§ 13F · FUND PROFILE
Higgins & Schmidt Wealth Strategies LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $155M (13F)Positions · 53Turnover · — · Q1Filed · Apr 20, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$10M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPYV | SPDR SERIES TRUST | 640K | $36M | 16.5% | +4% |
| 2 | SPYG | SPDR SERIES TRUST | 332K | $33M | 14.9% | +1% |
| 3 | SPDW | SPDR INDEX SHS FDS | 673K | $31M | 14.0% | −1% |
| 4 | SPMD | SPDR SERIES TRUST | 222K | $13M | 6.0% | +2% |
| 5 | AVEM | AMERICAN CENTY ETF TR | 148K | $12M | 5.4% | +4% |
| 6 | SPTI | SPDR SERIES TRUST | 375K | $11M | 4.9% | +16% |
| 7 | AVUV | AMERICAN CENTY ETF TR | 77K | $9M | 3.9% | +4% |
| 8 | AVDV | AMERICAN CENTY ETF TR | 74K | $7M | 3.4% | +3% |
| 9 | IDEV | ISHARES TR | 86K | $7M | 3.3% | −1% |
| 10 | IVW | ISHARES TR | 60K | $7M | 3.1% | −11% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HIGGINS SIGNAL
AC read
Higgins & Schmidt Wealth Strategies LLC is a Other fund managing $155 million in assets. The fund runs a portfolio of 53 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed