Higgins & Schmidt Wealth Strategies LLC Portfolio Holdings

Higgins & Schmidt Wealth Strategies LLC

  • $198 Billion
  • Q3 2025

Higgins & Schmidt Wealth Strategies LLC has filed its 13F form on October 15, 2025 for Q3 2025 where it was disclosed a total value porftolio of $198 Billion distributed in 56 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $33.6B, Spdr Portfolio S&P 500 Value E with a value of $32.5B, Spdr Ser Tr Fds Spdr Portfolio with a value of $28.3B, Spdr Portfolio with a value of $11.9B, and American Centy ETF Tr Avantis with a value of $10B.

Examining the 13F form we can see an increase of $17.3B in the current position value, from $181B to 198B.

Higgins & Schmidt Wealth Strategies LLC is based out at Denver, CO

Below you can find more details about Higgins & Schmidt Wealth Strategies LLC portfolio as well as his latest detailed transactions.

Portfolio value $198 Billion
ETFs: $191 Billion
Technology: $4.16 Billion
Consumer Cyclical: $922 Million
Communication Services: $874 Million
Financial Services: $737 Million
Utilities: $378 Million
Basic Materials: $240 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$33.6 Billion 16.97% of portfolio
321,485
Q3 2025 Reduced 2.15%
$0
$32.5 Billion 16.44% of portfolio
588,198
Q3 2025 Added 4.21%
$0
$28.3 Billion 14.3% of portfolio
661,477
Q3 2025 Reduced 0.04%
$0
$11.9 Billion 6.02% of portfolio
208,472
Q3 2025 Added 2.35%
$0
$10 Billion 5.06% of portfolio
133,381
Q3 2025 Added 2.74%
$0
$8.83 Billion 4.46% of portfolio
305,466
Q3 2025 Added 7.01%
$0
$8.48 Billion 4.28% of portfolio
70,264
Q3 2025 Reduced 2.38%
$0
$7.2 Billion 3.64% of portfolio
89,862
Q3 2025 Reduced 1.78%
$0
$7.02 Billion 3.54% of portfolio
70,502
Q3 2025 Added 3.01%
$0
$6.02 Billion 3.04% of portfolio
67,568
Q3 2025 Added 3.32%
$0
$5.7 Billion 2.88% of portfolio
123,323
Q3 2025 Reduced 0.61%
$0
$3.25 Billion 1.64% of portfolio
5,415
Q3 2025 Reduced 2.78%
$0
$2.76 Billion 1.39% of portfolio
52,726
Q3 2025 Added 7.14%
$0
$2.64 Billion 1.33% of portfolio
56,315
Q3 2025 Reduced 0.58%
$3.98T
$2.4 Billion 1.21% of portfolio
9,429
Q3 2025 Added 69.56%
$0
$2.3 Billion 1.16% of portfolio
45,659
Q3 2025 Added 17.61%
$0
$1.85 Billion 0.93% of portfolio
12,706
Q3 2025 Reduced 1.88%
$0
$1.73 Billion 0.87% of portfolio
19,432
Q3 2025 Reduced 0.48%
$0
$1.57 Billion 0.79% of portfolio
33,840
Q3 2025 Reduced 1.65%
$0
$1.3 Billion 0.66% of portfolio
10,935
Q3 2025 Added 0.67%
$0
$954 Million 0.48% of portfolio
4,686
Q3 2025 Reduced 1.16%
$0
$929 Million 0.47% of portfolio
9,618
Q3 2025 Reduced 0.16%
$0
$873 Million 0.44% of portfolio
1,863
Q3 2025 Reduced 0.59%
$0
$789 Million 0.4% of portfolio
3,191
Q3 2025 Reduced 10.62%
$3.81T
$793 Million 0.4% of portfolio
1,532
Q3 2025 Reduced 0.52%
$0
$735 Million 0.37% of portfolio
23,077
Q2 2025 New
$0
$724 Million 0.37% of portfolio
7,789
Q3 2025 Added 2.62%
$453B
$713 Million 0.36% of portfolio
3,819
Q3 2025 Added 7.82%
$0
$591 Million 0.3% of portfolio
4,709
Q3 2025 Reduced 1.98%
$2.18T
$535 Million 0.27% of portfolio
2,438
Q3 2025 Reduced 2.87%
$0
$526 Million 0.27% of portfolio
7,973
Q3 2025 Added 16.24%
$0
$530 Million 0.27% of portfolio
5,568
Q2 2025 Reduced 23.93%
$0
$524 Million 0.26% of portfolio
16,333
Q3 2025 Reduced 1.23%
$0
$474 Million 0.24% of portfolio
2,196
Q2 2025 Reduced 1.13%
$0
$460 Million 0.23% of portfolio
690
Q3 2025 Added 16.75%
$0
$429 Million 0.22% of portfolio
5,319
Q3 2025 Reduced 10.44%
$646B
$445 Million 0.22% of portfolio
885
Q3 2025 Added 7.93%
$1.53T
$443 Million 0.22% of portfolio
1,818
Q3 2025 Added 2.25%
$0
$390 Million 0.2% of portfolio
14,375
Q3 2025 Reduced 0.05%
$1.35T
$386 Million 0.2% of portfolio
869
Q3 2025 New
$42.1B
$378 Million 0.19% of portfolio
4,532
Q3 2025 New
$0
$339 Million 0.17% of portfolio
14,404
Q3 2025 Added 1.82%
$0
$340 Million 0.17% of portfolio
1,791
Q2 2025 Reduced 0.39%
$0
$318 Million 0.16% of portfolio
519
Q3 2025 Reduced 4.77%
$0
$299 Million 0.15% of portfolio
1,860
Q3 2024 Reduced 20.99%
$876B
$292 Million 0.15% of portfolio
926
Q3 2025 Added 2.21%
$0
$286 Million 0.14% of portfolio
6,592
Q3 2025 Added 0.49%
$2.3B
$250 Million 0.13% of portfolio
5,270
Q1 2025 Reduced 7.23%
$1.5T
$231 Million 0.12% of portfolio
949
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 56
  • Current Value $198 Billion
  • Prior Value $181 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 15, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 7 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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