Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Fiscal Wisdom Wealth Management, LLC (CIK 2053757) reported $104.2M across 90 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GORO ($42.7M, 40.99%), SPLG ($3.4M, 3.24%), SCHD ($3.1M, 2.93%), SGOV ($2.9M, 2.80%), DC ($2.6M, 2.52%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GORO | GOLD RESOURCE CORP | $42.7M | 40.99% | 35.6M | Trimmed |
| 2 | SPLG | SPDR SERIES TRUST | $3.4M | 3.24% | 44,156 | Trimmed |
| 3 | SCHD | SCHWAB STRATEGIC TR | $3.1M | 2.93% | 99,576 | Added |
| 4 | SGOV | ISHARES TR | $2.9M | 2.80% | 28,929 | Added |
| 5 | DC | DAKOTA GOLD CORP | $2.6M | 2.52% | 520,494 | Trimmed |
| 6 | SKE | SKEENA RES LTD NEW | $1.9M | 1.81% | 63,477 | Trimmed |
| 7 | SVM | SILVERCORP METALS INC | $1.9M | 1.80% | 174,589 | Trimmed |
| 8 | AAPL | APPLE INC | $1.8M | 1.75% | 7,187 | Trimmed |
| 9 | BALT | INNOVATOR ETFS TRUST | $1.7M | 1.67% | 51,996 | Trimmed |
| 10 | DIA | STATE STR SPDR DOW JONES IND | $1.6M | 1.52% | 3,425 | Added |
| 11 | QQQM | INVESCO EXCH TRADED FD TR II | $1.6M | 1.51% | 6,618 | Trimmed |
| 12 | IUSB | ISHARES TR | $1.6M | 1.49% | 33,612 | Added |
| 13 | PWB | INVESCO EXCHANGE TRADED FD T | $1.4M | 1.32% | 10,911 | Trimmed |
| 14 | BUXX | EA SERIES TRUST | $1.2M | 1.18% | 60,528 | Added |
| 15 | VEA | VANGUARD TAX-MANAGED FDS | $1.2M | 1.17% | 19,024 | Added |
| 16 | EQX | EQUINOX GOLD CORP | $1.2M | 1.16% | 83,604 | Trimmed |
| 17 | IVV | ISHARES TR | $1.2M | 1.13% | 1,799 | Added |
| 18 | SPHQ | INVESCO EXCHANGE TRADED FD T | $1.1M | 1.10% | 15,254 | Added |
| 19 | NOBL | PROSHARES TR | $1.1M | 1.08% | 10,648 | Trimmed |
| 20 | PCT | PURECYCLE TECHNOLOGIES INC | $1.1M | 1.08% | 216,386 | Trimmed |
| 21 | COST | COSTCO WHOLESALE CORPORATION | $1.1M | 1.06% | 1,103 | Hold |
| 22 | CLSE | TRUST FOR PROFESSIONAL MANAG | $1.1M | 1.03% | 38,049 | Added |
| 23 | FTLS | FIRST TR EXCH TRADED FD III | $1.1M | 1.02% | 15,078 | Added |
| 24 | MSFT | MICROSOFT CORP | $1.1M | 1.02% | 2,859 | Trimmed |
| 25 | ORCL | ORACLE CORP | $821,068 | 0.79% | 5,581 | Added |
Source: SEC Form 13F filings · as of 2026-03-31