StockDriftsStockDriftsTop 50 Fulcrum Wealth Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SGOL | ETFS GOLD TR | 11.12% | 300.9K | $13.4M | +6.55%(+18.50K) | $39.19(+13.97%) | 2026-03-31 | |
| PHYS | SPROTT ASSET MANAGEMENT LP | 10.02% | 341.2K | $12.1M | -1.04%(-3.59K) | $31.32(+13.41%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 6.39% | 20.8K | $7.7M | +8.78%(+1.68K) | $494.82(-18.11%) | 2026-03-31 | |
| VGK | VANGUARD INTL EQUITY INDEX F | 5.75% | 84.1K | $6.9M | +120.31%(+45.95K) | $82.42(+6.28%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 4.85% | 33.6K | $5.9M | -5.04%(-1.78K) | $186.54(+21.06%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 3.95% | 8.0K | $4.8M | -18.01%(-1.75K) | $619.76(+10.11%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.9% | 18.5K | $4.7M | +83.07%(+8.41K) | $263.05(+13.62%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 3.78% | 21.9K | $4.6M | -1.16%(-257) | $225.20(+19.95%) | 2026-03-31 | |
| CMI | CUMMINS INC | 2.91% | 6.5K | $3.5M | -25.36%(-2.22K) | $466.41(+52.13%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 2.84% | 10.2K | $3.4M | -14.79%(-1.76K) | $291.59(+37.11%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -10.11% | -27.36% |
| Top 20 Holdings Unweighted | -10.42% | -28.12% |
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