Fiscal Wisdom Wealth Management, LLC - Portfolio Stock Holdings
Fiscal Wisdom Wealth Management, LLC disclosed 118 stock positions in a recent SEC 13F filing. $84,066,954 of stock holdings were filed, with the largest holdings including SGOV, SPYM, and SCHD. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $386,005,788 and has 18 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
118Est. Stock Holding Value:
$84,066,954Top Stock Holdings By Sector
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Portfolio Stock Holdings - Fiscal Wisdom Wealth Management, LLC
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% of Portfolio
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