Fiscal Wisdom Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 27, 2026, for the 2025 Q4 period, Fiscal Wisdom Wealth Management, LLC held in its portfolio 88 assets valued at $106,122,596 (i.e. $106.12M).
The most valuable assets in the portfolio included: GOLD RESOURCE CORP ($39.38M), ENDEAVOUR SILVER CORP ($4.56M), and DAKOTA GOLD CORP ($4.37M).
The chart below shows the top 10 valuable assets, and the table below shows the top 88 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Fiscal Wisdom Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| GOLD RESOURCE CORP | 47565078 | 39383885 | COM |
| ENDEAVOUR SILVER CORP | 484929 | 4558333 | COM |
| DAKOTA GOLD CORP | 768832 | 4366963 | COM |
| SKEENA RES LTD NEW | 166806 | 3966134 | COM |
| SPDR SERIES TRUST | 46005 | 3690548 | STATE STREET SPD |
| EQUINOX GOLD CORP | 181608 | 2554376 | COM |
| SCHWAB STRATEGIC TR | 90929 | 2494173 | US DIVIDEND EQ |
| SILVERCORP METALS INC | 268373 | 2238231 | COM |
| APPLE INC | 7236 | 1967176 | COM |
| INNOVATOR ETFS TRUST | 58453 | 1958760 | DEFINED WLT SHLD |
| PURECYCLE TECHNOLOGIES INC | 226693 | 1947293 | COM |
| INVESCO EXCH TRADED FD TR II | 6779 | 1714528 | NASDAQ 100 ETF |
| SPDR DOW JONES INDL AVERAGE | 3264 | 1568511 | UT SER 1 |
| INVESCO EXCHANGE TRADED FD T | 10986 | 1396430 | LARGE CAP GROWTH |
| MICROSOFT CORP | 2884 | 1394545 | COM |
| ISHARES TR | 26429 | 1230019 | CORE UNIVRSL USD |
| PROSHARES TR | 10962 | 1140867 | S&P 500 DV ARIST |
| INVESCO EXCHANGE TRADED FD T | 15168 | 1138395 | S&P500 QUALITY |
| ORACLE CORP | 5579 | 1087479 | COM |
| ISHARES TR | 9805 | 984226 | 0-3 MNTH TREASRY |
| COSTCO WHSL CORP NEW | 1103 | 950880 | COM |
| VANGUARD INDEX FDS | 1470 | 921748 | S&P 500 ETF SHS |
| ISHARES TR | 1282 | 877919 | CORE S&P500 ETF |
| VANGUARD TAX-MANAGED FDS | 13724 | 857308 | VAN FTSE DEV MKT |
| FIRST MAJESTIC SILVER CORP | 50449 | 840478 | COM |
| INVESCO EXCHANGE TRADED FD T | 4080 | 781557 | S&P500 EQL WGT |
| UNITED PARCEL SERVICE INC | 6765 | 671020 | CL B |
| MCDONALDS CORP | 2095 | 640295 | COM |
| WORLD GOLD TR | 6848 | 584614 | SPDR GLD MINIS |
| ISHARES TR | 2615 | 554563 | S&P 500 VAL ETF |
| BLACKROCK ETF TRUST | 9052 | 550452 | ISHARES US EQUIT |
| ISHARES TR | 4357 | 537018 | S&P 500 GRWT ETF |
| EA SERIES TRUST | 26174 | 529769 | STRIVE ENHANCED |
| VANGUARD INDEX FDS | 2452 | 512703 | EXTEND MKT ETF |
| HOME DEPOT INC | 1423 | 489748 | COM |
| TRUST FOR PROFESSIONAL MANAG | 17608 | 481227 | CONVERGENCE LNG |
| ISHARES INC | 7120 | 478606 | CORE MSCI EMKT |
| FIRST TR EXCH TRADED FD III | 6221 | 441629 | LNG/SHT EQUITY |
| INVESCO QQQ TR | 704 | 432190 | UNIT SER 1 |
| ISHARES TR | 4179 | 424869 | 10-20 YR TRS ETF |
| ISHARES TR | 4384 | 417444 | MBS ETF |
| NVIDIA CORPORATION | 2193 | 409035 | COM |
| CATERPILLAR INC | 693 | 396999 | COM |
| SIMPLIFY EXCHANGE TRADED FUN | 14471 | 394479 | MANAGED FUTURES |
| AMPLIFY ETF TR | 13611 | 376616 | AMPLIFY JUNIOR S |
| ISHARES TR | 5187 | 370404 | EAFE VALUE ETF |
| WALMART INC | 3313 | 369052 | COM |
| ISHARES TR | 3440 | 368492 | NATIONAL MUN ETF |
| AMAZON COM INC | 1572 | 362849 | COM |
| B2GOLD CORP | 78526 | 354109 | COM |
| VANGUARD WORLD FD | 466 | 351261 | INF TECH ETF |
| ALPHABET INC | 1115 | 350010 | CAP STK CL C |
| SPDR S&P 500 ETF TR | 499 | 340278 | TR UNIT |
| ISHARES TR | 992 | 340226 | S&P 100 ETF |
| LUXEXPERIENCE BV | 38315 | 319930 | SPONSORED ADS |
| ALPHABET INC | 1009 | 315882 | CAP STK CL A |
| BLACKROCK ETF TRUST II | 5887 | 310657 | ISHARES FLEXIBLE |
| FIDELITY COVINGTON TRUST | 5480 | 300546 | BLUE CHIP GRWTH |
| MANAGED PORTFOLIO SERIES | 11499 | 287762 | KENSINGTON CR OP |
| ISHARES SILVER TR | 4393 | 282997 | ISHARES |
| BERKSHIRE HATHAWAY INC DEL | 563 | 282992 | CL B NEW |
| INTERNATIONAL BUSINESS MACHS | 953 | 282288 | COM |
| AGF INVTS TR | 19599 | 282030 | US MARKET NETRL |
| SELECT SECTOR SPDR TR | 5086 | 278560 | STATE STREET FIN |
| SIMPLIFY EXCHANGE TRADED FUN | 15715 | 275955 | VOLATILITY PREM |
| INVESCO EXCH TRADED FD TR II | 3545 | 253156 | S&P500 LOW VOL |
| FIDELITY COVINGTON TRUST | 4352 | 246707 | HIGH DIVID ETF |
| DEERE & CO | 518 | 241165 | COM |
| ISHARES TR | 4756 | 237848 | CORE INTL AGGR |
| ISHARES GOLD TR | 2918 | 236854 | ISHARES NEW |
| JPMORGAN CHASE & CO. | 729 | 234898 | COM |
| PAN AMERN SILVER CORP | 4310 | 223301 | COM |
| PALANTIR TECHNOLOGIES INC | 1251 | 222365 | CL A |
| ADVANCED MICRO DEVICES INC | 999 | 213946 | COM |
| PROCTER AND GAMBLE CO | 1489 | 213335 | COM |
| VANGUARD WORLD FD | 1590 | 212249 | FINANCIALS ETF |
| ISHARES TR | 1061 | 211860 | U.S. TECH ETF |
| VANGUARD STAR FDS | 2785 | 210083 | VG TL INTL STK F |
| BATH & BODY WORKS INC | 10415 | 209133 | COM |
| META PLATFORMS INC | 313 | 206729 | CL A |
| ISHARES TR | 1025 | 203586 | MSCI USA QLT FCT |
| AGILENT TECHNOLOGIES INC | 1470 | 200023 | COM |
| REKOR SYSTEMS INC | 123139 | 169932 | COM |
| NUVEEN CA QUALTY MUN INCOME | 11901 | 140551 | COM |
| NEW FOUND GOLD CORP | 40280 | 119552 | COM |
| T1 ENERGY INC | 15459 | 103266 | COM NEW |
| MICROVISION INC DEL | 37500 | 31054 | COM NEW |
| PLUG POWER INC | 10500 | 20685 | COM NEW |
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