account_balance
Investment manager · 13F filer · SEC CIK 2053757
Fiscal Wisdom Wealth Management, LLC
Reported value$118Mas of Jun 30, 2026
Positions102 21 new, 9 sold out
Top 10 weight57.8%GORO alone is 38%
FiledJul 2121 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
GOROGold Resource Corp
37.6%
SGOViShares Tr
3.6%Added +45%
SPYMSPDR Series Trust
3.3%
SCHDSchwab Strategic Tr
2.7%
IVViShares Tr
2.0%Added +78%
IUSB1.9%AAPLApple Inc
1.8%Added +3%
QQQMInvesco Exch Traded Fd Tr II
1.7%Added +2%
DCDakota Gold Corp
1.6%Trimmed −14%
PWBInvesco Exchange Traded Fd T
1.6%
DIAState STR SPDR Dow Jones Ind
1.4%Trimmed −6%
VEAVanguard Tax-managed FDS
1.4%Added +22%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
GORO Gold Resource Corp 37.6% HeldSGOV iShares Tr 3.6% Added +45%SPYM SPDR Series Trust 3.3% HeldSCHD Schwab Strategic Tr 2.7% HeldIVV iShares Tr 2.0% Added +78%IUSB iShares Tr 1.9% Added +42%AAPL Apple Inc 1.8% Added +3%QQQM Invesco Exch Traded Fd Tr II 1.7% Added +2%DC Dakota Gold Corp 1.6% Trimmed −14%PWB Invesco Exchange Traded Fd T 1.6% HeldDIA State STR SPDR Dow Jones Ind 1.4% Trimmed −6%VEA Vanguard Tax-managed FDS 1.4% Added +22%
What changed