Fiscal Wisdom Wealth Management, LLC 13F Holdings
CIK 0002053757 · Canton, CT
As of Sep 30, 2025, Fiscal Wisdom Wealth Management, LLC reported 82 positions worth
CIK 0002053757 · Canton, CT
As of Sep 30, 2025, Fiscal Wisdom Wealth Management, LLC reported 82 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| GOLD RESOURCE CORP | GORO | Basic Materials | 48,688,650 | $39.8M | 37.68% |
| ENDEAVOUR SILVER CORP | EXK | Basic Materials | 846,766 | $6.8M | 6.44% |
| SKEENA RESOURCES LTD | SKE | Basic Materials | 224,737 | $3.8M | 3.60% |
| DAKOTA GOLD CORP | DC | Basic Materials | 852,802 | $3.7M | 3.47% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF | SPYM | — | 45,460 | $3.6M | 3.38% |
| EQUINOX GOLD CORP | EQX | Basic Materials | 271,583 | $3.0M | 2.83% |
| SILVERCORP METALS INC | SVM | Basic Materials | 446,185 | $2.8M | 2.69% |
| PURECYCLE TECHNOLOGIES INC | PCT | Industrials | 216,240 | $2.8M | 2.65% |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 86,335 | $2.3M | 2.21% |
| INNOVATOR DEFINED WEALTH SHIELD ETF | BALT | — | 58,073 | .9M | 1.81% |
| APPLE INC | AAPL | Technology | 7,340 | .9M | 1.80% |
| INVESCO NASDAQ 100 ETF | QQQM | — | 6,624 | .7M | 1.56% |
| MICROSOFT CORP | MSFT | Technology | 2,939 | .5M | 1.45% |
| ORACLE CORP | ORCL | Technology | 5,579 | .5M | 1.44% |
| INVESCO LARGE CAP GROWTH ETF | PWB | — | 10,986 | .4M | 1.31% |
| SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | DIA | — | 2,816 | .3M | 1.24% |
| PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | NOBL | — | 11,056 | .1M | 1.08% |
| INVESCO S&P 500 QUALITY ETF | SPHQ | — | 14,521 | .1M | 1.02% |
| COSTCO WHOLESALE CORP | COST | Consumer Defensive | 1,102 | .0M | 0.99% |
| FIRST MAJESTIC SILVER CORP | AG | Basic Materials | 80,500 | .0M | 0.97% |
| ISHARES CORE TOTAL USD BOND MARKET ETF | IUSB | — | 20,827 | $981.2K | 0.93% |
| B2GOLD CORP | BTG | Basic Materials | 176,781 | $919.4K | 0.87% |
| VANGUARD 500 INDEX FUND | VOO | — | 1,321 | $811.2K | 0.77% |
| INVESCO S&P 500 EQUAL WEIGHT ETF | RSP | — | 3,990 | $757.5K | 0.72% |
| ISHARES CORE S&P 500 ETF | IVV | — | 1,083 | $726.9K | 0.69% |