Fiscal Wisdom Wealth Management, LLC Portfolio Holdings

Fiscal Wisdom Wealth Management, LLC

  • $106 Billion
  • Q3 2025

Fiscal Wisdom Wealth Management, LLC has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $106 Billion distributed in 82 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Gold Resource Corp with a value of $39.8B, Endeavour Silver Corp with a value of $6.8B, Skeena Resources LTD with a value of $3.8B, Dakota Gold Corp. with a value of $3.66B, and Spdr Portfolio S&P 500 ETF (Ma with a value of $3.57B.

Examining the 13F form we can see an increase of $106B in the current position value.

Fiscal Wisdom Wealth Management, LLC is based out at Canton, CT

Below you can find more details about Fiscal Wisdom Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $106 Billion
Basic Materials: $61.8 Billion
ETFs: $24.2 Billion
Technology: $6.49 Billion
Industrials: $4.02 Billion
Consumer Cyclical: $2.09 Billion
Consumer Defensive: $1.6 Billion
Communication Services: $1.09 Billion
Financial Services: $561 Million
Other: $220 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$59.2M
$39.8 Billion 37.68% of portfolio
48,688,650
Q3 2025 New
$1.37B
$6.8 Billion 6.44% of portfolio
846,766
Q3 2025 New
$1.2B
$3.8 Billion 3.6% of portfolio
224,737
Q3 2025 New
$289M
$3.66 Billion 3.47% of portfolio
852,802
Q3 2025 New
$0
$3.57 Billion 3.38% of portfolio
45,460
Q3 2025 New
$3.57B
$2.99 Billion 2.83% of portfolio
271,583
Q3 2025 New
$1.09B
$2.84 Billion 2.69% of portfolio
446,185
Q3 2025 New
$1.72B
$2.8 Billion 2.65% of portfolio
216,240
Q3 2025 New
$0
$2.33 Billion 2.21% of portfolio
86,335
Q3 2025 New
$0
$1.91 Billion 1.81% of portfolio
58,073
Q3 2025 New
$4.31T
$1.9 Billion 1.8% of portfolio
7,340
Q3 2025 New
$0
$1.65 Billion 1.56% of portfolio
6,624
Q3 2025 New
$3.7T
$1.53 Billion 1.45% of portfolio
2,939
Q3 2025 New
$645B
$1.52 Billion 1.44% of portfolio
5,579
Q3 2025 New
$0
$1.38 Billion 1.31% of portfolio
10,986
Q3 2025 New
$0
$1.31 Billion 1.24% of portfolio
2,816
Q3 2025 New
$0
$1.07 Billion 1.02% of portfolio
14,521
Q3 2025 New
$408B
$1.04 Billion 0.99% of portfolio
1,102
Q3 2025 New
$3B
$1.02 Billion 0.97% of portfolio
80,500
Q3 2025 New
$0
$981 Million 0.93% of portfolio
20,827
Q3 2025 New
$4.2B
$919 Million 0.87% of portfolio
176,781
Q3 2025 New
$0
$811 Million 0.77% of portfolio
1,321
Q3 2025 New
$0
$757 Million 0.72% of portfolio
3,990
Q3 2025 New
$0
$727 Million 0.69% of portfolio
1,083
Q3 2025 New
Ea Series Trust
-
$683 Million 0.65% of portfolio
-
Q3 2025 New
$220B
$675 Million 0.64% of portfolio
2,176
Q3 2025 New
$0
$620 Million 0.59% of portfolio
10,220
Q3 2025 New
$70B
$593 Million 0.56% of portfolio
6,815
Q3 2025 New
$380B
$536 Million 0.51% of portfolio
1,377
Q3 2025 New
$11.6B
$474 Million 0.45% of portfolio
5,839
Q3 2025 New
$0
$458 Million 0.43% of portfolio
2,191
Q3 2025 New
$0
$434 Million 0.41% of portfolio
4,316
Q3 2025 New
$0
$426 Million 0.4% of portfolio
704
Q3 2025 New
$0
$411 Million 0.39% of portfolio
3,413
Q3 2025 New
$0
$391 Million 0.37% of portfolio
6,622
Q3 2025 New
$0
$385 Million 0.37% of portfolio
3,658
Q3 2025 New
$469B
$390 Million 0.37% of portfolio
2,161
Q3 2025 New
$118M
$370 Million 0.35% of portfolio
139,134
Q3 2025 New
$0
$365 Million 0.35% of portfolio
3,390
Q3 2025 New
$297B
$361 Million 0.34% of portfolio
703
Q3 2025 New
$0
$353 Million 0.33% of portfolio
469
Q3 2025 New
$2.49T
$354 Million 0.33% of portfolio
1,622
Q3 2025 New
$278B
$336 Million 0.32% of portfolio
3,138
Q3 2025 New
$177B
$335 Million 0.32% of portfolio
13,130
Q3 2025 New
$0
$333 Million 0.32% of portfolio
499
Q3 2025 New
$0
$328 Million 0.31% of portfolio
3,417
Q3 2025 New
$0
$314 Million 0.3% of portfolio
4,683
Q3 2025 New
$0
$308 Million 0.29% of portfolio
4,521
Q3 2025 New
Amplify ETF Tr
-
$311 Million 0.29% of portfolio
-
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 82
  • Current Value $106 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 82 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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