Fiscal Wisdom Wealth Management, LLC

Q1 2026 13F-HR Holdings

Location
Canton, CT
Holdings as of
3/31/2026
Date filed
5/6/2026
Form type
13F-HR
Num holdings
90
Total value ($000)
$104,156
Net value change ($000)
-1,967 (-1.9%)
New positions
15
Sold out positions
13
Turnover %
8.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/27/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
GORO 3,308 8.4%
SGOV 1,928 195.9%
BUXX 695 131.1%
FTLS 619 140.0%
GOVT 618 NEW
CLSE 590 122.7%
WRBY 575 NEW
SCHD 561 22.5%
ATMP 490 NEW
VEA 362 42.2%
Top Reduces (Value $000, Stocks/ETFs)
EXK -3,904 -85.7%
SKE -2,081 -52.5%
DC -1,739 -39.8%
EQX -1,348 -52.8%
AG -840 -100.0%
PCT -824 -42.3%
CTA -394 -100.0%
SVM -363 -16.2%
OEF -340 -100.0%
MSFT -337 -24.2%
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