13F Filings History of Higgins & Schmidt Wealth Strategies LLC

Latest 13F report
Q4 2025 - 29 Jan 2026
Value $
$211,128,688
Signature - Title
Laura Schmidt - Director of Advanced Strategy and Operations
Location
Denver, CO
Summary
This page shows a list of all the recent 13F filings made by Higgins & Schmidt Wealth Strategies LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Higgins & Schmidt Wealth Strategies LLC reported 59 stock holdings with total value $211,128,688 as of Q4 2025. Top holdings included SPYG, SPYV, SPDW, SPMD, and AVEM.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 59 $211,128,688 +$10,419,065 -$1,956,274 +$8,462,791 SPYG, SPYV, SPDW, SPMD, AVEM 13F-HR 29 Jan 2026, 14:00
Q3 2025 56 $197,962,357 +$6,459,472 -$1,871,169 +$4,588,303 SPYG, SPYV, SPDW, SPMD, AVEM 13F-HR 15 Oct 2025, 13:31
Q2 2025 50 $180,628,941 +$11,786,858 -$16,583,580 -$4,796,722 SPYG, SPYV, SPDW, SPMD, AVEM 13F-HR 03 Jul 2025, 13:23
Q1 2025 47 $169,325,749 +$13,416,743 -$1,335,629 +$12,081,114 SPYG, SPYV, SPDW, SPMD, SPLG 13F-HR 21 Apr 2025, 12:49
Q4 2024 46 $160,353,560 +$45,017,170 -$37,424,748 +$7,592,422 SPYG, SPYV, SPDW, SPMD, IVW 13F-HR 25 Mar 2025, 15:31
Q3 2024 53 $154,918,152 +$8,725,050 -$1,205,187 +$7,519,863 SPDW, SPYG, FVD, SPYV, SPMD 13F-HR 25 Mar 2025, 15:24
Q2 2024 45 $138,695,099 +$3,216,744 -$1,007,606 +$2,209,138 SPDW, SPYG, FVD, SPYV, SPMD 13F-HR 25 Mar 2025, 15:18
Q1 2024 45 $135,604,413 +$6,100,273 -$541,773 +$5,558,500 SPDW, SPYG, FVD, SPYV, SPMD 13F-HR 25 Mar 2025, 15:10
Q4 2023 43 $124,197,579 $0 $0 $0 SPDW, SPYG, FVD, SPYV, SPMD 13F-HR 25 Mar 2025, 13:23