StockDriftsStockDriftsTop 50 Fiscal Wisdom Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GORO | GOLD RESOURCE CORP | 37.62% | 35.20M | $44.4M | -1.06%(-375.39K) | $2.82(-2.48%) | 2026-06-30 | |
| SGOV | ISHARES TR | 3.58% | 42.0K | $4.2M | +45.07%(+13.04K) | $100.59(-0.09%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 3.26% | 43.8K | $3.8M | -0.84%(-373) | $75.56(+20.49%) | 2026-06-30 | |
| SCHD | SCHWAB STRATEGIC TR | 2.72% | 101.2K | $3.2M | +1.65%(+1.64K) | $27.17(+26.17%) | 2026-06-30 | |
| IVV | ISHARES TR | 2.04% | 3.2K | $2.4M | +78.15%(+1.41K) | $671.49(+15.77%) | 2026-06-30 | |
| IUSB | ISHARES TR | 1.87% | 47.7K | $2.2M | +42.00%(+14.12K) | $46.37(-1.98%) | 2026-06-30 | |
| AAPL | APPLE INC | 1.82% | 7.4K | $2.1M | +3.09%(+222) | $235.37(+30.29%) | 2026-06-30 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 1.74% | 6.8K | $2.1M | +2.40%(+159) | $238.09(+24.60%) | 2026-06-30 | |
| DC | DAKOTA GOLD CORP | 1.61% | 445.4K | $1.9M | -14.42%(-75.05K) | $4.12(+51.60%) | 2026-06-30 | |
| PWB | INVESCO EXCHANGE TRADED FD T | 1.56% | 10.9K | $1.8M | +0.00%(+0) | $121.43(+31.10%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +40.02% |
| Top 20 Holdings Unweighted | — | — | — | — | +13.95% |
Fiscal Wisdom Wealth Management, LLC reports $117.91M in US-listed equity holdings across 102 positions in its most recent 13F filing. Its largest disclosed positions are GORO (37.6%), SGOV (3.6%) and SPYM (3.3%). The top 20 holdings account for 69.75% of reported assets. Its disclosed equity book has returned +40.02% cumulatively over 3 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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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