Fulcrum Wealth Advisors

Fulcrum Wealth Advisors as of Dec. 31, 2025

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