Higgins & Schmidt Wealth Strategies LLC
All 13F Filings
- Location
- Denver, CO
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 242,332
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/16/2026 | 65 | 242,332 | 13F-HR | Higgins & Schmidt Wealth Strategies LLC |
| 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 | 14.61 K | 6.0% | 1.367 K | 0 | 1.367 K |
| ETFs | 227.7 K | 94.0% | 22.05 K | 0 | 22.05 K |
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Fund Snapshot
Q2 2026
Latest filed
7/16/2026
Total value ($000)
242,332
Holdings
65
QoQ value change ($000)
23,414
(10.7%)
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.