Higgins & Schmidt Wealth Strategies LLC
Higgins & Schmidt Wealth Strategies LLC reported 65 positions worth $242.3M as of June 30, 2026 (13F filed July 16, 2026). Largest holding: SPYG (17.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPYG | SH | $41.4M | 17.09% | 348,013 | — | — | |
| ▸ 2 | SPYV | SH | $41.2M | 17.00% | 677,779 | — | — | |
| ▸ 3 | SPDW | SH | $34.3M | 14.16% | 681,189 | — | — | |
| ▸ 4 | SPMD | SH | $15.5M | 6.41% | 229,878 | — | — | |
| ▸ 5 | AVEM | SH | $14.2M | 5.85% | 146,977 | — | — | |
| ▸ 6 | SPTI | SH | $11.5M | 4.76% | 405,964 | — | — | |
| ▸ 7 | AVUV | SH | $9.7M | 3.99% | 77,482 | — | — | |
| ▸ 8 | IVW | SH | $7.8M | 3.20% | 56,445 | — | — | |
| ▸ 9 | IDEV | SH | $7.6M | 3.15% | 85,711 | — | — | |
| ▸ 10 | AVDV | SH | $7.6M | 3.14% | 73,757 | — | — |
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Frequently Asked Questions
What stocks does Higgins & Schmidt Wealth Strategies LLC hold as of Q2 2026?
Higgins & Schmidt Wealth Strategies LLC reported 65 positions worth $242.3M in its Q2 2026 13F filing. Largest positions: SPYG (17.1%), SPYV (17.0%), SPDW (14.2%), SPMD (6.4%) and AVEM (5.9%).
What did Higgins & Schmidt Wealth Strategies LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Higgins & Schmidt Wealth Strategies LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.