Portfolio (Quarterly) Guide ↗

Higgins & Schmidt Wealth Strategies LLC

· CIK 0001941260

13F Portfolio $211M AUM 59 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds

Q4 2025 Q3 2025 · All 4 New 24 Added 18 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	META	META PLATFORMS INC	Communication Services	273	$200K	0.10%	SOLD

Sector Allocation

Financial Services 38.1%

Technology 36.7%

Consumer Cyclical 9.4%

Communication Services 7.4%

Utilities 3.5%

Basic Materials 2.9%

Industrials 2.0%