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| Fulcrum Equity Management LLC
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|---|---|
| CRD # | 159099 |
| SEC # | 801-79524 |
| CIK # | 0001737888 |
| AUM | 192.8 M (2026-06-15) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 888-304-6942 |
| Address | 5465 Legacy Dr Plano, TX 75024 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Tesla Motors Inc | 11.0 | ||
| Oneok Inc /New/ | 4.5 | ||
| Nvidia Corp | 4.5 | ||
| Apple Inc | 3.1 | ||
| Alphabet Inc | 2.1 | ||
| Wal Mart Stores Inc | 1.9 | ||
| Amazon Com Inc | 1.5 | ||
| Microsoft Corp | 1.5 | ||
| ASML Holding NV | 1.4 | ||
| Broadcom Inc | 1.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 461 | 85.8 |
| (b) Individuals (high net worth individuals) | 23 | 105.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 1.1 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 741 | 192.8 |
| By Discretionary | ||
| Discretionary | 741 | 192.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 741 | 192.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 192.8 | |
| Total | 741 | 192.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001737888] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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