Higgins & Schmidt Wealth Strategies LLC: 13F holdings
CIK 19412602026Q2
| Positions | 65 |
|---|
| Reported value | $242.3m |
|---|
| Filed | 2026-07-16 |
|---|
Change since last quarter
| Positions | 65 (+2 vs prior quarter) |
|---|
| Reported value | $242.3m (+10.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPYG SPDR SERIES TRUST | 348,013 | $41.4m | 17.1% |
| SPYV SPDR SERIES TRUST | 677,779 | $41.2m | 17.0% |
| EWU SPDR INDEX SHS FDS | 681,189 | $34.3m | 14.2% |
| SPMD SPDR SERIES TRUST | 229,878 | $15.5m | 6.4% |
| AVEM AMERICAN CENTY ETF TR | 146,977 | $14.2m | 5.9% |
| SPTI SPDR SERIES TRUST | 405,964 | $11.5m | 4.8% |
| AVUV AMERICAN CENTY ETF TR | 77,482 | $9.7m | 4.0% |
| IWF ISHARES TR | 56,445 | $7.8m | 3.2% |
| VGK ISHARES TR | 85,711 | $7.6m | 3.1% |
| AVDV AMERICAN CENTY ETF TR | 73,757 | $7.6m | 3.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1941260")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples