Fiscal Wisdom Wealth Management, LLC

Q2 2026 13F-HR Holdings

Location
Canton, CT
Holdings as of
6/30/2026
Date filed
7/21/2026
Form type
13F-HR
Num holdings
102
Total value ($000)
$117,910
Net value change ($000)
+13,754 (13.2%)
New positions
21
Sold out positions
9
Turnover %
7.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 1,662 3.9%
SGOV 1,313 45.1%
IVV 1,225 104.3%
USTB 1,042 NEW
CGSD 1,038 NEW
IUSB 650 41.9%
AMD 523 NEW
QQQM 480 30.5%
SPYM 468 13.8%
PWB 464 33.8%
Top Reduces (Value $000, Stocks/ETFs)
SKE -850 -45.1%
SVM -833 -44.4%
EQX -741 -61.4%
DC -730 -27.8%
IAGG -314 -100.0%
QUAL -272 -100.0%
PAAS -231 -100.0%
T -224 -100.0%
EXK -219 -33.5%
KAMO -210 -100.0%
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