Long-term investor
Fulcrum Wealth Advisors, LLC @fulcrumwealthadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002108790).
Record
- Tracked since 2025-12-31 (257 days), 73 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +2.7%
- Max drawdown n/a · win rate 25% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SGOL · 7.8% · long · since 2025-12-31
- MSFT · 6.4% · long · since 2025-12-31
- PHYS · 5.8% · long · since 2025-12-31
- NVDA · 5.5% · long · since 2025-12-31
- AAPL · 5.5% · long · since 2025-12-31
- VGK · 4.4% · long · since 2025-12-31
- VOO · 4.1% · long · since 2025-12-31
- AMZN · 4.1% · long · since 2025-12-31
- TSM · 3.5% · long · since 2025-12-31
- GOOG · 2.8% · long · since 2025-12-31
- GE · 2.6% · long · since 2025-12-31
- SGVT · 2.4% · long · since 2026-06-30