13F Filings History of FULCRUM WEALTH ADVISORS, LLC

Latest 13F report
Q4 2025 - 02 Feb 2026
Value $
$121,509,552
Signature - Title
James Falcone - Owner, CCO
Location
Bellevue, WA
Summary
This page shows a list of all the recent 13F filings made by FULCRUM WEALTH ADVISORS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. FULCRUM WEALTH ADVISORS, LLC reported 67 stock holdings with total value $121,509,552 as of Q4 2025. Top holdings included SGOL, PHYS, MSFT, NVDA, and VOO.

Notify me when FULCRUM WEALTH ADVISORS, LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 67 $121,509,552 $0 $0 $0 SGOL, PHYS, MSFT, NVDA, VOO 13F-HR 02 Feb 2026, 16:08