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Fulcrum Wealth Advisors

Latest statistics and disclosures from Fulcrum Wealth Advisors's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002108790

Tip: Access up to 7 years of quarterly data

Positions held by Fulcrum Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Fulcrum Wealth Advisors

Fulcrum Wealth Advisors holds 67 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Etfs Gold Tr Physcl Gold Shs (SGOL)	9.5	$12M	282k	41.08	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	9.4	$11M	345k	33.02	View chart
Microsoft Corporation (MSFT)	7.6	$9.3M	19k	483.63	View chart
NVIDIA Corporation (NVDA)	5.4	$6.6M	35k	186.50	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	5.0	$6.1M	9.7k	627.13	View chart
Amazon (AMZN)	4.2	$5.1M	22k	230.82	View chart
Alphabet Cap Stk Cl C (GOOG)	3.8	$4.6M	15k	313.80	View chart
Cummins (CMI)	3.7	$4.5M	8.7k	510.45	View chart
International Business Machines (IBM)	3.1	$3.8M	13k	296.21	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	3.0	$3.6M	12k	303.89	View chart
Broadcom (AVGO)	2.7	$3.3M	9.6k	346.10	View chart
Ge Aerospace Com New (GE)	2.7	$3.3M	11k	308.03	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	2.6	$3.2M	38k	83.61	View chart
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG)	2.5	$3.0M	192k	15.86	View chart
Apple (AAPL)	2.3	$2.8M	10k	271.85	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	2.2	$2.7M	5.4k	502.65	View chart
McKesson Corporation (MCK)	2.2	$2.7M	3.3k	820.29	View chart
Reliance Steel & Aluminum (RS)	2.1	$2.5M	8.8k	288.87	View chart
Honeywell International (HON)	2.1	$2.5M	13k	195.09	View chart
UnitedHealth (UNH)	2.0	$2.4M	7.4k	330.11	View chart
Unum (UNM)	1.9	$2.4M	31k	77.50	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.7	$2.0M	6.5k	313.00	View chart
Netflix (NFLX)	1.6	$2.0M	21k	93.76	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	1.2	$1.4M	28k	50.58	View chart
Sprott Asset Management Physical Silver (PSLV)	1.1	$1.3M	55k	23.65	View chart
Tesla Motors (TSLA)	1.0	$1.2M	2.6k	449.72	View chart
Boeing Company (BA)	0.7	$862k	4.0k	217.12	View chart
Costco Wholesale Corporation (COST)	0.6	$764k	886.00	862.34	View chart
Oracle Corporation (ORCL)	0.6	$756k	3.9k	194.91	View chart
Wal-Mart Stores (WMT)	0.5	$647k	5.8k	111.41	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.5	$630k	2.2k	290.22	View chart
Owl Rock Capital Corporation (OBDC)	0.5	$590k	48k	12.43	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.5	$549k	2.1k	257.95	View chart
Booking Holdings (BKNG)	0.4	$536k	100.00	5355.33	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$532k	780.00	681.64	View chart
Cisco Systems (CSCO)	0.4	$492k	6.4k	77.03	View chart
Abbvie (ABBV)	0.4	$473k	2.1k	228.49	View chart
Meta Platforms Cl A (META)	0.4	$467k	708.00	660.09	View chart
Fastenal Company (FAST)	0.4	$437k	11k	40.13	View chart
Teva Pharmaceutical Inds Sponsored Ads (TEVA)	0.4	$437k	14k	31.21	View chart
Johnson & Johnson (JNJ)	0.4	$430k	2.1k	206.95	View chart
Visa Com Cl A (V)	0.3	$423k	1.2k	350.71	View chart
Snowflake Com Shs (SNOW)	0.3	$407k	1.9k	219.36	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.3	$398k	24k	16.49	View chart
Ge Healthcare Technologies I Common Stock (GEHC)	0.3	$367k	4.5k	82.02	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$360k	586.00	614.31	View chart
Charles Schwab Corporation (SCHW)	0.3	$359k	3.6k	99.91	View chart
Wisdomtree Tr Europe Hedged Eq (HEDJ)	0.3	$359k	6.8k	53.06	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	0.3	$356k	11k	32.80	View chart
Advanced Micro Devices (AMD)	0.3	$353k	1.7k	214.16	View chart
Chevron Corporation (CVX)	0.3	$350k	2.3k	152.41	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$340k	14k	24.04	View chart
Nexstar Media Group Common Stock (NXST)	0.3	$329k	1.6k	203.05	View chart
Royal Gold (RGLD)	0.2	$300k	1.4k	222.30	View chart
Universal Display Corporation (OLED)	0.2	$270k	2.3k	116.80	View chart
Raytheon Technologies Corp (RTX)	0.2	$266k	1.5k	183.35	View chart
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)	0.2	$266k	5.6k	47.70	View chart
Powell Industries (POWL)	0.2	$258k	810.00	318.62	View chart
Catalyst Pharmaceutical Partners (CPRX)	0.2	$255k	11k	23.34	View chart
Vail Resorts (MTN)	0.2	$249k	1.9k	132.77	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	0.2	$245k	1.7k	144.16	View chart
Sellas Life Sciences Group I Com New Call Option (SLS)	0.2	$231k	61k	3.77	View chart
Coreweave Com Cl A (CRWV)	0.2	$230k	3.2k	71.61	View chart
Paypal Holdings (PYPL)	0.2	$216k	3.7k	58.38	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.2	$213k	2.1k	99.94	View chart
General Motors Company (GM)	0.2	$207k	2.6k	81.32	View chart
Mizuho Financial Group Sponsored Adr (MFG)	0.1	$110k	15k	7.32	View chart

Past Filings by Fulcrum Wealth Advisors

SEC 13F filings are viewable for Fulcrum Wealth Advisors going back to 2025

Fulcrum Wealth Advisors 2025 Q4 filed Feb. 2, 2026

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