StockDriftsStockDriftsTop 50 Fiscal Wisdom Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GORO | GOLD RESOURCE CORP | 40.99% | 35.58M | $42.7M | -25.20%(-11.99M) | $0.72(+75.17%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 3.24% | 44.2K | $3.4M | -4.02%(-1.85K) | $75.56(+16.03%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 2.93% | 99.6K | $3.1M | +9.51%(+8.65K) | $27.11(+19.48%) | 2026-03-31 | |
| SGOV | ISHARES TR | 2.8% | 28.9K | $2.9M | +195.04%(+19.12K) | $100.55(-0.11%) | 2026-03-31 | |
| DC | DAKOTA GOLD CORP | 2.52% | 520.5K | $2.6M | -32.30%(-248.34K) | $4.12(+8.74%) | 2026-03-31 | |
| SKE | SKEENA RES LTD NEW | 1.81% | 63.5K | $1.9M | -61.95%(-103.33K) | $17.18(+67.10%) | 2026-03-31 | |
| SVM | SILVERCORP METALS INC | 1.8% | 174.6K | $1.9M | -34.95%(-93.78K) | $5.27(+94.88%) | 2026-03-31 | |
| AAPL | APPLE INC | 1.75% | 7.2K | $1.8M | -0.68%(-49) | $234.37(+31.69%) | 2026-03-31 | |
| BALT | INNOVATOR ETFS TRUST | 1.67% | 52.0K | $1.7M | -11.05%(-6.46K) | $32.45(+5.64%) | 2026-03-31 | |
| DIA | STATE STR SPDR DOW JONES IND | 1.52% | 3.4K | $1.6M | +4.93%(+161) | $455.73(+15.83%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +60.43% | +312.88% |
| Top 20 Holdings Unweighted | +10.42% | +34.64% |
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