Fiscal Wisdom Wealth Management, LLC Q4 2025 Filing

Filed January 27, 2026

Portfolio Value

$106.1M

Holdings

88

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (88 positions)

#StockSharesValue% PortfolioType
1
GOROGOLD RESOURCE CORP
47,565,078$39.4M37.11%
2
EDRENDEAVOUR SILVER CORP
484,929$4.6M4.30%
3
DCDAKOTA GOLD CORP
768,832$4.4M4.11%
4
SKE.TOSKEENA RES LTD NEW
166,806$4.0M3.74%
5
SPYMSPDR SERIES TRUST
46,005$3.7M3.48%
6
EQXEQUINOX GOLD CORP
181,608$2.6M2.41%
7
SCHDSCHWAB STRATEGIC TR
90,929$2.5M2.35%
8
SVMSILVERCORP METALS INC
268,373$2.2M2.11%
9
AAPLAPPLE INC
7,236$2.0M1.85%
10
DDTOINNOVATOR ETFS TRUST
58,453$2.0M1.85%
11
PCTPURECYCLE TECHNOLOGIES INC
226,693$1.9M1.83%
12
QQQMINVESCO EXCH TRADED FD TR II
6,779$1.7M1.62%
13
DONSPDR DOW JONES INDL AVERAGE
3,264$1.6M1.48%
14
PWBINVESCO EXCHANGE TRADED FD T
10,986$1.4M1.32%
15
MSFTMICROSOFT CORP
2,884$1.4M1.31%
16
IUSBISHARES TR
26,429$1.2M1.16%
17
NOBLPROSHARES TR
10,962$1.1M1.07%
18
SPHQINVESCO EXCHANGE TRADED FD T
15,168$1.1M1.07%
19
ORCLORACLE CORP
5,579$1.1M1.02%
20
SGOVISHARES TR
9,805$984K0.93%
21
COSTCOSTCO WHSL CORP NEW
1,103$950K0.90%
22
VOOVANGUARD INDEX FDS
1,470$921K0.87%
23
IVVISHARES TR
1,282$877K0.83%
24
VEAVANGUARD TAX-MANAGED FDS
13,724$857K0.81%
25
AGFIRST MAJESTIC SILVER CORP
50,449$840K0.79%
26
RSPINVESCO EXCHANGE TRADED FD T
4,080$781K0.74%
27
UPSUNITED PARCEL SERVICE INC
6,765$671K0.63%
28
MCDMCDONALDS CORP
2,095$640K0.60%
29
GLDMWORLD GOLD TR
6,848$584K0.55%
30
IVEISHARES TR
2,615$554K0.52%
31
DYNFBLACKROCK ETF TRUST
9,052$550K0.52%
32
IVWISHARES TR
4,357$537K0.51%
33
BUXXEA SERIES TRUST
26,174$529K0.50%
34
VXFVANGUARD INDEX FDS
2,452$512K0.48%
35
HDHOME DEPOT INC
1,423$489K0.46%
36
CLSETRUST FOR PROFESSIONAL MANAG
17,608$481K0.45%
37
IEMGISHARES INC
7,120$478K0.45%
38
FTLSFIRST TR EXCH TRADED FD III
6,221$441K0.42%
39
NDQINVESCO QQQ TR
704$432K0.41%
40
TLHISHARES TR
4,179$424K0.40%
41
MBBISHARES TR
4,384$417K0.39%
42
NVDANVIDIA CORPORATION
2,193$409K0.39%
43
CATCATERPILLAR INC
693$396K0.37%
44
CTASIMPLIFY EXCHANGE TRADED FUN
14,471$394K0.37%
45
SILJAMPLIFY ETF TR
13,611$376K0.35%
46
EFVISHARES TR
5,187$370K0.35%
47
WMTWALMART INC
3,313$369K0.35%
48
MUBISHARES TR
3,440$368K0.35%
49
AMZNAMAZON COM INC
1,572$362K0.34%
50
BTOB2GOLD CORP
78,526$354K0.33%
51
VGTVANGUARD WORLD FD
466$351K0.33%
52
GOOGALPHABET INC
1,115$350K0.33%
53
SPYSPDR S&P 500 ETF TR
499$340K0.32%
54
OEFISHARES TR
992$340K0.32%
55
LUXELUXEXPERIENCE BV
38,315$319K0.30%
56
GOOGLALPHABET INC
1,009$315K0.30%
57
BINCBLACKROCK ETF TRUST II
5,887$310K0.29%
58
FBCGFIDELITY COVINGTON TRUST
5,480$300K0.28%
59
KAMOMANAGED PORTFOLIO SERIES
11,499$287K0.27%
60
BRK/BBERKSHIRE HATHAWAY INC DEL
563$282K0.27%
61
BTALAGF INVTS TR
19,599$282K0.27%
62
SLVISHARES SILVER TR
4,393$282K0.27%
63
IBMINTERNATIONAL BUSINESS MACHS
953$282K0.27%
64
XLFSELECT SECTOR SPDR TR
5,086$278K0.26%
65
SVOLSIMPLIFY EXCHANGE TRADED FUN
15,715$275K0.26%
66
SPLVINVESCO EXCH TRADED FD TR II
3,545$253K0.24%
67
FDVVFIDELITY COVINGTON TRUST
4,352$246K0.23%
68
DEDEERE & CO
518$241K0.23%
69
IAGGISHARES TR
4,756$237K0.22%
70
IAU*ISHARES GOLD TR
2,918$236K0.22%
71
JPMJPMORGAN CHASE & CO.
729$234K0.22%
72
PAASPAN AMERN SILVER CORP
4,310$223K0.21%
73
PLTRPALANTIR TECHNOLOGIES INC
1,251$222K0.21%
74
PGPROCTER AND GAMBLE CO
1,489$213K0.20%
75
AMDADVANCED MICRO DEVICES INC
999$213K0.20%
76
VFHVANGUARD WORLD FD
1,590$212K0.20%
77
IYWISHARES TR
1,061$211K0.20%
78
VXUSVANGUARD STAR FDS
2,785$210K0.20%
79
BBWIBATH & BODY WORKS INC
10,415$209K0.20%
80
METAMETA PLATFORMS INC
313$206K0.19%
81
QUALISHARES TR
1,025$203K0.19%
82
AG8AGILENT TECHNOLOGIES INC
1,470$200K0.19%
83
REKRREKOR SYSTEMS INC
123,139$169K0.16%
84
NACNUVEEN CA QUALTY MUN INCOME
11,901$140K0.13%
85
NFGNEW FOUND GOLD CORP
40,280$119K0.11%
86
TET1 ENERGY INC
15,459$103K0.10%
87
MVISMICROVISION INC DEL
37,500$31K0.03%
88
PLUNPLUG POWER INC
10,500$20K0.02%