Fiscal Wisdom Wealth Management, LLC
Q3 2026 13F filing
Updated 20 days ago106 disclosed positions worth $84.1M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E ISHARES TR | $4.9M | 48.9K | 5.85% | Added(+16.4%) |
| 2 | S SPDR SERIES TRUST | $4M | 45.0K | 4.80% | Added(+2.8%) |
| 3 | S SCHWAB STRATEGIC TR | $3.4M | 103.9K | 4.02% | Added(+2.6%) |
| 4 | V VICTORY PORTFOLIOS II | $3.3M | 66.5K | 3.95% | Added(+223.3%) |
| 5 | E ISHARES TR | $3M | 67.0K | 3.51% | Added(+40.4%) |
| 6 | C CAPITAL GROUP DIVIDEND VALUE | $2.9M | 59.9K | 3.48% | — |
| 7 | E ISHARES TR | $2.7M | 3.5K | 3.21% | Added(+9.9%) |
| 8 | A APPLE INC | $2.6M | 7.8K | 3.08% | Added(+5.1%) |
| 9 | D DAKOTA GOLD CORP | $2.6M | 425.6K | 3.08% | Trimmed(-4.5%) |
| 10 | E INVESCO EXCH TRADED FD TR II | $2.2M | 7.1K | 2.57% | Added(+4.7%) |
| 11 | V VANGUARD TAX-MANAGED FDS | $2M | 27.7K | 2.33% | Added(+19.7%) |
| 12 | F FIRST TR EXCH TRADED FD III | $1.8M | 23.1K | 2.11% | Added(+33.9%) |
| 13 | ? N/A TRUST FOR PROFESSIONAL MANAG | $1.7M | 50.7K | 2.05% | Added(+16.7%) |
| 14 | ? N/A INVESCO EXCHANGE TRADED FD T | $1.7M | 10.6K | 2.05% | Trimmed(-2.6%) |
| 15 | D STATE STR SPDR DOW JONES IND | $1.7M | 3.3K | 2.02% | Added(+3.9%) |
| 16 | M MICROSOFT CORP | $1.6M | 3.2K | 1.93% | Added(+1.4%) |
| 17 | ? N/A INNOVATOR ETFS TRUST | $1.5M | 42.0K | 1.75% | Trimmed(-6.7%) |
| 18 | E INVESCO EXCHANGE TRADED FD T | $1.4M | 16.3K | 1.63% | Added(+3.1%) |
| 19 | ? N/A CAPITAL GRP FIXED INCM ETF T | $1.3M | 52.9K | 1.59% | Added(+31.1%) |
| 20 | K PROSHARES TR | $1.2M | 22.1K | 1.42% | Added(+3.6%) |
| 21 | E ISHARES TR | $1.1M | 7.7K | 1.31% | Added(+6.3%) |
| 22 | G WORLD GOLD TR | $1M | 12.6K | 1.23% | Added(+55.1%) |
| 23 | C COSTCO WHOLESALE CORPORATION | $1M | 1.1K | 1.22% | Added(+2.4%) |
| 24 | S STATE STR SPDR S&P 500 ETF T | $1M | 1.3K | 1.19% | Added(+92.0%) |
| 25 | ? N/A EA SERIES TRUST | $979K | 48.6K | 1.16% | Trimmed(-10.2%) |
| 26 | P PURECYCLE TECHNOLOGIES INC | $915K | 207.5K | 1.09% | Added(+8.3%) |
| 27 | E BLACKROCK ETF TRUST | $898K | 13.0K | 1.07% | Added(+8.0%) |
| 28 | V VANGUARD INDEX FDS | $890K | 1.3K | 1.06% | Added(+3.1%) |
| 29 | I INVESCO EXCHANGE TRADED FD T | $886K | 4.3K | 1.05% | Added(+6.0%) |
| 30 | W WARBY PARKER INC | $812K | 29.2K | 0.97% | Trimmed(-4.8%) |
| 31 | O ORACLE CORP | $767K | 5.6K | 0.91% | Added(+0.1%) |
| 32 | E ISHARES TR | $760K | 34.8K | 0.90% | Added(+14.3%) |
| 33 | E ISHARES TR | $748K | 3.3K | 0.89% | Added(+4.0%) |
| 34 | C CATERPILLAR INC | $662K | 816 | 0.79% | Added(+0.6%) |
| 35 | U UNITED PARCEL SVCS INC | $657K | 7.0K | 0.78% | Unchanged |
| 36 | X EXXONMOBIL HOLDINGS CORP | $647K | 4.0K | 0.77% | — |
| 37 | V VANGUARD INDEX FDS | $606K | 2.6K | 0.72% | Added(+5.0%) |
| 38 | E BLACKROCK ETF TRUST | $601K | 16.5K | 0.71% | Added(+194.9%) |
| 39 | M MCDONALDS CORP | $549K | 2.4K | 0.65% | Added(+5.9%) |
| 40 | A ADVANCED MICRO DEVICES INC | $548K | 896 | 0.65% | Trimmed(-0.4%) |
| 41 | G ALPHABET INC | $548K | 1.6K | 0.65% | Added(+18.3%) |
| 42 | Q INVESCO QQQ TR | $537K | 726 | 0.64% | Trimmed(-2.7%) |
| 43 | J JPMORGAN CHASE & CO | $522K | 1.6K | 0.62% | Added(+116.3%) |
| 44 | N NVIDIA CORPORATION | $506K | 2.2K | 0.60% | Added(+0.1%) |
| 45 | A AMAZON COM INC | $505K | 2.0K | 0.60% | Added(+19.9%) |
| 46 | B BLACKROCK ETF TRUST II | $504K | 10.1K | 0.60% | Added(+68.2%) |
| 47 | E ISHARES TR | $475K | 4.7K | 0.56% | Added(+22.9%) |
| 48 | E BLACKROCK ETF TRUST | $465K | 9.5K | 0.55% | Added(+64.4%) |
| 49 | V VANGUARD WORLD FD | $446K | 3.6K | 0.53% | Unchanged |
| 50 | E BLACKROCK ETF TRUST | $444K | 14.9K | 0.53% | Added(+28.2%) |