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FULCRUM WEALTH ADVISORS, LLC
hedge fundUpdated 3 days agoManaged by Fulcrum Wealth Advisors, Llc • Latest filing Q3 2026
Portfolio value
$143.7M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $121.6M |
| Q1 2026 | $120.8M |
| Q2 2026 | $130.9M |
| Q3 2026 | $143.7M |
Top holdings
80 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $11.3M | 286.9K | 7.90% | — | |
| 2 | $11M | 126.4K | 7.64% | — | |
| 3 | $10.9M | 21.3K | 7.61% | — | |
| 4 | $8.4M | 36.7K | 5.84% | — | |
| 5 | $8.3M | 24.8K | 5.75% | — | |
| 6 | $7.8M | 248.9K | 5.42% | — | |
| 7 | $5.6M | 22.3K | 3.87% | — | |
| 8 | $5.3M | 7.6K | 3.70% | — | |
| 9 | ? N/A SCHWAB STRATEGIC TR | $4.8M | 47.5K | 3.33% | — |
| 10 | $4.4M | 9.6K | 3.03% | — | |
| 11 | $3.8M | 11.1K | 2.62% | — | |
| 12 | $3.4M | 10.9K | 2.38% | — | |
| 13 | $3.1M | 134.2K | 2.15% | — | |
| 14 | $3M | 6.1K | 2.11% | — | |
| 15 | $2.8M | 20.3K | 1.94% | — | |
| 16 | $2.7M | 12.9K | 1.87% | — | |
| 17 | $2.4M | 7.1K | 1.70% | — | |
| 18 | $2.4M | 14.7K | 1.65% | — | |
| 19 | $2.4M | 22.9K | 1.65% | — | |
| 20 | $2.3M | 15.6K | 1.61% | — |