Fulcrum Equity Management ETF holdings
Plano, TX
Reported $71.9M in 70 ETFs in its Form 13F for June 30, 2026.
ETF value
$71.9M
ETFs held
70
Change from prior quarter
+15.9%
With price moves
ETFs as a share of its 13F
58.1%
of $123.6M
Top 10 of 70 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | $12.3M | 74,778 | +70 shares |
| URTH | iShares MSCI World ETF | $9.4M | 46,192 | No change |
| XLK | State Street Technology Select Sector SPDR ETF | $6.4M | 33,430 | −1,329 shares |
| SPYM | State Street SPDR Portfolio S&P 500 ETF | $2.5M | 28,313 | +9,524 shares |
| XLF | State Street Financial Select Sector SPDR ETF | $2.3M | 42,945 | +14,633 shares |
| SPMO | Invesco S&P 500 Momentum ETF | $2.3M | 14,031 | +10,901 shares |
| XLI | State Street Industrial Select Sector SPDR ETF | $1.9M | 10,482 | +1,746 shares |
| XLY | State Street Consumer Discretionary Select Sector SPDR ETF | $1.6M | 13,229 | +1,846 shares |
| SCHD | Schwab U.S. Dividend Equity ETF | $1.5M | 46,574 | −29,579 shares |
| XLC | State Street Communication Services Select Sector SPDR ETF | $1.4M | 13,465 | −2,540 shares |
60 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001737888. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Fulcrum Equity Management own?
Fulcrum Equity Management reported 70 ETF positions worth $71.9M in its Form 13F for June 30, 2026. The largest was ITOT, at $12.3M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.