§ 13F · FUND PROFILE
Higgins & Schmidt Wealth Strategies LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $154.9T (13F)Positions · 53Turnover · — · Q4Filed · Jan 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$211.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPYG | SPDR SERIES TRUST | 329K | $35.2T | 16.6% | NEW |
| 2 | SPYV | SPDR SERIES TRUST | 616K | $35.0T | 16.6% | NEW |
| 3 | SPDW | SPDR INDEX SHS FDS | 682K | $30.3T | 14.3% | NEW |
| 4 | SPMD | SPDR SERIES TRUST | 217K | $12.6T | 6.0% | NEW |
| 5 | AVEM | AMERICAN CENTY ETF TR | 142K | $11.0T | 5.2% | NEW |
| 6 | SPTI | SPDR SERIES TRUST | 324K | $9.3T | 4.4% | NEW |
| 7 | IVW | ISHARES TR | 67K | $8.2T | 3.9% | NEW |
| 8 | AVUV | AMERICAN CENTY ETF TR | 75K | $7.6T | 3.6% | NEW |
| 9 | IDEV | ISHARES TR | 87K | $7.2T | 3.4% | NEW |
| 10 | AVDV | AMERICAN CENTY ETF TR | 72K | $6.7T | 3.2% | NEW |
§ 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 $154918.2 trillion in assets. The fund runs a portfolio of 53 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
7 FILINGS
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
Q4 2024
Steady book
+0 buys · −0 exits · 0 changed