You're signed outSign in or to get full access.
Fulcrum Capital LLC
Fulcrum Capital LLC is an independent investment advisory and wealth management firm headquartered in Seattle, Washington. Founded in 2007, the firm provides comprehensive wealth management, investment planning, and custom strategies for high net worth individuals, families, and nonprofit organizations. As of March 2025, Fulcrum Capital manages nearly $1 billion in client assets and employs around 12 people, most of whom are investment professionals. The firm is known for its tailored approach, values-based planning, and expertise in sustainable investment strategies, charitable giving, and legacy planning.
Investment Strategy
Fulcrum Capital LLC focuses on delivering personalized wealth management through dynamic investment strategies aligned with clients' long-term goals and values. The firm's approach centers on building custom portfolios that reflect each client's objectives—whether for sustainable investing, charitable giving, or legacy creation—emphasizing risk management, diversification, and prudent asset allocation. Fulcrum Capital also specializes in strategies for nonprofits, leveraging board expertise to cultivate financial stability and strategic growth. Their investment philosophy prioritizes client engagement, forward-looking planning, and the alignment of investment choices with client aspirations.
Latest 13F Filing Activity
Fulcrum Capital LLC filed their most recent 13F report on Jun 30, 2025 disclosing 99 equity positions with a total 13F market value of $473M. The fund increased holdings in Alphabet Inc., Microsoft Corp., Uber Technologies Inc. among other positions. Fulcrum Capital LLC reduced exposure to Alphabet Inc., Apple Inc., Vanguard Index FDS among others.
Top Holdings
Equity Positions (99)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 8.27% | $39.1M | 78,598 | $162.61 | $497.41 | +$9.6M |
V VO | VANGUARD INDEX FDS | 7.99% | $37.8M | 134,930 | $206.94 | $279.83 | -$8.9M |
A AMZN | AMAZON COM INC | 4.84% | $22.9M | 104,404 | $123.50 | $219.39 | +$3.4M |
N NVDA | NVIDIA CORPORATION | 4.73% | $22.3M | 141,407 | $16.31 | $157.99 | +$3.4M |
A AAPL | APPLE INC | 4.57% | $21.6M | 105,236 | $118.77 | $205.17 | -$11.6M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more