Fulcrum Wealth Advisors
Fulcrum Wealth Advisors reported 80 stocks worth $144M in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are SGOL (7.9%), VGK (7.6%) and MSFT (7.6%). Compared with Q2 2026, the fund opened new positions in PGR, CAT and FN, added to SGOL, VGK and NVDA, trimmed MSFT, AAPL and PHYS and sold out of HON, HONA and EXI.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 4 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SGOL Etfs Gold TR | $11.3M | 7.9% | 287K | +19K (+7%) | 4 of 4 | |
| 2 |  VGK Vanguard Ftse Europe | $11M | 7.6% | 126K | +61K (+93%) | 4 of 4 | |
| 3 |  MSFT Microsoft Corp | $10.9M | 7.6% | 21K | −1,158 (−5%) | 4 of 4 | |
| 4 |  NVDA Nvidia Corporation | $8.4M | 5.8% | 37K | +462 (+1%) | 4 of 4 | |
| 5 |  AAPL Apple Inc | $8.3M | 5.8% | 25K | −215 (−1%) | 4 of 4 | |
| 6 |  PHYS Sprott Physical Gold TR | $7.8M | 5.4% | 249K | −1,034 (−0%) | 4 of 4 | |
| 7 |  AMZN Amazon Com Inc | $5.6M | 3.9% | 22K | −211 (−1%) | 4 of 4 | |
| 8 |  VOO Vanguard S&P 500 ETF | $5.3M | 3.7% | 7,586 | −309 (−4%) | 4 of 4 | |
| 9 |  SGVT Schwab Govt Money Mkt ETF | $4.8M | 3.3% | 48K | +16K (+52%) | 2 of 4 | |
| 10 |  TSM Taiwan Semiconductor Mfg Ltd | $4.4M | 3.0% | 9,556 | +23 (+0%) | 4 of 4 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 HON Honeywell Intl Inc Com | $1.3M | 5,765 |
 HONA Honeywell Aerospace Inc Com | $1.3M | 5,765 |
TEVA PHARMACEUTICAL INDS LTD | $454K | 13K |
 EXI Ishares TR | $430K | 2,147 |
 RTX Rtx Corp | $347K | 1,831 |
🔒 Free account: see all 13.
Reported value
last 4 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 16, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Fulcrum Wealth Advisors 13F FAQ
What does Fulcrum Wealth Advisors own?
Fulcrum Wealth Advisors reported 80 stocks worth $144M in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are SGOL (7.9%), VGK (7.6%) and MSFT (7.6%). The table above lists every position in the filing (the top 10 without an account).
What did Fulcrum Wealth Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 12 new positions, 34 added to, 23 trimmed and 13 sold out. New positions include PGR, CAT and FN. It sold all of HON, HONA and EXI.
When will Fulcrum Wealth Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Fulcrum Wealth Advisors's portfolio worth?
The Q3 2026 filing reports $144M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.