We are live on
!
Find out more
FWWM
Fiscal Wisdom Wealth Management Portfolio holdings
AUM
$118M
1-Year Est. Return
72.21%
This Fund
S&P 500
This Quarter
Est. Return
+26.92%
1 Year Est. Return
+72.21%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$106M
AUM Growth
–
Cap. Flow
+$90.5M
Cap. Flow
% of AUM
85.69%
Top 10 Holdings %
Top 10 Hldgs %
66.76%
Holding
82
New
82
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Goldgroup Mining
GORO
|
+$30.1M |
| 2 |
EXK
Endeavour Silver
EXK
|
+$5M |
| 3 |
SKE
Skeena Resources
SKE
|
+$3.68M |
| 4 |
Dakota Gold
DC
|
+$3.59M |
| 5 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$3.43M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Materials | 58.63% |
| 2 | Technology | 6.16% |
| 3 | Industrials | 3.81% |
| 4 | Consumer Discretionary | 1.98% |
| 5 | Consumer Staples | 1.51% |
Similar funds
WUW
ERWM
TFA
CWM
AA
NFTC
CCM
MCM
Fiscal Wisdom Wealth Management's Q3 2025 Portfolio in Review
Q3 2025 is the first quarter with a 13F filing on record for Fiscal Wisdom Wealth Management, which disclosed 82 positions worth $106M. Its ten largest holdings account for 67% of the portfolio.
Its largest position is Goldgroup Mining: 48,688,650 shares worth $39.8M.
By sector, the portfolio is most concentrated in Materials at 59% of assets, followed by Technology and Industrials.
- Fiscal Wisdom Wealth Management's largest Q3 2025 buy was Goldgroup Mining: 48,688,650 shares worth $39.8M.
- Fiscal Wisdom Wealth Management's ten largest holdings make up 67% of its $106M portfolio in Q3 2025.
- Fiscal Wisdom Wealth Management disclosed 82 positions in Q3 2025, its first 13F filing on record.
Based on Fiscal Wisdom Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.