Fiscal Wisdom Wealth Management, LLC
Top Portfolio Positions
44 positions ·
$67,841,854 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GORO |
Gold Resource Corp
Basic Materials
|
35,576,766 | $42,692,119 | 62.93% | |
| DC |
Dakota Gold Corp.
Basic Materials
|
520,494 | $2,628,494 | 3.87% | |
| SKE |
Skeena Resources Ltd
Basic Materials
|
63,477 | $1,886,536 | 2.78% | |
| SVM |
Silvercorp Metals Inc
Basic Materials
|
174,589 | $1,875,085 | 2.76% | |
| AAPL |
Apple Inc.
Technology
|
7,187 | $1,823,988 | 2.69% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
3,425 | $1,586,425 | 2.34% | |
| EQX |
Equinox Gold Corp.
Basic Materials
|
83,604 | $1,208,913 | 1.78% | |
| PCT |
PureCycle Technologies, Inc.
Industrials
|
216,386 | $1,123,043 | 1.66% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
1,103 | $1,099,062 | 1.62% | |
| MSFT |
Microsoft Corp
Technology
|
2,859 | $1,058,316 | 1.56% |
Portfolio Trend
3 quarters · across all stocks
Holdings in LUXE
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $194,000 | 24,250 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $319,930 | 38,315 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $230,265 | 27,090 | Shares | Sole | 2025-11-07 | |
| No 13F history on record for this holder in this stock. | ||||||