Fiscal Wisdom Wealth Management, LLC
CIK 2053757 · Holdings on Sep 30, 2025 · First reported Nov 7, 2025
Top ten holdings
Q3 2025- 38068T10537.68%
- EXK6.44%
- SKE3.60%
- DC3.47%
- SPYM3.38%
- EQX2.83%
- SVM2.69%
- PCT2.65%
- SCHD2.21%
- BALT1.81%
Share classes counted separately66.76%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | 38068T105GOLD RESOURCE CORP View history and evidence | $39.78M | 37.68% | 48.69M shares | Prior unavailable — | — | ↗▾ |
| 02 | EXKENDEAVOUR SILVER CORP View history and evidence | $6.80M | 6.44% | 846.77K shares | Prior unavailable — | — | ↗▾ |
| 03 | SKESKEENA RESOURCES LTD View history and evidence | $3.80M | 3.60% | 224.74K shares | Prior unavailable — | — | ↗▾ |
| 04 | DCDAKOTA GOLD CORP View history and evidence | $3.66M | 3.47% | 852.80K shares | Prior unavailable — | — | ↗▾ |
| 05 | SPYMSTE STR SPDR PT S&P 500 ETFPORTFOLIO S&P500 View history and evidence | $3.57M | 3.38% | 45.46K shares | Prior unavailable — | — | ↗▾ |
| 06 | EQXEQUINOX GOLD CORP View history and evidence | $2.99M | 2.83% | 271.58K shares | Prior unavailable — | — | ↗▾ |
| 07 | SVMSILVERCORP METALS INC View history and evidence | $2.84M | 2.69% | 446.19K shares | Prior unavailable — | — | ↗▾ |
| 08 | PCTPURECYCLE TECHNOLOGIES INC View history and evidence | $2.80M | 2.65% | 216.24K shares | Prior unavailable — | — | ↗▾ |
| 09 | SCHDSCHWAB US DVD EQUITY ETFUS DIVIDEND EQ View history and evidence | $2.33M | 2.21% | 86.33K shares | Prior unavailable — | — | ↗▾ |
| 10 | BALTINN DEFINED WEALTH SHIELDDEFINED WLT SHLD View history and evidence | $1.91M | 1.81% | 58.07K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2053757 · Period 2025-09-30
Data loaded 2026-09-23 · First reported 2025-11-07
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 105574051
}Research all 82 reported holdings.
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