FULCRUM WEALTH ADVISORS, LLC — 13F holdings
FULCRUM WEALTH ADVISORS, LLC reported 80 holdings worth $144M in its 13F filing for Q3 2026, filed October 16, 2026.
Largest positions
- SGOL ETFS GOLD TR — $11.3M (7.9%)
- VGK VANGUARD INTL EQUITY INDEX F — $11.0M (7.6%)
- MSFT MICROSOFT CORP — $10.9M (7.6%)
- NVDA NVIDIA CORPORATION — $8.39M (5.8%)
- AAPL APPLE INC — $8.26M (5.7%)
- PHYS SPROTT ASSET MANAGEMENT LP — $7.78M (5.4%)
- AMZN AMAZON COM INC — $5.56M (3.9%)
- VOO VANGUARD INDEX FDS — $5.32M (3.7%)
- SGVT SCHWAB STRATEGIC TR — $4.79M (3.3%)
- TSM TAIWAN SEMICONDUCTOR MFG LTD — $4.36M (3.0%)