Portfolio (Quarterly)
Guide ↗
Fiscal Wisdom Wealth Management, LLC
· CIK 0002053757| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | — | BERKSHIRE HATHAWAY INC DEL | — | 563.0 | $283K | 0.27% | NEW | — | $502.65 | — |
| 62 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 953.0 | $282K | 0.27% | NEW | — | $296.21 | -28.1% |
| 63 | BTAL | AGF INVTS TR | — | 19,599.0 | $282K | 0.27% | NEW | — | $14.39 | -19.4% |
| 64 | XLF | SELECT SECTOR SPDR TR | — | 5,086.0 | $279K | 0.26% | NEW | — | $54.77 | +3.3% |
| 65 | SVOL | SIMPLIFY EXCHANGE TRADED FUN | — | 15,715.0 | $276K | 0.26% | NEW | — | $17.56 | -7.5% |
| 66 | SPLV | INVESCO EXCH TRADED FD TR II | — | 3,545.0 | $253K | 0.24% | NEW | — | $71.41 | +6.0% |
| 67 | FDVV | FIDELITY COVINGTON TRUST | — | 4,352.0 | $247K | 0.23% | NEW | — | $56.69 | +9.8% |
| 68 | DE | DEERE & CO | Industrials | 518.0 | $241K | 0.23% | NEW | — | $465.57 | +26.2% |
| 69 | IAGG | ISHARES TR | — | 4,756.0 | $238K | 0.22% | NEW | — | $50.01 | -0.1% |
| 70 | IAU | ISHARES GOLD TR | Financial Services | 2,918.0 | $237K | 0.22% | NEW | — | $81.17 | -6.2% |
| 71 | JPM | JPMORGAN CHASE & CO. | Financial Services | 729.0 | $235K | 0.22% | NEW | — | $322.22 | +7.7% |
| 72 | PAAS | PAN AMERN SILVER CORP | Basic Materials | 4,310.0 | $223K | 0.21% | NEW | — | $51.81 | -16.6% |
| 73 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 1,251.0 | $222K | 0.21% | NEW | — | $177.75 | -24.9% |
| 74 | AMD | ADVANCED MICRO DEVICES INC | Technology | 999.0 | $214K | 0.20% | NEW | — | $214.16 | +145.8% |
| 75 | PG | PROCTER AND GAMBLE CO | Consumer Defensive | 1,489.0 | $213K | 0.20% | NEW | — | $143.27 | +3.2% |
| 76 | VFH | VANGUARD WORLD FD | — | 1,590.0 | $212K | 0.20% | NEW | — | $133.49 | +3.8% |
| 77 | IYW | ISHARES TR | — | 1,061.0 | $212K | 0.20% | NEW | — | $199.68 | +23.7% |
| 78 | VXUS | VANGUARD STAR FDS | — | 2,785.0 | $210K | 0.20% | NEW | — | $75.43 | +12.4% |
| 79 | BBWI | BATH & BODY WORKS INC | Consumer Cyclical | 10,415.0 | $209K | 0.20% | NEW | — | $20.08 | +2.7% |
| 80 | META | META PLATFORMS INC | Communication Services | 313.0 | $207K | 0.20% | NEW | — | $660.48 | +2.2% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Basic Materials
76.0%
Technology
8.0%
Financial Services
5.3%
Industrials
4.7%
Consumer Cyclical
2.4%
Consumer Defensive
2.1%
Communication Services
1.2%
Healthcare
0.3%