13F Insight
DOSSIER · 13F-HR · Q3 2026

Fulcrum Equity Management

$126M in tracked AUM across 132 positions as of Q3 2026.

FE
CIK 0001737888 · last filed Sep 30, 2026
Total AUM
$126M
as of Q3 2026
Holdings
132
—
positions
Whale Score
58
58
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Fulcrum Equity Management filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
ITOT
ISHARES TR
$18M108K14.3%02
URTH
ISHARES INC
$10M46K7.6%03
XLK
SELECT SECTOR SPDR TR
$7M34K5.2%04
NVDA
NVIDIA CORPORATION
$5M22K4.0%05
OKE
ONEOK INC NEW
$4M53K3.6%06
SPYM
SPDR SERIES TRUST
$3M32K2.3%07
AAPL
APPLE INC
$3M8K2.2%08
XLF
SELECT SECTOR SPDR TR
$3M51K2.1%09
GOOGL
ALPHABET INC
$2M6K1.7%10
QQQM
INVESCO EXCH TRADED FD TR II
$2M7K1.7%

Filing history

2026Q3Sep 30
$126M▼ 7.7%
132 positionsView →2026Q2Jun 30
$136M▲ 31.8%
144 positionsView →2026Q1Mar 31
$103M▼ 1.0%
128 positionsView →2025Q4Dec 31
$104M▲ 98.8%
117 positionsView →2025Q3Sep 30
$53M▼ 46.0%
59 positionsLocked2025Q2Jun 30
$97M▲ 6.4%
102 positionsLocked2025Q1Mar 31
$92M▼ 9.4%
96 positionsLocked2024Q4Dec 31
$101M▼ 14.6%
110 positionsLocked2024Q3Sep 30
$118M▲ 6.2%
137 positionsLocked2024Q2Jun 30
$111M▲ 31.4%
130 positionsLocked2024Q1Mar 31
$85M▲ 4.8%
109 positionsLocked2023Q4Dec 31
$81M▼ 5.2%
91 positionsLocked
Showing 12 of 31