Fulcrum Wealth Advisors, LLC holds a focused book of 81 reported positions worth $130.9M as of Q2 2026 (disclosed Jul 21, 2026, a ~21-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings (one of 2 new listings in the book), a listing rather than a purchase; 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 reported non-option book. Cloning the disclosed picks since 2026 would be +2% (+2.7%/yr). That is a simulation of the disclosed long book, not audited returns.
Fulcrum Wealth Advisors, LLC is a wealth platform: this book aggregates client accounts across many advisers.
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.
80% mapped to company sectors
+4 sectors below the cut, 1% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Fulcrum Wealth Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| United American Securities Inc. (d/b/a UAS Asset Management) | 11 / 80 | $462.8M |
| BlueSpruce Investments, LP | 9 / 80 | $640.1M |
| Hoffman, Alan N Investment Management | 9 / 80 | $161.9M |
| Evelyn Partners Group Ltd | 49 / 80 | $44.5B |
| Prospect Hill Management, LLC | 8 / 80 | $240.2M |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.2B |
| Draper Asset Management, LLC | 10 / 80 | $176.7M |
Ranked by the share of each fund's own book sitting in the names it shares with Fulcrum Wealth Advisors, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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% | →Listed Newly reportable | |
| 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% | →Listed Newly reportable | |
| 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 |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.