Fulcrum Wealth Advisors, LLC
All holdings · as of Dec 31, 2025
| 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% |
| Tesla Inc | $1.18M | 1.0% |
| The Boeing Company | $861.5K | 0.7% |
| COSTCO WHOLESALE CORP /NEW | $764.0K | 0.6% |
| ORACLE CORP | $755.5K | 0.6% |
| Walmart Inc. | $647.4K | 0.5% |
| VANGUARD INDEX FDS | $629.8K | 0.5% |
| Blue Owl Capital CorpOBDC | $589.8K | 0.5% |
| VANGUARD INDEX FDS | $549.2K | 0.5% |
| Booking Holdings Inc | $535.5K | 0.4% |
| SPDR S&P 500 ETF TR | $531.7K | 0.4% |
| CISCO SYSTEMS, INC. | $491.5K | 0.4% |
| AbbVie Inc. | $473.2K | 0.4% |
| Meta Platforms Inc | $467.3K | 0.4% |
| Fastenal Co | $437.2K | 0.4% |
| TEVA PHARMACEUTICAL INDUSTRIES LTDTEVA | $436.9K | 0.4% |
| JOHNSON & JOHNSON | $429.6K | 0.4% |
| Visa Inc | $423.0K | 0.3% |
| Snowflake Inc. | $406.9K | 0.3% |
| Energy Transfer LPET | $398.0K | 0.3% |
| GE HealthCare Technologies Inc. | $367.4K | 0.3% |
| INVESCO QQQ TR | $360.0K | 0.3% |
| SCHWAB CHARLES CORP | $359.2K | 0.3% |
| WISDOMTREE TR | $359.0K | 0.3% |
| SCHWAB STRATEGIC TR | $356.3K | 0.3% |
| ADVANCED MICRO DEVICES INC | $353.4K | 0.3% |