Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Higgins & Schmidt Wealth Strategies LLC (CIK 1941260) reported $242.3M across 65 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPYG ($41.4M, 17.09%), SPYV ($41.2M, 17.00%), SPDW ($34.3M, 14.16%), SPMD ($15.5M, 6.41%), AVEM ($14.2M, 5.85%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPYG | SPDR SERIES TRUST | $41.4M | 17.09% | 348,013 | Added |
| 2 | SPYV | SPDR SERIES TRUST | $41.2M | 17.00% | 677,779 | Added |
| 3 | SPDW | SPDR INDEX SHS FDS | $34.3M | 14.16% | 681,189 | Added |
| 4 | SPMD | SPDR SERIES TRUST | $15.5M | 6.41% | 229,878 | Added |
| 5 | AVEM | AMERICAN CENTY ETF TR | $14.2M | 5.85% | 146,977 | Trimmed |
| 6 | SPTI | SPDR SERIES TRUST | $11.5M | 4.76% | 405,964 | Added |
| 7 | AVUV | AMERICAN CENTY ETF TR | $9.7M | 3.99% | 77,482 | Added |
| 8 | IVW | ISHARES TR | $7.8M | 3.20% | 56,445 | Trimmed |
| 9 | IDEV | ISHARES TR | $7.6M | 3.15% | 85,711 | Trimmed |
| 10 | AVDV | AMERICAN CENTY ETF TR | $7.6M | 3.14% | 73,757 | Trimmed |
| 11 | FVD | FIRST TR EXCHANGE-TRADED FD | $5.5M | 2.29% | 114,938 | Trimmed |
| 12 | QQQ | INVESCO QQQ TR | $3.4M | 1.38% | 4,557 | Trimmed |
| 13 | ESGU | ISHARES TR | $2.9M | 1.19% | 17,600 | Added |
| 14 | SPEM | SPDR INDEX SHS FDS | $2.8M | 1.15% | 53,774 | Trimmed |
| 15 | MUNI | PIMCO ETF TR | $2.7M | 1.10% | 50,651 | Trimmed |
| 16 | IJH | ISHARES TR | $2.6M | 1.06% | 33,159 | Trimmed |
| 17 | JMUB | J P MORGAN EXCHANGE TRADED F | $2.4M | 0.98% | 46,940 | Added |
| 18 | ONEQ | FIDELITY COMWLTH TR | $1.8M | 0.75% | 17,676 | Trimmed |
| 19 | SPSM | SPDR SERIES TRUST | $1.8M | 0.74% | 31,184 | Trimmed |
| 20 | IJR | ISHARES TR | $1.5M | 0.60% | 9,877 | Trimmed |
| 21 | IGIB | ISHARES TR | $1.4M | 0.58% | 26,659 | Added |
| 22 | IWD | ISHARES TR | $1.3M | 0.52% | 5,216 | Trimmed |
| 23 | IWF | ISHARES TR | $1.2M | 0.48% | 9,295 | Added |
| 24 | ESGD | ISHARES TR | $1.1M | 0.45% | 10,500 | Trimmed |
| 25 | MUB | ISHARES TR | $1.1M | 0.45% | 10,180 | Added |
Source: SEC Form 13F filings · as of 2026-06-30