§ 13F · FUND PROFILE
FULCRUM WEALTH ADVISORS, LLC.
AUM · $131M (13F)Positions · 81Turnover · n/a · Q2Filed · Jul 21, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$15M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SGOL | ETFS GOLD TR | 268K | $10M | 7.8% | −11% |
| 2 | MSFT | MICROSOFT CORP | 22K | $8M | 6.4% | +8% |
| 3 | PHYS | SPROTT ASSET MANAGEMENT LP | 250K | $8M | 5.8% | −27% |
| 4 | NVDA | NVIDIA CORPORATION | 36K | $7M | 5.5% | +8% |
| 5 | AAPL | APPLE INC | 25K | $7M | 5.5% | +35% |
| 6 | VGK | VANGUARD INTL EQUITY INDEX F | 66K | $6M | 4.4% | −22% |
| 7 | VOO | VANGUARD INDEX FDS | 8K | $5M | 4.1% | −1% |
| 8 | AMZN | AMAZON COM INC | 23K | $5M | 4.1% | +3% |
| 9 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 10K | $5M | 3.5% | −6% |
| 10 | GOOG | ALPHABET INC | 10K | $4M | 2.8% | −8% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FULCRUM SIGNAL
AC read
FULCRUM WEALTH ADVISORS, LLC is a Other fund managing $131 million in assets. The fund runs a portfolio of 81 positions.
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