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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 3 of 4  ·  68 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 JNJ JOHNSON & JOHNSON Healthcare 2,076.0 $430K 0.35% NEW $206.95 +11.0%
42 V VISA INC Financial Services 1,206.0 $423K 0.35% NEW $350.71 -5.8%
43 SNOW SNOWFLAKE INC Technology 1,855.0 $407K 0.34% NEW $219.36 -23.3%
44 ET ENERGY TRANSFER L P Energy 24,134.0 $398K 0.33% NEW $16.49 +23.5%
45 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 4,479.0 $367K 0.30% NEW $82.02 -24.9%
46 QQQ INVESCO QQQ TR Financial Services 586.0 $360K 0.30% NEW $614.31 +14.6%
47 SCHW SCHWAB CHARLES CORP Financial Services 3,595.0 $359K 0.29% NEW $99.91 -7.1%
48 HEDJ WISDOMTREE TR 6,765.0 $359K 0.29% NEW $53.06 +3.8%
49 SCHK SCHWAB STRATEGIC TR 10,862.0 $356K 0.29% NEW $32.80 +7.8%
50 AMD ADVANCED MICRO DEVICES INC Technology 1,650.0 $353K 0.29% NEW $214.16 +95.9%
51 CVX CHEVRON CORP NEW Energy 2,298.0 $350K 0.29% NEW $152.41 +28.7%
52 SCHF SCHWAB STRATEGIC TR 14,158.0 $340K 0.28% NEW $24.04 +11.6%
53 NXST NEXSTAR MEDIA GROUP INC Communication Services 1,619.0 $329K 0.27% NEW $203.05 -5.6%
54 RGLD ROYAL GOLD INC Basic Materials 1,350.0 $300K 0.25% NEW $222.30 -0.5%
55 OLED UNIVERSAL DISPLAY CORP Technology 2,311.0 $270K 0.22% NEW $116.80 -23.6%
56 RTX RTX CORPORATION Industrials 1,451.0 $266K 0.22% NEW $183.35 -3.8%
57 JBBB JANUS DETROIT STR TR 5,570.0 $266K 0.22% NEW $47.70 -1.0%
58 POWL POWELL INDS INC Industrials 810.0 $258K 0.21% NEW $318.62 -16.6%
59 CPRX CATALYST PHARMACEUTICALS INC Healthcare 10,938.0 $255K 0.21% NEW $23.34 +33.8%
60 MTN VAIL RESORTS INC Consumer Cyclical 1,875.0 $249K 0.20% NEW $132.77 -6.4%
Page 3 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%