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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 4 of 5  ·  81 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 LLY ELI LILLY & CO Healthcare 248.0 $298K 0.23% NEW $1199.85 -2.2%
62 DXJ WISDOMTREE TR 1,700.0 $295K 0.23% $173.52 +3.8%
63 NXST NEXSTAR MEDIA GROUP INC Communication Services 1,619.0 $289K 0.22% $178.59 +2.6%
64 GS GOLDMAN SACHS GROUP INC Financial Services 270.0 $273K 0.21% NEW $1011.37 +2.2%
65 RGLD ROYAL GOLD INC Basic Materials 1,355.0 $270K 0.21% $199.60 +31.7%
66 PLMR PALOMAR HLDGS INC Financial Services 2,138.0 $270K 0.21% NEW $126.39 +4.1%
67 MTN VAIL RESORTS INC Consumer Cyclical 1,937.0 $264K 0.20% +62.0 +3.3% $136.15 +4.2%
68 PINE ALPINE INCOME PPTY TR INC Real Estate 12,604.0 $262K 0.20% NEW $20.76 -5.9%
69 IXJ ISHARES TR 2,610.0 $257K 0.20% NEW $98.38 +6.5%
70 FDS FACTSET RESH SYS INC Financial Services 1,105.0 $254K 0.19% NEW $229.98 +34.3%
71 RXI ISHARES TR 1,289.0 $249K 0.19% NEW $192.96 +3.6%
72 SBUX STARBUCKS CORP Consumer Cyclical 2,395.0 $245K 0.19% NEW $102.20 +5.5%
73 ADUS ADDUS HOMECARE CORP Healthcare 2,334.0 $234K 0.18% NEW $100.47 +15.0%
74 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 11,916.0 $225K 0.17% -43K -78.2% $18.87 +15.7%
75 SCHD SCHWAB STRATEGIC TR 7,028.0 $223K 0.17% NEW $31.71 +10.1%
76 GBIL GOLDMAN SACHS ETF TR 2,203.0 $221K 0.17% +72.0 +3.4% $100.16 -0.0%
77 VIG VANGUARD SPECIALIZED FUNDS 898.0 $212K 0.16% NEW $236.62 +2.7%
78 ALK ALASKA AIR GROUP INC Industrials 3,996.0 $209K 0.16% NEW $52.20 -18.9%
79 MDT MEDTRONIC PLC Healthcare 2,640.0 $207K 0.16% NEW $78.23 +16.6%
80 OLED UNIVERSAL DISPLAY CORP Technology 2,338.0 $202K 0.15% +27.0 +1.2% $86.57 -4.2%
Page 4 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%