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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 5  ·  81 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IXN ISHARES TR 15,564.0 $2.2M 1.72% NEW $144.48 -2.7%
22 WMT WALMART INC Consumer Defensive 17,632.0 $2.0M 1.53% +12K +203.4% $113.26 -9.0%
23 CMI CUMMINS INC Industrials 2,285.0 $1.6M 1.25% -6K -73.9% $713.21 -20.8%
24 NFLX NETFLIX INC. Communication Services 22,151.0 $1.6M 1.21% +1K +4.8% $71.40 +14.5%
25 JAAA JANUS DETROIT STR TR 27,451.0 $1.4M 1.06% -807.0 -2.9% $50.49 +0.4%
26 HONEYWELL INTL INC 5,765.0 $1.3M 0.99% NEW $223.90
27 HONEYWELL AEROSPACE INC 5,765.0 $1.3M 0.97% NEW $221.08
28 TSLA TESLA INC Consumer Cyclical 2,682.0 $1.1M 0.86% +50.0 +1.9% $420.60 -17.1%
29 SLS SELLAS LIFE SCIENCES GROUP I Healthcare 73,253.0 $1.1M 0.83% +25K +50.5% $14.76 -10.5%
30 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,129.0 $1.1M 0.81% +243.0 +27.4% $935.38 +1.1%
31 SPACE EXPLORATION TECHN CORP 6,070.0 $1.0M 0.79% NEW $170.86
32 AMD ADVANCED MICRO DEVICES INC Technology 1,655.0 $961K 0.73% $580.91 -19.9%
33 BA BOEING CO Industrials 3,968.0 $859K 0.66% $216.47 -3.1%
34 VB VANGUARD INDEX FDS 2,563.0 $777K 0.59% +434.0 +20.4% $303.12 -0.8%
35 VXUS VANGUARD STAR FDS 8,967.0 $767K 0.59% NEW $85.49 +2.4%
36 ORCL ORACLE CORP Technology 4,749.0 $696K 0.53% +873.0 +22.5% $146.55 +2.8%
37 CSCO CISCO SYS INC Technology 5,923.0 $696K 0.53% -457.0 -7.2% $117.46 -6.4%
38 HEDJ WISDOMTREE TR 11,669.0 $665K 0.51% +5K +72.5% $57.00 +1.3%
39 CAIE CALAMOS ETF TR 23,881.0 $650K 0.50% NEW $27.21 -0.1%
40 QQQ INVESCO QQQ TR Financial Services 811.0 $597K 0.46% +225.0 +38.4% $736.40 -2.7%
Page 2 of 5  ·  81 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%