Fulcrum Equity Management - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 6, 2026, for the 2025 Q4 period, Fulcrum Equity Management held in its portfolio 114 assets valued at $104,488,096 (i.e. $104.49M).
The most valuable assets in the portfolio included: ISHARES TR ($11.55M), ISHARES INC ($8.58M), and SELECT SECTOR SPDR TR ($5.83M).
The chart below shows the top 10 valuable assets, and the table below shows the top 114 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Fulcrum Equity Management - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 77685 | 11551027 | CORE S&P TTL STK |
| ISHARES INC | 46192 | 8581088 | MSCI WORLD ETF |
| SELECT SECTOR SPDR TR | 40465 | 5825703 | STATE STREET TEC |
| NVIDIA CORPORATION | 21109 | 3936836 | COM |
| ONEOK INC NEW | 50889 | 3740378 | COM |
| APPLE INC | 9168 | 2492482 | COM |
| SELECT SECTOR SPDR TR | 19313 | 2273526 | STATE STREET COM |
| SPDR SERIES TRUST | 23638 | 2125534 | STATE STREET SPD |
| SELECT SECTOR SPDR TR | 38363 | 2101142 | STATE STREET FIN |
| BERKSHIRE HATHAWAY INC DEL | 4031 | 2026182 | CL B NEW |
| WALMART INC | 16775 | 1868936 | COM |
| ALPHABET INC | 5797 | 1814400 | CAP STK CL A |
| ISHARES TR | 8744 | 1745992 | U.S. TECH ETF |
| MICROSOFT CORP | 3568 | 1725741 | COM |
| INVESCO EXCH TRADED FD TR II | 6804 | 1720937 | NASDAQ 100 ETF |
| SELECT SECTOR SPDR TR | 14251 | 1701712 | STATE STREET CON |
| SELECT SECTOR SPDR TR | 10717 | 1658992 | STATE STREET HEA |
| AMAZON COM INC | 7126 | 1644823 | COM |
| BLACKROCK ETF TRUST | 20291 | 1233877 | ISHARES US EQUIT |
| META PLATFORMS INC | 1846 | 1218677 | CL A |
| JPMORGAN CHASE & CO. | 3674 | 1183836 | COM |
| TESLA INC | 2504 | 1126099 | COM |
| SCHWAB STRATEGIC TR | 42025 | 1102307 | US BRD MKT ETF |
| BROADCOM INC | 3059 | 1058641 | COM |
| INVESCO EXCHANGE TRADED FD T | 17832 | 1057105 | S&P 500 TOP 50 |
| SELECT SECTOR SPDR TR | 6687 | 1037287 | STATE STREET IND |
| ISHARES TR | 4747 | 1006734 | S&P 500 VAL ETF |
| ISHARES TR | 1396 | 956294 | CORE S&P500 ETF |
| TIDAL TRUST I | 37968 | 940088 | FUNDSTRAT GRANNY |
| SCHWAB STRATEGIC TR | 27245 | 888724 | US LCAP GR ETF |
| LOWES COS INC | 3526 | 850286 | COM |
| SELECT SECTOR SPDR TR | 19910 | 849958 | STATE STREET UTI |
| ELI LILLY & CO | 764 | 821022 | COM |
| FIDELITY COVINGTON TRUST | 3547 | 796946 | MSCI INFO TECH I |
| SPDR S&P 500 ETF TR | 1159 | 790418 | TR UNIT |
| ISHARES TR | 6038 | 744294 | S&P 500 GRWT ETF |
| SILA REALTY TRUST INC | 30677 | 715079 | COMMON STOCK |
| ASML HOLDING N V | 633 | 677221 | N Y REGISTRY SHS |
| ISHARES TR | 8995 | 642326 | EAFE VALUE ETF |
| GE VERNOVA INC | 968 | 632656 | COM |
| MANAGED PORTFOLIO SERIES | 25065 | 627252 | KENSINGTON CR OP |
| GOLDMAN SACHS GROUP INC | 688 | 604799 | COM |
| ISHARES SILVER TR | 9258 | 596400 | ISHARES |
| ABRDN SILVER ETF TRUST | 8700 | 588468 | PHYSCL SILVR SHS |
| VANECK ETF TRUST | 7680 | 567706 | RARE EARTH AND S |
| AMPHENOL CORP NEW | 4137 | 559074 | CL A |
| ISHARES TR | 11581 | 538995 | CORE UNIVRSL USD |
| BONDBLOXX ETF TRUST | 11333 | 523814 | BLOOMBERG TEN YR |
| COSTCO WHSL CORP NEW | 603 | 520050 | COM |
| EXXON MOBIL CORP | 4242 | 510487 | COM |
| ISHARES TR | 3226 | 508778 | MICRO-CAP ETF |
| ABRDN PRECIOUS METALS BASKET | 2425 | 498580 | PHYSCL PRECS MET |
| ISHARES INC | 7123 | 478833 | CORE MSCI EMKT |
| AMERICAN HEALTHCARE REIT INC | 9905 | 466129 | COM SHS |
| DUKE ENERGY CORP NEW | 3947 | 462656 | COM NEW |
| MANAGED PORTFOLIO SERIES | 16839 | 432077 | KENSINGTON HEDGE |
| PALANTIR TECHNOLOGIES INC | 2393 | 425356 | CL A |
| SCHWAB STRATEGIC TR | 18077 | 422463 | US AGGREGATE B |
| VISA INC | 1165 | 408595 | COM CL A |
| ARISTA NETWORKS INC | 3061 | 401083 | COM SHS |
| NETFLIX INC | 4277 | 401012 | COM |
| ALPS ETF TR | 7498 | 384048 | MED BREAKTHGH |
| BLACKROCK ETF TRUST | 9831 | 379076 | ISHARES US THEMA |
| BLACKROCK ETF TRUST | 11375 | 378801 | ISHARES A I INNO |
| ORACLE CORP | 1938 | 377736 | COM |
| ISHARES TR | 1890 | 375443 | MSCI USA QLT FCT |
| INVESCO EXCH TRADED FD TR II | 3146 | 375353 | S&P 500 MOMNTM |
| ISHARES GOLD TR | 4466 | 362505 | ISHARES NEW |
| GE AEROSPACE | 1152 | 354851 | COM NEW |
| SPDR GOLD TR | 895 | 354697 | GOLD SHS |
| VANGUARD SCOTTSDALE FDS | 2891 | 352021 | VNG RUS1000GRW |
| AMERICAN CENTY ETF TR | 4531 | 348954 | AVANTIS EMGMKT |
| INVESCO EXCHANGE TRADED FD T | 3716 | 344070 | BUILDING & CONST |
| FIRST TR EXCHANGE TRADED FD | 2652 | 343534 | NASDQ SEMCNDTR |
| ETFIS SER TR I | 4152 | 331807 | VIRTUS LIFESC BT |
| FIRST TR EXCHANGE TRADED FD | 3283 | 322788 | RBA INDL ETF |
| JOHNSON CTLS INTL PLC | 2651 | 317457 | SHS |
| FIRST TR EXCHANGE-TRADED ALP | 3274 | 314692 | SML CP GRW ALP |
| DOORDASH INC | 1386 | 313901 | CL A |
| INVESCO EXCHANGE TRADED FD T | 1983 | 310623 | AEROSPACE DEFN |
| INVESCO EXCHANGE TRADED FD T | 3937 | 310472 | SEMICONDUCTORS |
| ROYAL BK CDA | 1821 | 310462 | COM |
| ISHARES TR | 1433 | 307683 | US AER DEF ETF |
| INVESCO EXCHANGE TRADED FD T | 2272 | 304385 | NEXT GEN CONNECT |
| ABBVIE INC | 1311 | 299516 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 982 | 298420 | SPONSORED ADS |
| ISHARES TR | 3081 | 293350 | MBS ETF |
| WORLD GOLD TR | 3233 | 276001 | SPDR GLD MINIS |
| COCA COLA CO | 3872 | 270691 | COM |
| MASTERCARD INCORPORATED | 465 | 265459 | CL A |
| HSBC HLDGS PLC | 3352 | 263702 | SPON ADR NEW |
| ISHARES TR | 2530 | 263208 | MORNINGSTAR GRWT |
| ISHARES TR | 5193 | 259706 | CORE INTL AGGR |
| INVESCO EXCHANGE TRADED FD T | 2596 | 258913 | S&P SPIN OFF |
| GLOBAL X FDS | 4131 | 258209 | GLB X GURU INDEX |
| APPLIED MATLS INC | 1004 | 258018 | COM |
| ISHARES TR | 1857 | 253908 | MSCI USA VALUE |
| NOVARTIS AG | 1805 | 248855 | SPONSORED ADR |
| BANCO SANTANDER SA | 20893 | 245075 | ADR |
| INVESCO EXCH TRADED FD TR II | 4276 | 242048 | S&P SMLCP INFO |
| NOVO-NORDISK A S | 4734 | 240866 | ADR |
| NEBIUS GROUP N.V. | 2846 | 238225 | SHS CLASS A |
| LAM RESEARCH CORP | 1354 | 231778 | COM NEW |
| ENBRIDGE INC | 4714 | 225471 | COM |
| CHUNGHWA TELECOM CO LTD | 5374 | 224150 | SPON ADR NEW11 |
| INVESCO QQQ TR | 359 | 220581 | UNIT SER 1 |
| BROOKFIELD CORP | 4797 | 220134 | CL A LTD VT SH |
| TOTALENERGIES SE | 3343 | 218699 | ACT |
| FOX CORP | 2829 | 206715 | CL A COM |
| VERIZON COMMUNICATIONS INC | 5002 | 203731 | COM |
| CINTAS CORP | 1081 | 203314 | COM |
| ALPHABET INC | 647 | 203079 | CAP STK CL C |
| PHILIP MORRIS INTL INC | 1254 | 201142 | COM |
| BITFARMS LTD | 47600 | 111860 | COM |
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