Fulcrum Wealth Advisors
Latest statistics and disclosures from Fulcrum Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SGOL, PHYS, MSFT, VGK, NVDA, and represent 38.10% of Fulcrum Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: VGK, AZN, HII, AAPL, NFLX, SGOL, MSFT, CAIE, JEPQ, VXUS.
- Started 10 new stock positions in VXUS, JPM, HII, JEPQ, ADUS, AEM, SOLS, AZN, CAIE, QNC.
- Reduced shares in these 10 stocks: RS, , CMI, VOO, MCK, GOOG, GE, HON, TSM, MUFG.
- Sold out of its positions in CRWV, GM, MFG, PYPL, RS, UNH.
- Fulcrum Wealth Advisors was a net buyer of stock by $2.0M.
- Fulcrum Wealth Advisors has $121M in assets under management (AUM), dropping by -0.64%.
- Central Index Key (CIK): 0002108790
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Portfolio Holdings for Fulcrum Wealth Advisors
Fulcrum Wealth Advisors holds 71 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Etfs Gold Tr Physcl Gold Shs (SGOL) | 11.1 | $13M | +6% | 301k | 44.62 |
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| Sprott Asset Management Physical Gold Tr (PHYS) | 10.0 | $12M | 341k | 35.44 |
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| Microsoft Corporation (MSFT) | 6.4 | $7.7M | +8% | 21k | 370.17 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 5.7 | $6.9M | +120% | 84k | 82.43 |
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| NVIDIA Corporation (NVDA) | 4.8 | $5.9M | -5% | 34k | 174.40 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 4.0 | $4.8M | -18% | 8.0k | 597.55 |
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| Apple (AAPL) | 3.9 | $4.7M | +83% | 19k | 253.79 |
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| Amazon (AMZN) | 3.8 | $4.6M | 22k | 208.27 |
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| Cummins (CMI) | 2.9 | $3.5M | -25% | 6.5k | 538.02 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 2.8 | $3.4M | -14% | 10k | 337.95 |
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| International Business Machines (IBM) | 2.7 | $3.3M | +6% | 14k | 242.39 |
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| Alphabet Cap Stk Cl C (GOOG) | 2.7 | $3.3M | -22% | 11k | 286.86 |
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| Netflix (NFLX) | 2.6 | $3.1M | +54% | 33k | 96.15 |
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| Broadcom (AVGO) | 2.3 | $2.8M | -4% | 9.2k | 309.51 |
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| Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) | 2.2 | $2.7M | -17% | 158k | 16.97 |
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| Astrazeneca Ord (AZN) | 2.1 | $2.6M | NEW | 13k | 197.22 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.0 | $2.5M | -4% | 5.1k | 479.20 |
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| Ge Aerospace Com New (GE) | 2.0 | $2.4M | -21% | 8.4k | 283.77 |
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| Honeywell International (HON) | 1.9 | $2.3M | -21% | 10k | 226.03 |
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| Huntington Ingalls Inds (HII) | 1.8 | $2.2M | NEW | 5.7k | 379.90 |
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| McKesson Corporation (MCK) | 1.6 | $1.9M | -33% | 2.2k | 865.36 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.5 | $1.9M | 6.5k | 287.56 |
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| Unum (UNM) | 1.5 | $1.8M | -17% | 25k | 73.03 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 1.2 | $1.4M | 28k | 50.37 |
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| Sprott Asset Management Physical Silver (PSLV) | 1.1 | $1.3M | -3% | 53k | 24.39 |
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| Tesla Motors (TSLA) | 0.8 | $980k | 2.6k | 371.75 |
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| Costco Wholesale Corporation (COST) | 0.7 | $883k | 886.00 | 996.43 |
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| Boeing Company (BA) | 0.6 | $785k | 3.9k | 199.03 |
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| Wal-Mart Stores (WMT) | 0.6 | $754k | +4% | 6.1k | 124.28 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.6 | $691k | +23% | 2.6k | 261.92 |
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| Wisdomtree Tr Europe Hedged Eq (HEDJ) | 0.5 | $621k | +75% | 12k | 52.30 |
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| Calamos Etf Tr Autocallable Inc (CAIE) | 0.5 | $613k | NEW | 24k | 25.14 |
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| Sellas Life Sciences Group I Com New Call Option (SLS) | 0.4 | $528k | +103% | 125k | 4.23 |
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| Johnson & Johnson (JNJ) | 0.4 | $508k | 2.1k | 244.44 |
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| Fastenal Company (FAST) | 0.4 | $507k | 11k | 46.40 |
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| Cisco Systems (CSCO) | 0.4 | $495k | 6.4k | 77.59 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.4 | $483k | +3% | 25k | 19.30 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $449k | -27% | 1.6k | 287.18 |
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| Abbvie (ABBV) | 0.4 | $440k | -2% | 2.0k | 217.49 |
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| Powell Industries (POWL) | 0.4 | $438k | 810.00 | 541.07 |
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| Booking Holdings (BKNG) | 0.3 | $421k | 100.00 | 4210.32 |
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| Janus Detroit Str Tr B-bbb Clo Etf (JBBB) | 0.3 | $414k | +59% | 8.9k | 46.61 |
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| Oracle Corporation (ORCL) | 0.3 | $409k | -28% | 2.8k | 147.11 |
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| Meta Platforms Cl A (META) | 0.3 | $405k | 708.00 | 572.13 |
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| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 0.3 | $404k | -4% | 13k | 30.12 |
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| Chevron Corporation (CVX) | 0.3 | $386k | -18% | 1.9k | 206.90 |
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| Visa Com Cl A (V) | 0.3 | $359k | 1.2k | 302.21 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.3 | $355k | -30% | 546.00 | 650.34 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.3 | $350k | 14k | 24.75 |
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| Royal Gold (RGLD) | 0.3 | $344k | 1.4k | 254.40 |
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| Schwab Strategic Tr 1000 Index Etf (SCHK) | 0.3 | $340k | 11k | 31.33 |
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| Charles Schwab Corporation (SCHW) | 0.3 | $339k | 3.6k | 93.99 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $338k | 586.00 | 577.18 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.3 | $333k | NEW | 6.0k | 55.52 |
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| Advanced Micro Devices (AMD) | 0.3 | $326k | -3% | 1.6k | 203.43 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.3 | $324k | NEW | 4.2k | 77.11 |
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| Solstice Advanced Matls Com Shs (SOLS) | 0.3 | $314k | NEW | 4.1k | 76.16 |
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| Nexstar Media Group Common Stock (NXST) | 0.2 | $293k | 1.6k | 180.83 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $280k | 1.5k | 192.85 |
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| Catalyst Pharmaceutical Partners (CPRX) | 0.2 | $271k | 11k | 24.76 |
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| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.2 | $270k | 1.7k | 158.58 |
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| Snowflake Com Shs (SNOW) | 0.2 | $265k | -5% | 1.8k | 150.82 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.2 | $263k | -17% | 3.7k | 71.18 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $260k | NEW | 884.00 | 294.16 |
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| Vail Resorts (MTN) | 0.2 | $244k | 1.9k | 128.29 |
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| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.2 | $224k | +5% | 2.2k | 100.19 |
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| Addus Homecare Corp (ADUS) | 0.2 | $219k | NEW | 2.3k | 93.65 |
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| Universal Display Corporation (OLED) | 0.2 | $213k | 2.3k | 91.67 |
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| Agnico (AEM) | 0.2 | $208k | NEW | 1.0k | 202.98 |
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| Owl Rock Capital Corporation (OBDC) | 0.1 | $115k | -78% | 10k | 11.06 |
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| Quantum Emotion Corp Ordinary Shares (QNC) | 0.0 | $28k | NEW | 12k | 2.29 |
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Past Filings by Fulcrum Wealth Advisors
SEC 13F filings are viewable for Fulcrum Wealth Advisors going back to 2025
- Fulcrum Wealth Advisors 2026 Q1 filed April 22, 2026
- Fulcrum Wealth Advisors 2025 Q4 filed Feb. 2, 2026