FULCRUM WEALTH ADVISORS, LLC - Portfolio Stock Holdings

FULCRUM WEALTH ADVISORS, LLC disclosed 92 stock positions in a recent SEC 13F filing. $143,477,180 of stock holdings were filed, with the largest holdings including SGOL, VGK, and MSFT. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $208,000,000 and has 3 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.