Fiscal Wisdom Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$1.31M |
| 2 |
Capital Group Short Duration Income ETF
CGSD
|
+$1.04M |
| 3 |
Victory Portfolios II VictoryShares Short-Term Bond ETF
USTB
|
+$1.04M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$1.02M |
| 5 |
iShares Core Universal USD Bond ETF
IUSB
|
+$651K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
SVM
Silvercorp Metals
SVM
|
+$861K |
| 2 |
SKE
Skeena Resources
SKE
|
+$740K |
| 3 |
Goldgroup Mining
GORO
|
+$513K |
| 4 |
Equinox Gold
EQX
|
+$462K |
| 5 |
Dakota Gold
DC
|
+$405K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Materials | 41.75% |
| 2 | Technology | 5.14% |
| 3 | Industrials | 3.78% |
| 4 | Consumer Staples | 1.76% |
| 5 | Consumer Discretionary | 1.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Plug Power
PLUG
$3.17B
| $28.5K | 0.02% |
10,500
| – | – |
|
102
Microvision
MVIS
$55.4M
| $5.19K | ﹤0.01% |
1,059
-1,441
| -58% | -$11.9K |
|
103
B2Gold
BTG
$7.75B
| – | – |
-36,242
| Closed | -$164K |
|
104
iShares Core International Aggregate Bond Fund
IAGG
$11.5B
| – | – |
-6,282
| Closed | -$314K |
|
|
NFGC
105
New Found Gold
NFGC
$784M
| – | – |
-10,280
| Closed | -$19.2K |
|
106
Pan American Silver
PAAS
$22.5B
| – | – |
-4,229
| Closed | -$231K |
|
107
PIMCO Dynamic Income Fund
PDI
$7.14B
| – | – |
-10,486
| Closed | -$179K |
|
108
iShares MSCI USA Quality Factor ETF
QUAL
$47.9B
| – | – |
-1,416
| Closed | -$272K |
|
109
AT&T
T
$177B
| – | – |
-7,712
| Closed | -$224K |
|
|
DADS
110
Digital Asset Debt Strategy ETF
DADS
$10.1M
| – | – |
-11,150
| Closed | -$207K |
|
|
KAMO
111
Kensington Credit Opportunities ETF
KAMO
$106M
| – | – |
-8,511
| Closed | -$210K |
|
Similar funds
Fiscal Wisdom Wealth Management's Q2 2026 Portfolio in Review
As of Q2 2026, Fiscal Wisdom Wealth Management held 111 positions worth $118M, up 13% from $104M the previous quarter. Its ten largest holdings account for 58% of the portfolio.
Fiscal Wisdom Wealth Management deployed $6.2M of net new capital in Q2 2026, opening 21 new positions and adding to 40 existing holdings. Its largest new stake was Capital Group Short Duration Income ETF: 40,349 shares worth $1.04M.
By sector, the portfolio is most concentrated in Materials at 42% of assets, down from 49% a quarter earlier, followed by Technology and Industrials.
On the sell side, the largest reduction was Silvercorp Metals, an estimated $861K trimmed.
- Fiscal Wisdom Wealth Management's largest Q2 2026 buy was Capital Group Short Duration Income ETF: 40,349 shares worth $1.04M.
- Fiscal Wisdom Wealth Management added most to iShares 0-3 Month Treasury Bond ETF in Q2 2026, an estimated $1.31M increase.
- Fiscal Wisdom Wealth Management's biggest Q2 2026 reduction was Silvercorp Metals, cutting an estimated $861K.
- Fiscal Wisdom Wealth Management fully exited iShares Core International Aggregate Bond Fund in Q2 2026, selling an estimated $314K.
- Fiscal Wisdom Wealth Management's ten largest holdings make up 58% of its $118M portfolio in Q2 2026.
- Fiscal Wisdom Wealth Management opened 21 new positions and closed 9 in Q2 2026.
- Fiscal Wisdom Wealth Management's portfolio value rose 13% quarter-over-quarter to $118M.
Based on Fiscal Wisdom Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.