Fulcrum Wealth Advisors, LLC ETF holdings
Bellevue, WA
Reported $36.2M in 24 ETFs in its Form 13F for June 30, 2026.
ETF value
$36.2M
ETFs held
24
Change from prior quarter
+13.5%
With price moves
ETFs as a share of its 13F
27.6%
of $130.9M
Top 10 of 24 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SGOL | abrdn Physical Gold Shares ETF | $10.2M | 267,965 | −32,898 shares |
| VGK | Vanguard FTSE Europe ETF | $5.8M | 65,590 | −18,558 shares |
| VOO | Vanguard S&P 500 ETF | $5.4M | 7,895 | −94 shares |
| SGVT | Schwab Government Money Market ETF | $3.1M | 31,257 | New position |
| IXN | iShares Global Tech ETF | $2.2M | 15,564 | New position |
| JAAA | Janus Henderson AAA CLO ETF | $1.4M | 27,451 | −571 shares |
| VB | Vanguard Morningstar Small-Cap ETF | $777K | 2,563 | −76 shares |
| VXUS | Vanguard Total International Stock ETF | $767K | 8,967 | +4,765 shares |
| HEDJ | WisdomTree Europe Hedged Equity Fund | $665K | 11,669 | −206 shares |
| CAIE | Calamos US Equity Autocallable Income ETF | $650K | 23,881 | −482 shares |
14 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002108790. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Fulcrum Wealth Advisors, LLC own?
Fulcrum Wealth Advisors, LLC reported 24 ETF positions worth $36.2M in its Form 13F for June 30, 2026. The largest was SGOL, at $10.2M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.