# EDGAR Filing Document

**Accession Number:** 0001737888
**File Stem:** 0001737888-26-000001
**Filing Date:** 2026-1
**Character Count:** 13093
**Document Hash:** ba0f65537d0731965fd5b99e9761b736
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001737888-26-000001.hdr.sgml**: 20260106

**ACCESSION NUMBER**: 0001737888-26-000001

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20260106

**DATE AS OF CHANGE**: 20260106

**EFFECTIVENESS DATE**: 20260106

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Fulcrum Equity Management
- **CENTRAL INDEX KEY:** 0001737888

**ORGANIZATION NAME:**
- **EIN:** 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:** 26510690

**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:** 09-30-2025

**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  01-06-2026<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:** 94

**Form 13F Information Table Value Total:** $98728394

      (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 |  | 449227 | 1940 | SH |  | SOLE | 0 | 0 | 0 | 1940 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 695567 | 2861 | SH |  | SOLE | 0 | 0 | 0 | 2861 |
| AMAZON COM INC | COM | 023135106 |  | 811970 | 3698 | SH |  | SOLE | 0 | 0 | 0 | 3698 |
| AMERICAN HEALTHCARE REIT INC | COM SHS | 398182303 |  | 416109 | 9905 | SH |  | SOLE | 0 | 0 | 0 | 9905 |
| AMPHENOL CORP NEW | CL A | 032095101 |  | 340560 | 2752 | SH |  | SOLE | 0 | 0 | 0 | 2752 |
| APPLE INC | COM | 037833100 |  | 1203546 | 4727 | SH |  | SOLE | 0 | 0 | 0 | 4727 |
| ARISTA NETWORKS INC | COM SHS | 040413205 |  | 231096 | 1586 | SH |  | SOLE | 0 | 0 | 0 | 1586 |
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 |  | 532450 | 550 | SH |  | SOLE | 0 | 0 | 0 | 550 |
| AURINIA PHARMACEUTICALS INC | COM | 05156V102 |  | 114666 | 10377 | SH |  | SOLE | 0 | 0 | 0 | 10377 |
| BANCO SANTANDER S.A. | ADR | 05964H105 |  | 156854 | 14967 | SH |  | SOLE | 0 | 0 | 0 | 14967 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 2206526 | 4389 | SH |  | SOLE | 0 | 0 | 0 | 4389 |
| BITFARMS LTD | COM | 09173B107 |  | 32467 | 11513 | SH |  | SOLE | 0 | 0 | 0 | 11513 |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 |  | 1300413 | 21966 | SH |  | SOLE | 0 | 0 | 0 | 21966 |
| BLACKROCK ETF TRUST | ISHARES A I INNO | 09290C780 |  | 382046 | 11184 | SH |  | SOLE | 0 | 0 | 0 | 11184 |
| BLACKROCK ETF TRUST | ISHARES US THEMA | 09290C806 |  | 406790 | 10745 | SH |  | SOLE | 0 | 0 | 0 | 10745 |
| BONDBLOXX ETF TRUST | BLOOMBERG TEN YR | 09789C812 |  | 652734 | 13998 | SH |  | SOLE | 0 | 0 | 0 | 13998 |
| BROADCOM INC | COM | 11135F101 |  | 537274 | 1629 | SH |  | SOLE | 0 | 0 | 0 | 1629 |
| BROOKFIELD CORP | CL A LTD VT SH | 11271J107 |  | 219319 | 3198 | SH |  | SOLE | 0 | 0 | 0 | 3198 |
| CHUNGHWA TELECOM CO LTD | SPON ADR NEW11 | 17133Q502 |  | 234414 | 5374 | SH |  | SOLE | 0 | 0 | 0 | 5374 |
| COLUMBIA ETF TR I | RESH ENHNC COR | 19761L706 |  | 244481 | 6059 | SH |  | SOLE | 0 | 0 | 0 | 6059 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 354569 | 383 | SH |  | SOLE | 0 | 0 | 0 | 383 |
| DOORDASH INC | CL A | 25809K105 |  | 382418 | 1406 | SH |  | SOLE | 0 | 0 | 0 | 1406 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 485001 | 3919 | SH |  | SOLE | 0 | 0 | 0 | 3919 |
| ELI LILLY  CO | COM | 532457108 |  | 303323 | 398 | SH |  | SOLE | 0 | 0 | 0 | 398 |
| ENBRIDGE INC | COM | 29250N105 |  | 209762 | 4157 | SH |  | SOLE | 0 | 0 | 0 | 4157 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 430425 | 3818 | SH |  | SOLE | 0 | 0 | 0 | 3818 |
| FIDELITY COVINGTON TRUST | MSCI INFO TECH I | 316092808 |  | 435306 | 1959 | SH |  | SOLE | 0 | 0 | 0 | 1959 |
| FIRST TR EXCHANGE TRADED FD | RBA INDL ETF | 33738R704 |  | 937221 | 9694 | SH |  | SOLE | 0 | 0 | 0 | 9694 |
| GE AEROSPACE | COM NEW | 369604301 |  | 220802 | 734 | SH |  | SOLE | 0 | 0 | 0 | 734 |
| GE VERNOVA INC | COM | 36828A101 |  | 586615 | 954 | SH |  | SOLE | 0 | 0 | 0 | 954 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 327300 | 411 | SH |  | SOLE | 0 | 0 | 0 | 411 |
| HSBC HLDGS PLC | SPON ADR NEW | 404280406 |  | 230898 | 3253 | SH |  | SOLE | 0 | 0 | 0 | 3253 |
| INNOVATOR ETFS TRUST | IBD 50 ETF | 45782C102 |  | 859952 | 23018 | SH |  | SOLE | 0 | 0 | 0 | 23018 |
| INVESCO EXCH TRADED FD TR II | S 500 MOMNTM | 46138E339 |  | 513209 | 4239 | SH |  | SOLE | 0 | 0 | 0 | 4239 |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 |  | 1627154 | 6584 | SH |  | SOLE | 0 | 0 | 0 | 6584 |
| INVESCO EXCHANGE TRADED FD T | NEXT GEN MEDIA | 46137V696 |  | 867588 | 13482 | SH |  | SOLE | 0 | 0 | 0 | 13482 |
| INVESCO EXCHANGE TRADED FD T | BUILDING  CONST | 46137V779 |  | 1038450 | 10862 | SH |  | SOLE | 0 | 0 | 0 | 10862 |
| INVESCO EXCHANGE TRADED FD T | AEROSPACE DEFN | 46137V100 |  | 952242 | 6126 | SH |  | SOLE | 0 | 0 | 0 | 6126 |
| INVESCO EXCHANGE TRADED FD T | S 500 TOP 50 | 46137V233 |  | 797669 | 13868 | SH |  | SOLE | 0 | 0 | 0 | 13868 |
| ISHARES INC | MSCI WORLD ETF | 464286392 |  | 8386620 | 46192 | SH |  | SOLE | 0 | 0 | 0 | 46192 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 514738 | 7809 | SH |  | SOLE | 0 | 0 | 0 | 7809 |
| ISHARES TR | CORE S TTL STK | 464287150 |  | 11528543 | 79152 | SH |  | SOLE | 0 | 0 | 0 | 79152 |
| ISHARES TR | CORE INTL AGGR | 46435G672 |  | 272031 | 5310 | SH |  | SOLE | 0 | 0 | 0 | 5310 |
| ISHARES TR | MICRO-CAP ETF | 464288869 |  | 245551 | 1647 | SH |  | SOLE | 0 | 0 | 0 | 1647 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 752782 | 6236 | SH |  | SOLE | 0 | 0 | 0 | 6236 |
| ISHARES TR | MSCI ACWI ETF | 464288257 |  | 292378 | 2115 | SH |  | SOLE | 0 | 0 | 0 | 2115 |
| ISHARES TR | US AER DEF ETF | 464288760 |  | 952684 | 4553 | SH |  | SOLE | 0 | 0 | 0 | 4553 |
| ISHARES TR | MORNINGSTAR GRWT | 464287119 |  | 269333 | 2582 | SH |  | SOLE | 0 | 0 | 0 | 2582 |
| ISHARES TR | U.S. TECH ETF | 464287721 |  | 2550563 | 13022 | SH |  | SOLE | 0 | 0 | 0 | 13022 |
| ISHARES TR | CORE TOTAL USD | 46434V613 |  | 517348 | 11076 | SH |  | SOLE | 0 | 0 | 0 | 11076 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 |  | 873450 | 4491 | SH |  | SOLE | 0 | 0 | 0 | 4491 |
| ISHARES TR | MBS ETF | 464288588 |  | 301316 | 3167 | SH |  | SOLE | 0 | 0 | 0 | 3167 |
| ISHARES TR | CORE S ETF | 464287200 |  | 1026268 | 1533 | SH |  | SOLE | 0 | 0 | 0 | 1533 |
| ISHARES TR | EAFE VALUE ETF | 464288877 |  | 621385 | 9161 | SH |  | SOLE | 0 | 0 | 0 | 9161 |
| ISHARES TR | S 500 VAL ETF | 464287408 |  | 680915 | 3297 | SH |  | SOLE | 0 | 0 | 0 | 3297 |
| JOHNSON CTLS INTL PLC | SHS | G51502105 |  | 233864 | 2127 | SH |  | SOLE | 0 | 0 | 0 | 2127 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 472830 | 1499 | SH |  | SOLE | 0 | 0 | 0 | 1499 |
| LOWES COS INC | COM | 548661107 |  | 868672 | 3457 | SH |  | SOLE | 0 | 0 | 0 | 3457 |
| MANAGED PORTFOLIO SERIES | KENSINGTON HEDGE | 56167N183 |  | 423875 | 16603 | SH |  | SOLE | 0 | 0 | 0 | 16603 |
| META PLATFORMS INC | CL A | 30303M102 |  | 661045 | 900 | SH |  | SOLE | 0 | 0 | 0 | 900 |
| MICROSOFT CORP | COM | 594918104 |  | 496274 | 958 | SH |  | SOLE | 0 | 0 | 0 | 958 |
| NETFLIX INC | COM | 64110L106 |  | 227795 | 190 | SH |  | SOLE | 0 | 0 | 0 | 190 |
| NOVARTIS AG | SPONSORED ADR | 66987V109 |  | 224292 | 1749 | SH |  | SOLE | 0 | 0 | 0 | 1749 |
| NOVO-NORDISK A S | ADR | 670100205 |  | 320177 | 5770 | SH |  | SOLE | 0 | 0 | 0 | 5770 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 2375644 | 12733 | SH |  | SOLE | 0 | 0 | 0 | 12733 |
| ONEOK INC NEW | COM | 682680103 |  | 3650071 | 50022 | SH |  | SOLE | 0 | 0 | 0 | 50022 |
| ORACLE CORP | COM | 68389X105 |  | 349300 | 1242 | SH |  | SOLE | 0 | 0 | 0 | 1242 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 289683 | 1588 | SH |  | SOLE | 0 | 0 | 0 | 1588 |
| RENAISSANCE CAP GREENWICH FD | IPO ETF | 759937204 |  | 809917 | 16342 | SH |  | SOLE | 0 | 0 | 0 | 16342 |
| ROYAL BK CDA | COM | 780087102 |  | 255158 | 1732 | SH |  | SOLE | 0 | 0 | 0 | 1732 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 |  | 435289 | 18547 | SH |  | SOLE | 0 | 0 | 0 | 18547 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 |  | 1082918 | 42121 | SH |  | SOLE | 0 | 0 | 0 | 42121 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 1056454 | 33107 | SH |  | SOLE | 0 | 0 | 0 | 33107 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 |  | 5950908 | 21113 | SH |  | SOLE | 0 | 1732 | 0 | 19381 |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 81369Y886 |  | 648668 | 7438 | SH |  | SOLE | 0 | 357 | 0 | 7081 |
| SELECT SECTOR SPDR TR | ENERGY | 81369Y506 |  | 276418 | 3094 | SH |  | SOLE | 0 | 0 | 0 | 3094 |
| SELECT SECTOR SPDR TR | COMMUNICATION | 81369Y852 |  | 2366808 | 19995 | SH |  | SOLE | 0 | 1548 | 0 | 18447 |
| SELECT SECTOR SPDR TR | INDL | 81369Y704 |  | 1529036 | 9914 | SH |  | SOLE | 0 | 626 | 0 | 9288 |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 |  | 880111 | 6324 | SH |  | SOLE | 0 | 600 | 0 | 5724 |
| SELECT SECTOR SPDR TR | FINANCIAL | 81369Y605 |  | 1940451 | 36021 | SH |  | SOLE | 0 | 3433 | 0 | 32588 |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | 81369Y407 |  | 1732837 | 7231 | SH |  | SOLE | 0 | 535 | 0 | 6696 |
| SILA REALTY TRUST INC | COMMON STOCK | 146280508 |  | 766763 | 30548 | SH |  | SOLE | 0 | 0 | 0 | 30548 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 8972474 | 13469 | SH |  | SOLE | 0 | 56 | 0 | 13413 |
| SPDR SERIES TRUST | PRTFLO S GW | 78464A409 |  | 356829 | 3414 | SH |  | SOLE | 0 | 0 | 0 | 3414 |
| SPDR SERIES TRUST | BLOOMBERG 1-3 MO | 78468R663 |  | 214053 | 2333 | SH |  | SOLE | 0 | 0 | 0 | 2333 |
| SPDR SERIES TRUST | S KENSHO FINAL | 78468R630 |  | 950004 | 12461 | SH |  | SOLE | 0 | 0 | 0 | 12461 |
| SPDR SERIES TRUST | S TELECOM | 78464A540 |  | 932542 | 6665 | SH |  | SOLE | 0 | 0 | 0 | 6665 |
| SPDR SERIES TRUST | PORTFOLIO S | 78464A854 |  | 1176809 | 15022 | SH |  | SOLE | 0 | 0 | 0 | 15022 |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 |  | 205212 | 294 | SH |  | SOLE | 0 | 0 | 0 | 294 |
| TESLA INC | COM | 88160R101 |  | 624387 | 1404 | SH |  | SOLE | 0 | 0 | 0 | 1404 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 |  | 346466 | 2875 | SH |  | SOLE | 0 | 0 | 0 | 2875 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 206169 | 4691 | SH |  | SOLE | 0 | 0 | 0 | 4691 |
| WALMART INC | COM | 931142103 |  | 1620855 | 15727 | SH |  | SOLE | 0 | 0 | 0 | 15727 |
| WORLD GOLD TR | SPDR GLD MINIS | 98149E303 |  | 283018 | 3702 | SH |  | SOLE | 0 | 0 | 0 | 3702 |

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