Fullerton Advisors, LLC - Portfolio overview

Fullerton Advisors, LLC has 53 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD INDEX FDS, 17.52%
2. VEA - VANGUARD TAX-MANAGED FDS, 9.27%
3. VIG - VANGUARD SPECIALIZED FUNDS, 7.99%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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