Fiscal Wisdom Wealth Management, LLC

CIK

2053757

Location

Canton, CT

Portfolio Value

Micro $25,968,049

Diversification

Diversified

Filing Date

Global Rank

#2,491 / 2,968 ▲ 5094

Top Industry

Gold 10.6%

3Y Alpha vs SPY

+6.2%

Period ended 30 days ago

Filed Jul 21, 2026 · 9d

4 quarters · since Sep 2025

Clone Performance

Nov 2025–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+14.5%

SPY

+10.9%

Annualised alpha

+5.4%

Max drawdown

−25.0%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 3 quarters. Past performance does not predict future results.

Portfolio Concentration

46 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

8.3%

−2.2 pts

Top 5

32.5%

−6.5 pts

Top 10

51.4%

−8.7 pts

HHI

375

Diversified−95

Portfolio Trend

4 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	23.3%	$6,062,377	11
Basic Materials	18.8%	$4,874,937	5
Industrials	17.2%	$4,458,107	8
Unclassified	14.0%	$3,631,764	5
Consumer Defensive	8.0%	$2,073,011	4
Consumer Cyclical	6.3%	$1,633,140	4
Healthcare	4.7%	$1,225,053	2
Communication Services	4.0%	$1,050,999	3
Financial Services	2.6%	$683,097	3
Utilities	1.1%	$275,564	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

15 positions

Ticker	Company	Δ Shares	Shares	Value
WRBY	Warby Parker Inc.	+3,447	30,726	$932,226
PG	PROCTER & GAMBLE Co	+1,094	2,584	$378,917
GLDM	World Gold Trust	+1,053	8,143	$646,717
GOOGL	Alphabet Inc.	+344	1,345	$480,662
UPS	United Parcel Service Inc	+263	7,028	$755,510
MSFT	Microsoft Corp	+254	3,113	$1,161,211
AAPL	Apple Inc.	+222	7,409	$2,143,868
SPY	Spdr S&P 500 ETF Trust	+192	686	$512,284
MCD	Mcdonalds Corp	+157	2,247	$607,386
AMZN	Amazon Com Inc	+126	1,690	$402,794
CAT	Caterpillar Inc	+118	811	$863,633
SLV	iShares Silver Trust	+101	4,601	$246,015
BRK-B	Berkshire Hathaway Inc	+63	600	$300,234
QQQ	Invesco Qqq Trust, Series 1	+6	746	$549,354
ORCL	Oracle Corp	+2	5,583	$818,188
No positions match the current search.

Trimmed

Positions the filer reduced

17 positions

Ticker	Company	Δ Shares	Shares	Value
DC	Dakota Gold Corp.	−75,053	445,441	$1,897,578
SVM	Silvercorp Metals Inc	−71,403	103,186	$1,042,178
EQX	Equinox Gold Corp.	−35,802	47,802	$464,635
PCT	PureCycle Technologies, Inc.	−24,733	191,653	$1,554,305
SKE	Skeena Resources Ltd	−24,642	38,835	$1,035,341
REKR	Rekor Systems, Inc.	−23,226	44,735	$31,090
MVIS	Microvision, Inc.	−21,621	15,879	$5,240
EXK	Endeavour Silver Corp	−17,718	52,561	$435,205
LUXE	LuxExperience B.V.	−5,151	19,099	$141,905
TE	T1 Energy Inc.	−4,490	34,498	$327,041
EOSE	Eos Energy Enterprises, Inc.	−3,599	60,735	$357,121
ONDS	Ondas Inc.	−1,491	28,855	$237,765
NVDA	Nvidia Corp	−229	2,211	$442,398
DIA	Spdr Dow Jones Industrial Average ETF Trust	−214	3,211	$1,677,394
IBM	International Business Machines Corp	−64	814	$228,904
HD	Home Depot, Inc.	−51	1,364	$481,055
COST	Costco Wholesale Corp /New	−1	1,102	$1,030,887
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
AMD	Advanced Micro Devices Inc	900	$522,819
MO	Altria Group, Inc.	4,396	$316,292
VZ	Verizon Communications Inc	7,018	$297,142
JNJ	Johnson & Johnson	1,153	$292,827
DUK	Duke Energy CORP	2,177	$275,564
META	Meta Platforms, Inc.	485	$273,195
RKLB	Rocket Lab Corp	2,445	$248,534
PANW	Palo Alto Networks Inc	652	$222,345
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
PAAS	Pan American Silver Corp	4,229	$231,030
T	At&T Inc.	7,712	$223,570
PDI	PIMCO Dynamic Income Fund	10,486	$179,415
BTG	B2gold Corp	36,242	$164,176
NFGC	New Found Gold Corp.	10,280	$19,943
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

46 tracked positions · $25,968,049 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	7,409	+222	$2,143,868	+17.5%	8.26%
DC	Dakota Gold Corp. Basic Materials	Reduced	445,441	-75,053	$1,897,578	−27.8%	7.31%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Reduced	3,211	-214	$1,677,394	+5.7%	6.46%
PCT	PureCycle Technologies, Inc. Industrials	Reduced	191,653	-24,733	$1,554,305	+38.4%	5.99%
MSFT	Microsoft Corp Technology	Added	3,113	+254	$1,161,211	+9.7%	4.47%
SVM	Silvercorp Metals Inc Basic Materials	Reduced	103,186	-71,403	$1,042,178	−44.4%	4.01%
SKE	Skeena Resources Ltd Basic Materials	Reduced	38,835	-24,642	$1,035,341	−45.1%	3.99%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	1,102	-1	$1,030,887	−6.2%	3.97%
WRBY	Warby Parker Inc. Healthcare	Added	30,726	+3,447	$932,226	+62.2%	3.59%
CAT	Caterpillar Inc Industrials	Added	811	+118	$863,633	+75.9%	3.33%
ORCL	Oracle Corp Technology	Added	5,583	+2	$818,188	−0.3%	3.15%
UPS	United Parcel Service Inc Industrials	Added	7,028	+263	$755,510	+13.5%	2.91%
GLDM	World Gold Trust	Added	8,143	+1,053	$646,717	−1.6%	2.49%
MCD	Mcdonalds Corp Consumer Cyclical	Added	2,247	+157	$607,386	−6.5%	2.34%
QQQ	Invesco Qqq Trust, Series 1	Added	746	+6	$549,354	+28.6%	2.12%
AMD	Advanced Micro Devices Inc Technology	NEW	900	NEW	$522,819	NEW	2.01%
SPY	Spdr S&P 500 ETF Trust	Added	686	+192	$512,284	+59.5%	1.97%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	1,364	-51	$481,055	+3.4%	1.85%
GOOGL	Alphabet Inc. Communication Services	Added	1,345	+344	$480,662	+67.0%	1.85%
EQX	Equinox Gold Corp. Basic Materials	Reduced	47,802	-35,802	$464,635	−61.6%	1.79%
NVDA	Nvidia Corp Technology	Reduced	2,211	-229	$442,398	+4.0%	1.70%
EXK	Endeavour Silver Corp Basic Materials	Reduced	52,561	-17,718	$435,205	−33.5%	1.68%
AMZN	Amazon Com Inc Consumer Cyclical	Added	1,690	+126	$402,794	+23.7%	1.55%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	2,584	+1,094	$378,917	+76.1%	1.46%
EOSE	Eos Energy Enterprises, Inc. Industrials	Reduced	60,735	-3,599	$357,121	+11.9%	1.38%
WMT	Walmart Inc. Consumer Defensive	Held	3,063	0	$346,915	−8.9%	1.34%
TE	T1 Energy Inc. Industrials	Reduced	34,498	-4,490	$327,041	+91.1%	1.26%
DE	Deere & Co Industrials	Held	510	0	$323,508	+12.6%	1.25%
MO	Altria Group, Inc. Consumer Defensive	NEW	4,396	NEW	$316,292	NEW	1.22%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	600	+63	$300,234	+16.7%	1.16%
VZ	Verizon Communications Inc Communication Services	NEW	7,018	NEW	$297,142	NEW	1.14%
JNJ	Johnson & Johnson Healthcare	NEW	1,153	NEW	$292,827	NEW	1.13%
DUK	Duke Energy CORP Utilities	NEW	2,177	NEW	$275,564	NEW	1.06%
META	Meta Platforms, Inc. Communication Services	NEW	485	NEW	$273,195	NEW	1.05%
KEYS	Keysight Technologies, Inc. Technology	Held	710	0	$248,549	+24.0%	0.96%
RKLB	Rocket Lab Corp Industrials	NEW	2,445	NEW	$248,534	NEW	0.96%
SLV	iShares Silver Trust	Added	4,601	+101	$246,015	−19.8%	0.95%
JPM	Jpmorgan Chase & Co Financial Services	Held	729	0	$238,623	+11.3%	0.92%
ONDS	Ondas Inc. Technology	Reduced	28,855	-1,491	$237,765	−13.3%	0.92%
IBM	International Business Machines Corp Technology	Reduced	814	-64	$228,904	+7.6%	0.88%
PANW	Palo Alto Networks Inc Technology	NEW	652	NEW	$222,345	NEW	0.86%
NAC	Nuveen California Quality Municipal Income Fund Financial Services	Held	11,901	0	$144,240	+4.0%	0.56%
LUXE	LuxExperience B.V. Consumer Cyclical	Reduced	19,099	-5,151	$141,905	−26.9%	0.55%
REKR	Rekor Systems, Inc. Technology	Reduced	44,735	-23,226	$31,090	−44.2%	0.12%
PLUG	Plug Power Inc Industrials	Held	10,500	0	$28,455	+19.9%	0.11%
MVIS	Microvision, Inc. Technology	Reduced	15,879	-21,621	$5,240	−78.2%	0.02%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.