Fulcrum Wealth Advisors, LLC has filed a Form 13F-HR with the Securities and Exchange Commission disclosing its equity holdings as of September 30, 2026. The filing lists 80 distinct equity positions held by the firm.
The largest position disclosed in the portfolio is Taiwan Semiconductor Manufacturing Company Sponsored ADS, representing 9,556 shares. Other significant holdings include NVIDIA Corporation with 36,730 shares, and Oracle Corporation with 20,296 shares.
The filing indicates that the firm holds a mix of technology, healthcare, and financial services companies. Notable technology holdings include Microsoft Corporation (21,313 shares), Apple Inc. (24,804 shares), and Amazon.com Inc. (22,331 shares). In the healthcare sector, Pfizer Inc. is listed with 36,558 shares, while Medtronic PLC holds 2,640 shares.
The portfolio also includes several exchange-traded funds (ETFs), such as the Vanguard International Equity Index Fund FTSE Europe ETF (126,418 shares) and the Schwab Strategic Trust Government Money Market ETF (47,530 shares). Additionally, the firm holds physical gold through the SPDR Gold Shares ETF (248,927 shares) and the iShares Gold Trust (286,902 shares).
