Fiscal Wisdom Wealth Management, LLC

13F filer · CIK 0002053757

Reported Jul 21, 2026

Net seller this quarter

13F portfolio value$118MU.S. long equity reported on 13F

Positions518 new · 5 closed

Net flow last quarter-$155KBuys minus sells

Top 10 positions weight12.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 21, 202651 positions
AAPLApple Inc.	$2.14M	1.82%	0.00%	+3.1%	Q3 2025
DCDakota Gold Corp.	$1.9M	1.61%	0.33%	-14.4%	Q3 2025
DIASPDR Dow Jones Industrial Average ETF Trust	$1.68M	1.42%	Not reported	-6.3%	Q3 2025
PCTPureCycle Technologies, Inc.	$1.55M	1.32%	0.10%	-11.4%	Q3 2025
BALTBaltic Trading Ltd	$1.54M	1.31%	Not reported	-13.4%	Q3 2025
NOBLNoble International, Ltd.	$1.2M	1.02%	Not reported	+0.1%	Q3 2025
MSFTMicrosoft Corp	$1.16M	0.98%	0.00%	+8.9%	Q3 2025
SVMSilvercorp Metals Inc	$1.04M	0.88%	0.05%	-40.9%	Q3 2025
SKESkeena Resources Ltd	$1.03M	0.88%	0.03%	-38.8%	Q3 2025
COSTCostco Wholesale Corp	$1.03M	0.87%	0.00%	-0.1%	Q3 2025
WRBYWarby Parker Inc.	$932K	0.79%	0.03%	+12.6%	Q1 2026
CATCaterpillar Inc	$864K	0.73%	0.00%	+17.0%	Q3 2025
ORCLOracle Corp	$818K	0.69%	0.00%	0.0%	Q3 2025
UPSUnited Parcel Service Inc	$756K	0.64%	0.00%	+3.9%	Q3 2025
GLDMWorld Gold Trust	$647K	0.55%	0.00%	+14.9%	Q3 2025
MCDMcdonalds Corp	$607K	0.52%	0.00%	+7.5%	Q3 2025
QQQInvesco QQQ Trust, Series 1	$549K	0.47%	Not reported	+0.8%	Q3 2025
AMDAdvanced Micro Devices Inc	$523K	0.44%	0.00%	Not reported	Q3 2025
SPYSPDR S&P 500 ETF Trust	$512K	0.43%	Not reported	+38.9%	Q3 2025
HDHome Depot, Inc.	$481K	0.41%	0.00%	-3.6%	Q3 2025
GOOGLAlphabet Inc.	$481K	0.41%	0.00%	+34.4%	Q3 2025
EQXEquinox Gold Corp.	$465K	0.39%	0.01%	-42.8%	Q3 2025
NVDANvidia Corp	$442K	0.38%	0.00%	-9.4%	Q3 2025
EXKEndeavour Silver Corp	$435K	0.37%	0.02%	-25.2%	Q3 2025
AMZNAmazon Com Inc	$403K	0.34%	0.00%	+8.1%	Q3 2025
GOOGAlphabet Inc.	$394K	0.33%	Not reported	Not reported	Q3 2025
PGPROCTER & GAMBLE Co	$379K	0.32%	0.00%	+73.4%	Q3 2025
EOSEEos Energy Enterprises, Inc.	$357K	0.30%	0.02%	-5.6%	Q1 2026
WMTWalmart Inc.	$347K	0.29%	0.00%	Not reported	Q3 2025
VXXBarclays Bank PLC	$346K	0.29%	Not reported	+14.3%	Q1 2026
TET1 Energy Inc.	$327K	0.28%	0.01%	-11.5%	Q4 2025
DEDeere & Co	$324K	0.27%	0.00%	Not reported	Q3 2025
MOAltria Group, Inc.	$316K	0.27%	0.00%	New	Q2 2026
BRK.BBerkshire Hathaway Inc	$300K	0.25%	Not reported	+11.7%	Q3 2025
VZVerizon Communications Inc	$297K	0.25%	0.00%	New	Q2 2026
JNJJohnson & Johnson	$293K	0.25%	0.00%	New	Q2 2026
DUKDuke Energy CORP	$276K	0.23%	0.00%	New	Q2 2026
METAMeta Platforms, Inc.	$273K	0.23%	Not reported	Not reported	Q3 2025
KEYSKeysight Technologies, Inc.	$249K	0.21%	0.00%	Not reported	Q1 2026
RKLBRocket Lab Corp	$249K	0.21%	0.00%	New	Q2 2026
SLViShares Silver Trust	$246K	0.21%	0.00%	+2.2%	Q4 2025
JPMJPMorgan Chase & Co	$239K	0.20%	0.00%	Not reported	Q3 2025
ONDSOndas Inc.	$238K	0.20%	0.01%	-4.9%	Q1 2026
IBMInternational Business Machines Corp	$229K	0.19%	0.00%	-7.3%	Q3 2025
THROTheron Resource Group	$227K	0.19%	0.07%	-18.2%	Q1 2026
PANWPalo Alto Networks Inc	$222K	0.19%	0.00%	New	Q2 2026
NACNuveen California Quality Municipal Income Fund	$144K	0.12%	Not reported	Not reported	Q3 2025
LUXELuxExperience B.V.	$142K	0.12%	0.01%	-21.2%	Q3 2025
REKRRekor Systems, Inc.	$31.1K	0.03%	0.03%	-34.2%	Q3 2025
PLUGPlug Power Inc	$28.5K	0.02%	0.00%	Not reported	Q3 2025

Q1 2026Reported May 6, 202648 positions
DCDakota Gold Corp.	$2.63M	2.52%	0.39%	-32.3%	Q3 2025
SKESkeena Resources Ltd	$1.89M	1.81%	0.05%	-62.0%	Q3 2025
SVMSilvercorp Metals Inc	$1.88M	1.80%	0.08%	-35.0%	Q3 2025
AAPLApple Inc.	$1.82M	1.75%	0.00%	-0.7%	Q3 2025
BALTBaltic Trading Ltd	$1.74M	1.67%	Not reported	-11.1%	Q3 2025
DIASPDR Dow Jones Industrial Average ETF Trust	$1.59M	1.52%	Not reported	+4.9%	Q3 2025
EQXEquinox Gold Corp.	$1.21M	1.16%	0.01%	-54.0%	Q3 2025
NOBLNoble International, Ltd.	$1.13M	1.08%	Not reported	-2.9%	Q3 2025
PCTPureCycle Technologies, Inc.	$1.12M	1.08%	0.12%	-4.6%	Q3 2025
COSTCostco Wholesale Corp	$1.1M	1.06%	0.00%	Not reported	Q3 2025
MSFTMicrosoft Corp	$1.06M	1.02%	0.00%	-0.9%	Q3 2025
ORCLOracle Corp	$821K	0.79%	0.00%	0.0%	Q3 2025
UPSUnited Parcel Service Inc	$666K	0.64%	0.00%	Not reported	Q3 2025
GLDMWorld Gold Trust	$657K	0.63%	0.00%	+3.5%	Q3 2025
EXKEndeavour Silver Corp	$654K	0.63%	0.03%	-85.5%	Q3 2025
MCDMcdonalds Corp	$650K	0.62%	0.00%	-0.2%	Q3 2025
WRBYWarby Parker Inc.	$575K	0.55%	0.02%	New	Q1 2026
CATCaterpillar Inc	$491K	0.47%	0.00%	Not reported	Q3 2025
VXXBarclays Bank PLC	$490K	0.47%	Not reported	New	Q1 2026
HDHome Depot, Inc.	$465K	0.45%	0.00%	-0.6%	Q3 2025
QQQInvesco QQQ Trust, Series 1	$427K	0.41%	Not reported	+5.1%	Q3 2025
NVDANvidia Corp	$426K	0.41%	0.00%	+11.3%	Q3 2025
WMTWalmart Inc.	$381K	0.37%	0.00%	-7.6%	Q3 2025
AMZNAmazon Com Inc	$326K	0.31%	0.00%	-0.5%	Q3 2025
SPYSPDR S&P 500 ETF Trust	$321K	0.31%	Not reported	-1.0%	Q3 2025
GOOGAlphabet Inc.	$320K	0.31%	Not reported	+0.1%	Q3 2025
EOSEEos Energy Enterprises, Inc.	$319K	0.31%	0.02%	New	Q1 2026
SLViShares Silver Trust	$307K	0.29%	0.00%	+2.4%	Q4 2025
GOOGLAlphabet Inc.	$288K	0.28%	0.00%	-0.8%	Q3 2025
DEDeere & Co	$287K	0.28%	0.00%	-1.5%	Q3 2025
ONDSOndas Inc.	$274K	0.26%	0.01%	New	Q1 2026
BRK.BBerkshire Hathaway Inc	$257K	0.25%	Not reported	-4.6%	Q3 2025
THROTheron Resource Group	$233K	0.22%	0.08%	New	Q1 2026
PAASPan American Silver Corp	$231K	0.22%	0.00%	-1.9%	Q4 2025
TAt&T Inc.	$224K	0.21%	0.00%	Not reported	Q3 2025
PGPROCTER & GAMBLE Co	$215K	0.21%	0.00%	+0.1%	Q3 2025
JPMJPMorgan Chase & Co	$214K	0.21%	0.00%	Not reported	Q3 2025
IBMInternational Business Machines Corp	$213K	0.20%	0.00%	-7.9%	Q3 2025
KEYSKeysight Technologies, Inc.	$200K	0.19%	0.00%	New	Q1 2026
LUXELuxExperience B.V.	$194K	0.19%	0.02%	-36.7%	Q3 2025
PDIPIMCO Dynamic Income Fund	$179K	0.17%	Not reported	New	Q1 2026
TET1 Energy Inc.	$171K	0.16%	0.01%	+152.2%	Q4 2025
BTGB2gold Corp	$164K	0.16%	0.00%	-53.9%	Q3 2025
NACNuveen California Quality Municipal Income Fund	$139K	0.13%	Not reported	Not reported	Q3 2025
REKRRekor Systems, Inc.	$55.7K	0.05%	0.05%	-44.8%	Q3 2025
MVISMicrovision, Inc.	$24K	0.02%	0.01%	Not reported	Q3 2025
PLUGPlug Power Inc	$23.7K	0.02%	0.00%	Not reported	Q3 2025
NFGCNew Found Gold Corp.	$19.2K	0.02%	0.00%	-74.5%	Q3 2025
Q4 2025Reported Jan 27, 202647 positions
EXKEndeavour Silver Corp	$4.56M	4.30%	0.18%	-42.7%	Q3 2025
DCDakota Gold Corp.	$4.37M	4.12%	0.67%	-9.9%	Q3 2025
SKESkeena Resources Ltd	$3.97M	3.74%	0.14%	-25.8%	Q3 2025
EQXEquinox Gold Corp.	$2.55M	2.41%	0.02%	-33.1%	Q3 2025
SVMSilvercorp Metals Inc	$2.24M	2.11%	0.12%	-39.9%	Q3 2025
AAPLApple Inc.	$1.97M	1.85%	0.00%	-1.4%	Q3 2025
BALTBaltic Trading Ltd	$1.96M	1.85%	Not reported	+0.7%	Q3 2025
PCTPureCycle Technologies, Inc.	$1.95M	1.83%	0.13%	+4.8%	Q3 2025
DIASPDR Dow Jones Industrial Average ETF Trust	$1.57M	1.48%	Not reported	+15.9%	Q3 2025
MSFTMicrosoft Corp	$1.39M	1.31%	0.00%	-1.9%	Q3 2025
NOBLNoble International, Ltd.	$1.14M	1.08%	Not reported	-0.9%	Q3 2025
ORCLOracle Corp	$1.09M	1.02%	0.00%	Not reported	Q3 2025
COSTCostco Wholesale Corp	$951K	0.90%	0.00%	+0.1%	Q3 2025
AGFirst Majestic Silver Corp	$840K	0.79%	0.01%	-37.3%	Q3 2025
UPSUnited Parcel Service Inc	$671K	0.63%	0.00%	-0.7%	Q3 2025
MCDMcdonalds Corp	$640K	0.60%	0.00%	-3.7%	Q3 2025
GLDMWorld Gold Trust	$585K	0.55%	0.00%	+17.3%	Q3 2025
HDHome Depot, Inc.	$490K	0.46%	0.00%	+3.3%	Q3 2025
QQQInvesco QQQ Trust, Series 1	$432K	0.41%	Not reported	Not reported	Q3 2025
NVDANvidia Corp	$409K	0.39%	0.00%	+1.5%	Q3 2025
CATCaterpillar Inc	$397K	0.37%	0.00%	-1.4%	Q3 2025
WMTWalmart Inc.	$369K	0.35%	0.00%	+5.6%	Q3 2025
AMZNAmazon Com Inc	$363K	0.34%	0.00%	-3.1%	Q3 2025
BTGB2gold Corp	$354K	0.33%	0.01%	-55.6%	Q3 2025
GOOGAlphabet Inc.	$350K	0.33%	Not reported	Not reported	Q3 2025
SPYSPDR S&P 500 ETF Trust	$340K	0.32%	Not reported	Not reported	Q3 2025
LUXELuxExperience B.V.	$320K	0.30%	0.03%	+41.4%	Q3 2025
GOOGLAlphabet Inc.	$316K	0.30%	0.00%	+6.1%	Q3 2025
SLViShares Silver Trust	$283K	0.27%	0.00%	New	Q4 2025
BRK.BBerkshire Hathaway Inc	$283K	0.27%	Not reported	+37.0%	Q3 2025
IBMInternational Business Machines Corp	$282K	0.27%	0.00%	Not reported	Q3 2025
DEDeere & Co	$241K	0.23%	0.00%	Not reported	Q3 2025
IAUIshares Gold Trust	$237K	0.22%	0.00%	New	Q4 2025
JPMJPMorgan Chase & Co	$235K	0.22%	0.00%	-2.0%	Q3 2025
PAASPan American Silver Corp	$223K	0.21%	0.00%	New	Q4 2025
PLTRPalantir Technologies Inc.	$222K	0.21%	0.00%	+0.8%	Q3 2025
AMDAdvanced Micro Devices Inc	$214K	0.20%	0.00%	-8.3%	Q3 2025
PGPROCTER & GAMBLE Co	$213K	0.20%	0.00%	+2.8%	Q3 2025
BBWIBath & Body Works, Inc.	$209K	0.20%	0.01%	-6.6%	Q3 2025
METAMeta Platforms, Inc.	$207K	0.19%	Not reported	Not reported	Q3 2025
AAgilent Technologies, Inc.	$200K	0.19%	0.00%	-2.3%	Q3 2025
REKRRekor Systems, Inc.	$170K	0.16%	0.09%	-11.5%	Q3 2025
NACNuveen California Quality Municipal Income Fund	$141K	0.13%	Not reported	Not reported	Q3 2025
NFGCNew Found Gold Corp.	$120K	0.11%	0.01%	Not reported	Q3 2025
TET1 Energy Inc.	$103K	0.10%	0.01%	New	Q4 2025
MVISMicrovision, Inc.	$31.1K	0.03%	0.18%	Not reported	Q3 2025
PLUGPlug Power Inc	$20.7K	0.02%	0.00%	Not reported	Q3 2025
Q3 2025Reported Nov 7, 202545 positions
EXKEndeavour Silver Corp	$6.8M	6.44%	0.32%	New	Q3 2025
SKESkeena Resources Ltd	$3.8M	3.60%	0.21%	New	Q3 2025
DCDakota Gold Corp.	$3.66M	3.47%	0.76%	New	Q3 2025
EQXEquinox Gold Corp.	$2.99M	2.83%	0.06%	New	Q3 2025
SVMSilvercorp Metals Inc	$2.84M	2.69%	0.20%	New	Q3 2025
PCTPureCycle Technologies, Inc.	$2.8M	2.65%	0.12%	New	Q3 2025
BALTBaltic Trading Ltd	$1.91M	1.81%	Not reported	New	Q3 2025
AAPLApple Inc.	$1.9M	1.80%	0.00%	New	Q3 2025
MSFTMicrosoft Corp	$1.53M	1.45%	0.00%	New	Q3 2025
ORCLOracle Corp	$1.52M	1.44%	0.00%	New	Q3 2025
DIASPDR Dow Jones Industrial Average ETF Trust	$1.31M	1.24%	Not reported	New	Q3 2025
NOBLNoble International, Ltd.	$1.14M	1.08%	Not reported	New	Q3 2025
COSTCostco Wholesale Corp	$1.04M	0.99%	0.00%	New	Q3 2025
AGFirst Majestic Silver Corp	$1.02M	0.97%	0.03%	New	Q3 2025
BTGB2gold Corp	$919K	0.87%	0.01%	New	Q3 2025
MCDMcdonalds Corp	$675K	0.64%	0.00%	New	Q3 2025
UPSUnited Parcel Service Inc	$593K	0.56%	0.00%	New	Q3 2025
HDHome Depot, Inc.	$536K	0.51%	0.00%	New	Q3 2025
GLDMWorld Gold Trust	$474K	0.45%	0.00%	New	Q3 2025
QQQInvesco QQQ Trust, Series 1	$426K	0.40%	Not reported	New	Q3 2025
NVDANvidia Corp	$390K	0.37%	0.00%	New	Q3 2025
REKRRekor Systems, Inc.	$370K	0.35%	0.11%	New	Q3 2025
CATCaterpillar Inc	$361K	0.34%	0.00%	New	Q3 2025
AMZNAmazon Com Inc	$354K	0.33%	0.00%	New	Q3 2025
WMTWalmart Inc.	$336K	0.32%	0.00%	New	Q3 2025
TAt&T Inc.	$335K	0.32%	0.00%	New	Q3 2025
SPYSPDR S&P 500 ETF Trust	$333K	0.32%	Not reported	New	Q3 2025
BBWIBath & Body Works, Inc.	$291K	0.28%	0.01%	New	Q3 2025
GOOGAlphabet Inc.	$282K	0.27%	Not reported	New	Q3 2025
IBMInternational Business Machines Corp	$274K	0.26%	0.00%	New	Q3 2025
AMDAdvanced Micro Devices Inc	$251K	0.24%	0.00%	New	Q3 2025
DEDeere & Co	$240K	0.23%	0.00%	New	Q3 2025
GOOGLAlphabet Inc.	$239K	0.23%	0.00%	New	Q3 2025
LUXELuxExperience B.V.	$236K	0.22%	0.02%	New	Q3 2025
METAMeta Platforms, Inc.	$230K	0.22%	Not reported	New	Q3 2025
PGPROCTER & GAMBLE Co	$220K	0.21%	0.00%	New	Q3 2025
AAgilent Technologies, Inc.	$220K	0.21%	0.00%	New	Q3 2025
JPMJPMorgan Chase & Co	$219K	0.21%	0.00%	New	Q3 2025
PLTRPalantir Technologies Inc.	$218K	0.21%	0.00%	New	Q3 2025
BRK.BBerkshire Hathaway Inc	$202K	0.19%	Not reported	New	Q3 2025
NACNuveen California Quality Municipal Income Fund	$140K	0.13%	Not reported	New	Q3 2025
NFGCNew Found Gold Corp.	$84.5K	0.08%	0.02%	New	Q3 2025
MVISMicrovision, Inc.	$44.3K	0.04%	0.01%	New	Q3 2025
PLUGPlug Power Inc	$30.7K	0.03%	0.00%	New	Q3 2025
GPUSHyperscale Data, Inc.	$7.7K	0.01%	1.31%	New	Q3 2025

Premium opens every quarter this fund has filed