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.
Filing history
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