Back to FULCRUM WEALTH ADVISORS, LLC

Fulcrum Wealth Advisors, LLC

All holdings · as of Dec 31, 2025

67 positions

CompanyClassValueShares% of portfolio
Mizuho Financial Group, Inc.MFGADR$109.8K15,0000.1%
SELLAS LIFE SCIENCES GROUP INC$183.5K48,6640.2%
General Motors Co$207.4K2,5500.2%
GOLDMAN SACHS ETF TR$213.0K2,1310.2%
PayPal Holdings, Inc.$215.7K3,6950.2%
CoreWeave, Inc.$229.8K3,2090.2%
WISDOMTREE TR$245.1K1,7000.2%
VAIL RESORTS INC$248.9K1,8750.2%
CATALYST PHARMACEUTICALS, INC.$255.3K10,9380.2%
POWELL INDUSTRIES INC$258.1K8100.2%
JANUS DETROIT STR TR$265.7K5,5700.2%
RTX Corp$266.0K1,4510.2%
Universal Display Corp$269.9K2,3110.2%
ROYAL GOLD INC$300.1K1,3500.2%
NEXSTAR MEDIA GROUP, INC.$328.7K1,6190.3%
SCHWAB STRATEGIC TR$340.3K14,1580.3%
CHEVRON CORP$350.2K2,2980.3%
ADVANCED MICRO DEVICES INC$353.4K1,6500.3%
SCHWAB STRATEGIC TR$356.3K10,8620.3%
WISDOMTREE TR$359.0K6,7650.3%
SCHWAB CHARLES CORP$359.2K3,5950.3%
INVESCO QQQ TR$360.0K5860.3%
GE HealthCare Technologies Inc.$367.4K4,4790.3%
Energy Transfer LPETMLP$398.0K24,1340.3%
Snowflake Inc.$406.9K1,8550.3%
Visa Inc$423.0K1,2060.3%
JOHNSON & JOHNSON$429.6K2,0760.4%
TEVA PHARMACEUTICAL INDUSTRIES LTDTEVAADR$436.9K14,0000.4%
Fastenal Co$437.2K10,8950.4%
Meta Platforms Inc$467.3K7080.4%
AbbVie Inc.$473.2K2,0710.4%
CISCO SYSTEMS, INC.$491.5K6,3800.4%
SPDR S&P 500 ETF TR$531.7K7800.4%
Booking Holdings Inc$535.5K1000.4%
VANGUARD INDEX FDS$549.2K2,1290.5%
Blue Owl Capital CorpOBDCCommon Stock$589.8K47,4500.5%
VANGUARD INDEX FDS$629.8K2,1700.5%
Walmart Inc.$647.4K5,8110.5%
ORACLE CORP$755.5K3,8760.6%
COSTCO WHOLESALE CORP /NEW$764.0K8860.6%
The Boeing Company$861.5K3,9680.7%
Tesla Inc$1.18M2,6321.0%
SPROTT ASSET MANAGEMENT LP$1.29M54,6411.1%
JANUS DETROIT STR TR$1.43M28,2581.2%
Netflix Inc$1.98M21,1341.6%
Alphabet Inc.$2.03M6,4881.7%
UNUM GROUP$2.37M30,5251.9%
UNITEDHEALTH GROUP INC$2.43M7,3692.0%
HONEYWELL INTERNATIONAL INC$2.50M12,8362.1%
RELIANCE, INC.$2.53M8,7542.1%
← PrevPage 1 of 2Next →