Fiscal Wisdom Wealth Management, LLC

CIK

2053757

Location

Canton, CT

Portfolio Value

Micro $67,841,854

Diversification

Highly concentrated

Filing Date

Global Rank

#6,403 / 8,605 ▼ 26 · as of Mar 2026

Top Industry

Other Precious Metals & Mining 66.1%

3Y Alpha vs SPY

+82.4%

Period ended 3 months ago

Filed May 6, 2026 · 2mo

3 quarters · since Sep 2025

Clone Performance

Nov 2025–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+61.1%

SPY

+11.9%

Annualised alpha

+89.6%

Max drawdown

−32.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

44 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

62.9%

+11.1 pts

Top 5

75.0%

+3.0 pts

Top 10

84.0%

−0.0 pts

HHI

4,025

Highly concentrated+1,195

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Basic Materials	75.7%	$51,360,593	9
Technology	7.2%	$4,896,215	9
Unclassified	4.9%	$3,298,607	5
Industrials	4.5%	$3,080,811	7
Consumer Defensive	2.5%	$1,694,946	3
Consumer Cyclical	2.4%	$1,634,664	4
Financial Services	1.2%	$789,833	4
Healthcare	0.8%	$574,768	1
Communication Services	0.8%	$511,417	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

8 positions

Ticker	Company	Δ Shares	Shares	Value
TE	T1 Energy Inc.	+23,529	38,988	$171,157
NVDA	Nvidia Corp	+247	2,440	$425,536
GLDM	World Gold Trust	+242	7,090	$657,172
DIA	Spdr Dow Jones Industrial Average ETF Trust	+161	3,425	$1,586,425
SLV	iShares Silver Trust	+107	4,500	$306,630
QQQ	Invesco Qqq Trust, Series 1	+36	740	$427,113
ORCL	Oracle Corp	+2	5,581	$821,020
PG	PROCTER & GAMBLE Co	+1	1,490	$215,215
No positions match the current search.

Trimmed

Positions the filer reduced

23 positions

Ticker	Company	Δ Shares	Shares	Value
GORO	Gold Resource Corp	−11,988,312	35,576,766	$42,692,119
EXK	Endeavour Silver Corp	−414,650	70,279	$654,297
DC	Dakota Gold Corp.	−248,338	520,494	$2,628,494
SKE	Skeena Resources Ltd	−103,329	63,477	$1,886,536
EQX	Equinox Gold Corp.	−98,004	83,604	$1,208,913
SVM	Silvercorp Metals Inc	−93,784	174,589	$1,875,085
REKR	Rekor Systems, Inc.	−55,178	67,961	$55,728
BTG	B2gold Corp	−42,284	36,242	$164,176
NFGC	New Found Gold Corp.	−30,000	10,280	$19,943
LUXE	LuxExperience B.V.	−14,065	24,250	$194,000
PCT	PureCycle Technologies, Inc.	−10,307	216,386	$1,123,043
WMT	Walmart Inc.	−250	3,063	$380,669
PAAS	Pan American Silver Corp	−81	4,229	$231,030
IBM	International Business Machines Corp	−75	878	$212,818
AAPL	Apple Inc.	−49	7,187	$1,823,988
BRK-B	Berkshire Hathaway Inc	−26	537	$257,330
MSFT	Microsoft Corp	−25	2,859	$1,058,316
GOOGL	Alphabet Inc.	−8	1,001	$287,847
DE	Deere & Co	−8	510	$287,283
AMZN	Amazon Com Inc	−8	1,564	$325,734
HD	Home Depot, Inc.	−8	1,415	$465,379
SPY	Spdr S&P 500 ETF Trust	−5	494	$321,267
MCD	Mcdonalds Corp	−5	2,090	$649,551
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
WRBY	Warby Parker Inc.	27,279	$574,768
EOSE	Eos Energy Enterprises, Inc.	64,334	$319,096
ONDS	Ondas Inc.	30,346	$274,327
T	At&T Inc.	7,712	$223,570
KEYS	Keysight Technologies, Inc.	710	$200,482
PDI	PIMCO Dynamic Income Fund	10,486	$179,415
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
AG	First Majestic Silver Corp	50,449	$840,480
IAU	Ishares Gold Trust	2,918	$236,854
PLTR	Palantir Technologies Inc.	1,251	$222,365
AMD	Advanced Micro Devices Inc	999	$213,945
BBWI	Bath & Body Works, Inc.	10,415	$209,133
META	Meta Platforms, Inc.	313	$206,608
A	Agilent Technologies, Inc.	1,470	$200,022
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

44 positions · $67,841,854 total · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GORO	Gold Resource Corp Basic Materials	Reduced	35,576,766	-11,988,312	$42,692,119	+8.1%	62.93%
DC	Dakota Gold Corp. Basic Materials	Reduced	520,494	-248,338	$2,628,494	−39.8%	3.87%
SKE	Skeena Resources Ltd Basic Materials	Reduced	63,477	-103,329	$1,886,536	−52.3%	2.78%
SVM	Silvercorp Metals Inc Basic Materials	Reduced	174,589	-93,784	$1,875,085	−16.2%	2.76%
AAPL	Apple Inc. Technology	Reduced	7,187	-49	$1,823,988	−7.3%	2.69%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Added	3,425	+161	$1,586,425	+1.1%	2.34%
EQX	Equinox Gold Corp. Basic Materials	Reduced	83,604	-98,004	$1,208,913	−52.6%	1.78%
PCT	PureCycle Technologies, Inc. Industrials	Reduced	216,386	-10,307	$1,123,043	−42.3%	1.66%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	1,103	0	$1,099,062	+15.5%	1.62%
MSFT	Microsoft Corp Technology	Reduced	2,859	-25	$1,058,316	−24.1%	1.56%
ORCL	Oracle Corp Technology	Added	5,581	+2	$821,020	−24.5%	1.21%
UPS	United Parcel Service Inc Industrials	Held	6,765	0	$665,540	−0.8%	0.98%
GLDM	World Gold Trust	Added	7,090	+242	$657,172	+12.4%	0.97%
EXK	Endeavour Silver Corp Basic Materials	Reduced	70,279	-414,650	$654,297	−85.6%	0.96%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	2,090	-5	$649,551	+1.4%	0.96%
WRBY	Warby Parker Inc. Healthcare	NEW	27,279	NEW	$574,768	NEW	0.85%
CAT	Caterpillar Inc Industrials	Held	693	0	$490,962	+23.7%	0.72%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	1,415	-8	$465,379	−5.0%	0.69%
QQQ	Invesco Qqq Trust, Series 1	Added	740	+36	$427,113	−1.2%	0.63%
NVDA	Nvidia Corp Technology	Added	2,440	+247	$425,536	+4.0%	0.63%
WMT	Walmart Inc. Consumer Defensive	Reduced	3,063	-250	$380,669	+3.1%	0.56%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	1,564	-8	$325,734	−10.2%	0.48%
SPY	Spdr S&P 500 ETF Trust	Reduced	494	-5	$321,267	−5.6%	0.47%
EOSE	Eos Energy Enterprises, Inc. Industrials	NEW	64,334	NEW	$319,096	NEW	0.47%
SLV	iShares Silver Trust	Added	4,500	+107	$306,630	+8.4%	0.45%
GOOGL	Alphabet Inc. Communication Services	Reduced	1,001	-8	$287,847	−8.9%	0.42%
DE	Deere & Co Industrials	Reduced	510	-8	$287,283	+19.1%	0.42%
ONDS	Ondas Inc. Technology	NEW	30,346	NEW	$274,327	NEW	0.40%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	537	-26	$257,330	−9.1%	0.38%
PAAS	Pan American Silver Corp Basic Materials	Reduced	4,229	-81	$231,030	+3.5%	0.34%
T	At&T Inc. Communication Services	NEW	7,712	NEW	$223,570	NEW	0.33%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	1,490	+1	$215,215	+0.9%	0.32%
JPM	Jpmorgan Chase & Co Financial Services	Held	729	0	$214,442	−8.7%	0.32%
IBM	International Business Machines Corp Technology	Reduced	878	-75	$212,818	−24.6%	0.31%
KEYS	Keysight Technologies, Inc. Technology	NEW	710	NEW	$200,482	NEW	0.30%
LUXE	LuxExperience B.V. Consumer Cyclical	Reduced	24,250	-14,065	$194,000	−39.4%	0.29%
PDI	PIMCO Dynamic Income Fund Financial Services	NEW	10,486	NEW	$179,415	NEW	0.26%
TE	T1 Energy Inc. Industrials	Added	38,988	+23,529	$171,157	+65.7%	0.25%
BTG	B2gold Corp Basic Materials	Reduced	36,242	-42,284	$164,176	−53.6%	0.24%
NAC	Nuveen California Quality Municipal Income Fund Financial Services	Held	11,901	0	$138,646	−1.4%	0.20%
REKR	Rekor Systems, Inc. Technology	Reduced	67,961	-55,178	$55,728	−67.2%	0.08%
MVIS	Microvision, Inc. Technology	Held	37,500	0	$24,000	−22.9%	0.04%
PLUG	Plug Power Inc Industrials	Held	10,500	0	$23,730	+14.7%	0.03%
NFGC	New Found Gold Corp. Basic Materials	Reduced	10,280	-30,000	$19,943	−83.3%	0.03%