Higgins & Schmidt Wealth Strategies LLC - Portfolio Stock Holdings
Higgins & Schmidt Wealth Strategies LLC disclosed 68 stock positions in a recent SEC 13F filing. $246,043,304 of stock holdings were filed, with the largest holdings including SPYG, SPYV, and SPDW. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $279,455,572 and has 6 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
68Est. Stock Holding Value:
$246,043,304Top Stock Holdings By Sector
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Portfolio Stock Holdings - Higgins & Schmidt Wealth Strategies LLC
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% of Portfolio
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