Fiscal Wisdom Wealth Management, LLC: 13F holdings
CIK 20537572026Q2
| Positions | 102 |
|---|
| Reported value | $117.9m |
|---|
| Filed | 2026-07-21 |
|---|
Change since last quarter
| Positions | 102 (+12 vs prior quarter) |
|---|
| Reported value | $117.9m (+13.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| GOLD RESOURCE CORP | 35,201,380 | $44.4m | 37.6% |
| SGOV ISHARES TR | 41,966 | $4.2m | 3.6% |
| SPYM SPDR SERIES TRUST | 43,783 | $3.8m | 3.3% |
| SCHD SCHWAB STRATEGIC TR | 101,215 | $3.2m | 2.7% |
| IVV ISHARES TR | 3,205 | $2.4m | 2.0% |
| IUSB ISHARES TR | 47,728 | $2.2m | 1.9% |
| AAPL APPLE INC | 7,409 | $2.1m | 1.8% |
| QQQM INVESCO EXCH TRADED FD TR II | 6,777 | $2.1m | 1.7% |
| DAKOTA GOLD CORP | 445,441 | $1.9m | 1.6% |
| PWB INVESCO EXCHANGE TRADED FD T | 10,911 | $1.8m | 1.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2053757")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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