Back to TSMWF

FULCRUM WEALTH ADVISORS, LLC → TSMWF

FULCRUM WEALTH ADVISORS, LLC TSMWF Position History

TSMWF

Quarters held
4
Latest value
$4.4M
Q3 2026
Peak value
$4.6M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$3.6M
Q1 2026$3.4M
Q2 2026$4.6M
Q3 2026$4.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$4.4M9.6K——
Q2 2026$4.6M9.5K——
Q1 2026$3.4M10.2K——
Q4 2025$3.6M11.9K——

Other funds holding TSMWF

Other FULCRUM WEALTH ADVISORS, LLC positions

SGOL

ETFS GOLD TR

$13.4M
PHYS

SPROTT ASSET MANAGEMENT LP

$12.1M
SGOL

ETFS GOLD TR

$11.6M
PHYS

SPROTT ASSET MANAGEMENT LP

$11.4M
SGOL

ETFS GOLD TR

$11.3M
VGES

VANGUARD INTL EQUITY INDEX F

$11M
MSFT

MICROSOFT CORP

$10.9M
SGOL

ETFS GOLD TR

$10.2M