Fiscal Wisdom Wealth Management, LLC holds a focused book of 102 stocks worth $117.9M as of Q2 2026 (disclosed Jul 21, 2026, a ~45-day 13F lag). This quarter they opened Victoryshares Short-Term Bon and trimmed Gold Resource Corp. Their largest long position is Gold Resource Corp at 38% of the equity book. Cloning the disclosed picks since 2025 would be +97% (+155.1%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Fiscal Wisdom Wealth Management, LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 42.5 points over this window.
Growth of $10,000 cloning Fiscal Wisdom Wealth Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
58% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Fiscal Wisdom Wealth Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 79 / 80 | $492.9B |
| OSAIC HOLDINGS, INC. | 77 / 80 | $17.8B |
| WELLS FARGO & COMPANY/MN | 76 / 80 | $142.5B |
| ROYAL BANK OF CANADA | 76 / 80 | $141.0B |
| LPL Financial LLC | 76 / 80 | $103.6B |
| Steward Partners Investment Advisory, LLC | 76 / 80 | $6.5B |
| Advisory Services Network, LLC | 76 / 80 | $2.0B |
| UBS Group AG | 75 / 80 | $123.7B |
Ranked by how many of Fiscal Wisdom Wealth Management, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Gold Resource Corp COM | $44.4M | 35.20M | 37.6% | ▼−1.1% Reduced · −375K sh | |
| 2 | Ishares TR 0-3 MTH TREASURY | $4.2M | 42.0K | 3.6% | ▲+45% Added · +13K sh | |
| 3 | SPDR Series Trust ST STR P500ETF | $3.8M | 43.8K | 3.3% | ▼−0.8% Reduced · −373 sh | |
| 4 | Schwab Strategic TR US DIVIDEND EQ | $3.2M | 101.2K | 2.7% | ▲+1.6% Added · +2K sh | |
| 5 | Ishares TR CORE S&P500 ETF | $2.4M | 3.2K | 2.0% | ▲+78% Added · +1K sh | |
| 6 | Ishares TR CORE UNIVRSL USD | $2.2M | 47.7K | 1.9% | ▲+42% Added · +14K sh | |
| 7 | Apple Inc COM | $2.1M | 7.4K | 1.8% | ▲+3.1% Added · +222 sh | |
| 8 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $2.1M | 6.8K | 1.7% | ▲+2.4% Added · +159 sh | |
| 9 | Dakota Gold Corp COM | $1.9M | 445.4K | 1.6% | ▼−14% Reduced · −75K sh | |
| 10 | Invesco Exchange Traded FD T LARG CAP GRO ETF | $1.8M | 10.9K | 1.6% | —Held | |
| 11 | State STR SPDR Dow Jones Ind UT SER 1 | $1.7M | 3.2K | 1.4% | ▼−6.2% Reduced · −214 sh | |
| 12 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $1.7M | 23.2K | 1.4% | ▲+22% Added · +4K sh | |
| 13 | Purecycle Technologies Inc COM | $1.6M | 191.7K | 1.3% | ▼−11% Reduced · −25K sh | |
| 14 | Innovator Etfs Trust DEFINED WLT SHLD | $1.5M | 45.0K | 1.3% | ▼−13% Reduced · −7K sh | |
| 15 | Trust For Professional Manag CONVERGENCE LNG | $1.5M | 43.4K | 1.3% | ▲+14% Added · +5K sh | |
| 16 | Invesco Exchange Traded FD T S&P500 QUALITY | $1.4M | 15.8K | 1.2% | ▲+3.8% Added · +585 sh | |
| 17 | First TR Exch Traded FD III LNG/SHT EQUITY | $1.3M | 17.2K | 1.1% | ▲+14% Added · +2K sh | |
| 18 | Proshares TR S&P 500 DV ARIST | $1.2M | 21.3K | 1.0% | ▲+100% Added · +11K sh | |
| 19 | Microsoft Corp COM | $1.2M | 3.1K | 1.0% | ▲+8.9% Added · +254 sh | |
| 20 | Ea Series Trust STRIVE ENHANCED | $1.1M | 54.1K | 0.9% | ▼−11% Reduced · −6K sh | |
| 21 | Silvercorp Metals Inc COM | $1.0M | 103.2K | 0.9% | ▼−41% Reduced · −71K sh | |
| 22 | Victory Portfolios II SHORT TRM BD ETF | $1.0M | 20.6K | 0.9% | ▲New New position | |
| 23 | Capital Grp Fixed Incm ETF T SHORT DURATION | $1.0M | 40.3K | 0.9% | ▲New New position | |
| 24 | Skeena Res Ltd New COM | $1.0M | 38.8K | 0.9% | ▼−39% Reduced · −25K sh | |
| 25 | Costco Wholesale Corporation COM | $1.0M | 1.1K | 0.9% | ▼−0.1% Reduced · −1 sh | |
| 26 | Ishares TR S&P 500 GRWT ETF | $998K | 7.3K | 0.8% | ▲+29% Added · +2K sh | |
| 27 | Warby Parker Inc CL A COM | $932K | 30.7K | 0.8% | ▲+13% Added · +3K sh | |
| 28 | Caterpillar Inc COM | $864K | 811 | 0.7% | ▲+17% Added · +118 sh | |
| 29 | Invesco Exchange Traded FD T S&P500 EQL WGT | $855K | 4.0K | 0.7% | ▲+0.6% Added · +24 sh | |
| 30 | Vanguard Index FDS S&P 500 ETF SHS | $846K | 1.2K | 0.7% | ▼−3.1% Reduced · −39 sh | |
| 31 | Oracle Corp COM | $818K | 5.6K | 0.7% | ▲~0% Added · +2 sh | |
| 32 | BlackRock ETF Trust ISHARES US EQUIT | $816K | 12.0K | 0.7% | ▲+21% Added · +2K sh | |
| 33 | United Parcel Svcs Inc CL B | $756K | 7.0K | 0.6% | ▲+3.9% Added · +263 sh | |
| 34 | Ishares TR S&P 500 VAL ETF | $715K | 3.1K | 0.6% | ▲+1.6% Added · +51 sh | |
| 35 | Ishares TR US TREAS BD ETF | $693K | 30.4K | 0.6% | ▲+13% Added · +3K sh | |
| 36 | Ishares TR MBS ETF | $652K | 6.9K | 0.6% | ▲+22% Added · +1K sh | |
| 37 | World Gold TR SPDR GLD MINIS | $647K | 8.1K | 0.5% | ▲+15% Added · +1K sh | |
| 38 | Ishares Inc CORE MSCI EMKT | $620K | 7.5K | 0.5% | ▼−9.8% Reduced · −814 sh | |
| 39 | Vanguard Index FDS EXTEND MKT ETF | $614K | 2.5K | 0.5% | ▲+0.6% Added · +15 sh | |
| 40 | McDonalds Corp COM | $607K | 2.2K | 0.5% | ▲+7.5% Added · +157 sh | |
| 41 | Invesco QQQ TR UNIT SER 1 | $549K | 746 | 0.5% | ▲+0.8% Added · +6 sh | |
| 42 | Advanced Micro Devices Inc COM | $523K | 900 | 0.4% | ▲New New position | |
| 43 | State STR SPDR S&P 500 ETF T TR UNIT | $512K | 686 | 0.4% | ▲+39% Added · +192 sh | |
| 44 | Home Depot Inc COM | $481K | 1.4K | 0.4% | ▼−3.6% Reduced · −51 sh | |
| 45 | Alphabet Inc CAP STK CL A | $481K | 1.3K | 0.4% | ▲+34% Added · +344 sh | |
| 46 | Ishares TR EAFE GRWTH ETF | $475K | 3.8K | 0.4% | ▲+18% Added · +581 sh | |
| 47 | Equinox Gold Corp COM | $465K | 47.8K | 0.4% | ▼−43% Reduced · −36K sh | |
| 48 | Nvidia Corporation COM | $442K | 2.2K | 0.4% | ▼−9.4% Reduced · −229 sh | |
| 49 | Endeavour Silver Corp COM | $435K | 52.6K | 0.4% | ▼−25% Reduced · −18K sh | |
| 50 | Ishares TR 10-20 YR TRS ETF | $432K | 4.3K | 0.4% | ▼−2.1% Reduced · −94 sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.