FULCRUM WEALTH ADVISORS, LLC - Portfolio overview

FULCRUM WEALTH ADVISORS, LLC has 71 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SGOL - ETFS GOLD TR, 11.12%
2. PHYS - SPROTT ASSET MANAGEMENT LP, 10.02%
3. MSFT - MICROSOFT CORP, 6.39%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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