Holdings
Fiscal Wisdom Wealth Management, LLC
As of Sep 30, 2026, Fiscal Wisdom Wealth Management, LLC reported 104 positions worth US$83.4M. Largest: iShares 0-3 Month Treasury Bond ETF, State Street SPDR Portfolio S&P 500 ETF and Schwab US Dividend Equity ETF. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| iShares 0-3 Month Treasury Bond ETF | 48,871 | US$4.92M | new | Sep 30, 2026 |
| State Street SPDR Portfolio S&P 500 ETF | 44,987 | US$4.04M | new | Sep 30, 2026 |
| Schwab US Dividend Equity ETF | 104K | US$3.38M | new | Sep 30, 2026 |
| VictoryShares Short-Term Bond ETF | 66,532 | US$3.32M | new | Sep 30, 2026 |
| iShares Core Total USD Bond Market ETF | 67,016 | US$2.95M | new | Sep 30, 2026 |
| Capital Group Dividend Value ETF | 59,926 | US$2.93M | new | Sep 30, 2026 |
| iShares Core S&P 500 ETF | 3,522 | US$2.7M | new | Sep 30, 2026 |
| Apple Inc | 7,785 | US$2.59M | +376 | Sep 30, 2026 |
| Dakota Gold Corp. | 426K | US$2.59M | −19,869 | Sep 30, 2026 |
| Invesco NASDAQ 100 ETF | 7,093 | US$2.16M | new | Sep 30, 2026 |