Data as of Q4 2025 (Dec 31, 2025)

Fiscal Wisdom Wealth Management, LLC

•CIK: 2053757•Filing: Q4 2025

**Fiscal Wisdom Wealth Management, LLC** manages $106M across a diversified portfolio of 88 positions. The firm exhibits significant concentration in technology and growth names, highlighted by its top holding in GORO, representing $39.4M. Further substantial allocations include EDR ($4.6M), DC ($4.4M), and SKE ($4.0M). This positioning suggests a conviction in high-growth, sector-specific opportunities within its current mandate.

Total AUM
$106.1M
QoQ Performance
+0.5%
Positions
68
Top 10 Concentration
63.3%
Latest Filing
Q4 2025

Top Holdings Allocation

GORO
GORO37.1%
EDR4.3%
DC4.1%
SKE3.7%
SPYM3.5%
EQX2.4%
SCHD2.4%
SVM2.1%

📈 Biggest Buys

SGOV
ISHARES TR
+127.2%
0.9% of portfolio
KAMO
MANAGED PORTFOLIO SERIES
NEW
0.3% of portfolio
SLV
ISHARES SILVER TR
NEW
0.3% of portfolio
SVOL
SIMPLIFY EXCHANGE TRADED FUN
NEW
0.3% of portfolio
IUSB
ISHARES TR
+26.9%
1.2% of portfolio

📉 Biggest Sells

EDR
ENDEAVOUR SILVER CORP
-42.7%
4.3% of portfolio
SVM
SILVERCORP METALS INC
-39.9%
2.1% of portfolio
SKE
SKEENA RES LTD NEW
-25.8%
3.7% of portfolio
EQX
EQUINOX GOLD CORP
-33.1%
2.4% of portfolio
GORO
GOLD RESOURCE CORP
-2.3%
37.1% of portfolio

Sector Breakdown

Other87.7%
Technology5.9%
Consumer2.7%
ETF2.0%
Industrial1.2%
Financial0.5%

🚪 Exited Positionssold since Q3 2025

T
AT&T INC
SOLD
$335.5K
GPUS
HYPERSCALE DATA INC
SOLD
$7.7K

Changes from Q3 2025

NEW8 new positions
↑40 increased
↓27 decreased

Historical Filings

Q4 2025Q3 2025

📌 Top Holdings

GORO37.1%
GOLD RESOURCE CORP
$39.4M
EDR4.3%
ENDEAVOUR SILVER CORP
$4.6M
DC4.1%
DAKOTA GOLD CORP
$4.4M
SKE3.7%
SKEENA RES LTD NEW
$4.0M
SPYM3.5%
SPDR SERIES TRUST
$3.7M

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