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CIK: 0001737888
Total reported value
$136.4M
$136.4M
102 檔
25.8%
As reported in its official Q2 2025 Form 13F filing, Fulcrum Equity Management's tracked investment portfolio stood at $136.4M with 102 total positions.
Fulcrum Equity Management executed strategic sector rebalancing during Q2 2025, establishing 14 new positions while fully exiting 16 holdings and trimming 7 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 11.15% | -1.27% | +0.27% | |
| 2 | URTH | Ishares Msci World ETF | ETF-Other | 8.04% | -1.17% | — | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 7.09% | +0.22% | NEW | |
| 4 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 4.98% | -1.09% | EXIT | |
| 5 | XLK | Ss Technology Select Sector | ETF-Tech | 4.82% | +0.21% | -0.86% | |
| 6 | OKE | Oneok Inc | Stock-Energy | 4.13% | -1.19% | +3.39% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.20% | -0.39% | +0.18% | |
| 8 | XLF | Ss Financial Select Sector | ETF-Other | 1.96% | +0.34% | -20.74% | |
| 9 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.82% | -0.65% | -49.75% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 1.79% | -0.53% | +17.37% | |
| 11 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.60% | +0.10% | +5.35% | |
| 12 | WMT | Walmart Inc | Stock-Consumer Staples | 1.58% | -0.62% | +1.57% | |
| 13 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.53% | — | — | |
| 14 | KIE | Ss Spdr S&p Insurance ETF | ETF-Other | 1.51% | — | -3.45% | |
| 15 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.37% | +0.04% | +114.84% | |
| 16 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.30% | -0.34% | +312.42% | |
| 17 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.28% | -0.85% | EXIT | |
| 18 | ENFR | Alerian Energy Infrastructur | ETF-Other | 1.11% | — | -10.49% | |
| 19 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.02% | +0.16% | +19.37% | |
| 20 | EINC | Vaneck Energy Income ETF | ETF-Other | 1.00% | — | -11.52% | |
| 21 | XLI | Ss Industrial Select Sector | ETF-Other | 1.00% | +0.05% | -19.92% | |
| 22 | EMLP | First Trust North American E | ETF-Other | 0.99% | — | -11.36% | |
| 23 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.98% | +0.24% | +32.43% | |
| 24 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.98% | +0.43% | -39.77% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.96% | — | — | |
| 26 | FXU | First Trust Utilities Alphad | ETF-Other | 0.96% | — | — | |
| 27 | AAPL | Apple Inc | Stock-Tech | 0.92% | -0.30% | -33.13% | |
| 28 | MLPX | Global X Mlp & Energy Infras | ETF-Other | 0.90% | — | -10.74% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.88% | -0.24% | +11.03% | |
| 30 | XLV | Ss Health Care Select Sector | ETF-Other | 0.88% | -0.49% | -40.96% | |
| 31 | IAK | Ishares U.s. Insurance ETF | ETF-Other | 0.88% | — | — | |
| 32 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.87% | -0.06% | -52.43% | |
| 33 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.84% | -0.35% | EXIT | |
| 34 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.81% | — | — | |
| 35 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.78% | -0.23% | +0.56% | |
| 36 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.78% | -0.30% | EXIT | |
| 37 | AVGO | Broadcom Inc | Stock-Tech | 0.74% | +0.09% | +1.08% | |
| 38 | SILA | Sila Realty Trust Inc | Stock-Other | 0.74% | -0.70% | EXIT | |
| 39 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.73% | -0.08% | +0.02% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.70% | -0.25% | +29.11% | |
| 41 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.67% | +0.01% | -23.41% | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.66% | -0.04% | +1.29% | |
| 43 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.63% | +0.19% | -22.12% | |
| 44 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.59% | -0.26% | +5.05% | |
| 45 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | ETF-Other | 0.57% | -0.26% | +116.68% | |
| 46 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 0.52% | — | — | |
| 47 | GEV | GE Vernova Inc | Stock-Industrials | 0.51% | +0.05% | +10.06% | |
| 48 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.50% | — | +95.09% | |
| 49 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.50% | +6.40% | +4.36% | |
| 50 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.48% | — | -26.95% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPLV | Invesco S&p 500 Low Volatili | +5% | NEW | New buy |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +3.9% | +113.46% | Add |
| 3 | QQQM | Invesco Nasdaq 100 ETF | +1.5% | NEW | New buy |
| 4 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +1% | +312.42% | Add |
| 5 | IVV | Ishares Core S&p 500 ETF | +1% | NEW | New buy |
| 6 | FXU | First Trust Utilities Alphad | +1% | NEW | New buy |
| 7 | IAK | Ishares U.s. Insurance ETF | +0.9% | NEW | New buy |
| 8 | SHY | Ishares 1-3 Year Treasury Bo | +0.8% | NEW | New buy |
| 9 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.7% | +114.84% | Add |
| 10 | NVDA | Nvidia CORP | +0.7% | +17.37% | Add |
| 11 | XLK | Ss Technology Select Sector | +0.6% | -0.86% | Trim |
| 12 | ACWV | Ishares Msci Global Min Vol | +0.5% | NEW | New buy |
| 13 | XLP | Ss Consumer Staples Sel Sect | +0.5% | +72.06% | Add |
| 14 | ITOT | Ishares Core S&p Total U.s. | +0.5% | +0.27% | Add |
| 15 | FLHY | Franklin High Yield Corporat | +0.4% | NEW | New buy |
| 16 | FTEC | Fidelity Msci Info Tech Indx | +0.4% | NEW | New buy |
| 17 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.3% | NEW | New buy |
| 18 | THRO | Ishares U.s. Thematic Rotati | +0.3% | NEW | New buy |
| 19 | VONG | Vanguard Russell 1000 Growth | +0.3% | NEW | New buy |
| 20 | URTH | Ishares Msci World ETF | +0.3% | — | Unchanged |
| 21 | DASH | Doordash Inc - A | +0.3% | NEW | New buy |
| 22 | TMB | Thornburg Multi Sector B ETF | +0.3% | NEW | New buy |
| 23 | SCHG | Schwab US Large-cap Growth | +0.3% | +32.43% | Add |
| 24 | IYW | Ishares Ustechnology ETF | +0.3% | +5.35% | Add |
| 25 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | +0.3% | +116.68% | Add |
| 26 | AVGO | Broadcom Inc | +0.3% | +1.08% | Add |
| 27 | EFV | Ishares Msci Eafe Value ETF | +0.3% | +48.37% | Add |
| 28 | FLBL | Franklin Senior Loan ETF | -0.3% | EXIT | Sold out |
| 29 | CLOI | Vaneck Clo ETF | -0.3% | EXIT | Sold out |
| 30 | CVX | Chevron CORP | -0.3% | EXIT | Sold out |
| 31 | CGMS | Cap Group US Multi-sect Bond | -0.4% | EXIT | Sold out |
| 32 | TLT | Ishares 20+ Year Treasury Bd | -0.4% | EXIT | Sold out |
| 33 | XLF | Ss Financial Select Sector | -0.5% | -20.74% | Trim |
| 34 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -0.6% | -39.77% | Trim |
| 35 | GSST | Goldman Sachs Ultra Short Bo | -0.6% | EXIT | Sold out |
| 36 | AAPL | Apple Inc | -0.7% | -33.13% | Trim |
| 37 | JPST | Jpmorgan Ultra-short Income | -0.8% | EXIT | Sold out |
| 38 | XLV | Ss Health Care Select Sector | -0.8% | -40.96% | Trim |
| 39 | XLY | Ss Consumer Disc Select Sect | -0.9% | -52.43% | Trim |
| 40 | FDN | First Trust Dj Internet Ind | -1% | EXIT | Sold out |
| 41 | SCHA | Schwab US Small-cap ETF | -1% | EXIT | Sold out |
| 42 | IETC | Ishares U.s. Tech Independen | -1% | EXIT | Sold out |
| 43 | VFH | Vanguard Financials ETF | -1% | EXIT | Sold out |
| 44 | OKE | Oneok Inc | -1% | +3.39% | Add |
| 45 | MINT | Pimco Enhanced Short Maturit | -1% | EXIT | Sold out |
| 46 | ISHP | First Trust S-network E-comm | -1.1% | EXIT | Sold out |
| 47 | XTL | Ss Spdr S&p Telecom ETF | -1.2% | EXIT | Sold out |
| 48 | PPA | Invesco Aerospace & Defense | -1.2% | EXIT | Sold out |
| 49 | XLC | Ss Comm Select Sector Spdr | -1.6% | -49.75% | Trim |
| 50 | RSP | Invesco S&p 500 Equal Weight | -5.2% | EXIT | Sold out |
According to official SEC Form 13F filings, Fulcrum Equity Management reported a total U.S. public equity portfolio value of $136.4M across 102 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including ITOT, URTH, SPY) accounted for 25.8% of total reported equity market value during Q2 2025.
Top New Position Initiated
SPLV
市值: $4.8M
Top Position Liquidated / Trimmed
RSP
前期市值: $4.7M
During Q2 2025, Fulcrum Equity Management's top holdings by market value included ITOT (11.2%)、URTH (8.0%)、SPY (7.1%). The largest single position, ITOT, represented 11.2% of total portfolio value.
In Q2 2025, Fulcrum Equity Management made 49 total portfolio adjustments, initiating 14 new buys, adding to 12 positions, trimming 7 holdings, and fully liquidating 16 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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