Higgins & Schmidt Wealth Strategies LLC
All 13F Filings
- Location
- Denver, CO
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 218,918
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/20/2026 | 63 | 218,918 | 13F-HR | Higgins & Schmidt Wealth Strategies LLC |
| Q4 2025 | 1/29/2026 | 59 | 211,129 | 13F-HR | Higgins & Schmidt Wealth Strategies LLC |
| Q3 2025 | 10/15/2025 | 56 | 197,962 | 13F-HR | Higgins & Schmidt Wealth Strategies LLC |
| Q2 2025 | 7/3/2025 | 50 | 180,629 | 13F-HR | Higgins & Schmidt Wealth Strategies LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 13.24 K | 6.0% | 0 | 178.6 K | -178.6 K |
| ETFs | 205.7 K | 94.0% | 186.4 K | 0 | 186.4 K |
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Fund Snapshot
Q1 2026
Latest filed
4/20/2026
Total value ($000)
218,918
Holdings
63
QoQ value change ($000)
7,789
(3.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.