Institutions / Fiscal Wisdom Wealth Management, LLC
Fiscal Wisdom Wealth Management, LLC
CIK 2053757 · Institution · as of Dec 31, 2025
Portfolio value
$106.12M
Positions
88
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 88 →
| Company | Value | % of portfolio |
|---|---|---|
| Gold Resource Corp | $39.38M | 37.1% |
| Endeavour Silver Corp | $4.56M | 4.3% |
| Dakota Gold Corp. | $4.37M | 4.1% |
| Skeena Res Ltd New | $3.97M | 3.7% |
| SPDR Series Trust | $3.69M | 3.5% |
| Equinox Gold Corp | $2.55M | 2.4% |
| Schwab Strategic Tr | $2.49M | 2.4% |
| Silvercorp Metals Inc. | $2.24M | 2.1% |
| Apple Inc. | $1.97M | 1.9% |
| Innovator Etfs Trust | $1.96M | 1.8% |
| PureCycle Technologies, Inc. | $1.95M | 1.8% |
| Invesco Exch Traded Fd Tr II | $1.71M | 1.6% |
| SPDR Dow Jones Indl Average | $1.57M | 1.5% |
| Invesco Exchange Traded Fd T | $1.40M | 1.3% |
| Microsoft Corp | $1.39M | 1.3% |
| iShares Tr | $1.23M | 1.2% |
| ProShares Tr | $1.14M | 1.1% |
| Invesco Exchange Traded Fd T | $1.14M | 1.1% |
| Oracle Corp | $1.09M | 1.0% |
| iShares Tr | $984.2K | 0.9% |
| Costco Wholesale Corp /New | $950.9K | 0.9% |
| Vanguard Index Fds | $921.7K | 0.9% |
| iShares Tr | $877.9K | 0.8% |
| Vanguard Tax-Managed Fds | $857.3K | 0.8% |
| First Majestic Silver Corp | $840.5K | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.