FULCRUM WEALTH ADVISORS, LLC: 13F holdings
CIK 21087902026Q2
| Positions | 81 |
|---|---|
| Reported value | $130.9m |
| Filed | 2026-07-21 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SGOL ETFS GOLD TR | 267,965 | $10.2m | 7.8% |
| MSFT MICROSOFT CORP | 22,471 | $8.4m | 6.4% |
| PHYS SPROTT ASSET MANAGEMENT LP | 249,961 | $7.5m | 5.8% |
| NVDA NVIDIA CORPORATION | 36,268 | $7.3m | 5.5% |
| AAPL APPLE INC | 25,019 | $7.2m | 5.5% |
| VGK VANGUARD INTL EQUITY INDEX F | 65,590 | $5.8m | 4.4% |
| VOO VANGUARD INDEX FDS | 7,895 | $5.4m | 4.1% |
| AMZN AMAZON COM INC | 22,542 | $5.4m | 4.1% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 9,533 | $4.6m | 3.5% |
| GOOG ALPHABET INC | 10,431 | $3.7m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2108790")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.