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CIK: 0002053757
Total reported value
$117.9M
$117.9M
88 檔
47.5%
In Q4 2025, Fiscal Wisdom Wealth Management, LLC's U.S. equity holdings reached a combined market value of $117.9M, distributed across 88 disclosed stock positions.
In Q4 2025, Fiscal Wisdom Wealth Management, LLC displayed an active expansion posture, initiating 8 new positions and adding to 25 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GORO | Gold Resource CORP | Stock-Other | 37.11% | -3.37% | -2.31% | |
| 2 | EXK | Endeavour Silver CORP | Stock-Materials | 4.30% | -0.26% | -42.73% | |
| 3 | DC | Dakota Gold CORP | Stock-Other | 4.12% | -0.91% | -9.85% | |
| 4 | SKE | Skeena Resources LTD | Stock-Other | 3.74% | -0.93% | -25.78% | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.48% | +0.02% | +1.20% | |
| 6 | EQX | Equinox Gold CORP | Stock-Other | 2.41% | -0.77% | -33.13% | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.35% | -0.21% | +5.32% | |
| 8 | SVM | Silvercorp Metals Inc | Stock-Other | 2.11% | -0.92% | -39.85% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 1.85% | +0.07% | -1.42% | |
| 10 | BALT | Inn Defined Wealth Shield | ETF-Other | 1.85% | -0.36% | +0.65% | |
| 11 | PCT | Purecycle Technologies Inc | Stock-Other | 1.83% | +0.24% | +4.83% | |
| 12 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.62% | +0.23% | +2.34% | |
| 13 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.48% | -0.10% | +15.91% | |
| 14 | PWB | Invesco Large Cap Growth ETF | ETF-Large Cap & Growth | 1.32% | +0.24% | — | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.31% | -0.04% | -1.87% | |
| 16 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.16% | +0.38% | +26.90% | |
| 17 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.08% | -0.06% | -0.85% | |
| 18 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 1.07% | +0.11% | +4.46% | |
| 19 | ORCL | Oracle CORP | Stock-Tech | 1.02% | -0.10% | — | |
| 20 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.93% | +0.78% | +127.18% | |
| 21 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.90% | -0.19% | +0.09% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.87% | -0.01% | +11.28% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.83% | +0.91% | +18.37% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.81% | +0.23% | +34.29% | |
| 25 | AG | First Majestic Silver CORP | Stock-Materials | 0.79% | — | -37.33% | |
| 26 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.74% | -0.02% | +2.26% | |
| 27 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.63% | — | -0.73% | |
| 28 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.60% | -0.10% | -3.72% | |
| 29 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.55% | -0.08% | +17.28% | |
| 30 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.52% | -0.02% | +84.28% | |
| 31 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.52% | +0.13% | +36.70% | |
| 32 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.51% | +0.24% | +27.66% | |
| 33 | BUXX | Strive Enhanced Income Short | ETF-Other | 0.50% | -0.25% | -22.14% | |
| 34 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.48% | +0.03% | +11.91% | |
| 35 | HD | Home Depot Inc | Stock-Consumer Disc | 0.46% | -0.04% | +3.34% | |
| 36 | CLSE | Convergence Long/short Eqy | ETF-Other | 0.45% | +0.23% | +99.57% | |
| 37 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.45% | -0.03% | +52.04% | |
| 38 | FTLS | First Trust Long/short Eqty | ETF-Other | 0.42% | +0.06% | +95.32% | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.41% | +0.06% | — | |
| 40 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.40% | -0.06% | +14.24% | |
| 41 | MBB | Ishares Mbs ETF | ETF-Other | 0.39% | +0.04% | +28.30% | |
| 42 | NVDA | Nvidia CORP | Stock-Tech | 0.39% | -0.03% | +1.48% | |
| 43 | CAT | Caterpillar Inc | Stock-Industrials | 0.37% | +0.26% | -1.42% | |
| 44 | CTA | Simplify Managed Futures St | ETF-Other | 0.37% | — | +99.33% | |
| 45 | SILJ | Amplify Junior Silver Miners | ETF-Commodities | 0.35% | -0.09% | -0.13% | |
| 46 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.35% | -0.22% | +14.73% | |
| 47 | WMT | Walmart Inc | Stock-Consumer Staples | 0.35% | -0.08% | +5.58% | |
| 48 | MUB | Ishares National Muni Bond E | ETF-Other | 0.35% | -0.01% | +1.47% | |
| 49 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.34% | +0.03% | -3.08% | |
| 50 | BTG | B2gold CORP | Stock-Other | 0.33% | -0.16% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DC | Dakota Gold CORP | +0.7% | -9.85% | Trim |
| 2 | SGOV | Ishares 0-3 Month Treasury B | +0.5% | +127.18% | Add |
| 3 | IVE | Ishares S&p 500 Value ETF | +0.2% | +84.28% | Add |
| 4 | DIA | Ss Spdr Dow Jones Indus Avg | +0.2% | +15.91% | Add |
| 5 | CLSE | Convergence Long/short Eqy | +0.2% | +99.57% | Add |
| 6 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.2% | +26.90% | Add |
| 7 | VEA | Vanguard Ftse Developed ETF | +0.2% | +34.29% | Add |
| 8 | FTLS | First Trust Long/short Eqty | +0.2% | +95.32% | Add |
| 9 | CTA | Simplify Managed Futures St | +0.2% | +99.33% | Add |
| 10 | IEMG | Ishares Core Msci Emerging | +0.2% | +52.04% | Add |
| 11 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.2% | +36.70% | Add |
| 12 | SKE | Skeena Resources LTD | +0.1% | -25.78% | Trim |
| 13 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +5.32% | Add |
| 14 | IVV | Ishares Core S&p 500 ETF | +0.1% | +18.37% | Add |
| 15 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +27.66% | Add |
| 16 | BTAL | Agf US Market Neutral Anti-b | +0.1% | +94.24% | Add |
| 17 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +1.20% | Add |
| 18 | VOO | Vanguard S&p 500 ETF | +0.1% | +11.28% | Add |
| 19 | GLDM | Spdr Gold Minishares Trust | +0.1% | +17.28% | Add |
| 20 | OEF | Ishares S&p 100 ETF | +0.1% | +43.98% | Add |
| 21 | MBB | Ishares Mbs ETF | +0.1% | +28.30% | Add |
| 22 | LUXE | Luxexperience BV | +0.1% | +41.44% | Add |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +36.98% | Add |
| 24 | UPS | United Parcel Service-cl B | +0.1% | -0.73% | Trim |
| 25 | GOOGL | Alphabet Inc-cl A | +0.1% | +6.10% | Add |
| 26 | BINC | Ishares Flex I A Etf-usd Inc | +0.1% | +30.42% | Add |
| 27 | GOOG | Alphabet Inc-cl C | +0.1% | — | Unchanged |
| 28 | AAPL | Apple Inc | +0.1% | -1.42% | Trim |
| 29 | BBWI | Bath & Body Works Inc | -0.1% | -6.59% | Trim |
| 30 | COST | Costco Wholesale CORP | -0.1% | +0.09% | Add |
| 31 | MSFT | Microsoft CORP | -0.1% | -1.87% | Trim |
| 32 | BUXX | Strive Enhanced Income Short | -0.2% | -22.14% | Trim |
| 33 | AG | First Majestic Silver CORP | -0.2% | -37.33% | Trim |
| 34 | REKR | Rekor Systems Inc | -0.2% | -11.50% | Trim |
| 35 | EQX | Equinox Gold CORP | -0.4% | -33.13% | Trim |
| 36 | ORCL | Oracle CORP | -0.4% | — | Unchanged |
| 37 | BTG | B2gold CORP | -0.5% | -55.58% | Trim |
| 38 | GORO | Gold Resource CORP | -0.6% | -2.31% | Trim |
| 39 | SVM | Silvercorp Metals Inc | -0.6% | -39.85% | Trim |
| 40 | PCT | Purecycle Technologies Inc | -0.8% | +4.83% | Add |
| 41 | EXK | Endeavour Silver CORP | -2.1% | -42.73% | Trim |
| 42 | T | At&t Inc | — | EXIT | Sold out |
| 43 | KAMO | Kensington Credit Opport ETF | — | NEW | New buy |
| 44 | SLV | Ishares Silver Trust | — | NEW | New buy |
| 45 | SVOL | Simplify Volatility Premium | — | NEW | New buy |
| 46 | IAGG | Ishares Intl Aggregate Bond | — | NEW | New buy |
| 47 | IAU | Ishares Gold Trust | — | NEW | New buy |
| 48 | PAAS | Pan American Silver CORP | — | NEW | New buy |
| 49 | VFH | Vanguard Financials ETF | — | NEW | New buy |
| 50 | TE | T1 Energy Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Fiscal Wisdom Wealth Management, LLC reported a total U.S. public equity portfolio value of $117.9M across 88 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including GORO, EXK, DC) accounted for 47.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
KAMO
市值: $287.8K
Top Position Liquidated / Trimmed
T
前期市值: $335.5K
During Q4 2025, Fiscal Wisdom Wealth Management, LLC's top holdings by market value included GORO (37.1%)、EXK (4.3%)、DC (4.1%). The largest single position, GORO, represented 37.1% of total portfolio value.
In Q4 2025, Fiscal Wisdom Wealth Management, LLC made 48 total portfolio adjustments, initiating 8 new buys, adding to 25 positions, trimming 14 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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