Fullerton Advisors, LLC — 13F Holdings & Portfolio

CIK 2108355 · latest 13F-HR filed 2026-07-27

Fullerton Advisors, LLC manages $106.9M in 13F-reported U.S. long-equity assets across 54 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VTI (18.69%), VEA (9.55%), VIG (7.89%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 3 new positions, exited 2, added to 30, and trimmed 4.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
318 DIABLO ROAD
SUITE 260
DANVILLE, CA 94526
Phone
(925) 480-7018
Filing Manager
Fullerton Advisors, LLC
DANVILLE, CA
Signatory
Nick Fullerton
Chief Compliance Officer
Loading holdings…
AUM

$106.9M

Long-equity book

Holdings

54

Distinct positions

Period

2026-06-30

Filed 2026-07-27

Q/Q Activity

+3 / −2 / ↑30 / ↓4

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • VANGUARD INDEX FDS$3.1M +18.1%
  • NEOS ETF TRUST$2.3M +89.2%
  • VANGUARD TAX-MANAGED FDS$1.3M +14.1%
  • VANGUARD SPECIALIZED FUNDS$724.5K +9.4%
  • VANGUARD INTL EQUITY INDEX F$669.3K +16.6%
Show all 30

Top Trims

  • ISHARES TR-$358.1K -27.1%
  • ALPHABET INC-$190.0K -26.3%
  • NVIDIA CORPORATION-$164.3K -31.5%
  • WORKDAY INC-$14.5K -5.5%
Show all 4

New Positions

  • INTEL CORP$480.7K
  • MICRON TECHNOLOGY INC$343.4K
  • SPACE EXPLORATION TECHN CORP$208.4K
Show all 3

Exited Positions

  • J P MORGAN EXCHANGE TRADED F$2.0M
  • GE VERNOVA INC$235.8K
Show all 2
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD INDEX FDS VTI 922908769 $20.0M 18.69% 54,002 SH
2 VANGUARD TAX-MANAGED FDS VEA 921943858 $10.2M 9.55% 143,358 SH
3 VANGUARD SPECIALIZED FUNDS VIG 921908844 $8.4M 7.89% 35,646 SH
4 VANGUARD BD INDEX FDS BND 921937835 $5.9M 5.48% 79,876 SH
5 ISHARES TR CMF 464288356 $5.7M 5.32% 98,660 SH
6 FIDELITY COVINGTON TRUST FDVV 316092840 $5.3M 4.97% 88,084 SH
7 NEOS ETF TRUST SPYI 78433H303 $4.9M 4.54% 91,450 SH
8 VANGUARD INTL EQUITY INDEX F VWO 922042858 $4.7M 4.39% 78,599 SH
9 SPDR SERIES TRUST SPTM 78464A805 $4.2M 3.93% 46,255 SH
10 VANGUARD INDEX FDS VXF 922908652 $3.6M 3.33% 14,465 SH
11 FIDELITY COVINGTON TRUST FQAL 316092790 $3.0M 2.77% 36,375 SH
12 VANGUARD INDEX FDS VOO 922908363 $2.5M 2.31% 3,594 SH
13 FIDELITY MERRIMACK STR TR FBND 316188309 $2.0M 1.88% 44,170 SH
14 SPDR INDEX SHS FDS SPDW 78463X889 $1.8M 1.67% 35,468 SH
15 VANGUARD WHITEHALL FDS VIGI 921946810 $1.6M 1.51% 17,348 SH
16 FIDELITY COVINGTON TRUST FIDI 316092725 $1.4M 1.31% 51,119 SH
17 VANGUARD SCOTTSDALE FDS VCSH 92206C409 $1.4M 1.26% 17,098 SH
18 SPDR INDEX SHS FDS SPEM 78463X509 $1.3M 1.24% 25,625 SH
19 VANECK ETF TRUST HYD 92189H409 $1.3M 1.24% 25,661 SH
20 VANGUARD SCOTTSDALE FDS VGSH 92206C102 $1.2M 1.13% 20,799 SH
21 ALPS ETF TR AMLP 00162Q452 $1.1M 1.05% 21,571 SH
22 FIRST TR EXCHANGE-TRADED FD CIBR 33734X846 $1.1M 1.02% 12,127 SH
23 ISHARES TR SGOV 46436E718 $962.3K 0.90% 9,559 SH
24 APPLE INC AAPL 037833100 $885.2K 0.83% 3,059 SH
25 J P MORGAN EXCHANGE TRADED F JEPQ 46654Q203 $830.0K 0.78% 13,504 SH
26 VANGUARD INDEX FDS VV 922908637 $828.6K 0.77% 2,409 SH
27 VANGUARD INTL EQUITY INDEX F VEU 922042775 $768.4K 0.72% 9,174 SH
28 BROADCOM INC AVGO 11135F101 $759.9K 0.71% 2,012 SH
29 VANGUARD SCOTTSDALE FDS VCIT 92206C870 $682.8K 0.64% 8,261 SH
30 ISHARES TR MUB 464288414 $595.2K 0.56% 5,531 SH
31 ALPHABET INC GOOG 02079K107 $533.8K 0.50% 1,511 SH
32 ALPHABET INC GOOGL 02079K305 $530.0K 0.50% 1,483 SH
33 ISHARES TR IVV 464287200 $486.0K 0.45% 649 SH
34 INTEL CORP INTC 458140100 $480.7K 0.45% 3,443 SH
35 TESLA INC TSLA 88160R101 $463.9K 0.43% 1,103 SH
36 SPDR SERIES TRUST JNK 78468R622 $444.0K 0.42% 4,607 SH
37 SPDR SERIES TRUST XSD 78464A862 $441.5K 0.41% 708 SH
38 VANGUARD INDEX FDS VNQ 922908553 $418.3K 0.39% 4,338 SH
39 ROCKET COS INC RKT 77311W101 $380.4K 0.36% 24,151 SH
40 NVIDIA CORPORATION NVDA 67066G104 $357.2K 0.33% 1,785 SH
41 MICRON TECHNOLOGY INC MU 595112103 $343.4K 0.32% 297 SH
42 INVESCO EXCH TRADED FD TR II QQQJ 46138G631 $334.3K 0.31% 7,357 SH
43 J P MORGAN EXCHANGE TRADED F JMST 46641Q654 $332.4K 0.31% 6,518 SH
44 SPDR SERIES TRUST SPMD 78464A847 $308.5K 0.29% 4,567 SH
45 SPDR SERIES TRUST SHM 78468R739 $296.5K 0.28% 6,182 SH
46 MICROSOFT CORP MSFT 594918104 $285.1K 0.27% 764 SH
47 GLOBAL X FDS BOTZ 37954Y715 $279.8K 0.26% 7,374 SH
48 INVESCO EXCHANGE TRADED FD T SPHQ 46137V241 $262.1K 0.25% 2,910 SH
49 AMAZON COM INC AMZN 023135106 $260.0K 0.24% 1,091 SH
50 WORKDAY INC WDAY 98138H101 $247.5K 0.23% 2,022 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-27 $106.9M 54 0002085853-26-000865
2026-03-31 2026-04-21 $96.6M 53 0002085853-26-000445
2025-12-31 2026-02-02 $100.1M 54 0002085853-26-000165