Higgins & Schmidt Wealth Strategies
Higgins & Schmidt Wealth Strategies reported 66 stocks worth $246M in its 13F filing for Q3 2026, filed Oct 26, 2026. Its largest holdings are SPYG (16.6%), SPYV (16.5%) and SPDW (13.9%). Compared with Q2 2026, the fund opened new positions in IEI, IGSB and DFSV, added to AVEM, AVDV and MUB, trimmed SPYG, SPYV and SPMD and sold out of SPYM and TSLA.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPYG Spdr Series Trust | $40.8M | 16.6% | 332K | −16K (−5%) | 8 of 8 | |
| 2 |  SPYV State Street | $40.7M | 16.5% | 666K | −12K (−2%) | 8 of 8 | |
| 3 |  SPDW Spdr Developed | $34.2M | 13.9% | 681K | No change | 8 of 8 | |
| 4 |  SPMD State Street | $14.4M | 5.9% | 229K | −732 (−0%) | 8 of 8 | |
| 5 |  AVEM American Centy ETF TR | $13.9M | 5.6% | 147K | +454 (+0%) | 8 of 8 | |
| 6 |  SPTI Spdr Series Trust | $9.7M | 4.0% | 356K | −50K (−12%) | 8 of 8 | |
| 7 |  AVUV American Centy ETF TR | $8.8M | 3.6% | 75K | −2,461 (−3%) | 8 of 8 | |
| 8 |  AVDV Avantis International Small Cap Value ETF | $8.4M | 3.4% | 76K | +2,657 (+4%) | 8 of 8 | |
| 9 |  IVW Ishares TR | $7.9M | 3.2% | 56K | −855 (−2%) | 8 of 8 | |
| 10 |  IDEV Ishares TR | $7.6M | 3.1% | 85K | −383 (−0%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 26, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Higgins & Schmidt Wealth Strategies 13F FAQ
What does Higgins & Schmidt Wealth Strategies own?
Higgins & Schmidt Wealth Strategies reported 66 stocks worth $246M in its 13F filing for Q3 2026, filed Oct 26, 2026. Its largest holdings are SPYG (16.6%), SPYV (16.5%) and SPDW (13.9%). The table above lists every position in the filing (the top 10 without an account).
What did Higgins & Schmidt Wealth Strategies buy and sell in Q3 2026?
Compared with Q2 2026: 4 new positions, 23 added to, 25 trimmed and 3 sold out. New positions include IEI, IGSB and DFSV. It sold all of SPYM and TSLA.
When will Higgins & Schmidt Wealth Strategies file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Higgins & Schmidt Wealth Strategies's portfolio worth?
The Q3 2026 filing reports $246M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.