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Michael Chadwick

Fiscal Wisdom Wealth Management, Llc

Assets Managed
$104.156M
Holdings
90
Last Quarter
2026 - Q1
Filed Date
1mo 18d ago
Growth Rate
-1.85%(2Q avg: -0.66%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Fiscal Wisdom Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 90 positions.

Assets under management

The assets under management (AUM) of Fiscal Wisdom Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 104.156M in assets, with a quarterly growth rate of -1.85% and a 2-quarter average growth rate of -0.66%. The portfolio is managed by Michael Chadwick, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
GORO
Gold Resource Corp
Recent Activity
Decreased -25.2%
40.99%
$42.692M
35.577M shares@ $1.2 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Decreased -4.01%
3.25%
$3.38M
44,156 shares@ $76.55 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Increased 9.51%
2.94%
$3.055M
99,576 shares@ $30.68 avg price
SGOV
Ishares 0-3 Month Treasury B
Recent Activity
Increased 195.05%
2.8%
$2.912M
28,929 shares@ $100.66 avg price
DC
Dakota Gold Corp
Recent Activity
Decreased -32.3%
2.53%
$2.628M
520,494 shares@ $5.05 avg price
SKE
Skeena Resources Ltd
Recent Activity
Decreased -61.94%
1.81%
$1.885M
63,477 shares@ $29.7 avg price
SVM
Silvercorp Metals Inc
Recent Activity
Decreased -34.94%
1.81%
$1.875M
174,589 shares@ $10.75 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.67%
1.76%
$1.824M
7,187 shares@ $253.79 avg price
BALT
Inn Defined Wealth Shield
Recent Activity
Decreased -11.04%
1.68%
$1.74M
51,996 shares@ $33.47 avg price
DIA
Spdr Djia Trust
Recent Activity
Increased 4.94%
1.53%
$1.587M
3,425 shares@ $463.23 avg price

1-10 of 90