Fulcrum Wealth Advisors, LLC Top Holdings and 13F Report (2026) About Fulcrum Wealth Advisors, LLCInvestment ActivityFulcrum Wealth Advisors, LLC has $120.78 million in total holdings as of March 31, 2026.Fulcrum Wealth Advisors, LLC owns shares of 71 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 13.73% of the portfolio was purchased this quarter.About 12.10% of the portfolio was sold this quarter.This quarter, Fulcrum Wealth Advisors, LLC has purchased 67 new stocks and bought additional shares in 19 stocks.Fulcrum Wealth Advisors, LLC sold shares of 29 stocks and completely divested from 6 stocks this quarter.Largest Holdings abrdn Physical Gold Shares ETF $13,424,507SPROTT ASSET MANAGEMENT LP $12,090,427Microsoft $7,710,244Vanguard FTSE Europe ETF $6,936,320NVIDIA $5,851,992 Largest New Holdings this Quarter G0593M107 - AstraZeneca $2,570,565 Holding446413106 - Huntington Ingalls Industries $2,150,234 Holding12811T571 - CALAMOS ETF TR $612,486 Holding46654Q203 - JPMorgan Nasdaq Equity Premium Income ETF $332,509 Holding921909768 - Vanguard Total International Stock ETF $324,016 Holding Largest Purchases this Quarter Vanguard FTSE Europe ETF 45,953 shares (about $3.79M)AstraZeneca 13,034 shares (about $2.57M)Huntington Ingalls Industries 5,660 shares (about $2.15M)Apple 8,412 shares (about $2.13M)Netflix 11,530 shares (about $1.11M) Largest Sales this Quarter Cummins 2,219 shares (about $1.19M)Vanguard S&P 500 ETF 1,755 shares (about $1.05M)McKesson 1,106 shares (about $957.09K)Alphabet 3,266 shares (about $936.88K)GE Aerospace 2,272 shares (about $644.73K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFulcrum Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSGOLabrdn Physical Gold Shares ETF$13,424,507$825,247 ▲6.5%300,86311.1%ETFSPROTT ASSET MANAGEMENT LP$12,090,427$127,159 ▼-1.0%341,15210.0%PHYSICAL GOLD TRMSFTMicrosoft$7,710,244$622,624 ▲8.8%20,8296.4%Computer and TechnologyVGKVanguard FTSE Europe ETF$6,936,320$3,787,906 ▲120.3%84,1485.7%ETFNVDANVIDIA$5,851,992$310,432 ▼-5.0%33,5554.8%Computer and TechnologyVOOVanguard S&P 500 ETF$4,773,827$1,048,700 ▼-18.0%7,9894.0%ETFAAPLApple$4,704,943$2,134,850 ▲83.1%18,5393.9%Computer and TechnologyAMZNAmazon.com$4,565,487$53,525 ▼-1.2%21,9213.8%Retail/WholesaleCMICummins$3,513,271$1,193,867 ▼-25.4%6,5302.9%Auto/Tires/TrucksTSMTaiwan Semiconductor Manufacturing$3,434,248$596,144 ▼-14.8%10,1622.8%Computer and TechnologyIBMInternational Business Machines$3,264,751$190,034 ▲6.2%13,4692.7%Computer and TechnologyGOOGAlphabet$3,255,000$936,885 ▼-22.3%11,3472.7%Computer and TechnologyNFLXNetflix$3,140,644$1,108,610 ▲54.6%32,6642.6%Consumer DiscretionaryAVGOBroadcom$2,834,493$130,923 ▼-4.4%9,1582.3%Computer and TechnologyMUFGMitsubishi UFJ Financial Group$2,675,507$585,720 ▼-18.0%157,6612.2%FinanceAZNCFAstraZeneca$2,570,565$2,570,565 ▲New Holding13,0342.1%MedicalBRK.BBerkshire Hathaway$2,450,629$123,634 ▼-4.8%5,1142.0%FinanceGEGE Aerospace$2,392,749$644,726 ▼-21.2%8,4322.0%AerospaceHONHoneywell International$2,276,574$624,747 ▼-21.5%10,0721.9%Multi-Sector ConglomeratesHIIHuntington Ingalls Industries$2,150,234$2,150,234 ▲New Holding5,6601.8%AerospaceMCKMcKesson$1,876,966$957,088 ▼-33.8%2,1691.6%MedicalGOOGLAlphabet$1,863,964$1,725 ▼-0.1%6,4821.5%Computer and TechnologyUNMUnum Group$1,840,137$389,104 ▼-17.5%25,1971.5%FinanceJAAAJanus Henderson AAA CLO ETF$1,411,471$11,887 ▼-0.8%28,0221.2%ETFSPROTT ASSET MANAGEMENT LP$1,287,963$44,731 ▼-3.4%52,8071.1%PHYSICAL SILVERTSLATesla$979,561$1,115 ▲0.1%2,6350.8%Auto/Tires/TrucksCOSTCostco Wholesale$882,8370.0%8860.7%Retail/WholesaleBABoeing$784,775$4,976 ▼-0.6%3,9430.6%AerospaceWALMART INC$754,255$32,064 ▲4.4%6,0690.6%COMVBVanguard Small-Cap ETF$691,207$133,579 ▲24.0%2,6390.6%ETFHEDJWisdomTree Europe Hedged Equity Fund$621,062$267,253 ▲75.5%11,8750.5%FinanceCALAMOS ETF TR$612,486$612,486 ▲New Holding24,3630.5%AUTOCALLABLE INCSLSSELLAS Life Sciences Group$527,697$268,973 ▲104.0%124,7510.4%MedicalJNJJohnson & Johnson$507,4570.0%2,0760.4%MedicalFASTFastenal$507,300$1,763 ▲0.3%10,9330.4%Retail/WholesaleCSCOCisco Systems$495,0240.0%6,3800.4%Computer and TechnologyETEnergy Transfer$483,253$17,467 ▲3.7%25,0390.4%EnergyVOVanguard Mid-Cap ETF$448,862$174,318 ▼-28.0%1,5630.4%ETFABBVAbbVie$439,547$10,874 ▼-2.4%2,0210.4%MedicalPOWLPowell Industries$438,2700.0%8100.4%IndustrialsBKNGBooking$421,0320.0%1000.3%Retail/WholesaleJBBBJanus Henderson B-BBB CLO ETF$414,385$154,783 ▲59.6%8,8910.3%ETFORCLOracle$408,672$161,527 ▼-28.3%2,7780.3%Computer and TechnologyMETAMeta Platforms$405,0680.0%7080.3%Computer and TechnologyTEVATeva Pharmaceutical Industries$403,759$17,921 ▼-4.3%13,4050.3%MedicalCVXChevron$386,282$89,174 ▼-18.8%1,8670.3%EnergyVVisa$358,718$5,742 ▼-1.6%1,1870.3%Business ServicesSPYSPDR S&P 500 ETF Trust$355,086$152,180 ▼-30.0%5460.3%FinanceSCHFSchwab International Equity ETF$350,3990.0%14,1580.3%ETFRGLDRoyal Gold$344,208$763 ▲0.2%1,3530.3%Basic MaterialsSCHKSchwab 1000 Index ETF$340,3060.0%10,8620.3%ETFSCHWCharles Schwab$338,825$940 ▲0.3%3,6050.3%FinanceQQQInvesco QQQ$338,2270.0%5860.3%FinanceJEPQJPMorgan Nasdaq Equity Premium Income ETF$332,509$332,509 ▲New Holding5,9890.3%ETFAMDAdvanced Micro Devices$325,488$10,172 ▼-3.0%1,6000.3%Computer and TechnologyVXUSVanguard Total International Stock ETF$324,016$324,016 ▲New Holding4,2020.3%ETFSOLSTICE ADVANCED MATLS INC$314,084$314,084 ▲New Holding4,1240.3%COM SHSNXSTNexstar Media Group$292,7640.0%1,6190.2%Consumer DiscretionaryRTXRTX$279,8220.0%1,4510.2%AerospaceCPRXCatalyst Pharmaceuticals$270,8250.0%10,9380.2%MedicalDXJWisdomTree Japan Hedged Equity Fund$269,5860.0%1,7000.2%FinanceSNOWSnowflake$264,689$15,082 ▼-5.4%1,7550.2%Computer and TechnologyGEHCGE HealthCare Technologies$263,295$55,520 ▼-17.4%3,6990.2%MedicalJPMJPMorgan Chase & Co.$260,037$260,037 ▲New Holding8840.2%FinanceMTNVail Resorts$244,394$3,849 ▲1.6%1,9050.2%Consumer DiscretionaryGBILGoldman Sachs Access Treasury 0-1 Year ETF$224,325$10,821 ▲5.1%2,2390.2%ETFADUSAddus HomeCare$218,579$218,579 ▲New Holding2,3340.2%MedicalOLEDUniversal Display$213,031$1,192 ▲0.6%2,3240.2%Computer and TechnologyAEMAgnico Eagle Mines$207,852$207,852 ▲New Holding1,0240.2%Basic MaterialsOBDCBlue Owl Capital$114,482$410,315 ▼-78.2%10,3510.1%FinanceQUANTUM EMOTION CORP$27,480$27,480 ▲New Holding12,0000.0%COMRSReliance$0$2,528,768 ▼-100.0%00.0%Basic MaterialsUNHUnitedHealth Group$0$2,432,581 ▼-100.0%00.0%MedicalCOREWEAVE INC$0$229,796 ▼-100.0%00.0%COM CL APYPLPayPal$0$215,714 ▼-100.0%00.0%Business ServicesGMGeneral Motors$0$207,366 ▼-100.0%00.0%Auto/Tires/TrucksMFGMizuho Financial Group$0$109,800 ▼-100.0%00.0%FinanceShowing largest 100 holdings. 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