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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 1 of 5  ·  81 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SGOL ETFS GOLD TR Financial Services 267,965.0 $10.2M 7.83% -14K -5.1% $38.23 +11.0%
2 MSFT MICROSOFT CORP Technology 22,471.0 $8.4M 6.40% +3K +17.4% $373.03 +37.7%
3 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 249,961.0 $7.5M 5.76% -95K -27.5% $30.17 +12.0%
4 NVDA NVIDIA CORPORATION Technology 36,268.0 $7.3M 5.54% +933.0 +2.6% $200.09 +8.7%
5 AAPL APPLE INC Technology 25,019.0 $7.2M 5.53% +15K +147.1% $289.36 +10.5%
6 VGK VANGUARD INTL EQUITY INDEX F 65,590.0 $5.8M 4.44% +27K +71.7% $88.54 +3.9%
7 VOO VANGUARD INDEX FDS 7,895.0 $5.4M 4.14% -2K -19.0% $686.81 +3.0%
8 AMZN AMAZON COM INC Consumer Cyclical 22,542.0 $5.4M 4.11% +364.0 +1.6% $238.34 +11.8%
9 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 9,533.0 $4.6M 3.48% -2K -20.1% $477.57 -12.6%
10 GOOG ALPHABET INC 10,431.0 $3.7M 2.82% -4K -28.6% $353.33
11 GE GE AEROSPACE Industrials 9,252.0 $3.5M 2.64% -1K -13.6% $373.73 -8.3%
12 SGVT SCHWAB STRATEGIC TR 31,257.0 $3.1M 2.41% NEW $100.74 +0.0%
13 AVGO BROADCOM INC Technology 8,259.0 $3.1M 2.38% -1K -13.8% $377.75 -2.4%
14 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 154,380.0 $3.1M 2.35% -38K -19.7% $19.89 +15.1%
15 BERKSHIRE HATHAWAY INC DEL 5,974.0 $3.0M 2.28% +602.0 +11.2% $500.39
16 MCK MCKESSON CORP Healthcare 3,933.0 $3.0M 2.27% +658.0 +20.1% $755.60 +18.2%
17 IBM INTERNATIONAL BUSINESS MACHS Technology 10,462.0 $2.9M 2.25% -2K -17.5% $281.21 -16.2%
18 PFE PFIZER INC Healthcare 106,609.0 $2.6M 1.96% NEW $24.08 +16.1%
19 GOOGL ALPHABET INC Communication Services 7,102.0 $2.5M 1.94% +614.0 +9.5% $357.37 -3.0%
20 AZN ASTRAZENECA PLC Healthcare 13,245.0 $2.5M 1.92% NEW $189.62 -14.2%
Page 1 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%