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FULCRUM WEALTH ADVISORS, LLC 13F holdings

Filed 2026-07-21 · FULCRUM WEALTH ADVISORS, LLC · 81 positions · $130.9M

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TickerCompanySharesValue% of portfolio
SGOLETFS GOLD TR268.0K$10.2M7.8%
MSFTMICROSOFT CORP22.5K$8.4M6.4%
PHYSSPROTT ASSET MANAGEMENT LP250.0K$7.5M5.8%
NVDANVIDIA CORPORATION36.3K$7.3M5.5%
AAPLAPPLE INC25.0K$7.2M5.5%
VGKVANGUARD INTL EQUITY INDEX F65.6K$5.8M4.4%
VOOVANGUARD INDEX FDS7.9K$5.4M4.1%
AMZNAMAZON COM INC22.5K$5.4M4.1%
TSMTAIWAN SEMICONDUCTOR MANUFAC9.5K$4.6M3.5%
GOOGALPHABET INC10.4K$3.7M2.8%
GEGE AEROSPACE9.3K$3.5M2.6%
SGVTSCHWAB STRATEGIC TR31.3K$3.1M2.4%
AVGOBROADCOM INC8.3K$3.1M2.4%
MUFGMITSUBISHI UFJ FINANCIAL GRO154.4K$3.1M2.3%
BRK-BBERKSHIRE HATHAWAY INC DEL6.0K$3.0M2.3%
MCKMCKESSON CORP3.9K$3.0M2.3%
IBMINTERNATIONAL BUSINESS MACHS10.5K$2.9M2.2%
PFEPFIZER INC106.6K$2.6M2.0%
GOOGLALPHABET INC7.1K$2.5M1.9%
—ASTRAZENECA PLC13.2K$2.5M1.9%
IXNISHARES TR15.6K$2.2M1.7%
WMTWALMART INC17.6K$2.0M1.5%
CMICUMMINS INC2.3K$1.6M1.2%
NFLXNETFLIX INC.22.2K$1.6M1.2%
JAAAJANUS DETROIT STR TR27.5K$1.4M1.1%
HONHONEYWELL INTL INC5.8K$1.3M1.0%
HONAHONEYWELL AEROSPACE INC5.8K$1.3M1.0%
TSLATESLA INC2.7K$1.1M0.9%
SLSSELLAS LIFE SCIENCES GROUP I73.3K$1.1M0.8%
COSTCOSTCO WHOLESALE CORPORATION1.1K$1.1M0.8%
SPCXSPACE EXPLORATION TECHN CORP6.1K$1.0M0.8%
AMDADVANCED MICRO DEVICES INC1.7K$961,4060.7%
BABOEING CO4.0K$858,9530.7%
VBVANGUARD INDEX FDS2.6K$776,8970.6%
VXUSVANGUARD STAR FDS9.0K$766,5490.6%
ORCLORACLE CORP4.7K$695,9660.5%
CSCOCISCO SYS INC5.9K$695,7160.5%
HEDJWISDOMTREE TR11.7K$665,1330.5%
CAIECALAMOS ETF TR23.9K$649,8020.5%
QQQINVESCO QQQ TR811$597,2200.5%
VVISA INC1.7K$576,2850.4%
JNJJOHNSON & JOHNSON2.1K$527,2420.4%
FASTFASTENAL CO11.0K$526,9760.4%
ABBVABBVIE INC2.0K$508,5640.4%
VOVANGUARD INDEX FDS6.2K$497,4390.4%
ETENERGY TRANSFER L P24.8K$474,6350.4%
JEPQJ P MORGAN EXCHANGE TRADED F7.6K$466,7890.4%
TEVANTEVA PHARMACEUTICAL INDS LTD13.4K$454,1610.3%
BKNGBOOKING HOLDINGS INC2.5K$445,6000.3%
EXIISHARES TR2.1K$430,4740.3%
METAMETA PLATFORMS INC739$416,2710.3%
JBBBJANUS DETROIT STR TR8.7K$410,0110.3%
SPYSTATE STR SPDR S&P 500 ETF T544$406,2430.3%
SCHFSCHWAB STRATEGIC TR14.4K$398,4330.3%
JPMJPMORGAN CHASE & CO1.2K$394,1050.3%
SCHKSCHWAB STRATEGIC TR10.9K$391,6840.3%
SNOWSNOWFLAKE INC1.5K$370,2980.3%
RTXRTX CORPORATION1.8K$347,3210.3%
UNMUNUM GROUP3.9K$344,9950.3%
SCHWSCHWAB CHARLES CORP3.6K$333,6680.3%
Top Fund Holdings
13F
Top Fund Holdings

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