FULCRUM WEALTH ADVISORS, LLC
FULCRUM WEALTH ADVISORS, LLC reported 81 positions worth $130.9M as of June 30, 2026 (13F filed July 21, 2026). Largest holding: SGOL (7.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SGOL | SH | $10.2M | 7.83% | 267,965 | — | — | |
| ▸ 2 | MSFT | SH | $8.4M | 6.40% | 22,471 | — | — | |
| ▸ 3 | PHYS | SH | $7.5M | 5.76% | 249,961 | — | — | |
| ▸ 4 | NVDA | SH | $7.3M | 5.54% | 36,268 | — | — | |
| ▸ 5 | AAPL | SH | $7.2M | 5.53% | 25,019 | — | — | |
| ▸ 6 | VGK | SH | $5.8M | 4.44% | 65,590 | — | — | |
| ▸ 7 | VOO | SH | $5.4M | 4.14% | 7,895 | — | — | |
| ▸ 8 | AMZN | SH | $5.4M | 4.11% | 22,542 | — | — | |
| ▸ 9 | TSM | SH | $4.6M | 3.48% | 9,533 | — | — | |
| ▸ 10 | GOOG | SH | $3.7M | 2.82% | 10,431 | — | — |
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Frequently Asked Questions
What stocks does FULCRUM WEALTH ADVISORS, LLC hold as of Q2 2026?
FULCRUM WEALTH ADVISORS, LLC reported 81 positions worth $130.9M in its Q2 2026 13F filing. Largest positions: SGOL (7.8%), MSFT (6.4%), PHYS (5.8%), NVDA (5.5%) and AAPL (5.5%).
What did FULCRUM WEALTH ADVISORS, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did FULCRUM WEALTH ADVISORS, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.