Fulcrum Wealth Advisors, LLC
Fulcrum Wealth Advisors, LLC reported 81 holdings worth US$131M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 21, 2026
Fulcrum Wealth Advisors, LLC reported 81 holdings worth US$131M as of Jun 30, 2026. Largest: Microsoft Corp., Nvidia Corporation and Apple Inc. Filed Jul 21, 2026 (Form 13F).
- Holdings
- 81
- Value as reported
- US$131M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Microsoft Corp. | 22,471 | US$8.38M | 6.4% |
| Nvidia Corporation | 36,268 | US$7.26M | 5.5% |
| Apple Inc | 25,019 | US$7.24M | 5.5% |
| Alphabet Inc (google) Class C | 17,415 | US$6.22M | 4.8% |
| Amazon.com, Inc. | 22,542 | US$5.37M | 4.1% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 9,533 | US$4.55M | 3.5% |
| Ge Aerospace | 9,252 | US$3.46M | 2.6% |
| Broadcom Inc. | 8,259 | US$3.12M | 2.4% |
| Mitsubishi Ufj Financial Group, Inc. | 154K | US$3.07M | 2.3% |
| Berkshire Hathaway Inc. | 5,974 | US$2.99M | 2.3% |
| Mckesson Corporation | 3,933 | US$2.97M | 2.3% |
| International Business Machines Corporation | 10,462 | US$2.94M | 2.2% |
| Pfizer, Inc. | 107K | US$2.57M | 2.0% |
| Walmart Inc. | 17,632 | US$2M | 1.5% |
| Cummins Inc. | 2,285 | US$1.63M | 1.2% |
| Netflix, Inc. | 22,151 | US$1.58M | 1.2% |
| Tesla, Inc. | 2,682 | US$1.13M | 0.86% |
| Sellas Life Sciences Group, Inc. | 73,253 | US$1.08M | 0.83% |
| Costco Wholesale Corporation | 1,129 | US$1.06M | 0.81% |
| Space Exploration Technologies Corp | 6,070 | US$1.04M | 0.79% |
| Advanced Micro Devices Inc | 1,655 | US$961K | 0.73% |
| Boeing Company (the) | 3,968 | US$859K | 0.66% |
| Oracle Corporation | 4,749 | US$696K | 0.53% |
| Cisco Systems, Inc. | 5,923 | US$696K | 0.53% |
| Visa Inc. | 1,680 | US$576K | 0.44% |
| Johnson & Johnson | 2,076 | US$527K | 0.40% |
| Fastenal Company | 10,972 | US$527K | 0.40% |
| Abbvie Inc. | 2,021 | US$509K | 0.39% |
| Energy Transfer Lp | 24,824 | US$475K | 0.36% |
| Teva Pharmaceutical Industries Limited | 13,405 | US$454K | 0.35% |
| Booking Holdings Inc. Common Stock | 2,500 | US$446K | 0.34% |
| Meta Platforms, Inc. | 739 | US$416K | 0.32% |
| Jp Morgan Chase & Co. | 1,204 | US$394K | 0.30% |
| Snowflake Inc. | 1,455 | US$370K | 0.28% |
| Rtx Corporation | 1,831 | US$347K | 0.27% |
| Unum Group | 3,859 | US$345K | 0.26% |
| Charles Schwab Corporation (the) | 3,616 | US$334K | 0.25% |
| Eli Lilly And Company | 248 | US$298K | 0.23% |
| Nexstar Media Group, Inc. | 1,619 | US$289K | 0.22% |
| Goldman Sachs Group, Inc. (the) | 270 | US$273K | 0.21% |
| Royal Gold, Inc. | 1,355 | US$270K | 0.21% |
| Palomar Holdings, Inc. | 2,138 | US$270K | 0.21% |
| Vail Resorts, Inc. | 1,937 | US$264K | 0.20% |
| Alpine Income Property Trust, Inc. | 12,604 | US$262K | 0.20% |
| Factset Research Systems Inc. | 1,105 | US$254K | 0.19% |
| Starbucks Corporation | 2,395 | US$245K | 0.19% |
| Addus Homecare Corporation | 2,334 | US$234K | 0.18% |
| Alaska Air Group, Inc. | 3,996 | US$209K | 0.16% |
| Universal Display Corporation | 2,338 | US$202K | 0.15% |
| Microvision, Inc. | 10,000 | US$3,270 | <0.01% |
| Agnico Eagle Mines Limited | 0 | US$0 | 0.00% |
| Blue Owl Capital Corporation | 0 | US$0 | 0.00% |
| Catalyst Pharmaceuticals, Inc. | 0 | US$0 | 0.00% |
| Chevron Corporation | 0 | US$0 | 0.00% |
| Ge Healthcare Technologies Inc. | 0 | US$0 | 0.00% |
| Honeywell International Inc. | 0 | US$0 | 0.00% |
| Huntington Ingalls Industries, Inc. | 0 | US$0 | 0.00% |
| Powell Industries, Inc. | 0 | US$0 | 0.00% |
| Quantum Emotion Corp. | 0 | US$0 | 0.00% |
| Solstice Advanced Materials Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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