Fiscal Wisdom Wealth Management, LLC

Q3 2026 13F-HR Holdings

Location
Canton, CT
Holdings as of
9/30/2026
Date filed
10/16/2026
Form type
13F-HR
Num holdings
106
Total value ($000)
$84,069
Net value change ($000)
-33,841 (-28.7%)
New positions
16
Sold out positions
12
Turnover %
64.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
CGDV 2,927 NEW
USTB 2,277 218.5%
IUSB 752 34.1%
SGOV 695 16.4%
DC 694 36.6%
EXXONMOBIL HOLDINGS CORP 647 NEW
FTLS 498 39.2%
SPY 492 96.1%
MSFT 459 39.5%
AAPL 449 20.9%
Top Reduces (Value $000, Stocks/ETFs)
GORO -44,354 -100.0%
SVM -1,042 -100.0%
SKE -716 -69.2%
MBB -652 -100.0%
PCT -639 -41.1%
MTUM -333 -100.0%
EQX -291 -62.6%
EOSE -277 -77.6%
RKLB -249 -100.0%
ONDS -238 -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