FULCRUM WEALTH ADVISORS, LLC
•CIK: 2108790•Filing: Q4 2025
FULCRUM WEALTH ADVISORS, LLC manages $121M across a diversified portfolio of 67 positions. The fund exhibits significant concentration in key sectors, notably allocating $11.6M to SGOL and $11.4M to PHYS/U. Top holdings further reveal substantial exposure to technology and growth names, including MSFT ($9.3M), NVDA ($6.6M), and VOO ($6.1M). This structure suggests a tactical allocation favoring established market leaders and thematic growth opportunities.
Total AUM
$121.3M
+ $47.1K in options
QoQ Performance
N/A
Positions
59
+ 1 option
Top 10 Concentration
54.8%
Latest Filing
Q4 2025
Top Holdings Allocation
SGOL
PHYS/U
MSFT
NVDA
VOO
SGOL9.6%
PHYS/U9.4%
MSFT7.6%
NVDA5.4%
VOO5.0%
AMZN4.2%
GOOG3.8%
CMI3.7%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other46.5%
Technology28.3%
Consumer6.8%
Industrial5.7%
ETF5.5%
Financial2.9%
Healthcare2.7%
Communication1.6%