§ 13F · FUND PROFILE
FULCRUM WEALTH ADVISORS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 70Turnover · — · Q4Filed · Feb 2, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$121.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 2, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SGOL | ETFS GOLD TR | 282K | $11.6T | 9.5% | NEW |
| 2 | PHYS | SPROTT ASSET MANAGEMENT LP | 345K | $11.4T | 9.4% | NEW |
| 3 | MSFT | MICROSOFT CORP | 19K | $9.3T | 7.6% | NEW |
| 4 | NVDA | NVIDIA CORPORATION | 35K | $6.6T | 5.4% | NEW |
| 5 | VOO | VANGUARD INDEX FDS | 10K | $6.1T | 5.0% | NEW |
| 6 | AMZN | AMAZON COM INC | 22K | $5.1T | 4.2% | NEW |
| 7 | GOOG | ALPHABET INC | 15K | $4.6T | 3.8% | NEW |
| 8 | CMI | CUMMINS INC | 9K | $4.5T | 3.7% | NEW |
| 9 | IBM | INTERNATIONAL BUSINESS MACHS | 13K | $3.8T | 3.1% | NEW |
| 10 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 12K | $3.6T | 3.0% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FULCRUM SIGNAL
AC read
FULCRUM WEALTH ADVISORS, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed