StockDriftsStockDriftsTop 50 Fulcrum Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SGOL | ETFS GOLD TR | 7.83% | 268.0K | $10.2M | -10.93%(-32.90K) | $39.19(+6.83%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 6.4% | 22.5K | $8.4M | +7.88%(+1.64K) | $485.40(+3.58%) | 2026-06-30 | |
| PHYS | SPROTT ASSET MANAGEMENT LP | 5.76% | 250.0K | $7.5M | -26.73%(-91.19K) | $31.32(+6.64%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 5.54% | 36.3K | $7.3M | +8.09%(+2.71K) | $186.25(+18.37%) | 2026-06-30 | |
| AAPL | APPLE INC | 5.53% | 25.0K | $7.2M | +34.95%(+6.48K) | $264.33(+16.02%) | 2026-06-30 | |
| VGK | VANGUARD INTL EQUITY INDEX F | 4.44% | 65.6K | $5.8M | -22.05%(-18.56K) | $82.42(+12.41%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 4.14% | 7.9K | $5.4M | -1.18%(-94) | $619.76(+14.73%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 4.1% | 22.5K | $5.4M | +2.83%(+621) | $225.04(+22.18%) | 2026-06-30 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 3.48% | 9.5K | $4.6M | -6.19%(-629) | $291.59(+45.28%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 2.82% | 10.4K | $3.7M | -8.07%(-916) | $278.67(+25.77%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +1.57% |
| Top 20 Holdings Unweighted | — | — | — | — | +5.51% |
Fulcrum Wealth Advisors LLC reports $130.88M in US-listed equity holdings across 81 positions in its most recent 13F filing. Its largest disclosed positions are SGOL (7.8%), MSFT (6.4%) and PHYS (5.8%). The top 20 holdings account for 72.44% of reported assets. Its disclosed equity book has returned +1.57% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Fulcrum Wealth Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2108790). View Fulcrum Wealth Advisors LLC’s 13F filings on SEC