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Home > Institutional Investor > Fulcrum Wealth Advisors, Llc > Profile

Instuitional Investor - Fulcrum Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Fulcrum Wealth Advisors, Llc
Portfolio Value $121,556,677
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Etfs Gold Tr
 282,368 $11,599,677 9.54%
2.
Sprott Physical Gold Trust
 PHYS 344,740 $11,383,315 9.36%
3.
Microsoft Corp
 MSFT 19,147 $9,259,988 7.62%
4.
Nvidia Corp
 NVDA 35,335 $6,589,978 5.42%
5.
Vanguard Index Fds - S&P 500 ETF SHS
 9,744 $6,110,755 5.03%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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