Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Higgins & Schmidt Wealth Strategies LLC (CIK 1941260) reported $218.9M across 63 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPYV ($36.2M, 16.54%), SPYG ($32.5M, 14.86%), SPDW ($30.7M, 14.04%), SPMD ($13.2M, 6.02%), AVEM ($11.9M, 5.45%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPYV | SPDR SERIES TRUST | $36.2M | 16.54% | 639,848 | Added |
| 2 | SPYG | SPDR SERIES TRUST | $32.5M | 14.86% | 332,345 | Added |
| 3 | SPDW | SPDR INDEX SHS FDS | $30.7M | 14.04% | 673,462 | Trimmed |
| 4 | SPMD | SPDR SERIES TRUST | $13.2M | 6.02% | 222,433 | Added |
| 5 | AVEM | AMERICAN CENTY ETF TR | $11.9M | 5.45% | 148,030 | Added |
| 6 | SPTI | SPDR SERIES TRUST | $10.7M | 4.91% | 374,815 | Added |
| 7 | AVUV | AMERICAN CENTY ETF TR | $8.6M | 3.91% | 77,420 | Added |
| 8 | AVDV | AMERICAN CENTY ETF TR | $7.4M | 3.37% | 73,816 | Added |
| 9 | IDEV | ISHARES TR | $7.2M | 3.29% | 86,315 | Trimmed |
| 10 | IVW | ISHARES TR | $6.8M | 3.08% | 59,697 | Trimmed |
| 11 | SPLG | SPDR SERIES TRUST | $5.8M | 2.65% | 75,736 | New |
| 12 | FVD | FIRST TR EXCHANGE-TRADED FD | $5.5M | 2.51% | 116,919 | Trimmed |
| 13 | MUNI | PIMCO ETF TR | $2.8M | 1.29% | 54,240 | Trimmed |
| 14 | QQQ | INVESCO QQQ TR | $2.6M | 1.21% | 4,573 | Trimmed |
| 15 | SPEM | SPDR INDEX SHS FDS | $2.5M | 1.16% | 54,089 | Trimmed |
| 16 | ESGU | ISHARES TR | $2.5M | 1.13% | 17,569 | Added |
| 17 | JMUB | J P MORGAN EXCHANGE TRADED F | $2.3M | 1.06% | 46,518 | Trimmed |
| 18 | IJH | ISHARES TR | $2.3M | 1.04% | 33,603 | Trimmed |
| 19 | JMST | J P MORGAN EXCHANGE TRADED F | $2.2M | 1.00% | 42,836 | Hold |
| 20 | DFGX | DIMENSIONAL ETF TRUST | $2.0M | 0.93% | 39,022 | New |
| 21 | ONEQ | FIDELITY COMWLTH TR | $1.5M | 0.70% | 18,019 | Trimmed |
| 22 | SPSM | SPDR SERIES TRUST | $1.5M | 0.70% | 31,881 | Trimmed |
| 23 | IJR | ISHARES TR | $1.2M | 0.57% | 9,998 | Trimmed |
| 24 | IWD | ISHARES TR | $1.1M | 0.51% | 5,269 | Added |
| 25 | IWF | ISHARES TR | $1.1M | 0.50% | 2,543 | Added |
Source: SEC Form 13F filings · as of 2026-03-31