Higgins & Schmidt Wealth Strategies LLC

CIK

1941260

Location

DENVER, CO

Portfolio Value

Micro $7,412,405

Diversification

Moderately concentrated

Filing Date

Global Rank

#8,243 / 8,605 ▼ 54 · as of Mar 2026

Top Industry

Consumer Electronics 20.4%

3Y Alpha vs SPY

-3.3%

Period ended 3 months ago

Filed Apr 20, 2026 · 3mo

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+45.3%

SPY

+54.1%

Annualised alpha

-2.9%

Max drawdown

−23.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

13 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

35.6%

+4.0 pts

Top 5

71.3%

−0.2 pts

Top 10

92.2%

+2.4 pts

HHI

1,717

Moderately concentrated+77

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	39.8%	$2,947,705	2
Technology	31.4%	$2,328,983	4
Financial Services	9.4%	$699,904	2
Consumer Cyclical	7.1%	$523,174	1
Communication Services	3.7%	$275,194	1
Basic Materials	3.6%	$266,316	1
Industrials	3.4%	$254,337	1
Real Estate	1.6%	$116,792	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

5 positions

Ticker	Company	Δ Shares	Shares	Value
AMZN	Amazon Com Inc	+14	2,512	$523,174
GOOGL	Alphabet Inc.	+7	957	$275,194
BRK-B	Berkshire Hathaway Inc	+6	886	$424,571
CAT	Caterpillar Inc	+2	359	$254,337
MSFT	Microsoft Corp	+2	1,485	$549,702
No positions match the current search.

Trimmed

Positions the filer reduced

5 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	−4,218	3,590	$911,106
QQQ	Invesco Qqq Trust, Series 1	−769	4,573	$2,639,444
NVDA	Nvidia Corp	−110	3,811	$664,638
SPY	Spdr S&P 500 ETF Trust	−88	474	$308,261
JPM	Jpmorgan Chase & Co	−22	936	$275,333
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
FPI	Farmland Partners Inc.	10,400	$116,792
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
TSLA	Tesla, Inc.	887	$398,901
PEG	Public Service Enterprise Group Inc	4,532	$363,919
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

13 positions · $7,412,405 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Financial Services Industrials Real Estate Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Reduced	4,573	-769	$2,639,444	−19.6%	35.61%
AAPL	Apple Inc. Technology	Reduced	3,590	-4,218	$911,106	−57.1%	12.29%
NVDA	Nvidia Corp Technology	Reduced	3,811	-110	$664,638	−9.1%	8.97%
MSFT	Microsoft Corp Technology	Added	1,485	+2	$549,702	−23.4%	7.42%
AMZN	Amazon Com Inc Consumer Cyclical	Added	2,512	+14	$523,174	−9.3%	7.06%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	886	+6	$424,571	−4.0%	5.73%
SPY	Spdr S&P 500 ETF Trust	Reduced	474	-88	$308,261	−19.6%	4.16%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	936	-22	$275,333	−10.8%	3.71%
GOOGL	Alphabet Inc. Communication Services	Added	957	+7	$275,194	−7.5%	3.71%
DC	Dakota Gold Corp. Basic Materials	Held	52,736	0	$266,316	−11.1%	3.59%
CAT	Caterpillar Inc Industrials	Added	359	+2	$254,337	+24.4%	3.43%
EFOR	Everforth Inc Technology	Held	5,258	0	$203,537	−19.6%	2.75%
FPI	Farmland Partners Inc. Real Estate	NEW	10,400	NEW	$116,792	NEW	1.58%