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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 Chg Shares Chg % Period Price ① Since Period ①
1 JMST J P MORGAN EXCHANGE TRADED F 42,836.0 $2.2M 1.03% NEW $50.94 -0.0%
2 VTV VANGUARD INDEX FDS 1,092.0 $209K 0.10% NEW $191.02 +10.9%
3 XLK SELECT SECTOR SPDR TR 1,432.0 $206K 0.10% NEW $143.97 +28.1%
4 CAT CATERPILLAR INC Industrials 357.0 $205K 0.10% NEW $572.87 +58.8%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%