StockDriftsStockDriftsTop 50 Higgins & Schmidt Wealth Strategies LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYG | SPDR SERIES TRUST | 16.6% | 331.8K | $40.8M | -4.65%(-16.17K) | $70.70(+70.52%) | 2026-09-30 | |
| SPYV | SPDR SERIES TRUST | 16.54% | 665.9K | $40.7M | -1.75%(-11.87K) | $49.92(+28.34%) | 2026-09-30 | |
| SPDW | SPDR INDEX SHS FDS | 13.91% | 681.4K | $34.2M | +0.04%(+257) | $33.42(+48.55%) | 2026-09-30 | |
| SPMD | SPDR SERIES TRUST | 5.87% | 229.1K | $14.4M | -0.32%(-732) | $48.37(+32.61%) | 2026-09-30 | |
| AVEM | AMERICAN CENTY ETF TR | 5.63% | 147.4K | $13.9M | +0.31%(+454) | $63.35(+39.21%) | 2026-09-30 | |
| SPTI | SPDR SERIES TRUST | 3.95% | 356.4K | $9.7M | -12.20%(-49.53K) | $28.56(-3.30%) | 2026-09-30 | |
| AVUV | AMERICAN CENTY ETF TR | 3.59% | 75.0K | $8.8M | -3.18%(-2.46K) | $96.08(+27.95%) | 2026-09-30 | |
| AVDV | AMERICAN CENTY ETF TR | 3.4% | 76.4K | $8.4M | +3.60%(+2.66K) | $71.70(+49.16%) | 2026-09-30 | |
| IVW | ISHARES TR | 3.21% | 55.6K | $7.9M | -1.51%(-855) | $71.76(+94.05%) | 2026-09-30 | |
| IDEV | ISHARES TR | 3.1% | 85.3K | $7.6M | -0.45%(-383) | $62.09(+44.22%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +46.91% |
| Top 20 Holdings Unweighted | — | — | — | — | +40.02% |
Higgins & Schmidt Wealth Strategies LLC reports $246.04M in US-listed equity holdings across 66 positions in its most recent 13F filing. Its largest disclosed positions are SPYG (16.6%), SPYV (16.5%) and SPDW (13.9%). The top 20 holdings account for 88.08% of reported assets. Its disclosed equity book has returned +46.91% cumulatively over 11 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Higgins & Schmidt Wealth Strategies LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1941260). View Higgins & Schmidt Wealth Strategies LLC’s 13F filings on SEC