Higgins & Schmidt Wealth Strategies LLC has filed its Form 13F-HR, disclosing equity securities held as of the close of business on September 30, 2026. The filing lists 66 holdings across a variety of sectors, including technology, healthcare, and exchange-traded funds.
The portfolio includes significant positions in large-cap technology and consumer companies. Alphabet Inc. Class A and Class C shares are held in quantities of 1,000 and 1,575 shares, respectively. Amazon.com Inc. is held with 2,483 shares, while Apple Inc. holds 3,701 shares. Microsoft Corporation is listed with 1,773 shares, and Johnson & Johnson holds 823 shares.
Other notable individual stock holdings include Berkshire Hathaway Inc. Class B New (898 shares), Caterpillar Inc. (362 shares), and Zeta Global Holdings Corp. Class A (7,556 shares). The filing also lists positions in JPMorgan Chase & Co. (955 shares) and NVIDIA Corporation (3,992 shares).
The majority of the portfolio is composed of exchange-traded funds (ETFs). The firm holds shares in various funds tracking broad indices and specific market segments. Top ETF holdings include the SPDR S&P 500 ETF Trust (533,734 shares), the SPDR Portfolio S&P 500 ETF (681,446 shares), and the iShares Core S&P 500 ETF (55,590 shares). International exposure is represented by funds such as the iShares Core MSCI International ETF (85,328 shares) and the iShares Core MSCI Emerging Markets ETF (5,994 shares). The filing also lists significant positions in municipal bond ETFs, including the iShares National Municipal Bond ETF (38,382 shares) and the J.P. Morgan Ultra Short Municipal ETF (58,632 shares).
