DOSSIER · 13F-HR · Q2 2026

FULCRUM WEALTH ADVISORS, LLC

$131M in tracked AUM across 81 positions as of Q2 2026.

FW
CIK 0002108790 · last filed Jun 30, 2026
Total AUM
$131M
as of Q2 2026
Holdings
81
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

FULCRUM WEALTH ADVISORS, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SGOL
ETFS GOLD TR
$10M268K7.8%
02
MSFT
MICROSOFT CORP
$8M22K6.4%
03
PHYS
SPROTT ASSET MANAGEMENT LP
$8M250K5.8%
04
NVDA
NVIDIA CORPORATION
$7M36K5.5%
05
AAPL
APPLE INC
$7M25K5.5%
06
VGK
VANGUARD INTL EQUITY INDEX F
$6M66K4.4%
07
VOO
VANGUARD INDEX FDS
$5M8K4.1%
08
AMZN
AMAZON COM INC
$5M23K4.1%
09
TSM
TAIWAN SEMICONDUCTOR MANUFAC
$5M10K3.5%
10
GOOG
ALPHABET INC
$4M10K2.8%

Filing history

2026Q2Jun 30
$131M 8.4%
81 positionsView →
2026Q1Mar 31
$121M 0.6%
72 positionsView →
2025Q4Dec 31
$122M
70 positionsView →