DOSSIER · 13F-HR · Q1 2026

Fiscal Wisdom Wealth Management, LLC

Fiscal Wisdom Wealth's pension fund based in London, UK — $104M in tracked AUM across 90 positions as of Q1 2026.

FW

Fiscal Wisdom Wealth·London, UK·Pension Fund

CIK 0002053757 · last filed Mar 31, 2026

Total AUM

$104M

▲ 6.2%

vs prior

Holdings

90

—

positions

Whale Score

60

60

tracked

Activity

—

no data

changes this Q

Top sector

Tech

19% weight

concentration

AI Analysis · Q1 2026 · Q1 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 — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

GOLD RESOURCE CORP

$43M35.6M41.0%

02

SPDR SERIES TRUST

$3M44K3.2%

03

SCHWAB STRATEGIC TR

$3M100K2.9%

04

ISHARES TR

$3M29K2.8%

05

DAKOTA GOLD CORP

$3M520K2.5%

06

SKEENA RES LTD NEW

$2M63K1.8%

07

SILVERCORP METALS INC

$2M175K1.8%

08

APPLE INC

$2M7K1.8%

09

INNOVATOR ETFS TRUST

$2M52K1.7%

10

STATE STR SPDR DOW JONES IND

$2M3K1.5%

Filing history

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