Higgins & Schmidt Wealth Strategies LLC
Net buyer this quarter
$242M
17
+$760K
14.9%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 SPMD | $15.5M | 6.41% | Not reported | +3.4% | Q4 2023 |
 IDEV | $7.63M | 3.15% | Not reported | -0.7% | Q4 2023 |
 FVD | $5.54M | 2.29% | Not reported | -1.7% | Q4 2023 |
 QQQ | $3.36M | 1.38% | Not reported | -0.4% | Q4 2023 |
 AAPL | $1.05M | 0.43% | 0.00% | +0.7% | Q4 2023 |
 NVDA | $761K | 0.31% | 0.00% | -0.2% | Q1 2024 |
 MSFT | $652K | 0.27% | 0.00% | +17.8% | Q4 2023 |
 AMZN | $590K | 0.24% | 0.00% | -1.4% | Q4 2023 |
 GOOG | $539K | 0.22% | Not reported | -0.1% | Q4 2023 |
 BRK.B | $443K | 0.18% | Not reported | Not reported | Q4 2023 |
 CAT | $382K | 0.16% | 0.00% | Not reported | Q4 2025 |
| SPY | $364K | 0.15% | Not reported | +3.0% | Q4 2023 |
| GOOGL | $342K | 0.14% | 0.00% | Not reported | Q3 2025 |
 DC | $323K | 0.13% | 0.06% | +43.8% | Q1 2024 |
 JPM | $307K | 0.13% | 0.00% | +0.1% | Q4 2024 |
 JNJ | $204K | 0.08% | 0.00% | New | Q2 2026 |
 TSLA | $204K | 0.08% | 0.00% | Not reported | Q3 2025 |
| Q1 2026 | |||||
| SPMD | $13.2M | 6.02% | Not reported | +2.3% | Q4 2023 |
| IDEV | $7.21M | 3.29% | Not reported | -1.1% | Q4 2023 |
| FVD | $5.5M | 2.51% | Not reported | -3.5% | Q4 2023 |
| QQQ | $2.64M | 1.21% | Not reported | -14.4% | Q4 2023 |
| AAPL | $911K | 0.42% | 0.00% | -54.0% | Q4 2023 |
| NVDA | $665K | 0.30% | 0.00% | -2.8% | Q1 2024 |
| MSFT | $550K | 0.25% | 0.00% | +0.1% | Q4 2023 |
| AMZN | $523K | 0.24% | 0.00% | +0.6% | Q4 2023 |
| GOOG | $438K | 0.20% | Not reported | +0.5% | Q4 2023 |
| BRK.B | $425K | 0.19% | Not reported | +0.7% | Q4 2023 |
| SPY | $308K | 0.14% | Not reported | -15.7% | Q4 2023 |
| JPM | $275K | 0.13% | 0.00% | -2.3% | Q4 2024 |
| GOOGL | $275K | 0.13% | 0.00% | +0.7% | Q3 2025 |
| DC | $266K | 0.12% | 0.04% | Not reported | Q1 2024 |
| CAT | $254K | 0.12% | 0.00% | +0.6% | Q4 2025 |
 EFOR | $204K | 0.09% | 0.01% | Not reported | Q4 2023 |
 FPI | $117K | 0.05% | 0.02% | New | Q1 2026 |
| Q4 2025 | |||||
| SPMD | $12.6M | 5.96% | Not reported | +4.3% | Q4 2023 |
| IDEV | $7.2M | 3.41% | Not reported | -2.9% | Q4 2023 |
| FVD | $5.58M | 2.64% | Not reported | -1.8% | Q4 2023 |
| QQQ | $3.28M | 1.55% | Not reported | -1.4% | Q4 2023 |
| AAPL | $2.12M | 1.01% | 0.00% | -17.2% | Q4 2023 |
| NVDA | $731K | 0.35% | 0.00% | +2.7% | Q1 2024 |
| MSFT | $717K | 0.34% | 0.00% | -3.2% | Q4 2023 |
| AMZN | $577K | 0.27% | 0.00% | +2.5% | Q4 2023 |
| GOOG | $477K | 0.23% | Not reported | -16.3% | Q4 2023 |
| BRK.B | $442K | 0.21% | Not reported | -0.6% | Q4 2023 |
| TSLA | $399K | 0.19% | 0.00% | +2.1% | Q3 2025 |
| SPY | $383K | 0.18% | Not reported | -18.6% | Q4 2023 |
 PEG | $364K | 0.17% | 0.00% | Not reported | Q3 2025 |
| JPM | $309K | 0.15% | 0.00% | +3.5% | Q4 2024 |
| DC | $300K | 0.14% | 0.05% | Not reported | Q1 2024 |
| GOOGL | $297K | 0.14% | 0.00% | +0.1% | Q3 2025 |
| EFOR | $253K | 0.12% | 0.01% | -0.2% | Q4 2023 |
| CAT | $205K | 0.10% | 0.00% | New | Q4 2025 |
| Q3 2025 | |||||
| SPMD | $11.9M | 6.02% | Not reported | +2.4% | Q4 2023 |
| IDEV | $7.2M | 3.64% | Not reported | -1.8% | Q4 2023 |
| FVD | $5.7M | 2.88% | Not reported | -0.6% | Q4 2023 |
| QQQ | $3.25M | 1.64% | Not reported | -2.8% | Q4 2023 |
| AAPL | $2.4M | 1.21% | 0.00% | +69.6% | Q4 2023 |
| MSFT | $793K | 0.40% | 0.00% | -0.5% | Q4 2023 |
| NVDA | $713K | 0.36% | 0.00% | +7.8% | Q1 2024 |
| AMZN | $535K | 0.27% | 0.00% | -2.9% | Q4 2023 |
| SPY | $460K | 0.23% | Not reported | +16.8% | Q4 2023 |
| BRK.B | $445K | 0.22% | Not reported | +7.9% | Q4 2023 |
| GOOG | $443K | 0.22% | Not reported | +2.3% | Q4 2023 |
| TSLA | $386K | 0.20% | 0.00% | New | Q3 2025 |
| PEG | $378K | 0.19% | 0.00% | New | Q3 2025 |
| JPM | $292K | 0.15% | 0.00% | +2.2% | Q4 2024 |
| EFOR | $250K | 0.13% | 0.01% | Not reported | Q4 2023 |
| DC | $240K | 0.12% | 0.05% | Not reported | Q1 2024 |
| GOOGL | $231K | 0.12% | 0.00% | New | Q3 2025 |
 META | $200K | 0.10% | Not reported | New | Q3 2025 |