# EDGAR Filing Document

**Accession Number:** 0001737888
**File Stem:** 0001737888-23-000002
**Filing Date:** 2023-1
**Character Count:** 10786
**Document Hash:** 8fb8bb564d191b9343e59a6460e06a40
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001737888-23-000002.hdr.sgml**: 20230110

**ACCESSION NUMBER**: 0001737888-23-000002

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230110

**DATE AS OF CHANGE**: 20230110

**EFFECTIVENESS DATE**: 20230110

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Fulcrum Equity Management
- **CENTRAL INDEX KEY:** 0001737888
- **IRS NUMBER:** 464482572
- **STATE OF INCORPORATION:** TX
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-19437
- **FILM NUMBER:** 23521112

**BUSINESS ADDRESS:**
- **STREET 1:** 5465 LEGACY DRIVE
- **STREET 2:** SUITE 650
- **CITY:** PLANO
- **STATE:** TX
- **ZIP:** 75024
- **BUSINESS PHONE:** 8883046942

**MAIL ADDRESS:**
- **STREET 1:** 5465 LEGACY DRIVE
- **STREET 2:** SUITE 650
- **CITY:** PLANO
- **STATE:** TX
- **ZIP:** 75024

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Fulcrum Equity Management<br>**Address:** 5465 LEGACY DRIVE<br>SUITE 650<br>PLANO, TX 75024

**Form 13F File Number:** 028-19437

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Craig A Love<br>**Title:** Managing Member<br>**Phone:** 214-317-4293

**Signature, Place, and Date of Signing:**

Craig Allen Love  Plano, TX  01-10-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 70

**Form 13F Information Table Value Total:** $122024972

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBVIE INC | COM | 00287Y109 |  | 254628 | 1576 | SH |  | SOLE | 0 | 0 | 0 | 1576 |
| ALPS ETF TR | ALERIAN MLP | 00162Q452 |  | 2905090 | 76309 | SH |  | SOLE | 0 | 0 | 0 | 76309 |
| ALPS ETF TR | ALERIAN ENERGY | 00162Q676 |  | 2847899 | 134589 | SH |  | SOLE | 0 | 0 | 0 | 134589 |
| AMGEN INC | COM | 031162100 |  | 305676 | 1164 | SH |  | SOLE | 0 | 0 | 0 | 1164 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 1119454 | 3624 | SH |  | SOLE | 0 | 0 | 0 | 3624 |
| CAMBRIA ETF TR | VALUE MOMENTUM | 132061888 |  | 2728359 | 100270 | SH |  | SOLE | 0 | 0 | 0 | 100270 |
| CARNIVAL CORP | COMMON STOCK | 143658300 |  | 88193 | 10942 | SH |  | SOLE | 0 | 0 | 0 | 10942 |
| CONOCOPHILLIPS | COM | 20825C104 |  | 520857 | 4414 | SH |  | SOLE | 0 | 0 | 0 | 4414 |
| DOMINION ENERGY INC | COM | 25746U109 |  | 369250 | 6022 | SH |  | SOLE | 0 | 0 | 0 | 6022 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 306470 | 2976 | SH |  | SOLE | 0 | 0 | 0 | 2976 |
| EOG RES INC | COM | 26875P101 |  | 258102 | 1993 | SH |  | SOLE | 0 | 0 | 0 | 1993 |
| ESSENTIAL UTILS INC | COM | 29670G102 |  | 237828 | 4983 | SH |  | SOLE | 0 | 0 | 0 | 4983 |
| ETF SER SOLUTIONS | LHA MKT ST TACTL | 26922B105 |  | 401397 | 16317 | SH |  | SOLE | 0 | 0 | 0 | 16317 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 263838 | 2392 | SH |  | SOLE | 0 | 0 | 0 | 2392 |
| FIRST TR EXCHANGE-TRADED FD | RBA INDL ETF | 33738R704 |  | 2712012 | 61469 | SH |  | SOLE | 0 | 0 | 0 | 61469 |
| FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | 33733E104 |  | 1364390 | 18204 | SH |  | SOLE | 0 | 0 | 0 | 18204 |
| FIRST TR EXCHANGE-TRADED FD | NAT GAS ETF | 33733E807 |  | 2558862 | 104401 | SH |  | SOLE | 0 | 0 | 0 | 104401 |
| FIRST TR MORNINGSTAR DIVID L | SHS | 336917109 |  | 2752761 | 75294 | SH |  | SOLE | 0 | 0 | 0 | 75294 |
| FMC CORP | COM NEW | 302491303 |  | 212355 | 1702 | SH |  | SOLE | 0 | 0 | 0 | 1702 |
| GENCO SHIPPING  TRADING LTD | SHS | Y2685T131 |  | 290637 | 18922 | SH |  | SOLE | 0 | 0 | 0 | 18922 |
| HUNTINGTON INGALLS INDS INC | COM | 446413106 |  | 243679 | 1056 | SH |  | SOLE | 0 | 0 | 0 | 1056 |
| INVESCO EXCH TRADED FD TR II | S ULTRA DIVIDE | 46138G656 |  | 242013 | 5555 | SH |  | SOLE | 0 | 0 | 0 | 5555 |
| INVESCO EXCH TRADED FD TR II | S SMALLCAP 600 | 46138G664 |  | 1885127 | 17370 | SH |  | SOLE | 0 | 0 | 0 | 17370 |
| INVESCO EXCHANGE TRADED FD T | S PUR VAL | 46137V258 |  | 1331197 | 17071 | SH |  | SOLE | 0 | 0 | 0 | 17071 |
| INVESCO EXCHANGE TRADED FD T | S MDCP400 VL | 46137V191 |  | 1273123 | 14032 | SH |  | SOLE | 0 | 0 | 0 | 14032 |
| INVESCO EXCHANGE TRADED FD T | DYNMC FOOD BEV | 46137V753 |  | 2705467 | 59265 | SH |  | SOLE | 0 | 0 | 0 | 59265 |
| INVESCO EXCHANGE TRADED FD T | S EQL UTL | 46137V274 |  | 2549507 | 21914 | SH |  | SOLE | 0 | 0 | 0 | 21914 |
| INVESCO EXCHANGE TRADED FD T | DYNMC ENRG EXP | 46137V761 |  | 426337 | 14413 | SH |  | SOLE | 0 | 0 | 0 | 14413 |
| ISHARES TR | MSCI USA MMENTM | 46432F396 |  | 1354960 | 9285 | SH |  | SOLE | 0 | 0 | 0 | 9285 |
| ISHARES TR | SHORT TREAS BD | 464288679 |  | 1432477 | 13032 | SH |  | SOLE | 0 | 0 | 0 | 13032 |
| ISHARES TR | 20 YR TR BD ETF | 464287432 |  | 1560583 | 15675 | SH |  | SOLE | 0 | 0 | 0 | 15675 |
| ISHARES TR | US AER DEF ETF | 464288760 |  | 2634974 | 23556 | SH |  | SOLE | 0 | 0 | 0 | 23556 |
| ISHARES TR | MSCI ACWI ETF | 464288257 |  | 865691 | 10199 | SH |  | SOLE | 0 | 0 | 0 | 10199 |
| ISHARES TR | 1 3 YR TREAS BD | 464287457 |  | 3573333 | 44023 | SH |  | SOLE | 0 | 0 | 0 | 44023 |
| ISHARES TR | U.S. INSRNCE ETF | 464288786 |  | 2645299 | 28942 | SH |  | SOLE | 0 | 0 | 0 | 28942 |
| ISHARES TR | TRS FLT RT BD | 46434V860 |  | 765879 | 15193 | SH |  | SOLE | 0 | 0 | 0 | 15193 |
| ISHARES TR | US CONSM STAPLES | 464287812 |  | 2794207 | 13779 | SH |  | SOLE | 0 | 0 | 0 | 13779 |
| ISHARES TR | SELECT DIVID ETF | 464287168 |  | 2743114 | 22746 | SH |  | SOLE | 0 | 0 | 0 | 22746 |
| ISHARES TR | 7-10 YR TRSY BD | 464287440 |  | 3394022 | 35436 | SH |  | SOLE | 0 | 0 | 0 | 35436 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 46641Q837 |  | 9802275 | 195537 | SH |  | SOLE | 0 | 0 | 0 | 195537 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 746650 | 4227 | SH |  | SOLE | 0 | 0 | 0 | 4227 |
| KINDER MORGAN INC DEL | COM | 49456B101 |  | 225944 | 12497 | SH |  | SOLE | 0 | 0 | 0 | 12497 |
| LILLY ELI  CO | COM | 532457108 |  | 205236 | 561 | SH |  | SOLE | 0 | 0 | 0 | 561 |
| LOWES COS INC | COM | 548661107 |  | 891148 | 4473 | SH |  | SOLE | 0 | 0 | 0 | 4473 |
| MANAGED PORTFOLIO SERIES | TORTOISE NRAM PI | 56167N720 |  | 2983375 | 120833 | SH |  | SOLE | 0 | 0 | 0 | 120833 |
| NEXSTAR MEDIA GROUP INC | COMMON STOCK | 65336K103 |  | 218612 | 1249 | SH |  | SOLE | 0 | 0 | 0 | 1249 |
| ONEOK INC NEW | COM | 682680103 |  | 2787118 | 42422 | SH |  | SOLE | 0 | 0 | 0 | 42422 |
| PACER FDS TR | US CASH COWS 100 | 69374H881 |  | 2762512 | 59730 | SH |  | SOLE | 0 | 0 | 0 | 59730 |
| PFIZER INC | COM | 717081103 |  | 549773 | 10729 | SH |  | SOLE | 0 | 0 | 0 | 10729 |
| PGIM ETF TR | PGIM ULTRA SH BD | 69344A107 |  | 765567 | 15592 | SH |  | SOLE | 0 | 0 | 0 | 15592 |
| PHILLIPS 66 | COM | 718546104 |  | 298490 | 2868 | SH |  | SOLE | 0 | 0 | 0 | 2868 |
| PIMCO ETF TR | ENHAN SHRT MA AC | 72201R833 |  | 4086689 | 41426 | SH |  | SOLE | 0 | 0 | 0 | 41426 |
| PIMCO ETF TR | 1-5 US TIP IDX | 72201R205 |  | 772786 | 15496 | SH |  | SOLE | 0 | 0 | 0 | 15496 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 259365 | 1711 | SH |  | SOLE | 0 | 0 | 0 | 1711 |
| PROSHARES TR | PSHS ULT S 500 | 74347R107 |  | 2128124 | 47877 | SH |  | SOLE | 0 | 0 | 0 | 47877 |
| PROSHARES TR II | VIX SH TRM FUTRS | 74347Y854 |  | 504692 | 44349 | SH |  | SOLE | 0 | 0 | 0 | 44349 |
| SELECT SECTOR SPDR TR | SBI INT-INDS | 81369Y704 |  | 788648 | 8030 | SH |  | SOLE | 0 | 0 | 0 | 8030 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 |  | 2529331 | 20326 | SH |  | SOLE | 0 | 0 | 0 | 20326 |
| SELECT SECTOR SPDR TR | ENERGY | 81369Y506 |  | 878583 | 10044 | SH |  | SOLE | 0 | 0 | 0 | 10044 |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | 81369Y308 |  | 812451 | 10898 | SH |  | SOLE | 0 | 0 | 0 | 10898 |
| SELECT SECTOR SPDR TR | FINANCIAL | 81369Y605 |  | 1606245 | 46966 | SH |  | SOLE | 0 | 0 | 0 | 46966 |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | 81369Y407 |  | 278450 | 2156 | SH |  | SOLE | 0 | 0 | 0 | 2156 |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 |  | 1946008 | 14325 | SH |  | SOLE | 0 | 0 | 0 | 14325 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 17589744 | 45995 | SH |  | SOLE | 0 | 0 | 0 | 45995 |
| SPDR SER TR | PORTFOLIO S | 78464A854 |  | 297543 | 6615 | SH |  | SOLE | 0 | 0 | 0 | 6615 |
| SPDR SER TR | BLOOMBERG 1-3 MO | 78468R663 |  | 4194448 | 45856 | SH |  | SOLE | 0 | 0 | 0 | 45856 |
| UNIVERSAL CORP VA | COM | 913456109 |  | 216648 | 4102 | SH |  | SOLE | 0 | 0 | 0 | 4102 |
| VERMILION ENERGY INC | COM | 923725105 |  | 537194 | 30350 | SH |  | SOLE | 0 | 0 | 0 | 30350 |
| WALMART INC | COM | 931142103 |  | 639587 | 4511 | SH |  | SOLE | 0 | 0 | 0 | 4511 |
| WISDOMTREE TR | US HIGH DIVIDEND | 97717W208 |  | 2801689 | 32555 | SH |  | SOLE | 0 | 0 | 0 | 32555 |

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