§ 13F · FUND PROFILE
Fiscal Wisdom Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $106M (13F)Positions · 82Turnover · — · Q1Filed · May 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | GORO | GOLD RESOURCE CORP | 35.58M | $43M | 41.0% | −25% |
| 2 | SPYM | SPDR SERIES TRUST | 44K | $3M | 3.2% | −4% |
| 3 | SCHD | SCHWAB STRATEGIC TR | 100K | $3M | 2.9% | +10% |
| 4 | SGOV | ISHARES TR | 29K | $3M | 2.8% | +195% |
| 5 | DC | DAKOTA GOLD CORP | 520K | $3M | 2.5% | −32% |
| 6 | SKE | SKEENA RES LTD NEW | 63K | $2M | 1.8% | −62% |
| 7 | SVM | SILVERCORP METALS INC | 175K | $2M | 1.8% | −35% |
| 8 | AAPL | APPLE INC | 7K | $2M | 1.8% | −1% |
| 9 | BALT | INNOVATOR ETFS TRUST | 52K | $2M | 1.7% | −11% |
| 10 | DIA | STATE STR SPDR DOW JONES IND | 3K | $2M | 1.5% | +5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FISCAL SIGNAL
AC read
Fiscal Wisdom Wealth Management, LLC is a Other fund managing $106 million in assets. The fund runs a portfolio of 82 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed