BullishAgent BullishAgent Filings Market Earnings Ratings IPOs ETFs Insiders
Screener Research
Sign in Register
Portfolio (Quarterly) Guide ↗

FULCRUM WEALTH ADVISORS, LLC

· CIK 0002108790
13F Portfolio $122M AUM 70 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 · All 68 New
Page 2 of 4  ·  68 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 UNM UNUM GROUP Financial Services 30,525.0 $2.4M 1.95% NEW $77.50 +6.8%
22 GOOGL ALPHABET INC Communication Services 6,488.0 $2.0M 1.67% NEW $313.00 +26.8%
23 NFLX NETFLIX INC Communication Services 21,134.0 $2.0M 1.63% NEW $93.76 -4.4%
24 JAAA JANUS DETROIT STR TR 28,258.0 $1.4M 1.18% NEW $50.58 +0.1%
25 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 54,641.0 $1.3M 1.06% NEW $23.65 +1.0%
26 TSLA TESLA INC Consumer Cyclical 2,632.0 $1.2M 0.97% NEW $449.72 -8.8%
27 BA BOEING CO Industrials 3,968.0 $862K 0.71% NEW $217.12 -1.0%
28 COST COSTCO WHSL CORP NEW Consumer Defensive 886.0 $764K 0.63% NEW $862.34 +21.6%
29 ORCL ORACLE CORP Technology 3,876.0 $755K 0.62% NEW $194.91 -4.3%
30 WMT WALMART INC Consumer Defensive 5,811.0 $647K 0.53% NEW $111.41 +19.7%
31 VO VANGUARD INDEX FDS 2,170.0 $630K 0.52% NEW $290.22 -73.7%
32 BLUE OWL CAPITAL CORPORATION 47,450.0 $590K 0.48% NEW $12.43
33 VB VANGUARD INDEX FDS 2,129.0 $549K 0.45% NEW $257.95 +8.2%
34 BKNG BOOKING HOLDINGS INC Consumer Cyclical 100.0 $536K 0.44% NEW $5355.33 -97.1%
35 SPY SPDR S&P 500 ETF TR Financial Services 780.0 $532K 0.44% NEW $681.64 +7.6%
36 CSCO CISCO SYS INC Technology 6,380.0 $491K 0.40% NEW $77.03 +54.3%
37 ABBV ABBVIE INC Healthcare 2,071.0 $473K 0.39% NEW $228.49 -6.4%
38 META META PLATFORMS INC Communication Services 708.0 $467K 0.38% NEW $660.09 -7.4%
39 FAST FASTENAL CO Industrials 10,895.0 $437K 0.36% NEW $40.13 +9.6%
40 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 14,000.0 $437K 0.36% NEW $31.21 +9.0%
Page 2 of 4  ·  68 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 30.4%
Financial Services 30.3%
Industrials 11.6%
Communication Services 9.0%
Healthcare 7.0%
Consumer Cyclical 7.0%
Basic Materials 2.7%
Consumer Defensive 1.4%
Energy 0.7%