Fiscal Wisdom Wealth Management, LLC NAC — NUVEEN CA QUALTY MUN INCOME

Ownership history in Fiscal Wisdom Wealth Management, LLC  ·  4 quarters on record

AI Ownership Summary

Fiscal Wisdom Wealth Management, LLC reported NUVEEN CA QUALTY MUN INCOME (NAC) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.13% in 2026 Q1. The latest visible filing shows NAC at 0.12% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this NAC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Fiscal Wisdom Wealth Management, LLC's position in NUVEEN CA QUALTY MUN INCOME, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

NAC was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

NAC stock page Fiscal Wisdom Wealth Management, LLC fund profile Fiscal Wisdom Wealth Management, LLC full holdings
How Fiscal Wisdom Wealth Management, LLC held NAC — position size vs. price
% of Fund (quarterly)    NAC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 11,901 — 0% 0.12% $144K 2026-07-21 $11.89
2026 Q1 UNCHANGED — — — 11,901 — 0% 0.13% $139K 2026-05-06 $11.77
2025 Q4 UNCHANGED — — — 11,901 — 0% 0.13% $141K 2026-01-27 $11.41
2025 Q3 INITIATED — — — 11,901 — — 0.13% $140K 2025-11-07 $11.39

🏢 Other funds also holding NAC

As of 2026 Q2 — sorted by position size

Southland Equity Partners LLC 0.39% Pacific Wealth Strategies Group, Inc. 3Y 7Y 0.31% Tortuga Wealth Management, Inc 0.25% Hennion & Walsh Asset Management, Inc. 3Y 0.18% Core Wealth Partners LLC 3Y 0.15% CLG LLC 0.1% VAQUERO PRIVATE WEALTH, LTD 0.06% Castle Rock Wealth Management, LLC 3Y 7Y 0.06% Mirador Capital Partners LP 3Y 7Y 0.05% MKT Advisors LLC 3Y 0.05%

FAQ About Fiscal Wisdom Wealth Management, LLC and NAC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Fiscal Wisdom Wealth Management, LLC reported owning NAC?

Fiscal Wisdom Wealth Management, LLC reported NAC across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported NAC position in Fiscal Wisdom Wealth Management, LLC's portfolio?

The largest reported portfolio weight for NAC was 0.13% in 2026 Q1.

What is the latest reported NAC position on this page?

The most recent filing on this page is 2026 Q2, when Fiscal Wisdom Wealth Management, LLC reported 11,901 shares, equal to 0.12% of portfolio, with an estimated market value of $144K.

What does the chart on this NAC ownership page compare?

The chart compares Fiscal Wisdom Wealth Management, LLC's quarterly NAC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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