account_balance
Investment manager · 13F filer · SEC CIK 1737888
Fulcrum Equity Management
Reported value$124Mas of Sep 30, 2026
Positions129 22 new, 33 sold out
Top 10 weight45.5%ITOT alone is 15%
FiledOct 2121 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
ITOTiShares Tr
14.5%Added +45%
URTHiShares Inc
7.7%
XLKSelect Sector SPDR Tr
5.3%
NVDANVIDIA Corp
4.1%Trimmed −2%
OKEOneok Inc
3.6%
SPYMSPDR Series Trust
2.3%Added +12%
AAPLApple Inc.
2.2%Trimmed −22%
XLFSelect Sector SPDR Tr
2.2%Added +18%
GOOGLAlphabet Inc.
1.8%+7%
QQQMInvesco Exch Traded Fd Tr II
1.7%
BRK-BBerkshire Hathaway Inc
1.5%−9%
WMTWalmart Inc.
1.4%−2%
ITOTiShares Tr
14.5%Added +45%
URTHiShares Inc
7.7%
XLKSelect Sector SPDR Tr
5.3%
NVDANVIDIA Corp
4.1%−2%
OKEOneok Inc
3.6%
SPYMSPDR Series Trust
2.3%
XLF2.2%
GOOGLQQQM
BRK-BWMT1.4%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
ITOT iShares Tr 14.5% Added +45%
URTH iShares Inc 7.7% Held
XLK Select Sector SPDR Tr 5.3% Held
NVDA NVIDIA Corp 4.1% Trimmed −2%OKE Oneok Inc 3.6% HeldSPYM SPDR Series Trust 2.3% Added +12%
AAPL Apple Inc. 2.2% Trimmed −22%XLF Select Sector SPDR Tr 2.2% Added +18%
GOOGL Alphabet Inc. 1.8% Added +7%QQQM Invesco Exch Traded Fd Tr II 1.7% New
BRK-B Berkshire Hathaway Inc 1.5% Trimmed −9%WMT Walmart Inc. 1.4% Trimmed −2%What changed
Biggest moves since Jun 30, 2026
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