Higgins & Schmidt Wealth Strategies LLC - Portfolio overview

Higgins & Schmidt Wealth Strategies LLC has 67 reported holdings in this dataset, with the latest filing dated 2026-04-20.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. SPYV - SPDR SERIES TRUST, 16.45%
2. SPYG - SPDR SERIES TRUST, 14.78%
3. SPDW - SPDR INDEX SHS FDS, 13.97%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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