TR
$14M147K5.9%
06
SPTI
SPDR SERIES TRUST
$12M406K4.8%
07
AVUV
AMERICAN CENTY ETF TR
$10M77K4.0%
08
IVW
ISHARES TR
$8M56K3.2%
09
IDEV
ISHARES TR
$8M86K3.1%
10
AVDV
AMERICAN CENTY ETF TR
$8M74K3.1%

Filing history

2026Q2Jun 30
$242M 10.7%
65 positionsView →
2026Q1Mar 31
$219M 3.7%
63 positionsView →
2025Q4Dec 31
$211M 6.7%
59 positionsView →
2025Q3Sep 30
$198M 9.6%
56 positionsView →
2025Q2Jun 30
$181M 6.7%
50 positionsLocked
2025Q1Mar 31
$169M 5.6%
47 positionsLocked
2024Q4Dec 31
$160M 3.5%
46 positionsLocked
2024Q3Sep 30
$155M 11.7%
53 positionsLocked
2024Q2Jun 30
$139M 2.3%
45 positionsLocked
2024Q1Mar 31
$136M 9.2%
45 positionsLocked
2023Q4Dec 31
$124M
43 positionsLocked