Fiscal Wisdom Wealth Management, LLC
SEC Form 13F institutional filer · CIK 0002053757
13F-HR · 32 reported holdings · 2026-03-31
Reported long-US-equity value
$0.03B
Top-10 concentration
70.3%
Fiscal Wisdom Wealth Management, LLC — $29.8M AUM allocation strategy
Fiscal Wisdom Wealth Management, LLC files SEC Form 13F and reports $29.8M of long US equity value across 32 reported holdings for 2026-03-31.
Its largest sector bet is Financials 22.8%, followed by Information Technology 13.9% and Consumer Staples 5.0%.
The top 10 holdings account for 70% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Fiscal Wisdom Wealth Management, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$29.8M
total across 32 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
70% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVV +37.4K sh · +$1.41M+$SCHW +8.65K sh · +$561K+$BLK +1.28K sh · +$95.1K
Biggest trims (shares)
−$SPYM −1.85K sh · −$311K−$IVZ −250 sh · −$19K−$WMT −250 sh · +$11.6K
Exited to nil (held last quarter, gone now)
$PLTR ($222K last qtr)$AMD ($214K last qtr)$IYY ($212K last qtr)$AXP ($209K last qtr)$META ($207K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Asset Management & Custody Banks10.4%—
- Investment Banking & Brokerage10.3%—
- Technology Hardware, Storage & Peripherals6.1%—
- Consumer Staples Merchandise Retail5.0%—
- Systems Software3.6%—
- Application Software2.8%—
- Air Freight & Logistics2.2%—
- Financial Exchanges & Data2.2%—
- Other holdings57.4%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
6 of 6 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $SCHW | Charles Schwab Corporation | 99.6K | $3.05M | +8.65K | 10.3% |
| $IVZ | Invesco Ltd | 22.5K | $2.15M | -250 | 7.2% |
| $AAPL | Apple Inc | 7.19K | $1.82M | -49 | 6.1% |
| $COST | Costco Wholesale Corporation | 1.1K | $1.1M | +0 | 3.7% |
| $MSFT | Microsoft Corporation | 2.86K | $1.06M | -25 | 3.6% |
| $BLK | BlackRock Inc | 11.5K | $943K | +1.28K | 3.2% |
…and 26 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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