FULCRUM WEALTH ADVISORS, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 2, 2026, for the 2025 Q4 period, FULCRUM WEALTH ADVISORS, LLC held in its portfolio 67 assets valued at $121,556,677 (i.e. $121.56M).
The most valuable assets in the portfolio included: ETFS GOLD TR ($11.60M), SPROTT ASSET MANAGEMENT LP ($11.38M), and MICROSOFT CORP ($9.26M).
The chart below shows the top 10 valuable assets, and the table below shows the top 67 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
FULCRUM WEALTH ADVISORS, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ETFS GOLD TR | 282368 | 11599677 | PHYSCL GOLD SHS |
| SPROTT ASSET MANAGEMENT LP | 344740 | 11383315 | PHYSICAL GOLD TR |
| MICROSOFT CORP | 19147 | 9259988 | COM |
| NVIDIA CORPORATION | 35335 | 6589978 | COM |
| VANGUARD INDEX FDS | 9744 | 6110755 | S&P 500 ETF SHS |
| AMAZON COM INC | 22178 | 5119126 | COM |
| ALPHABET INC | 14613 | 4585559 | CAP STK CL C |
| CUMMINS INC | 8749 | 4465927 | COM |
| INTERNATIONAL BUSINESS MACHS | 12685 | 3757424 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 11926 | 3624192 | SPONSORED ADS |
| BROADCOM INC | 9581 | 3315984 | COM |
| GE AEROSPACE | 10704 | 3297153 | COM NEW |
| VANGUARD INTL EQUITY INDEX F | 38195 | 3193484 | FTSE EUROPE ETF |
| MITSUBISHI UFJ FINL GROUP IN | 192176 | 3047911 | SPONSORED ADS |
| APPLE INC | 10127 | 2753011 | COM |
| BERKSHIRE HATHAWAY INC DEL | 5372 | 2700236 | CL B NEW |
| MCKESSON CORP | 3275 | 2686450 | COM |
| RELIANCE INC | 8754 | 2528768 | COM |
| HONEYWELL INTL INC | 12836 | 2504175 | COM |
| UNITEDHEALTH GROUP INC | 7369 | 2432581 | COM |
| UNUM GROUP | 30525 | 2365688 | COM |
| ALPHABET INC | 6488 | 2030744 | CAP STK CL A |
| NETFLIX INC | 21134 | 1981524 | COM |
| JANUS DETROIT STR TR | 28258 | 1429272 | HENDRSON AAA CL |
| SPROTT ASSET MANAGEMENT LP | 54641 | 1292260 | PHYSICAL SILVER |
| TESLA INC | 2632 | 1183663 | COM |
| BOEING CO | 3968 | 861532 | COM |
| COSTCO WHSL CORP NEW | 886 | 764033 | COM |
| ORACLE CORP | 3876 | 755471 | COM |
| WALMART INC | 5811 | 647404 | COM |
| VANGUARD INDEX FDS | 2170 | 629777 | MID CAP ETF |
| BLUE OWL CAPITAL CORPORATION | 47450 | 589804 | COM |
| VANGUARD INDEX FDS | 2129 | 549176 | SMALL CP ETF |
| BOOKING HOLDINGS INC | 100 | 535533 | COM |
| SPDR S&P 500 ETF TR | 780 | 531682 | TR UNIT |
| CISCO SYS INC | 6380 | 491451 | COM |
| ABBVIE INC | 2071 | 473203 | COM |
| META PLATFORMS INC | 708 | 467344 | CL A |
| FASTENAL CO | 10895 | 437226 | COM |
| TEVA PHARMACEUTICAL INDS LTD | 14000 | 436940 | SPONSORED ADS |
| JOHNSON & JOHNSON | 2076 | 429628 | COM |
| VISA INC | 1206 | 422961 | COM CL A |
| SNOWFLAKE INC | 1855 | 406913 | COM SHS |
| ENERGY TRANSFER L P | 24134 | 397970 | COM UT LTD PTN |
| GE HEALTHCARE TECHNOLOGIES I | 4479 | 367368 | COMMON STOCK |
| INVESCO QQQ TR | 586 | 359986 | UNIT SER 1 |
| SCHWAB CHARLES CORP | 3595 | 359170 | COM |
| WISDOMTREE TR | 6765 | 358951 | EUROPE HEDGED EQ |
| SCHWAB STRATEGIC TR | 10862 | 356274 | 1000 INDEX ETF |
| ADVANCED MICRO DEVICES INC | 1650 | 353364 | COM |
| CHEVRON CORP NEW | 2298 | 350238 | COM |
| SCHWAB STRATEGIC TR | 14158 | 340347 | INTL EQTY ETF |
| NEXSTAR MEDIA GROUP INC | 1619 | 328738 | COMMON STOCK |
| ROYAL GOLD INC | 1350 | 300105 | COM |
| UNIVERSAL DISPLAY CORP | 2311 | 269917 | COM |
| RTX CORPORATION | 1451 | 266041 | COM |
| JANUS DETROIT STR TR | 5570 | 265667 | B-BBB CLO ETF |
| POWELL INDS INC | 810 | 258079 | COM |
| CATALYST PHARMACEUTICALS INC | 10938 | 255293 | COM |
| VAIL RESORTS INC | 1875 | 248938 | COM |
| WISDOMTREE TR | 1700 | 245072 | JAPN HEDGE EQT |
| SELLAS LIFE SCIENCES GROUP I | 61164 | 230588 | COM NEW |
| COREWEAVE INC | 3209 | 229796 | COM CL A |
| PAYPAL HLDGS INC | 3695 | 215714 | COM |
| GOLDMAN SACHS ETF TR | 2131 | 212972 | ACCES TREASURY |
| GENERAL MTRS CO | 2550 | 207366 | COM |
| MIZUHO FINANCIAL GROUP INC | 15000 | 109800 | SPONSORED ADR |
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