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Home > Institutional Investor > Fiscal Wisdom Wealth Management, Llc > Profile

Instuitional Investor - Fiscal Wisdom Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Fiscal Wisdom Wealth Management, Llc
Portfolio Value $104,156,216
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Gold Resource Corp
 GORO 35,576,766 $42,692,119 40.99%
2.
Spdr Series Trust
 44,156 $3,379,735 3.24%
3.
Schwab Strategic Trust
 SCHD 99,576 $3,054,984 2.93%
4.
Ishares Tr
 28,929 $2,911,993 2.8%
5.
Dakota Gold Corp.
 DC 520,494 $2,628,492 2.52%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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