DOSSIER · 13F-HR · Q3 2026
Fiscal Wisdom Wealth Management, LLC
$84M in tracked AUM across 106 positions as of Q3 2026.
FW
CIK 0002053757 · last filed Sep 30, 2026
AI Analysis · Q3 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...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2026. Methodology
Quarter at a glance — Q3 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q3 2026.