Higgins & Schmidt Wealth Strategies LLC
โขCIK: 1941260โขFiling: Q4 2025
**Higgins & Schmidt Wealth Strategies LLC** manages $211M across a diversified portfolio of 59 positions. The strategy exhibits a pronounced focus on sector and factor exposure, evidenced by top holdings including SPYG ($35.2M) and SPYV ($35.0M). Significant allocations are maintained in broad market and factor ETFs, notably SPDW ($30.3M) and SPMD ($12.6M). This concentration suggests a tactical approach emphasizing systematic factor tilts within the equity landscape.
Total AUM
$211.1M
QoQ Performance
+6.7%
Positions
31
Top 10 Concentration
77.3%
Latest Filing
Q4 2025
Top Holdings Allocation
SPYG
SPYV
SPDW
SPMD
AVEM
SPYG16.6%
SPYV16.6%
SPDW14.3%
SPMD6.0%
AVEM5.2%
SPTI4.4%
IVW3.9%
AVUV3.6%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other96.5%
Technology2.1%
Consumer0.5%
Financial0.4%
ETF0.3%
Utilities0.2%
Industrial0.1%
๐ช Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW4 new positions
โ25 increased
โ23 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024