Fiscal Wisdom Wealth Management, LLC current holdings: Foreign Stocks
Fiscal Wisdom Wealth Management, LLC reported $0.00 billion in share positions in stocks (depositary receipts and foreign shares traded over the counter), 0 positions, in its Form 13F for the quarter ended 2026-06-30.
Form 13F-HR as filed (SEC CIK 2053757): quarter ended 2026-06-30, filed 2026-07-21. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2026-06-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
No position of this class in the Form 13F-HR for the quarter ended 2026-06-30.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| J.M. Arbour, LLC | United States | $0.104B | 190 |
| Breachway Investments LLC | United States | $0.104B | 96 |
| Trailhead Planners LLC | United States | $0.104B | 49 |
| Expect Equity LLC | United States | $0.104B | 48 |
| BFI Wealth Solutions, LLC | United States | $0.104B | 75 |
| Stonebridge Wealth Management, LLC | United States | $0.104B | 36 |
| Kilner Capital Advisors, LLC | United States | $0.104B | 18 |
| Luma Capital S.A. - SPF | Luxembourg | $0.104B | 12 |
| FinArc Investments, Inc. | United States | $0.104B | 43 |
| Purewater Capital LLC | United States | $0.104B | 69 |