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Fulcrum Wealth Advisors, LLCGrowthConcentrated trader

CIK: 0002108790 | BELLEVUE, WA

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR80$143.7M2026-10-16SEC ↗
Q2 2026
13F-HR81$130.9M2026-07-21SEC ↗
Q1 2026
13F-HR72$120.8M2026-04-22SEC ↗
Q4 2025
13F-HR70$121.6M2026-02-02SEC ↗