Higgins & Schmidt Wealth Strategies LLC - Portfolio Stock Holdings
Higgins & Schmidt Wealth Strategies LLC disclosed 69 stock positions in a recent SEC 13F filing. $242,455,697 of stock holdings were filed, with the largest holdings including SPYG, SPYV, and SPDW. This filing represented positions held on June 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:
June 30, 2026No. of Stocks:
69Est. Stock Holding Value:
$242,455,697Top 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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