Fulcrum Wealth Advisors, LLC holds a focused book of 81 stocks worth $130.9M as of Q2 2026 (disclosed Jul 21, 2026, a ~21-day 13F lag). This quarter they opened Schwab Govt Money Market ETF and trimmed Abrdn Physical Gold Shares. Their largest long position is Abrdn Physical Gold Shares at 8% of the equity book. Cloning the disclosed picks since 2026 would be +1% (+1.3%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2108790/holdings"
Use Arkolith to show FULCRUM WEALTH ADVISORS, LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Fulcrum Wealth Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~21 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
77% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Fulcrum Wealth Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 78 / 80 | $12.6B |
| OSAIC HOLDINGS, INC. | 77 / 80 | $15.8B |
| IFP Advisors, Inc | 77 / 80 | $1.3B |
| MORGAN STANLEY | 76 / 80 | $562.1B |
| JPMORGAN CHASE & CO | 76 / 80 | $535.6B |
| ROYAL BANK OF CANADA | 76 / 80 | $155.9B |
| WELLS FARGO & COMPANY/MN | 76 / 80 | $148.9B |
| UBS Group AG | 76 / 80 | $148.7B |
Ranked by how many of Fulcrum Wealth Advisors, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Etfs Gold TR PHYSCL GOLD SHS | $10.2M | 268.0K | 7.8% | ▼−11% Reduced · −33K sh | |
| 2 | Microsoft Corp COM | $8.4M | 22.5K | 6.4% | ▲+7.9% Added · +2K sh | |
| 3 | Sprott Asset Management LP PHYSICAL GOLD TR | $7.5M | 250.0K | 5.8% | ▼−27% Reduced · −91K sh | |
| 4 | Nvidia Corporation COM | $7.3M | 36.3K | 5.5% | ▲+8.1% Added · +3K sh | |
| 5 | Apple Inc COM | $7.2M | 25.0K | 5.5% | ▲+35% Added · +6K sh | |
| 6 | Vanguard Intl Equity Index F FTSE EUROPE ETF | $5.8M | 65.6K | 4.4% | ▼−22% Reduced · −19K sh | |
| 7 | Vanguard Index FDS S&P 500 ETF SHS | $5.4M | 7.9K | 4.1% | ▼−1.2% Reduced · −94 sh | |
| 8 | Amazon Com Inc COM | $5.4M | 22.5K | 4.1% | ▲+2.8% Added · +621 sh | |
| 9 | Taiwan Semiconductor Manufac SPONSORED ADS | $4.6M | 9.5K | 3.5% | ▼−6.2% Reduced · −629 sh | |
| 10 | Alphabet Inc CAP STK CL C | $3.7M | 10.4K | 2.8% | ▼−8.1% Reduced · −916 sh | |
| 11 | Ge Aerospace COM NEW | $3.5M | 9.3K | 2.6% | ▲+9.7% Added · +820 sh | |
| 12 | Schwab Strategic TR GOVT MONE MA ETF | $3.1M | 31.3K | 2.4% | ▲New New position | |
| 13 | Broadcom Inc COM | $3.1M | 8.3K | 2.4% | ▼−9.8% Reduced · −899 sh | |
| 14 | Mitsubishi Ufj Financial Gro SPONSORED ADS | $3.1M | 154.4K | 2.3% | ▼−2.1% Reduced · −3K sh | |
| 15 | Berkshire Hathaway Inc Del CL B NEW | $3.0M | 6.0K | 2.3% | ▲+17% Added · +860 sh | |
| 16 | McKesson Corp COM | $3.0M | 3.9K | 2.3% | ▲+81% Added · +2K sh | |
| 17 | International Business Machs COM | $2.9M | 10.5K | 2.2% | ▼−22% Reduced · −3K sh | |
| 18 | Pfizer Inc COM | $2.6M | 106.6K | 2.0% | ▲New New position | |
| 19 | Alphabet Inc CAP STK CL A | $2.5M | 7.1K | 1.9% | ▲+9.6% Added · +620 sh | |
| 20 | AstraZeneca PLC ORD | $2.5M | 13.2K | 1.9% | ▲+1.6% Added · +211 sh | |
| 21 | Ishares TR GLOBAL TECH ETF | $2.2M | 15.6K | 1.7% | ▲New New position | |
| 22 | Walmart Inc COM | $2.0M | 17.6K | 1.5% | ▲+191% Added · +12K sh | |
| 23 | Cummins Inc COM | $1.6M | 2.3K | 1.2% | ▼−65% Reduced · −4K sh | |
| 24 | Netflix Inc. COM | $1.6M | 22.2K | 1.2% | ▼−32% Reduced · −11K sh | |
| 25 | Janus Detroit STR TR HENDRSON AAA CL | $1.4M | 27.5K | 1.1% | ▼−2.0% Reduced · −571 sh | |
| 26 | Honeywell Intl Inc COM | $1.3M | 5.8K | 1.0% | ▲New New position | |
| 27 | Honeywell Aerospace Inc COM | $1.3M | 5.8K | 1.0% | ▲New New position | |
| 28 | Tesla Inc COM | $1.1M | 2.7K | 0.9% | ▲+1.8% Added · +47 sh | |
| 29 | Sellas Life Sciences Group I COM NEW | $1.1M | 73.3K | 0.8% | ▼−33% Reduced · −36K sh | |
| 30 | Costco Wholesale Corporation COM | $1.1M | 1.1K | 0.8% | ▲+27% Added · +243 sh | |
| 31 | Space Exploration Techn Corp CLASS A COM STK | $1.0M | 6.1K | 0.8% | ▲New New position | |
| 32 | Advanced Micro Devices Inc COM | $961K | 1.7K | 0.7% | ▲+3.4% Added · +55 sh | |
| 33 | Boeing Co COM | $859K | 4.0K | 0.7% | ▲+0.6% Added · +25 sh | |
| 34 | Vanguard Index FDS SMALL CP ETF | $777K | 2.6K | 0.6% | ▼−2.9% Reduced · −76 sh | |
| 35 | Vanguard Star FDS VG TL INTL STK F | $767K | 9.0K | 0.6% | ▲+113% Added · +5K sh | |
| 36 | Oracle Corp COM | $696K | 4.7K | 0.5% | ▲+71% Added · +2K sh | |
| 37 | Cisco Sys Inc COM | $696K | 5.9K | 0.5% | ▼−7.2% Reduced · −457 sh | |
| 38 | Wisdomtree TR EUROPE HEDGED EQ | $665K | 11.7K | 0.5% | ▼−1.7% Reduced · −206 sh | |
| 39 | Calamos ETF TR AUTOC INCOM ETF | $650K | 23.9K | 0.5% | ▼−2.0% Reduced · −482 sh | |
| 40 | Invesco QQQ TR UNIT SER 1 | $597K | 811 | 0.5% | ▲+38% Added · +225 sh | |
| 41 | Visa Inc COM CL A | $576K | 1.7K | 0.4% | ▲+42% Added · +493 sh | |
| 42 | Johnson & Johnson COM | $527K | 2.1K | 0.4% | —Held | |
| 43 | Fastenal Co COM | $527K | 11.0K | 0.4% | ▲+0.3% Added · +39 sh | |
| 44 | Abbvie Inc COM | $509K | 2.0K | 0.4% | —Held | |
| 45 | Vanguard Index FDS MID CAP ETF | $497K | 6.2K | 0.4% | ▲+295% Added · +5K sh | |
| 46 | Energy Transfer L P COM UT LTD PTN | $475K | 24.8K | 0.4% | ▼−0.8% Reduced · −215 sh | |
| 47 | J P Morgan Exchange Traded F NASDAQ EQT PREM | $467K | 7.6K | 0.4% | ▲+27% Added · +2K sh | |
| 48 | Teva Pharmaceutical Inds Ltd SPONSORED ADS | $454K | 13.4K | 0.3% | —Held | |
| 49 | Booking Holdings Inc COM | $446K | 2.5K | 0.3% | ▲25× Added · +2K sh | |
| 50 | Ishares TR GLOB INDSTRL ETF | $430K | 2.1K | 0.3% | ▲New New position |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.