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CIK: 0001737888
Total reported value
$136.4M
$136.4M
117 檔
24.7%
As reported in its official Q4 2025 Form 13F filing, Fulcrum Equity Management's tracked investment portfolio stood at $136.4M with 117 total positions.
In Q4 2025, Fulcrum Equity Management displayed an active expansion posture, initiating 20 new positions and adding to 15 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 11.05% | -1.27% | -1.85% | |
| 2 | URTH | Ishares Msci World ETF | ETF-Other | 8.21% | -1.17% | — | |
| 3 | XLK | Ss Technology Select Sector | ETF-Tech | 5.58% | +0.21% | +91.66% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.77% | -0.53% | +65.78% | |
| 5 | OKE | Oneok Inc | Stock-Energy | 3.58% | -1.19% | +1.73% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.39% | -0.30% | +93.95% | |
| 7 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 2.18% | -0.65% | -3.41% | |
| 8 | XLF | Ss Financial Select Sector | ETF-Other | 2.01% | +0.34% | +6.50% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.94% | -0.39% | -8.16% | |
| 10 | WMT | Walmart Inc | Stock-Consumer Staples | 1.79% | -0.62% | +6.66% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.74% | -0.06% | +102.62% | |
| 12 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.67% | +0.10% | -32.85% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.65% | -0.12% | +272.44% | |
| 14 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.65% | — | +3.34% | |
| 15 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.63% | -0.06% | +97.08% | |
| 16 | XLV | Ss Health Care Select Sector | ETF-Other | 1.59% | -0.49% | +69.47% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.57% | -0.24% | +92.70% | |
| 18 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.18% | -0.08% | -7.63% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.17% | -0.25% | +105.11% | |
| 20 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.13% | +0.43% | -1.76% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.13% | -0.16% | +145.10% | |
| 22 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.08% | +6.40% | +78.35% | |
| 23 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.05% | +0.16% | -0.23% | |
| 24 | AVGO | Broadcom Inc | Stock-Tech | 1.01% | +0.09% | +87.78% | |
| 25 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 1.01% | — | +28.58% | |
| 26 | XLI | Ss Industrial Select Sector | ETF-Other | 0.99% | +0.05% | -32.55% | |
| 27 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.96% | -0.26% | +43.98% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.92% | — | -8.94% | |
| 29 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-Other | 0.90% | +0.08% | — | |
| 30 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.85% | +0.24% | -17.71% | |
| 31 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.81% | -0.23% | +2.00% | |
| 32 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.81% | -0.34% | +167.68% | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.79% | -0.07% | +91.96% | |
| 34 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 0.76% | +0.24% | NEW | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.76% | +0.22% | NEW | |
| 36 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.71% | +0.01% | -3.18% | |
| 37 | SILA | Sila Realty Trust Inc | Stock-Other | 0.68% | -0.70% | EXIT | |
| 38 | ASML | ASML Holding N.V. | Stock-Tech | 0.65% | +0.17% | +15.09% | |
| 39 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.61% | -0.30% | EXIT | |
| 40 | GEV | GE Vernova Inc | Stock-Industrials | 0.61% | +0.05% | +1.47% | |
| 41 | KAMO | Kensington Credit Opport ETF | ETF-Other | 0.60% | -0.16% | — | |
| 42 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.58% | -0.07% | +67.40% | |
| 43 | SLV | Ishares Silver Trust | ETF-Commodities | 0.57% | -0.25% | — | |
| 44 | SIVR | Abrdn Physical Silver Shares | ETF-Commodities | 0.56% | -0.24% | — | |
| 45 | REMX | Vaneck Rar Earth Nd Stg-usdi | ETF-Other | 0.54% | -0.17% | — | |
| 46 | APH | Amphenol Corp-cl A | Stock-Tech | 0.54% | -0.06% | +50.33% | |
| 47 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.52% | +0.19% | +4.56% | |
| 48 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | ETF-Other | 0.50% | -0.26% | -19.04% | |
| 49 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.50% | -0.19% | +57.44% | |
| 50 | XOM | Exxon Mobil CORP | Stock-Energy | 0.49% | -0.29% | +11.11% |
According to official SEC Form 13F filings, Fulcrum Equity Management reported a total U.S. public equity portfolio value of $136.4M across 117 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including ITOT, URTH, XLK) accounted for 24.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
GRNY
市值: $940.1K
Top Position Liquidated / Trimmed
ROKT
前期市值: $950.0K
During Q4 2025, Fulcrum Equity Management's top holdings by market value included ITOT (11.1%)、URTH (8.2%)、XLK (5.6%). The largest single position, ITOT, represented 11.1% of total portfolio value.
In Q4 2025, Fulcrum Equity Management made 50 total portfolio adjustments, initiating 20 new buys, adding to 15 positions, trimming 8 holdings, and fully liquidating 7 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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