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Portfolio (Quarterly) Guide ↗

FULCRUM WEALTH ADVISORS, LLC

· CIK 0002108790
13F Portfolio $131M AUM 81 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 26 New 30 Added 18 Reduced 13 Exited
Page 2 of 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ET ENERGY TRANSFER L P Energy 24,824.0 $475K 0.36% +690.0 +2.9% $19.12 +11.5%
22 BKNG BOOKING HOLDINGS INC Consumer Cyclical 2,500.0 $446K 0.34% +2K +2400.0% $178.24 +15.4%
23 META META PLATFORMS INC Communication Services 739.0 $416K 0.32% +31.0 +4.4% $563.29 +2.6%
24 JBBB JANUS DETROIT STR TR 8,659.0 $410K 0.31% +3K +55.5% $47.35 +0.5%
25 SCHF SCHWAB STRATEGIC TR 14,384.0 $398K 0.30% +226.0 +1.6% $27.70 +2.2%
26 RTX RTX CORPORATION Industrials 1,831.0 $347K 0.27% +380.0 +26.2% $189.69 +11.6%
27 SCHW SCHWAB CHARLES CORP Financial Services 3,616.0 $334K 0.26% +21.0 +0.6% $92.28 +19.4%
28 MTN VAIL RESORTS INC Consumer Cyclical 1,937.0 $264K 0.20% +62.0 +3.3% $136.15 +4.2%
29 GBIL GOLDMAN SACHS ETF TR 2,203.0 $221K 0.17% +72.0 +3.4% $100.16 -0.0%
30 OLED UNIVERSAL DISPLAY CORP Technology 2,338.0 $202K 0.15% +27.0 +1.2% $86.57 -4.2%
Page 2 of 2  ·  30 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 38.1%
Financial Services 25.6%
Healthcare 11.9%
Consumer Cyclical 7.8%
Industrials 7.3%
Communication Services 5.0%
Consumer Defensive 3.2%
Energy 0.5%
Real Estate 0.3%
Basic Materials 0.3%