DOSSIER · 13F-HR · Q2 2026
Fiscal Wisdom Wealth Management, LLC
$118M in tracked AUM across 102 positions as of Q2 2026.
FW
CIK 0002053757 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Comprehensive Analysis of SEC 13F Filing: Fiscal Wisdom Wealth Management, LLC
1. Portfolio Overview
Fiscal Wisdom Wealth Management, LLC presents a highly concentrated portfolio with a total market value of approximately $83.34 million as of the report date September 30, 2025. The portfolio consists of 43 holdings, indicating a strategy that combines high-conviction stock picking with broad market exposure through ETFs.
The most striking feature of this portfolio is its lack of diversif...
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.