Higgins & Schmidt Wealth Strategies LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 29, 2026, for the 2025 Q4 period, Higgins & Schmidt Wealth Strategies LLC held in its portfolio 53 assets valued at $211,128,688 (i.e. $211.13M).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($94.11M), SPDR INDEX SHS FDS ($30.30M), and AMERICAN CENTY ETF TR ($10.95M).
The chart below shows the top 10 valuable assets, and the table below shows the top 53 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Higgins & Schmidt Wealth Strategies LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 1526005 | 94109767 | STATE STREET SPD |
| SPDR INDEX SHS FDS | 682158 | 30294615 | PORTFOLIO DEVLPD |
| AMERICAN CENTY ETF TR | 142203 | 10952451 | AVANTIS EMGMKT |
| ISHARES TR | 66771 | 8230175 | S&P 500 GRWT ETF |
| AMERICAN CENTY ETF TR | 74590 | 7606677 | US SML CP VALU |
| ISHARES TR | 87273 | 7198266 | CORE MSCI INTL |
| AMERICAN CENTY ETF TR | 71709 | 6738460 | INTL SMCP VLU |
| FIRST TR EXCHANGE-TRADED FD | 121142 | 5582227 | SHS |
| INVESCO QQQ TR | 5342 | 3281515 | UNIT SER 1 |
| PIMCO ETF TR | 54509 | 2856839 | INTER MUN BD ACT |
| SPDR INDEX SHS FDS | 56091 | 2625637 | PORTFOLIO EMG MK |
| ISHARES TR | 17445 | 2598956 | ESG AWR MSCI USA |
| J P MORGAN EXCHANGE TRADED F | 51394 | 2595397 | MUNICIPAL ETF |
| ISHARES TR | 34418 | 2271602 | CORE S&P MCP ETF |
| J P MORGAN EXCHANGE TRADED F | 42836 | 2182066 | ULTRA SHT MUNCPL |
| APPLE INC | 7808 | 2122645 | COM |
| FIDELITY COMWLTH TR | 18691 | 1708318 | NASDAQ COMPSIT |
| ISHARES TR | 10792 | 1296986 | CORE S&P SCP ETF |
| ISHARES TR | 10863 | 1032963 | ESG AW MSCI EAFE |
| ISHARES TR | 4666 | 981446 | RUS 1000 VAL ETF |
| ISHARES TR | 9569 | 921208 | RUS MID CAP ETF |
| FIRST TR EXCHANGE-TRADED ALP | 6524 | 884956 | COM SHS |
| ISHARES TR | 1852 | 876552 | RUS 1000 GRW ETF |
| DIMENSIONAL ETF TRUST | 23986 | 788900 | US SMALL CAP VAL |
| INVESCO EXCH TRADED FD TR II | 2927 | 740297 | NASDAQ 100 ETF |
| NVIDIA CORPORATION | 3921 | 731267 | COM |
| MICROSOFT CORP | 1483 | 717185 | COM |
| AMAZON COM INC | 2498 | 576588 | COM |
| DIMENSIONAL ETF TRUST | 16333 | 540296 | EMERGING MKTS CO |
| ISHARES TR | 5568 | 524283 | MSCI USA MIN VOL |
| ALPHABET INC | 1521 | 477138 | CAP STK CL C |
| VANGUARD SPECIALIZED FUNDS | 2039 | 448131 | DIV APP ETF |
| ISHARES INC | 6606 | 444055 | CORE MSCI EMKT |
| BERKSHIRE HATHAWAY INC DEL | 880 | 442332 | CL B NEW |
| TESLA INC | 887 | 398902 | COM |
| ISHARES INC | 9020 | 398413 | ESG AWR MSCI EM |
| FIRST TR EXCH TRD ALPHDX FD | 14375 | 393166 | EMERG MKT ALPH |
| SPDR S&P 500 ETF TR | 562 | 383239 | TR UNIT |
| PUBLIC SVC ENTERPRISE GRP IN | 4532 | 363920 | COM |
| ISHARES TR | 15403 | 360195 | ESG AWRE USD ETF |
| INVESCO EXCHANGE TRADED FD T | 1851 | 354578 | S&P500 EQL WGT |
| VANGUARD INDEX FDS | 550 | 344922 | S&P 500 ETF SHS |
| JPMORGAN CHASE & CO. | 958 | 308687 | COM |
| DAKOTA GOLD CORP | 52736 | 299540 | COM |
| ALPHABET INC | 950 | 297350 | CAP STK CL A |
| ISHARES TR | 6422 | 295284 | ESG AWARE MSCI |
| ASGN INC | 5258 | 253278 | COM |
| ISHARES TR | 9463 | 238846 | ESG AWRE 1 5 YR |
| SELECT SECTOR SPDR TR | 4206 | 230363 | STATE STREET FIN |
| VANGUARD INDEX FDS | 1092 | 208591 | VALUE ETF |
| VANGUARD INDEX FDS | 622 | 208538 | TOTAL STK MKT |
| SELECT SECTOR SPDR TR | 1432 | 206165 | STATE STREET TEC |
| CATERPILLAR INC | 357 | 204515 | COM |
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