StockDriftsStockDriftsTop 50 Fiscal Wisdom Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SGOV | ISHARES TR | 5.85% | 48.9K | $4.9M | +16.45%(+6.91K) | $100.60(-0.01%) | 2026-09-30 | |
| SPYM | SPDR SERIES TRUST | 4.8% | 45.0K | $4.0M | +2.75%(+1.20K) | $75.91(+18.86%) | 2026-09-30 | |
| SCHD | SCHWAB STRATEGIC TR | 4.02% | 103.9K | $3.4M | +2.63%(+2.67K) | $27.30(+25.42%) | 2026-09-30 | |
| USTB | VICTORY PORTFOLIOS II | 3.95% | 66.5K | $3.3M | +223.27%(+45.95K) | $50.35(-0.86%) | 2026-09-30 | |
| IUSB | ISHARES TR | 3.51% | 67.0K | $3.0M | +40.41%(+19.29K) | $46.01(-3.65%) | 2026-09-30 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 3.48% | 59.9K | $2.9M | new | $49.06(-0.07%) | 2026-09-30 | |
| IVV | ISHARES TR | 3.21% | 3.5K | $2.7M | +9.89%(+317) | $679.22(+13.37%) | 2026-09-30 | |
| AAPL | APPLE INC | 3.08% | 7.8K | $2.6M | +5.07%(+376) | $239.03(+43.47%) | 2026-09-30 | |
| DC | DAKOTA GOLD CORP | 3.08% | 425.6K | $2.6M | -4.46%(-19.87K) | $4.12(+33.98%) | 2026-09-30 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 2.57% | 7.1K | $2.2M | +4.66%(+316) | $241.01(+22.72%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (4 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +18.23% |
| Top 20 Holdings Unweighted | — | — | — | — | +14.51% |
Fiscal Wisdom Wealth Management LLC reports $84.07M in US-listed equity holdings across 106 positions in its most recent 13F filing. Its largest disclosed positions are SGOV (5.8%), SPYM (4.8%) and SCHD (4.0%). The top 20 holdings account for 56.43% of reported assets. Its disclosed equity book has returned +18.23% cumulatively over 4 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Fiscal Wisdom Wealth Management LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Fiscal Wisdom Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2053757). View Fiscal Wisdom Wealth Management LLC’s 13F filings on SEC