account_balance
Investment manager · 13F filer · SEC CIK 1941260
Higgins & Schmidt Wealth Strategies LLC
Reported value$246Mas of Sep 30, 2026
Positions66 3 new, 2 sold out
Top 10 weight75.8%SPYG alone is 17%
FiledOct 2626 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYGSPDR Series Trust
16.6%Trimmed −5%
SPYVSPDR Series Trust
16.5%
SPDWSPDR Index SHS FDS
13.9%
SPMDSPDR Series Trust
5.9%
AVEMAmerican Centy ETF Tr
5.6%
SPTISPDR Series Trust
4.0%−12%
AVUVAmerican Centy ETF Tr
3.6%Trimmed −3%
AVDVAmerican Centy ETF Tr
3.4%Added +4%
IVWiShares Tr
3.2%
IDEViShares Tr
3.1%
FVDFirst Tr Exchange-Traded Fd
2.2%
MUB
SPYGSPDR Series Trust
16.6%Trimmed −5%
SPYVSPDR Series Trust
16.5%
SPDWSPDR Index SHS FDS
13.9%
SPMD5.9%
AVEMAmerican Centy ETF Tr
5.6%
SPTI4.0%
AVUV3.6%
AVDV3.4%
IVW
IDEV
FVD2.2%
MUB
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPYG SPDR Series Trust 16.6% Trimmed −5%
SPYV SPDR Series Trust 16.5% Held
SPDW SPDR Index SHS FDS 13.9% Held
SPMD SPDR Series Trust 5.9% Held
AVEM American Centy ETF Tr 5.6% Held
SPTI SPDR Series Trust 4.0% Trimmed −12%
AVUV American Centy ETF Tr 3.6% Trimmed −3%
AVDV American Centy ETF Tr 3.4% Added +4%
IVW iShares Tr 3.2% Held
IDEV iShares Tr 3.1% Held
FVD First Tr Exchange-Traded Fd 2.2% Held
MUB iShares Tr 1.6% Added +277%
What changed
Biggest moves since Jun 30, 2026
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