FULCRUM WEALTH ADVISORS, LLC
Top Portfolio Positions
56 positions ·
$99,777,279 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SGOL |
abrdn Gold ETF Trust
|
300,863 | $13,424,507 | 13.45% | |
| PHYS |
Sprott Physical Gold Trust
Financial Services
|
341,152 | $12,090,426 | 12.12% | |
| MSFT |
Microsoft Corp
Technology
|
20,829 | $7,710,270 | 7.73% | |
| NVDA |
Nvidia Corp
Technology
|
33,555 | $5,851,992 | 5.87% | |
| AAPL |
Apple Inc.
Technology
|
18,539 | $4,705,012 | 4.72% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
21,921 | $4,565,486 | 4.58% | |
| CMI |
Cummins Inc
Industrials
|
6,530 | $3,513,270 | 3.52% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
10,162 | $3,434,247 | 3.44% | |
| IBM |
International Business Machines Corp
Technology
|
13,469 | $3,264,750 | 3.27% | |
| NFLX |
Netflix Inc
Communication Services
|
32,664 | $3,140,643 | 3.15% |
Portfolio Trend
2 quarters · across all stocks
Holdings in PHYS
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,090,426 | 341,152 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $11,383,314 | 344,740 | Shares | Sole | 2026-02-02 | |
| No 13F history on record for this holder in this stock. | ||||||