Institutions / Fulcrum Wealth Advisors, LLC
Fulcrum Wealth Advisors, LLC
CIK 2108790 · Institution · as of Dec 31, 2025
Portfolio value
$121.51M
Positions
67
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 67 →
| Company | Value | % of portfolio |
|---|---|---|
| Etfs Gold Tr | $11.60M | 9.5% |
| Sprott Asset Management LP | $11.38M | 9.4% |
| Microsoft Corp | $9.26M | 7.6% |
| NVIDIA Corp | $6.59M | 5.4% |
| Vanguard Index Fds | $6.11M | 5.0% |
| Amazon.com Inc | $5.12M | 4.2% |
| Alphabet Inc. | $4.59M | 3.8% |
| Cummins Inc | $4.47M | 3.7% |
| International Business Machines Corp | $3.76M | 3.1% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $3.62M | 3.0% |
| Broadcom Inc. | $3.32M | 2.7% |
| General Electric Co | $3.30M | 2.7% |
| Vanguard Intl Equity Index F | $3.19M | 2.6% |
| Mitsubishi Ufj Financial Group IncMUFG | $3.05M | 2.5% |
| Apple Inc. | $2.75M | 2.3% |
| Warren E. Buffett | $2.70M | 2.2% |
| McKesson Corp | $2.69M | 2.2% |
| Reliance, Inc. | $2.53M | 2.1% |
| Honeywell International Inc | $2.50M | 2.1% |
| Unitedhealth Group Inc | $2.43M | 2.0% |
| Unum Group | $2.37M | 1.9% |
| Alphabet Inc. | $2.03M | 1.7% |
| Netflix Inc | $1.98M | 1.6% |
| Janus Detroit Str Tr | $1.43M | 1.2% |
| Sprott Asset Management LP | $1.29M | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.