Higgins & Schmidt Wealth Strategies LLC
Higgins & Schmidt Wealth Strategies LLC reported 65 holdings worth US$242M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 16, 2026
Higgins & Schmidt Wealth Strategies LLC reported 65 holdings worth US$242M as of Jun 30, 2026. Largest: Apple Inc, Alphabet Inc (google) Class C and Nvidia Corporation. Filed Jul 16, 2026 (Form 13F).
- Holdings
- 65
- Value as reported
- US$242M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 3,615 | US$1.05M | 0.43% |
| Alphabet Inc (google) Class C | 2,467 | US$881K | 0.36% |
| Nvidia Corporation | 3,802 | US$761K | 0.31% |
| Microsoft Corp. | 1,749 | US$652K | 0.27% |
| Amazon.com, Inc. | 2,476 | US$590K | 0.24% |
| Berkshire Hathaway Inc. | 886 | US$443K | 0.18% |
| Caterpillar, Inc. | 359 | US$382K | 0.16% |
| Dakota Gold Corp. | 75,812 | US$323K | 0.13% |
| Jp Morgan Chase & Co. | 937 | US$307K | 0.13% |
| Johnson & Johnson | 805 | US$204K | 0.08% |
| Tesla, Inc. | 485 | US$204K | 0.08% |
| Everforth, Inc. | 0 | US$0 | 0.00% |
| Farmland Partners Inc. | 0 | US$0 | 0.00% |