FULCRUM WEALTH ADVISORS, LLC
All 13F Filings
- Location
- Bellevue, WA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 130,883
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/21/2026 | 81 | 130,883 | 13F-HR | FULCRUM WEALTH ADVISORS, LLC |
| Q1 2026 | 4/21/2026 | 72 | 120,783 | 13F-HR | FULCRUM WEALTH ADVISORS, LLC |
| Q4 2025 | 2/2/2026 | 68 | 121,557 | 13F-HR | FULCRUM WEALTH ADVISORS, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 107.3 K | 82.0% | 2.73 K | 0 | 2.73 K |
| ETFs | 23.58 K | 18.0% | 7.44 K | 0 | 7.44 K |
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Fund Snapshot
Q2 2026
Latest filed
7/21/2026
Total value ($000)
130,883
Holdings
81
QoQ value change ($000)
10,100
(8.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.