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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
Page 2 of 3  ·  59 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SPSM SPDR SERIES TRUST 33,781.0 $1.6M 0.75% $46.86 +15.9%
22 IJR ISHARES TR 10,792.0 $1.3M 0.61% -143.0 -1.3% $120.18 +16.2%
23 ESGD ISHARES TR 10,863.0 $1.0M 0.49% +3K +39.5% $95.09 +8.9%
24 IWD ISHARES TR 4,666.0 $981K 0.47% $210.34 +13.1%
25 IWR ISHARES TR 9,569.0 $921K 0.44% -49.0 -0.5% $96.27 +10.8%
26 IWF ISHARES TR 1,852.0 $877K 0.41% -11.0 -0.6% $473.30 -73.4%
27 DFSV DIMENSIONAL ETF TRUST 23,986.0 $789K 0.37% +909.0 +3.9% $32.89 +14.9%
28 QQQM INVESCO EXCH TRADED FD TR II 2,927.0 $740K 0.35% -264.0 -8.3% $252.92 +18.8%
29 NVDA NVIDIA CORPORATION Technology 3,921.0 $731K 0.35% +102.0 +2.7% $186.50 +14.0%
30 MSFT MICROSOFT CORP Technology 1,483.0 $717K 0.34% -49.0 -3.2% $483.60 -14.7%
31 FNX FIRST TR EXCHANGE-TRADED ALP 4,664.0 $588K 0.28% -45.0 -1.0% $125.98 +12.0%
32 AMZN AMAZON COM INC Consumer Cyclical 2,498.0 $577K 0.27% +60.0 +2.5% $230.82 +17.8%
33 DFEM DIMENSIONAL ETF TRUST 16,333.0 $540K 0.26% $33.08 +23.7%
34 USMV ISHARES TR 5,568.0 $524K 0.25% $94.16 +2.0%
35 GOOG ALPHABET INC Communication Services 1,521.0 $477K 0.23% -297.0 -16.3% $313.70 +22.7%
36 VIG VANGUARD SPECIALIZED FUNDS 2,039.0 $448K 0.21% -157.0 -7.2% $219.78 +6.0%
37 IEMG ISHARES INC 6,606.0 $444K 0.21% -1K -17.1% $67.22 +24.2%
38 BERKSHIRE HATHAWAY INC DEL 880.0 $442K 0.21% -5.0 -0.6% $502.65
39 SPTM SPDR SERIES TRUST 5,276.0 $435K 0.21% -43.0 -0.8% $82.51 +10.2%
40 TSLA TESLA INC Consumer Cyclical 887.0 $399K 0.19% +18.0 +2.1% $449.72 -2.1%
Page 2 of 3  ·  59 positions

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%