Fulcrum Wealth Advisors, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 2, 2026), Fulcrum Wealth Advisors, LLC reported 67 stock positions worth $121.5 million. Its top holding was Abrdn Physical Gold Shares (SGOL) at 9.5% of the portfolio, followed by Sprott Physical Gold Trust (PHYS, 9.4%) and Microsoft (MSFT, 7.6%).
- Most Recent 13F
- Q2 2026
- Location
- BELLEVUE, WA
- CIK
- 0002108790
- Portfolio Value
- $121.5M (Q4 2025)
- SEC Filing
- 0002108790-26-000001 ↗ filed Feb 2, 2026
Holdings Value
Holdings 67 stocks · $121.5M
| SGOL Abrdn Physical Gold Shares | 9.55% | 282,368 | $11.6M | — |
| PHYS Sprott Physical Gold Trust | 9.37% | 344,740 | $11.4M | — |
| MSFT Microsoft Corp. | 7.62% | 19,147 | $9.3M | — |
| NVDA Nvidia Corp. | 5.42% | 35,335 | $6.6M | — |
| VOO Vanguard S&P 500 ETF | 5.03% | 9,744 | $6.1M | — |
| AMZN Amazon.com Inc. | 4.21% | 22,178 | $5.1M | — |
| GOOG Alphabet Inc. Class C | 3.77% | 14,613 | $4.6M | — |
| CMI Cummins Inc. | 3.68% | 8,749 | $4.5M | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 3.09% | 12,685 | $3.8M | — |
| TSM Taiwan Semiconductor-SP ADR | 2.98% | 11,926 | $3.6M | — |
| AVGO Broadcom Inc. | 2.73% | 9,581 | $3.3M | — |
| GE General Electric filed as GE AEROSPACE | 2.71% | 10,704 | $3.3M | — |
| VGK Vanguard Ftse Europe ETF | 2.63% | 38,195 | $3.2M | — |
| MUFG Mitsubishi Ufj Finl-Spon ADR | 2.51% | 192,176 | $3.0M | — |
| AAPL Apple Inc. | 2.27% | 10,127 | $2.8M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 2.22% | 5,372 | $2.7M | — |
| MCK McKesson Corp. | 2.21% | 3,275 | $2.7M | — |
| RS Reliance Inc. | 2.08% | 8,754 | $2.5M | — |
| HON Honeywell International Inc. | 2.06% | 12,836 | $2.5M | — |
| UNH Unitedhealth Group Inc. | 2.00% | 7,369 | $2.4M | — |
| UNM Unum Group | 1.95% | 30,525 | $2.4M | — |
| GOOGL Alphabet Inc. Class A | 1.67% | 6,488 | $2.0M | — |
| NFLX Netflix Inc. | 1.63% | 21,134 | $2.0M | — |
| JAAA Janus Henderson Aaa Clo ETF | 1.18% | 28,258 | $1.4M | — |
| PSLV Sprott Physical Silver Trust | 1.06% | 54,641 | $1.3M | — |
| TSLA Tesla Inc. | 0.97% | 2,632 | $1.2M | — |
| BA The Boeing Co. | 0.71% | 3,968 | $862K | — |
| COST Costco Wholesale Corp. | 0.63% | 886 | $764K | — |
| ORCL Oracle Corp. | 0.62% | 3,876 | $755K | — |
| WMT Walmart Inc. | 0.53% | 5,811 | $647K | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.52% | 2,170 | $630K | — |
| OBDC Blue Owl Capital Corp. | 0.49% | 47,450 | $590K | — |
| VB Vanguard Most SM-Cap ETF-Usd | 0.45% | 2,129 | $549K | — |
| BKNG Booking Holdings Inc. | 0.44% | 100 | $536K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.44% | 780 | $532K | — |
| CSCO Cisco Systems Inc. | 0.40% | 6,380 | $491K | — |
| ABBV Abbvie Inc. | 0.39% | 2,071 | $473K | — |
| META Meta Platforms Inc. Class A | 0.38% | 708 | $467K | — |
| FAST Fastenal Co. | 0.36% | 10,895 | $437K | — |
| TEVA Teva Pharmaceutical-SP ADR | 0.36% | 14,000 | $437K | — |
| JNJ Johnson & Johnson | 0.35% | 2,076 | $430K | — |
| V Visa Inc. Class A | 0.35% | 1,206 | $423K | — |
| SNOW Snowflake Inc. | 0.33% | 1,855 | $407K | — |
| ET Energy Transfer LP | 0.33% | 24,134 | $398K | — |
| GEHC GE Healthcare Technology | 0.30% | 4,479 | $367K | — |
| QQQ Invesco QQQ Trust Series 1 | 0.30% | 586 | $360K | — |
| SCHW Schwab (charles) Corp. | 0.30% | 3,595 | $359K | — |
| HEDJ Wisdomtree Europe Hedged Equ | 0.30% | 6,765 | $359K | — |
| SCHK Schwab 1000 Index ETF | 0.29% | 10,862 | $356K | — |
| AMD Advanced Micro Devices | 0.29% | 1,650 | $353K | — |
| CVX Chevron Corp. | 0.29% | 2,298 | $350K | — |
| SCHF Schwab Intl Equity ETF | 0.28% | 14,158 | $340K | — |
| NXST Nexstar Media Group Inc. | 0.27% | 1,619 | $329K | — |
| RGLD Royal Gold Inc. | 0.25% | 1,350 | $300K | — |
| OLED Universal Display Corp. | 0.22% | 2,311 | $270K | — |
| RTX RTX Corp. | 0.22% | 1,451 | $266K | — |
| JBBB Janus Henderson B-BBB Clo Et | 0.22% | 5,570 | $266K | — |
| POWL Powell Industries Inc. | 0.21% | 810 | $258K | — |
| CPRX Catalyst Pharmaceuticals Inc. | 0.21% | 10,938 | $255K | — |
| MTN Vail Resorts Inc. | 0.20% | 1,875 | $249K | — |
| DXJ Wisdomtree Japan Hedged Eq | 0.20% | 1,700 | $245K | — |
| CRWV Coreweave Inc. Class A | 0.19% | 3,209 | $230K | — |
| PYPL PayPal Holdings Inc. | 0.18% | 3,695 | $216K | — |
| GBIL Goldman Sachs Access Treasur | 0.18% | 2,131 | $213K | — |
| GM General Motors Co. | 0.17% | 2,550 | $207K | — |
| SLS Sellas Life Sciences Group I | 0.15% | 48,664 | $183K | — |
| MFG Mizuho Financial Group-ADR | 0.09% | 15,000 | $110K | — |
Options reported separately and not counted above: SLS calls ($47K).
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.