Fiscal Wisdom Wealth Management, LLC Portfolio Holdings
Q3 2025•82 long positions•$105.6M portfolio value
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Holding82 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Gold Basic Materials | $39.8M 37.68% | +$39.8M New | 30.12% 48.7M shares | 0 → 48.7M +$39.8M | New | $135.2M Micro Cap | Q3 2025 Held for 2 months | |
Other Precious Metals Basic Materials | $6.8M 6.44% | +$6.8M New | 0.292% 846.8K shares | 0 → 846.8K +$6.8M | New | $2.3B Mid Cap | Q3 2025 Held for 2 months | |
Industrial Materials Basic Materials | $3.8M 3.6% | +$3.8M New | 0.195% 224.7K shares | 0 → 224.7K +$3.8M | New | $2.1B Mid Cap | Q3 2025 Held for 2 months | |
Gold Basic Materials | $3.7M 3.47% | +$3.7M New | 0.759% 852.8K shares | 0 → 852.8K +$3.7M | New | $511.2M Small Cap | Q3 2025 Held for 2 months | |
ETF ETF | $3.6M 3.38% | +$3.6M New | — 45.5K shares | 0 → 45.5K +$3.6M | New | — — | Q3 2025 Held for 2 months | |
Gold Basic Materials | $3.0M 2.83% | +$3.0M New | 0.035% 271.6K shares | 0 → 271.6K +$3.0M | New | $8.8B Mid Cap | Q3 2025 Held for 2 months | |
Silver Basic Materials | $2.8M 2.69% | +$2.8M New | 0.204% 446.2K shares | 0 → 446.2K +$2.8M | New | $1.4B Small Cap | Q3 2025 Held for 2 months | |
Industrial - Pollution & Treatment Controls Industrials | $2.8M 2.65% | +$2.8M New | 0.12% 216.2K shares | 0 → 216.2K +$2.8M | New | $2.4B Mid Cap | Q3 2025 Held for 2 months | |
ETF ETF | $2.3M 2.21% | +$2.3M New | — 86.3K shares | 0 → 86.3K +$2.3M | New | — — | Q3 2025 Held for 2 months | |
Unknown Unknown | $1.9M 1.81% | +$1.9M New | — 58.1K shares | 0 → 58.1K +$1.9M | New | — — | Q3 2025 Held for 2 months | |
Consumer Electronics Technology | $1.9M 1.8% | +$1.9M New | 0.0% 7.3K shares | 0 → 7.3K +$1.9M | New | $3.78T Mega Cap | Q3 2025 Held for 2 months | |
ETF ETF | $1.7M 1.56% | +$1.7M New | — 6.6K shares | 0 → 6.6K +$1.7M | New | — — | Q3 2025 Held for 2 months | |
Software - Infrastructure Technology | $1.5M 1.45% | +$1.5M New | 0.0% 2.9K shares | 0 → 2.9K +$1.5M | New | $3.85T Mega Cap | Q3 2025 Held for 2 months | |
Software - Infrastructure Technology | $1.5M 1.44% | +$1.5M New | 0.0% 5.6K shares | 0 → 5.6K +$1.5M | New | $801.76B Mega Cap | Q3 2025 Held for 2 months | |
ETF ETF | $1.4M 1.31% | +$1.4M New | — 11.0K shares | 0 → 11.0K +$1.4M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $1.3M 1.24% | +$1.3M New | — 2.8K shares | 0 → 2.8K +$1.3M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $1.1M 1.08% | +$1.1M New | — 11.1K shares | 0 → 11.1K +$1.1M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $1.1M 1.02% | +$1.1M New | — 14.5K shares | 0 → 14.5K +$1.1M | New | — — | Q3 2025 Held for 2 months | |
Discount Stores Consumer Defensive | $1.0M 0.986% | +$1.0M New | 0.0% 1.1K shares | 0 → 1.1K +$1.0M | New | $410.27B Mega Cap | Q3 2025 Held for 2 months | |
Silver Basic Materials | $1.0M 0.965% | +$1.0M New | 0.016% 80.5K shares | 0 → 80.5K +$1.0M | New | $6.0B Mid Cap | Q3 2025 Held for 2 months | |
ETF ETF | $981.2K 0.929% | +$981.2K New | — 20.8K shares | 0 → 20.8K +$981.2K | New | — — | Q3 2025 Held for 2 months | |
Gold Basic Materials | $919.4K 0.871% | +$919.4K New | 0.013% 176.8K shares | 0 → 176.8K +$919.4K | New | $6.5B Mid Cap | Q3 2025 Held for 2 months | |
ETF ETF | $811.2K 0.768% | +$811.2K New | — 1.3K shares | 0 → 1.3K +$811.2K | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $757.5K 0.717% | +$757.5K New | — 4.0K shares | 0 → 4.0K +$757.5K | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $726.9K 0.688% | +$726.9K New | — 1.1K shares | 0 → 1.1K +$726.9K | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $683.4K 0.647% | +$683.4K New | — 33.6K shares | 0 → 33.6K +$683.4K | New | — — | Q3 2025 Held for 2 months | |
Restaurants Consumer Cyclical | $674.8K 0.639% | +$674.8K New | 0.0% 2.2K shares | 0 → 2.2K +$674.8K | New | $216.86B Mega Cap | Q3 2025 Held for 2 months | |
ETF ETF | $620.4K 0.588% | +$620.4K New | — 10.2K shares | 0 → 10.2K +$620.4K | New | — — | Q3 2025 Held for 2 months | |
Integrated Freight & Logistics Industrials | $593.5K 0.562% | +$593.5K New | 0.001% 6.8K shares | 0 → 6.8K +$593.5K | New | $70.8B Large Cap | Q3 2025 Held for 2 months | |
Home Improvement Consumer Cyclical | $535.6K 0.507% | +$535.6K New | 0.0% 1.4K shares | 0 → 1.4K +$535.6K | New | $403.32B Mega Cap | Q3 2025 Held for 2 months | |
Unknown Unknown | $474.1K 0.449% | +$474.1K New | — 5.8K shares | 0 → 5.8K +$474.1K | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $457.6K 0.433% | +$457.6K New | — 2.2K shares | 0 → 2.2K +$457.6K | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $434.2K 0.411% | +$434.2K New | — 4.3K shares | 0 → 4.3K +$434.2K | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $426.3K 0.404% | +$426.3K New | — 704.0 shares | 0 → 704.0 +$426.3K | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $411.1K 0.389% | +$411.1K New | — 3.4K shares | 0 → 3.4K +$411.1K | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $391.1K 0.37% | +$391.1K New | — 6.6K shares | 0 → 6.6K +$391.1K | New | — — | Q3 2025 Held for 2 months | |
Semiconductors Technology | $389.6K 0.369% | +$389.6K New | 0.0% 2.2K shares | 0 → 2.2K +$389.6K | New | $4.54T Mega Cap | Q3 2025 Held for 2 months | |
ETF ETF | $385.4K 0.365% | +$385.4K New | — 3.7K shares | 0 → 3.7K +$385.4K | New | — — | Q3 2025 Held for 2 months | |
Software - Infrastructure Technology | $370.1K 0.351% | +$370.1K New | 0.11% 139.1K shares | 0 → 139.1K +$370.1K | New | $198.3M Micro Cap | Q3 2025 Held for 2 months | |
ETF ETF | $364.8K 0.346% | +$364.8K New | — 3.4K shares | 0 → 3.4K +$364.8K | New | — — | Q3 2025 Held for 2 months | |
Agricultural - Machinery Industrials | $361.3K 0.342% | +$361.3K New | 0.0% 703.0 shares | 0 → 703.0 +$361.3K | New | $223.53B Mega Cap | Q3 2025 Held for 2 months | |
Specialty Retail Consumer Cyclical | $353.5K 0.335% | +$353.5K New | 0.0% 1.6K shares | 0 → 1.6K +$353.5K | New | $2.34T Mega Cap | Q3 2025 Held for 2 months | |
ETF ETF | $352.9K 0.334% | +$352.9K New | — 469.0 shares | 0 → 469.0 +$352.9K | New | — — | Q3 2025 Held for 2 months | |
Discount Stores Consumer Defensive | $336.2K 0.318% | +$336.2K New | 0.0% 3.1K shares | 0 → 3.1K +$336.2K | New | $821.68B Mega Cap | Q3 2025 Held for 2 months | |
Telecommunications Services Communication Services | $335.5K 0.318% | +$335.5K New | 0.0% 13.1K shares | 0 → 13.1K +$335.5K | New | $201.93B Mega Cap | Q3 2025 Held for 2 months | |
ETF ETF | $333.2K 0.316% | +$333.2K New | — 499.0 shares | 0 → 499.0 +$333.2K | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $328.2K 0.311% | +$328.2K New | — 3.4K shares | 0 → 3.4K +$328.2K | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $314.0K 0.297% | +$314.0K New | — 4.7K shares | 0 → 4.7K +$314.0K | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $311.3K 0.295% | +$311.3K New | — 13.6K shares | 0 → 13.6K +$311.3K | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $308.1K 0.292% | +$308.1K New | — 4.5K shares | 0 → 4.5K +$308.1K | New | — — | Q3 2025 Held for 2 months |
