account_balance
Investment manager · 13F filer · SEC CIK 2108790
Fulcrum Wealth Advisors, LLC
Reported value$144Mas of Sep 30, 2026
Positions80 11 new, 12 sold out
Top 10 weight54.1%SGOL alone is 8%
FiledOct 1616 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SGOLabrdn Gold ETF Trust
7.9%Added +7%
VGKVanguard Intl Equity Index F
7.6%Added +93%
MSFTMicrosoft Corp
7.6%Trimmed −5%
NVDANVIDIA Corp
5.8%
AAPLApple Inc.
5.7%
PHYSSprott Physical Gold Trust
5.4%
AMZNAmazon.com Inc
3.9%
VOOVanguard Index FDS
3.7%Trimmed −4%
SGVTSchwab Strategic Tr
3.3%Added +52%
TSMTaiwan Semiconductor Manufacturing Co Ltd
3.0%
GOOGAlphabet Inc.
2.6%Added +6%
GEGeneral Electric Co
2.4%Added +18%
SGOLabrdn Gold ETF Trust
7.9%Added +7%
VGKVanguard Intl Equity Index F
7.6%Added +93%
MSFTMicrosoft Corp
7.6%Trimmed −5%
NVDANVIDIA Corp
5.8%
AAPLApple Inc.
5.7%
PHYSSprott Physical Gold Trust
5.4%
AMZN3.9%VOOVanguard Index FDS
3.7%
SGVTSchwab Strategic Tr
3.3%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SGOL abrdn Gold ETF Trust 7.9% Added +7%
VGK Vanguard Intl Equity Index F 7.6% Added +93%
MSFT Microsoft Corp 7.6% Trimmed −5%NVDA NVIDIA Corp 5.8% HeldAAPL Apple Inc. 5.7% HeldPHYS Sprott Physical Gold Trust 5.4% HeldAMZN Amazon.com Inc 3.9% HeldVOO Vanguard Index FDS 3.7% Trimmed −4%
SGVT Schwab Strategic Tr 3.3% Added +52%
TSM Taiwan Semiconductor Manufacturing Co Ltd 3.0% HeldGOOG Alphabet Inc. 2.6% Added +6%GE General Electric Co 2.4% Added +18%What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.