Holdings
Fulcrum Wealth Advisors, LLC
As of Sep 30, 2026, Fulcrum Wealth Advisors, LLC reported 76 positions worth US$141M. Largest: abrdn Physical Gold Shares ETF, Vanguard FTSE Europe ETF and Microsoft Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| abrdn Physical Gold Shares ETF | 287K | US$11.3M | new | Sep 30, 2026 |
| Vanguard FTSE Europe ETF | 126K | US$11M | new | Sep 30, 2026 |
| Microsoft Corp. | 21,313 | US$10.9M | −1,158 | Sep 30, 2026 |
| Nvidia Corporation | 36,730 | US$8.39M | +462 | Sep 30, 2026 |
| Apple Inc | 24,804 | US$8.26M | −215 | Sep 30, 2026 |
| Sprott Physical Gold Trust | 249K | US$7.78M | new | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 18,144 | US$6.21M | +729 | Sep 30, 2026 |
| Amazon.com, Inc. | 22,331 | US$5.56M | −211 | Sep 30, 2026 |
| Vanguard S&P 500 ETF | 7,586 | US$5.32M | new | Sep 30, 2026 |
| Schwab Government Money Market ETF | 47,530 | US$4.79M | new | Sep 30, 2026 |