Higgins & Schmidt Wealth Strategies Llc Activity Analysis: Q2 2026 Portfolio Changes
Detailed analysis of Higgins & Schmidt Wealth Strategies Llc's investment activities during the second quarter of 2026, focusing on significant purchases and sales.
As part of our ongoing coverage of institutional investor activity, we've analyzed the latest portfolio changes for Higgins & Schmidt Wealth Strategies Llc. The firm managed a substantial portfolio valued at $242.3 million as of June 30, 2026.
Major Purchases This Quarter
Higgins & Schmidt demonstrated significant buying activity in several exchange-traded funds (ETFs) during Q2 2026:
- IGIB: The firm increased its position by a staggering 215.53%, acquiring an additional 18,210 shares of the iShares fund.
- IWF: Higgins & Schmidt purchased 6,752 new shares in this iShares ETF, boosting their allocation significantly.
- MUB: The investor added 3,883 shares to their position in the Mubadala US Treasury Bond ETF, representing a substantial increase of approximately 61.66%.
- VGT: Higgins & Schmidt Wealth Strategies Llc acquired all 2,032 available shares of this Vanguard fund during the quarter, establishing a new position from scratch.
Significant Sales and Position Reductions
In contrast to their buying activity, the firm also saw notable reductions in some holdings:
- SPLG: Higgins & Schmidt sold off almost all of its position in this SPDR ETF, reducing it by a massive 96.88%.
- JMST: The investor exited their position entirely in the JPMorgan Exchange-Traded Fund (JMST), selling all shares held previously.
- DFGX (Dimensional ETF Trust): Higgins & Schmidt sold a significant portion of their stake in this fund, reducing it by approximately 50.85%.
Persistent Holdings and Minor Adjustments
The investor maintained several core holdings despite minor adjustments:
- SPYG: The position in SPDR ETFs (SPYG) grew slightly by about 4.71%.
- IGIB: While the largest percentage increase, this was also a relatively small holding overall.
- SPYV, SPDW, and others showed moderate growth in share count.
These changes reflect the dynamic nature of Higgins & Schmidt's portfolio management. For more detailed information on their holdings, including specific stock values and allocations, please refer to the full report available at Higgins & Schmidt Wealth Strategies Llc.