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CIK: 0002108790
Total reported value
$143.7M
$143.7M
81 檔
28.3%
According to the latest 13F quarterly dataset, Fulcrum Wealth Advisors, LLC managed an equity portfolio of $143.7M at the end of Q2 2026, spanning 81 distinct U.S. exchange-listed positions.
In Q2 2026, Fulcrum Wealth Advisors, LLC displayed an active expansion posture, initiating 20 new positions and adding to 30 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 7.83% | +0.07% | -10.93% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 6.40% | +1.21% | +7.88% | |
| 3 | PHYS | Sprott Physical Gold Trust | Stock-Other | 5.76% | -0.34% | -26.73% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 5.54% | +0.30% | +8.09% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 5.53% | +0.22% | +34.95% | |
| 6 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 4.44% | +3.20% | -22.05% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.14% | -0.44% | -1.18% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.10% | -0.23% | +2.83% | |
| 9 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 3.48% | -0.45% | -6.19% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.82% | -0.20% | -8.07% | |
| 11 | GE | General Electric | Stock-Industrials | 2.64% | -0.26% | +9.72% | |
| 12 | SGVT | Schwab Govt Money Market ETF | ETF-Other | 2.41% | +0.92% | — | |
| 13 | AVGO | Broadcom Inc | Stock-Tech | 2.38% | -1.32% | -9.82% | |
| 14 | MUFG | Mitsubishi Ufj Finl-spon Adr | Stock-Financials | 2.35% | -0.20% | -2.08% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.28% | -0.17% | +16.82% | |
| 16 | MCK | Mckesson CORP | Stock-Healthcare | 2.27% | -0.69% | +81.33% | |
| 17 | IBM | Intl Business Machines CORP | Stock-Tech | 2.25% | -1.78% | -22.33% | |
| 18 | PFE | Pfizer Inc | Stock-Healthcare | 1.96% | -1.23% | — | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.94% | -0.24% | +9.56% | |
| 20 | AZN | AstraZeneca PLC | Stock-Healthcare | 1.92% | -0.27% | +1.62% | |
| 21 | IXN | Ishares Global Tech ETF | ETF-Tech | 1.72% | -0.11% | — | |
| 22 | WMT | Walmart Inc | Stock-Consumer Staples | 1.53% | +0.12% | +190.53% | |
| 23 | CMI | Cummins Inc | Stock-Industrials | 1.25% | -0.05% | -65.01% | |
| 24 | NFLX | Netflix Inc | Stock-Comm Services | 1.21% | -0.47% | -32.19% | |
| 25 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.06% | -0.07% | -2.04% | |
| 26 | ✓ | Stock-Other | 0.99% | -0.99% | EXIT | ||
| 27 | ✓ | Stock-Other | 0.97% | -0.97% | EXIT | ||
| 28 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.86% | +0.04% | +1.78% | |
| 29 | SLS | Sellas Life Sciences Group I | Stock-Other | 0.83% | -0.10% | -41.28% | |
| 30 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.81% | -0.10% | +27.43% | |
| 31 | ✓ | Stock-Other | 0.79% | -0.16% | — | ||
| 32 | AMD | Advanced Micro Devices | Stock-Tech | 0.73% | -0.02% | +3.44% | |
| 33 | BA | Boeing Co/the | Stock-Industrials | 0.66% | -0.15% | +0.63% | |
| 34 | VB | Vanguard Small-cap ETF | ETF-Other | 0.59% | -0.07% | -2.88% | |
| 35 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.59% | +0.05% | +113.40% | |
| 36 | ORCL | Oracle CORP | Stock-Tech | 0.53% | +1.41% | +70.95% | |
| 37 | CSCO | Cisco Systems Inc | Stock-Tech | 0.53% | -0.10% | -7.16% | |
| 38 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-Other | 0.51% | -0.06% | -1.73% | |
| 39 | CAIE | Calamos Autocallable Inc ETF | ETF-Other | 0.50% | +0.01% | -1.98% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.46% | -0.06% | +38.40% | |
| 41 | V | Visa Inc-class A Shares | Stock-Financials | 0.44% | -0.04% | +41.53% | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.40% | -0.02% | — | |
| 43 | FAST | Fastenal Co | Stock-Industrials | 0.40% | -0.02% | +0.36% | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.39% | -0.02% | — | |
| 45 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.38% | -0.05% | +295.01% | |
| 46 | ET | Energy Transfer LP | Stock-Energy | 0.36% | +0.03% | -0.86% | |
| 47 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.36% | +0.03% | +26.82% | |
| 48 | TEVA | Teva Pharmaceutical-sp Adr | Stock-Healthcare | 0.35% | -0.35% | EXIT | |
| 49 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.34% | -0.06% | +2400.00% | |
| 50 | EXI | Ishares Global Industrials E | ETF-Other | 0.33% | -0.33% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SGVT | Schwab Govt Money Market ETF | +2.4% | NEW | New buy |
| 2 | PFE | Pfizer Inc | +2% | NEW | New buy |
| 3 | IXN | Ishares Global Tech ETF | +1.7% | NEW | New buy |
| 4 | AAPL | Apple Inc | +1.6% | +34.95% | Add |
| 5 | ✓ | +1% | NEW | New buy | |
| 6 | ✓ | +1% | NEW | New buy | |
| 7 | WMT | Walmart Inc | +0.9% | +190.53% | Add |
| 8 | ✓ | +0.8% | NEW | New buy | |
| 9 | MCK | Mckesson CORP | +0.7% | +81.33% | Add |
| 10 | NVDA | Nvidia CORP | +0.7% | +8.09% | Add |
| 11 | GE | General Electric | +0.7% | +9.72% | Add |
| 12 | TSM | Taiwan Semiconductor-sp Adr | +0.6% | -6.19% | Trim |
| 13 | AMD | Advanced Micro Devices | +0.5% | +3.44% | Add |
| 14 | GOOGL | Alphabet Inc-cl A | +0.4% | +9.56% | Add |
| 15 | SLS | Sellas Life Sciences Group I | +0.4% | -41.28% | Trim |
| 16 | EXI | Ishares Global Industrials E | +0.3% | NEW | New buy |
| 17 | AMZN | Amazon.com Inc | +0.3% | +2.83% | Add |
| 18 | VXUS | Vanguard Total Intl Stock | +0.3% | +113.40% | Add |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | +16.82% | Add |
| 20 | LLY | Eli Lilly & Co | +0.2% | NEW | New buy |
| 21 | GS | Goldman Sachs Group Inc | +0.2% | NEW | New buy |
| 22 | PLMR | Palomar Holdings Inc | +0.2% | NEW | New buy |
| 23 | PINE | Alpine Income Property Trust | +0.2% | NEW | New buy |
| 24 | IXJ | Ishares Global Healthcare Et | +0.2% | NEW | New buy |
| 25 | VOO | Vanguard S&p 500 ETF | +0.2% | -1.18% | Trim |
| 26 | ORCL | Oracle CORP | +0.2% | +70.95% | Add |
| 27 | FDS | Factset Research Systems Inc | +0.2% | NEW | New buy |
| 28 | RXI | Ishares Global Consumer Disc | +0.2% | NEW | New buy |
| 29 | SBUX | Starbucks CORP | +0.2% | NEW | New buy |
| 30 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +38.40% | Add |
| 31 | SCHD | Schwab US Dvd Equity ETF | +0.2% | NEW | New buy |
| 32 | VIG | Vanguard Dividend Apprec ETF | +0.2% | NEW | New buy |
| 33 | ALK | Alaska Air Group Inc | +0.2% | NEW | New buy |
| 34 | MDT | Medtronic plc | +0.2% | NEW | New buy |
| 35 | V | Visa Inc-class A Shares | +0.1% | +41.53% | Add |
| 36 | GOOG | Alphabet Inc-cl C | +0.1% | -8.07% | Trim |
| 37 | MUFG | Mitsubishi Ufj Finl-spon Adr | +0.1% | -2.08% | Trim |
| 38 | CSCO | Cisco Systems Inc | +0.1% | -7.16% | Trim |
| 39 | COST | Costco Wholesale CORP | +0.1% | +27.43% | Add |
| 40 | JEPQ | JPM Nasdaq Equity Premium | +0.1% | +26.82% | Add |
| 41 | JPM | Jpmorgan Chase & Co | +0.1% | +36.20% | Add |
| 42 | SNOW | Snowflake Inc | +0.1% | -17.09% | Trim |
| 43 | TSLA | Tesla Inc | +0.1% | +1.78% | Add |
| 44 | RTX | Rtx CORP | 0% | +26.19% | Add |
| 45 | AVGO | Broadcom Inc | 0% | -9.82% | Trim |
| 46 | ABBV | Abbvie Inc | 0% | — | Unchanged |
| 47 | MSFT | Microsoft CORP | 0% | +7.88% | Add |
| 48 | VB | Vanguard Small-cap ETF | 0% | -2.88% | Trim |
| 49 | SCHK | Schwab 1000 Index ETF | 0% | — | Unchanged |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -0.37% | Trim |
According to official SEC Form 13F filings, Fulcrum Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $143.7M across 81 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SGOL, MSFT, PHYS) accounted for 28.3% of total reported equity market value during Q2 2026.
Top New Position Initiated
SGVT
市值: $3.1M
Top Position Liquidated / Trimmed
HON
前期市值: $2.3M
During Q2 2026, Fulcrum Wealth Advisors, LLC's top holdings by market value included SGOL (7.8%)、MSFT (6.4%)、PHYS (5.8%). The largest single position, SGOL, represented 7.8% of total portfolio value.
In Q2 2026, Fulcrum Wealth Advisors, LLC made 84 total portfolio adjustments, initiating 20 new buys, adding to 30 positions, trimming 24 holdings, and fully liquidating 10 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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