Fulcrum Wealth Advisors

Fulcrum Wealth Advisors as of March 31, 2026

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 301k 44.62
Sprott Asset Management Physical Gold Tr (PHYS) 10.0 $12M 341k 35.44
Microsoft Corporation (MSFT) 6.4 $7.7M 21k 370.17
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 5.7 $6.9M 84k 82.43
NVIDIA Corporation (NVDA) 4.8 $5.9M 34k 174.40
Vanguard Index Fds S&p 500 Etf Shs (VOO) 4.0 $4.8M 8.0k 597.55
Apple (AAPL) 3.9 $4.7M 19k 253.79
Amazon (AMZN) 3.8 $4.6M 22k 208.27
Cummins (CMI) 2.9 $3.5M 6.5k 538.02
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 2.8 $3.4M 10k 337.95
International Business Machines (IBM) 2.7 $3.3M 14k 242.39
Alphabet Cap Stk Cl C (GOOG) 2.7 $3.3M 11k 286.86
Netflix (NFLX) 2.6 $3.1M 33k 96.15
Broadcom (AVGO) 2.3 $2.8M 9.2k 309.51
Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) 2.2 $2.7M 158k 16.97
Astrazeneca Ord (AZN) 2.1 $2.6M 13k 197.22
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.0 $2.5M 5.1k 479.20
Ge Aerospace Com New (GE) 2.0 $2.4M 8.4k 283.77
Honeywell International (HON) 1.9 $2.3M 10k 226.03
Huntington Ingalls Inds (HII) 1.8 $2.2M 5.7k 379.90
McKesson Corporation (MCK) 1.6 $1.9M 2.2k 865.36
Alphabet Cap Stk Cl A (GOOGL) 1.5 $1.9M 6.5k 287.56
Unum (UNM) 1.5 $1.8M 25k 73.03
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 1.2 $1.4M 28k 50.37
Sprott Asset Management Physical Silver (PSLV) 1.1 $1.3M 53k 24.39
Tesla Motors (TSLA) 0.8 $980k 2.6k 371.75
Costco Wholesale Corporation (COST) 0.7 $883k 886.00 996.43
Boeing Company (BA) 0.6 $785k 3.9k 199.03
Wal-Mart Stores (WMT) 0.6 $754k 6.1k 124.28
Vanguard Index Fds Small Cp Etf (VB) 0.6 $691k 2.6k 261.92
Wisdomtree Tr Europe Hedged Eq (HEDJ) 0.5 $621k 12k 52.30
Calamos Etf Tr Autocallable Inc (CAIE) 0.5 $613k 24k 25.14
Sellas Life Sciences Group I Com New Call Option (SLS) 0.4 $528k 125k 4.23
Johnson & Johnson (JNJ) 0.4 $508k 2.1k 244.44
Fastenal Company (FAST) 0.4 $507k 11k 46.40
Cisco Systems (CSCO) 0.4 $495k 6.4k 77.59
Energy Transfer Com Ut Ltd Ptn (ET) 0.4 $483k 25k 19.30
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $449k 1.6k 287.18
Abbvie (ABBV) 0.4 $440k 2.0k 217.49
Powell Industries (POWL) 0.4 $438k 810.00 541.07
Booking Holdings (BKNG) 0.3 $421k 100.00 4210.32
Janus Detroit Str Tr B-bbb Clo Etf (JBBB) 0.3 $414k 8.9k 46.61
Oracle Corporation (ORCL) 0.3 $409k 2.8k 147.11
Meta Platforms Cl A (META) 0.3 $405k 708.00 572.13
Teva Pharmaceutical Inds Sponsored Ads (TEVA) 0.3 $404k 13k 30.12
Chevron Corporation (CVX) 0.3 $386k 1.9k 206.90
Visa Com Cl A (V) 0.3 $359k 1.2k 302.21
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.3 $355k 546.00 650.34
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $350k 14k 24.75
Royal Gold (RGLD) 0.3 $344k 1.4k 254.40
Schwab Strategic Tr 1000 Index Etf (SCHK) 0.3 $340k 11k 31.33
Charles Schwab Corporation (SCHW) 0.3 $339k 3.6k 93.99
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $338k 586.00 577.18
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.3 $333k 6.0k 55.52
Advanced Micro Devices (AMD) 0.3 $326k 1.6k 203.43
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $324k 4.2k 77.11
Solstice Advanced Matls Com Shs (SOLS) 0.3 $314k 4.1k 76.16
Nexstar Media Group Common Stock (NXST) 0.2 $293k 1.6k 180.83
Raytheon Technologies Corp (RTX) 0.2 $280k 1.5k 192.85
Catalyst Pharmaceutical Partners (CPRX) 0.2 $271k 11k 24.76
Wisdomtree Tr Japn Hedge Eqt (DXJ) 0.2 $270k 1.7k 158.58
Snowflake Com Shs (SNOW) 0.2 $265k 1.8k 150.82
Ge Healthcare Technologies I Common Stock (GEHC) 0.2 $263k 3.7k 71.18
JPMorgan Chase & Co. (JPM) 0.2 $260k 884.00 294.16
Vail Resorts (MTN) 0.2 $244k 1.9k 128.29
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.2 $224k 2.2k 100.19
Addus Homecare Corp (ADUS) 0.2 $219k 2.3k 93.65
Universal Display Corporation (OLED) 0.2 $213k 2.3k 91.67
Agnico (AEM) 0.2 $208k 1.0k 202.98
Owl Rock Capital Corporation (OBDC) 0.1 $115k 10k 11.06
Quantum Emotion Corp Ordinary Shares (QNC) 0.0 $28k 12k 2.29