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Fulcrum Equity Management
Fulcrum Equity Management LLC is a Texas-based investment advisory firm headquartered in Plano. The firm is registered with the SEC (CIK: 0001737888) and manages assets primarily for individual and high net worth clients, with services also extended to certain institutional and advisory clients. Fulcrum Equity Management had an estimated 4 employees as of 2024. Its focus is on personalized investment management, serving 851 accounts with an AUM of approximately $185.9 million as of March 29, 2024, and $190 million as of July 1, 2025, according to regulatory filings.
Investment Strategy
Fulcrum Equity Management provides discretionary investment management focused on constructing diversified equity portfolios tailored to individual and high net worth clients. Their approach includes direct ownership of publicly traded securities selected through a research-driven process. The firm emphasizes risk-adjusted returns, disciplined diversification, and may utilize strategies including sector allocation and security selection to address client objectives. Primary client segments include retail and high net worth individuals, with modest institutional or advisory assets. Fulcrum operates as an independent advisor and does not custody client assets.
Latest 13F Filing Activity
Fulcrum Equity Management filed their most recent 13F report on Jun 30, 2025 disclosing 99 equity positions with a total 13F market value of $97M. The fund increased holdings in Invesco Exch Traded FD TR II, SPDR S&P 500 Etf TR, Invesco Exch Traded FD TR II among other positions. Fulcrum Equity Management reduced exposure to Invesco Exchange Traded FD T, Select Sector SPDR TR, Invesco Exchange Traded FD T among others.
Top Holdings
Equity Positions (99)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I ITOT | ISHARES TR | 11.15% | $10.9M | 80,410 | $118.27 | $135.04 | +$1.1M |
U URTH | ISHARES INC | 8.04% | $7.8M | 46,192 | $133.02 | $169.38 | +$748.3K |
S SPY | SPDR S&P 500 ETF TR | 7.09% | $6.9M | 11,177 | $567.30 | $617.85 | +$4.0M |
S SPLV | INVESCO EXCH TRADED FD TR II | 4.98% | $4.8M | 66,540 | $72.82 | $72.82 | +$4.8M |
X XLK | SELECT SECTOR SPDR TR | 4.82% | $4.7M | 18,539 | $197.91 | $253.23 | +$833.5K |
Industry Allocation
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