Long-term investor
Fiscal Wisdom Wealth Management, LLC @fiscalwisdomwealthmanage
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002053757).
Record
- Tracked since 2025-09-30 (356 days), 94 trades recorded
- Returns: week n/a · month n/a · 90 days +5.5% · 6 months n/a · 1 year n/a · all +29.3%
- Max drawdown n/a · win rate 30% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 38068T105 · 37.6% · long · since 2025-09-30
- 46436E718 · 3.6% · long · since 2025-09-30
- 78464A854 · 3.3% · long · since 2025-09-30
- 808524797 · 2.7% · long · since 2025-09-30
- 464287200 · 2.0% · long · since 2025-09-30
- 46434V613 · 1.9% · long · since 2025-09-30
- AAPL · 1.8% · long · since 2025-09-30
- 46138G649 · 1.7% · long · since 2025-09-30
- DC · 1.6% · long · since 2025-09-30
- 46137V746 · 1.6% · long · since 2025-09-30
- DIA · 1.4% · long · since 2025-09-30
- 921943858 · 1.4% · long · since 2025-09-30