Arkolith/Funds/Higgins & Schmidt Wealth Strategies LLC

Higgins & Schmidt Wealth Strategies LLC

CIK 1941260Wealth platform
Holdings as of Jun 30, 2026·disclosed Jul 16, 2026·~16-day 13F lag·13F-HR
Active Filer

Higgins & Schmidt Wealth Strategies LLC holds a concentrated book of 65 stocks worth $242.3M as of Q2 2026 (disclosed Jul 16, 2026, a ~45-day 13F lag). This quarter they opened SS Technology Select Sector and trimmed Avantis Emerging Markets Eq. Their largest long position is SS SPDR P S&P 500 Growth ETF at 17% of the equity book.

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Use Arkolith to show Higgins & Schmidt Wealth Strategies LLC's latest
holdings, largest changes, and filing provenance.
Opened
27
new positions
Added to
20
existing
Trimmed
31
reduced
Sold out
3
exited

Concentration

Top-heavy: concentrated book

Top 5 holdings
61%
Top 10 holdings
79%
Top 20 holdings
90%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

2% mapped to company sectors

ETF / fund or unclassified
98%
Information Technology
1%
Consumer Discretionary
0%
Financials
0%
Industrials
0%
Materials
0%
Health Care
0%
Utilities
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Higgins & Schmidt Wealth Strategies LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 65$481.6B
OSAIC HOLDINGS, INC.80 / 65$18.5B
IFP Advisors, Inc80 / 65$1.4B
BANK OF AMERICA CORP /DE/79 / 65$374.7B
ROYAL BANK OF CANADA79 / 65$121.6B
UBS Group AG79 / 65$119.1B
LPL Financial LLC79 / 65$102.0B
RAYMOND JAMES FINANCIAL INC79 / 65$89.9B

Ranked by how many of Higgins & Schmidt Wealth Strategies LLC's top 65 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

65 positions
#SecurityValueShares% PortLast moveHistory
1SPDR Series Trust
ST STR P500GRW
$41.4M348.0K
17.1%
+4.7%
Added · +16K sh
2SPDR Series Trust
ST STR P500VAL
$41.2M677.8K
17.0%
+5.9%
Added · +38K sh
3SPDR Index SHS FDS
ST STR PO EX ETF
$34.3M681.2K
14.2%
+1.1%
Added · +8K sh
4SPDR Series Trust
ST STR P400MID
$15.5M229.9K
6.4%
+3.3%
Added · +7K sh
5American Centy ETF TR
AVANTIS EMGMKT
$14.2M147.0K
5.9%
−0.7%
Reduced · −1K sh
6SPDR Series Trust
ST INTER ETF
$11.5M406.0K
4.8%
+8.3%
Added · +31K sh
7American Centy ETF TR
US SML CP VALU
$9.7M77.5K
4.0%
+0.1%
Added · +62 sh
8Ishares TR
S&P 500 GRWT ETF
$7.8M56.4K
3.2%
−5.4%
Reduced · −3K sh
9Ishares TR
CORE MSCI INTL
$7.6M85.7K
3.1%
−0.7%
Reduced · −604 sh
10American Centy ETF TR
INTL SMCP VLU
$7.6M73.8K
3.1%
−0.1%
Reduced · −59 sh
11First TR Exchange-Traded FD
SHS
$5.5M114.9K
2.3%
−1.7%
Reduced · −2K sh
12Invesco QQQ TR
UNIT SER 1
$3.4M4.6K
1.4%
−0.3%
Reduced · −16 sh
13Ishares TR
ESG AWR MSCI USA
$2.9M17.6K
1.2%
+0.2%
Added · +31 sh
14SPDR Index SHS FDS
ST PORT MARK ETF
$2.8M53.8K
1.1%
−0.6%
Reduced · −315 sh
15Pimco ETF TR
INTER MUN BD ACT
$2.7M50.7K
1.1%
−6.6%
Reduced · −4K sh
16Ishares TR
CORE S&P MCP ETF
$2.6M33.2K
1.1%
−1.3%
Reduced · −444 sh
17J P Morgan Exchange Traded F
MUNICIPAL ETF
$2.4M46.9K
1.0%
+0.9%
Added · +422 sh
18Fidelity Comwlth TR
NASDAQ COMPSIT
$1.8M17.7K
0.8%
−1.9%
Reduced · −343 sh
19SPDR Series Trust
ST STR SP600 SML
$1.8M31.2K
0.7%
−2.2%
Reduced · −697 sh
20Ishares TR
CORE S&P SCP ETF
$1.5M9.9K
0.6%
−1.2%
Reduced · −121 sh
21Ishares TR
ISHS 5-10YR INVT
$1.4M26.7K
0.6%
+216%
Added · +18K sh
22Ishares TR
RUS 1000 VAL ETF
$1.3M5.2K
0.5%
−1.0%
Reduced · −53 sh
23Ishares TR
RUS 1000 GRW ETF
$1.2M9.3K
0.5%
+266%
Added · +7K sh
24Ishares TR
NATIONAL MUN ETF
$1.1M10.2K
0.5%
+62%
Added · +4K sh
25Ishares TR
ESG AW MSCI EAFE
$1.1M10.5K
0.4%
−3.0%
Reduced · −330 sh
26Apple Inc
COM
$1.0M3.6K
0.4%
+0.7%
Added · +25 sh
27Dimensional ETF Trust
INTL COR FIX ETF
$1.0M19.2K
0.4%
−51%
Reduced · −20K sh
28Ishares TR
RUS MID CAP ETF
$1.0M9.1K
0.4%
−7.1%
Reduced · −694 sh
29Dimensional ETF Trust
US SMALL CAP ETF
$941K24.3K
0.4%
−3.1%
Reduced · −779 sh
30Dimensional ETF Trust
EMERGING MKTS CO
$798K19.6K
0.3%
−5.3%
Reduced · −1K sh
31Nvidia Corporation
COM
$761K3.8K
0.3%
−0.2%
Reduced · −9 sh
32First TR Exchange-Traded Alp
COM SHS
$658K4.5K
0.3%
−2.9%
Reduced · −135 sh
33Microsoft Corp
COM
$652K1.7K
0.3%
+18%
Added · +264 sh
34Amazon Com Inc
COM
$590K2.5K
0.2%
−1.4%
Reduced · −36 sh
35Alphabet Inc
CAP STK CL C
$539K1.5K
0.2%
−0.1%
Reduced · −1 sh
36Ishares TR
MSCI USA MIN ETF
$537K5.6K
0.2%
Held
37Invesco Exch Traded FD TR II
NASDAQ 100 ETF
$535K1.8K
0.2%
+0.5%
Added · +8 sh
38Ishares Inc
CORE MSCI EMKT
$502K6.1K
0.2%
−0.7%
Reduced · −41 sh
39Vanguard Specialized Funds
DIV APP ETF
$480K2.0K
0.2%
−0.2%
Reduced · −4 sh
40First TR Exch TRD Alphdx FD
EMERG MKT ALPH
$460K14.4K
0.2%
~0%
Added · +1 sh
41Ishares Inc
ESG AWR MSCI EM
$450K8.2K
0.2%
−6.7%
Reduced · −590 sh
42Berkshire Hathaway Inc Del
CL B NEW
$443K886
0.2%
Held
43Ishares TR
ESG AWRE USD ETF
$408K17.6K
0.2%
+9.8%
Added · +2K sh
44Caterpillar Inc
COM
$382K359
0.2%
Held
45Invesco Exchange Traded FD T
S&P500 EQL WGT
$380K1.8K
0.2%
−2.5%
Reduced · −46 sh
46Dimensional ETF Trust
INTL SMALL CAP V
$380K9.5K
0.2%
−4.8%
Reduced · −473 sh
47State STR SPDR S&P 500 ETF T
TR UNIT
$364K488
0.2%
+3.0%
Added · +14 sh
48Vanguard Index FDS
S&P 500 ETF SHS
$360K524
0.1%
Held
49Alphabet Inc
CAP STK CL A
$342K957
0.1%
Held
50Ishares TR
ESG AWARE MSCI
$342K6.1K
0.1%
−3.0%
Reduced · −191 sh
Showing 50 of 65 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 16, 202665$242.3M13F-HR
Q1 2026Mar 31, 2026Apr 20, 202663$218.9M13F-HR
Q4 2025Dec 31, 2025Jan 29, 202659$211.1M13F-HR
Q3 2025Sep 30, 2025Oct 15, 202556$198.0M13F-HR
Q2 2025Jun 30, 2025Jul 3, 202550$180.6M13F-HR
Q1 2025Mar 31, 2025Apr 21, 202547$169.3M13F-HR
Q4 2024Dec 31, 2024Mar 25, 202546$160.4M13F-HR
Q3 2024Sep 30, 2024Mar 25, 202553$154.9M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.