Fiscal Wisdom Wealth Management, LLC has filed its Form 13F-HR, disclosing equity securities held as of September 30, 2026. The filing details the firm's portfolio of 106 positions, managed by CEO Michael Chadwick.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with several funds holding significant positions. The BlackRock ETF Trust iShares Core S&P 500 ETF is the largest holding, with 1,296,300 shares. Other major ETF positions include the iShares U.S. Technology ETF (393,377 shares), the iShares Core U.S. Aggregate Bond ETF (2,954,719 shares), and the iShares Core U.S. Total Market ETF (2,174,78 shares).
Among individual stocks, Microsoft Corporation is the largest holding with 1,619,922 shares. Other notable individual stock positions include NVIDIA Corporation (505,651 shares), Oracle Corporation (766,967 shares), and Amazon.com Inc. (2,026 shares). The filing also lists substantial positions in consumer staples and healthcare companies, such as Procter & Gamble Co. (392,256 shares) and Johnson & Johnson (384,667 shares).
