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CIK: 0001737888
Total reported value
$136.4M
$136.4M
94 檔
28.2%
The Q3 2025 SEC filing reveals that Fulcrum Equity Management held a total portfolio value of $136.4M, covering 94 public equity positions.
Fulcrum Equity Management executed strategic sector rebalancing during Q3 2025, establishing 15 new positions while fully exiting 20 holdings and trimming 4 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 11.68% | -1.27% | -1.56% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 9.09% | +0.22% | NEW | |
| 3 | URTH | Ishares Msci World ETF | ETF-Other | 8.49% | -1.17% | — | |
| 4 | XLK | Ss Technology Select Sector | ETF-Tech | 6.03% | +0.21% | +13.88% | |
| 5 | OKE | Oneok Inc | Stock-Energy | 3.70% | -1.19% | +1.64% | |
| 6 | IYW | Ishares Ustechnology ETF | ETF-Tech | 2.58% | +0.10% | +45.25% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.41% | -0.53% | +15.62% | |
| 8 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 2.40% | -0.65% | +22.24% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.23% | -0.39% | -0.66% | |
| 10 | XLF | Ss Financial Select Sector | ETF-Other | 1.97% | +0.34% | -1.22% | |
| 11 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.76% | -0.06% | +85.36% | |
| 12 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.65% | — | +0.47% | |
| 13 | WMT | Walmart Inc | Stock-Consumer Staples | 1.64% | -0.62% | +0.22% | |
| 14 | XLI | Ss Industrial Select Sector | ETF-Other | 1.55% | +0.05% | +50.58% | |
| 15 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.32% | -0.08% | +68.61% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.22% | -0.30% | +8.17% | |
| 17 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.19% | +0.43% | +14.58% | |
| 18 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.10% | +0.16% | +0.76% | |
| 19 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.07% | +0.24% | +0.87% | |
| 20 | PKB | Invesco Building & Construct | ETF-Other | 1.05% | — | — | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.04% | — | +1.39% | |
| 22 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.96% | — | — | |
| 23 | PPA | Invesco Aerospace & Defense | ETF-Other | 0.96% | — | — | |
| 24 | ROKT | Ss Spdr S&p Kensho Ff ETF | ETF-Other | 0.96% | -0.02% | — | |
| 25 | AIRR | First Trust Rba American Ind | ETF-Other | 0.95% | +0.33% | NEW | |
| 26 | XTL | Ss Spdr S&p Telecom ETF | ETF-Other | 0.94% | -0.03% | — | |
| 27 | XLV | Ss Health Care Select Sector | ETF-Other | 0.89% | -0.49% | -0.28% | |
| 28 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.88% | -0.35% | EXIT | |
| 29 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.88% | -0.23% | +0.49% | |
| 30 | GGME | Invesco Next Gen Media And G | ETF-Other | 0.88% | — | — | |
| 31 | 3IV1 | Innovator Ibd 50 ETF | ETF-Other | 0.87% | — | — | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.82% | -0.24% | -5.35% | |
| 33 | IPO | Renaissance Ipo ETF | ETF-Other | 0.82% | — | — | |
| 34 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.81% | — | +127.38% | |
| 35 | SILA | Sila Realty Trust Inc | Stock-Other | 0.78% | -0.70% | EXIT | |
| 36 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.76% | +0.01% | +5.66% | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.70% | -0.06% | +8.66% | |
| 38 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.69% | -0.26% | +11.57% | |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.67% | -0.25% | -1.96% | |
| 40 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | ETF-Other | 0.66% | -0.26% | +15.86% | |
| 41 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.66% | -0.34% | -52.15% | |
| 42 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.63% | +6.40% | -8.30% | |
| 43 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.63% | -0.30% | EXIT | |
| 44 | GEV | GE Vernova Inc | Stock-Industrials | 0.59% | +0.05% | +1.38% | |
| 45 | AVGO | Broadcom Inc | Stock-Tech | 0.54% | +0.09% | -38.01% | |
| 46 | ASML | ASML Holding N.V. | Stock-Tech | 0.54% | +0.17% | — | |
| 47 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.52% | +0.19% | -16.79% | |
| 48 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.52% | — | -3.64% | |
| 49 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.52% | +1.32% | +2.96% | |
| 50 | MSFT | Microsoft CORP | Stock-Tech | 0.50% | -0.12% | +14.59% |
According to official SEC Form 13F filings, Fulcrum Equity Management reported a total U.S. public equity portfolio value of $136.4M across 94 disclosed positions in Q3 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, SPY, URTH) accounted for 28.2% of total reported equity market value during Q3 2025.
Top New Position Initiated
QQQM
市值: $1.6M
Top Position Liquidated / Trimmed
RSP
前期市值: $4.7M
During Q3 2025, Fulcrum Equity Management's top holdings by market value included ITOT (11.7%)、SPY (9.1%)、URTH (8.5%). The largest single position, ITOT, represented 11.7% of total portfolio value.
In Q3 2025, Fulcrum Equity Management made 49 total portfolio adjustments, initiating 15 new buys, adding to 10 positions, trimming 4 holdings, and fully liquidating 20 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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