SEC Form 13F

Higgins & Schmidt Wealth Strategies LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-17
Reported value$242,332,339
Positions65

Largest disclosed positions

IssuerTickerClassReported valueReported amount
SPDR SERIES TRUSTSPYGST STR P500GRW$41,410,084348,013
SPDR SERIES TRUSTSPYVST STR P500VAL$41,202,172677,779
SPDR INDEX SHS FDSSPDWST STR PO EX ETF$34,325,109681,189
SPDR SERIES TRUSTSPMDST STR P400MID$15,530,555229,878
AMERICAN CENTY ETF TRAVEMAVANTIS EMGMKT$14,181,810146,977
SPDR SERIES TRUSTSPTIST INTER ETF$11,525,309405,964
AMERICAN CENTY ETF TRAVUVUS SML CP VALU$9,666,63777,482
ISHARES TRIVWS&P 500 GRWT ETF$7,762,83856,445
ISHARES TRIDEVCORE MSCI INTL$7,629,09785,711
AMERICAN CENTY ETF TRAVDVINTL SMCP VLU$7,600,64773,757

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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