Fiscal Wisdom Wealth Management, LLC

Q4 2025 13F-HR Holdings

Location
Canton, CT
Holdings as of
12/31/2025
Date filed
1/27/2026
Form type
13F-HR
Num holdings
88
Total value ($000)
$106,123
Net value change ($000)
+549 (0.5%)
New positions
8
Sold out positions
2
Turnover %
2.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/7/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DC 708 19.3%
SGOV 550 126.7%
KAMO 288 NEW
SLV 283 NEW
SVOL 276 NEW
IVE 260 88.1%
DIA 257 19.6%
CLSE 254 111.9%
IUSB 249 25.4%
IAGG 238 NEW
Top Reduces (Value $000, Stocks/ETFs)
EXK -2,242 -33.0%
PCT -851 -30.4%
SVM -600 -21.1%
BTG -565 -61.5%
EQX -439 -14.7%
ORCL -434 -28.5%
GORO -399 -1.0%
T -335 -100.0%
REKR -200 -54.1%
AG -179 -17.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type