FULCRUM WEALTH ADVISORS, LLC
CIK: 0002108790SEC EDGAR →
Portfolio Value
$121.6M
Holdings
67
As of
Q4 2025
New Positions
67
Closed Positions
0
Portfolio Value History
No historical data available yet. Chart will appear after multiple quarterly filings.
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ETFS GOLD TR | 282,368 | $11.6M | 9.54% |
| 2 | SPROTT ASSET MANAGEMENT LP | 344,740 | $11.4M | 9.36% |
| 3 | MICROSOFT CORP | 19,147 | $9.3M | 7.62% |
| 4 | NVIDIA CORPORATION | 35,335 | $6.6M | 5.42% |
| 5 | VANGUARD INDEX FDS | 9,744 | $6.1M | 5.03% |
| 6 | AMAZON COM INC | 22,178 | $5.1M | 4.21% |
| 7 | ALPHABET INC | 14,613 | $4.6M | 3.77% |
| 8 | CUMMINS INC | 8,749 | $4.5M | 3.67% |
| 9 | INTERNATIONAL BUSINESS MACHS | 12,685 | $3.8M | 3.09% |
| 10 | TAIWAN SEMICONDUCTOR MFG LTD | 11,926 | $3.6M | 2.98% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 20 | $32.9M | 27.1% |
| Technology | 12 | $31.8M | 26.2% |
| Unknown | 4 | $15.7M | 12.9% |
| Industrials | 7 | $12.1M | 9.9% |
| Communication Services | 5 | $9.4M | 7.7% |
| Healthcare | 8 | $7.3M | 6.0% |
| Consumer Cyclical | 5 | $7.3M | 6.0% |
| Basic Materials | 2 | $2.8M | 2.3% |
| Consumer Defensive | 2 | $1.4M | 1.2% |
| Energy | 2 | $747K | 0.6% |