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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.57B
$2.99 Billion 2.83% of portfolio
271,583
Q3 2025 New
$3B
$1.02 Billion 0.97% of portfolio
80,500
Q3 2025 New
$4.2B
$919 Million 0.87% of portfolio
176,781
Q3 2025 New
$5.23B
$291 Million 0.28% of portfolio
11,150
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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