Fiscal Wisdom Wealth Management, LLC Purchases in Q4 2025

Fiscal Wisdom Wealth Management, LLC

  • $106 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
5.49K
+ 127.18%
$100.37 - $100.72 $551K - $553K
9.81K $984M
Managed Portfolio Series
11.5K
New
N/A
11.5K $288M
SLV
I Shares Silver Trust

ETFs
4.39K
New
$42.4 - $49.17 $186K - $216K
4.39K $283M
SVOL
Simplify ETF Simplify Volatili

ETFs
15.7K
New
$16.9 - $18.34 $266K - $288K
15.7K $276M
IVE
Ishares S&P 500 Value ETF

ETFs
1.2K
+ 84.28%
$202.52 - $212.07 $242K - $254K
2.62K $555M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
448
+ 15.91%
$454.87 - $482.76 $204K - $216K
3.26K $1.57B
Trust For Professional Manag
8.79K
+ 99.57%
N/A
17.6K $481M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
5.6K
+ 26.9%
$46.57 - $47.16 $261K - $264K
26.4K $1.23B
IAGG
Ishares Tr Core Intl Aggregate

ETFs
4.76K
New
$51.27 - $51.8 $244K - $246K
4.76K $238M
VEA
Vanguard Ftse Developed Market

ETFs
3.5K
+ 34.29%
$59.18 - $62.09 $207K - $218K
13.7K $857M
PAAS
Pan American Silver Corp

Basic Materials
4.31K
New
$33.2 - $42.03 $143K - $181K
4.31K $223M
FTLS
First Tr Long/Short Equity ETF

ETFs
3.04K
+ 95.32%
$67.94 - $71.96 $206K - $218K
6.22K $442M
VFH
Vanguard Financial ETF

ETFs
1.59K
New
$125.75 - $131.12 $200K - $208K
1.59K $212M
CTA
Simplify Exch Traded Fds Simpl

ETFs
7.21K
+ 99.33%
$26.88 - $29.21 $194K - $211K
14.5K $394M
IEMG
Ishares Inc

ETFs
2.44K
+ 52.04%
N/A
7.12K $479M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
4.59K
+ 5.32%
$26.44 - $27.53 $121K - $126K
90.9K $2.49B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
2.43K
+ 36.7%
$57.9 - $61.26 $141K - $149K
9.05K $550M
IVV
Ishares Core S&P 500 ETF

ETFs
199
+ 18.37%
$656.2 - $690.71 $131K - $137K
1.28K $878M
IVW
Ishares S&P 500 Growth ETF

ETFs
944
+ 27.66%
$118.29 - $126.28 $112K - $119K
4.36K $537M
BTAL
Agf Invts Tr Agfiq Us Mkt Neut

ETFs
9.51K
+ 94.24%
$14.57 - $15.96 $139K - $152K
19.6K $282M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
545
+ 1.2%
$76.84 - $80.86 $41.9K - $44.1K
46K $3.69B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
149
+ 11.28%
$600.51 - $631.95 $89.5K - $94.2K
1.47K $922M
GLDM
World Gold Trust

ETFs
1.01K
+ 17.28%
$76.32 - $86.69 $77K - $87.5K
6.85K $585M
OEF
Ishares S&P 100 ETF

ETFs
303
+ 43.98%
N/A
992 $340M
T1 Energy Inc
15.5K
New
N/A
15.5K $103M
MBB
Ishares Tr

ETFs
967
+ 28.3%
$94.9 - $96.23 $91.8K - $93.1K
4.38K $417M
MYTE
Myt Netherlands Parent B.V.

Consumer Cyclical
11.2K
+ 41.44%
N/A
38.3K $320M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
152
+ 36.98%
$475.68 - $513.11 $72.3K - $78K
563 $283M
GOOGL
Alphabet Inc.

Communication Services
58
+ 6.1%
$236.57 - $291.31 $13.7K - $16.9K
1.01K $316M
Blackrock ETF Trust Ii
1.37K
+ 30.42%
N/A
5.89K $311M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
647
+ 4.46%
$72.21 - $75.0 $46.7K - $48.5K
15.2K $1.14B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
155
+ 2.34%
$242.67 - $261.79 $37.6K - $40.6K
6.78K $1.71B
EFV
Msci Eafe Value ETF

ETFs
666
+ 14.73%
$66.73 - $70.99 $44.4K - $47.3K
5.19K $370M
VXF
Vanguard Extended Market ETF

ETFs
261
+ 11.91%
$204.22 - $215.05 $53.3K - $56.1K
2.45K $513M
BALT
Innovator Etfs Tr
380
+ 0.65%
$32.7 - $33.07 $12.4K - $12.6K
58.5K $1.96B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
521
+ 14.24%
$102.37 - $105.36 $53.3K - $54.9K
4.18K $425M
WMT
Walmart Inc.

Consumer Defensive
175
+ 5.58%
$101.18 - $109.03 $17.7K - $19.1K
3.31K $369M
RSP
Invesco S&P 500 Equal Weight E

ETFs
90
+ 2.26%
$185.12 - $192.11 $16.7K - $17.3K
4.08K $782M
FDVV
Fidelity High Dividend ETF

ETFs
309
+ 7.64%
$54.66 - $56.68 $16.9K - $17.5K
4.35K $247M
NVDA
Nvidia Corp

Technology
32
+ 1.48%
$179.83 - $207.04 $5.75K - $6.63K
2.19K $409M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
58
+ 1.07%
$52.27 - $56.39 $3.03K - $3.27K
5.48K $301M
PLTR
Palantir Technologies Inc.

Technology
10
+ 0.81%
$172.14 - $207.18 $1.72K - $2.07K
1.25K $222M
MUB
Ishares National Muni Bond ETF

ETFs
50
+ 1.47%
$106.36 - $107.61 $5.32K - $5.38K
3.44K $368M
PG
Procter & Gamble CO

Consumer Defensive
40
+ 2.76%
$145.5 - $153.18 $5.82K - $6.13K
1.49K $213M
HD
Home Depot, Inc.

Consumer Cyclical
46
+ 3.34%
$358.03 - $397.02 $16.5K - $18.3K
1.42K $490M
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.09%
$910.94 - $954.99 $911 - $955
1.1K $951M
PCT
Pure Cycle Technologies, Inc.

Industrials
10.5K
+ 4.83%
$8.88 - $15.13 $92.8K - $158K
227K $1.95B
Activity Summary
Buys All Purchases 48 New Holdings 8 Increased Positions 40 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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