Fiscal Wisdom Wealth Management, LLC
RIA/Wealth
Fiscal Wisdom Wealth Management, LLC is a RIA/Wealth based in Canton, CT led by Michael Edward Chadwick, reporting $259.8M in AUM as of Q3 2025 with 59% Basic Materials concentration, 67% concentrated in top 10 holdings, and 38% allocation to GORO.
CEOMichael Edward Chadwick
- Portfolio Value
- $105.6M
- Positions
- 82
- Top Holding
- GORO at 37.68%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Fiscal Wisdom Wealth Management, LLC's portfolio (66.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Gold Basic Materials | $39.8M | 37.68% | +$39.8M New | 30.12% 48.7M shares | |
Other Precious Metals Basic Materials | $6.8M | 6.44% | +$6.8M New | 0.29% 846.8K shares | |
Industrial Materials Basic Materials | $3.8M | 3.60% | +$3.8M New | 0.20% 224.7K shares | |
Gold Basic Materials | $3.7M | 3.47% | +$3.7M New | 0.76% 852.8K shares | |
ETF ETF | $3.6M | 3.38% | +$3.6M New | — 45.5K shares | |
Gold Basic Materials | $3.0M | 2.83% | +$3.0M New | 0.03% 271.6K shares | |
Silver Basic Materials | $2.8M | 2.69% | +$2.8M New | 0.20% 446.2K shares | |
Industrial - Pollution & Treatment Controls Industrials | $2.8M | 2.65% | +$2.8M New | 0.12% 216.2K shares | |
ETF ETF | $2.3M | 2.21% | +$2.3M New | — 86.3K shares | |
Unknown Unknown | $1.9M | 1.81% | +$1.9M New | — 58.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Fiscal Wisdom Wealth Management, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
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Increased Positions
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Decreased Positions
| Position | Shares Δ |
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| No decreased positions | |
Analytics
Portfolio insights and performance metrics for Fiscal Wisdom Wealth Management, LLC
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