FULCRUM WEALTH ADVISORS, LLC
71 holdingsFiling period: 2026-03-31Current AUM: $128.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SGOL | ETFS GOLD TR | 300.9K | $13.4M | $11.6M | 9.02% | +18.5K | 2026-03-31 |
| 2 | PHYS | SPROTT ASSET MANAGEMENT LP | 341.2K | $12.1M | $10.4M | 8.11% | -3,588 | 2026-03-31 |
| 3 | MSFT | MICROSOFT CORP | 20.8K | $7.7M | $9.7M | 7.53% | +1.7K | 2026-03-31 |
| 4 | VGK | VANGUARD INTL EQUITY INDEX F | 84.1K | $6.9M | $7.6M | 5.93% | +46.0K | 2026-03-31 |
| 5 | NVDA | NVIDIA CORPORATION | 33.6K | $5.9M | $6.7M | 5.24% | -1,780 | 2026-03-31 |
| 6 | VOO | VANGUARD INDEX FDS | 8.0K | $4.8M | $5.5M | 4.26% | -1,755 | 2026-03-31 |
| 7 | AAPL | APPLE INC | 18.5K | $4.7M | $5.7M | 4.45% | +8.4K | 2026-03-31 |
| 8 | AMZN | AMAZON COM INC | 21.9K | $4.6M | $6.0M | 4.63% | -257 | 2026-03-31 |
| 9 | CMI | CUMMINS INC | 6.5K | $3.5M | $4.1M | 3.22% | -2,219 | 2026-03-31 |
| 10 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 10.2K | $3.4M | $4.1M | 3.19% | -1,764 | 2026-03-31 |
| 11 | IBM | INTERNATIONAL BUSINESS MACHS | 13.5K | $3.3M | $3.0M | 2.34% | +784 | 2026-03-31 |
| 12 | GOOG | ALPHABET INC | 11.3K | $3.3M | $4.0M | 3.15% | -3,266 | 2026-03-31 |
| 13 | NFLX | NETFLIX INC. | 32.7K | $3.1M | $2.3M | 1.82% | +11.5K | 2026-03-31 |
| 14 | AVGO | BROADCOM INC | 9.2K | $2.8M | $3.6M | 2.77% | -423 | 2026-03-31 |
| 15 | MUFG | MITSUBISHI UFJ FINANCIAL GRO | 157.7K | $2.7M | $3.5M | 2.75% | -34,515 | 2026-03-31 |
| 16 | — | ASTRAZENECA PLC | 13.0K | $2.6M | $2.6M | 2.00% | -- | 2026-03-31 |
| 17 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 5.1K | $2.5M | $2.5M | 1.91% | -258 | 2026-03-31 |
| 18 | GE | GE AEROSPACE | 8.4K | $2.4M | $3.0M | 2.36% | -2,272 | 2026-03-31 |
| 19 | HON | HONEYWELL INTL INC | 10.1K | $2.3M | $1.2M | 0.95% | -2,764 | 2026-03-31 |
| 20 | HII | HUNTINGTON INGALLS INDS INC | 5.7K | $2.1M | $1.8M | 1.44% | -- | 2026-03-31 |
| 21 | MCK | MCKESSON CORP | 2.2K | $1.9M | $1.9M | 1.44% | -1,106 | 2026-03-31 |
| 22 | GOOGL | ALPHABET INC | 6.5K | $1.9M | $2.3M | 1.79% | -6 | 2026-03-31 |
| 23 | UNM | UNUM GROUP | 25.2K | $1.8M | $2.2M | 1.69% | -5,328 | 2026-03-31 |
| 24 | JAAA | JANUS DETROIT STR TR | 28.0K | $1.4M | $1.4M | 1.10% | -236 | 2026-03-31 |
| 25 | PSLV | SPROTT ASSET MANAGEMENT LP | 52.8K | $1.3M | $992K | 0.77% | -1,834 | 2026-03-31 |
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