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Portfolio (Quarterly) Guide ↗

Fullerton Advisors, LLC

· CIK 0002108355
13F Portfolio $100M AUM 54 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 · All 54 New
Page 1 of 3  ·  54 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VTI VANGUARD INDEX FDS 52,809.0 $17.7M 17.68% NEW $335.27 +7.4%
2 VEA VANGUARD TAX-MANAGED FDS 130,993.0 $8.2M 8.17% NEW $62.47 +10.4%
3 VIG VANGUARD SPECIALIZED FUNDS 36,814.0 $8.1M 8.08% NEW $219.78 +4.4%
4 BND VANGUARD BD INDEX FDS 76,243.0 $5.6M 5.64% NEW $74.07 -2.2%
5 CMF ISHARES TR 87,491.0 $5.0M 5.02% NEW $57.46 -1.4%
6 SPTM SPDR SERIES TRUST 60,751.0 $5.0M 5.01% NEW $82.50 +7.6%
7 FDVV FIDELITY COVINGTON TRUST 86,895.0 $4.9M 4.92% NEW $56.69 +4.8%
8 VWO VANGUARD INTL EQUITY INDEX F 68,689.0 $3.7M 3.69% NEW $53.76 +7.6%
9 FQAL FIDELITY COVINGTON TRUST 44,115.0 $3.3M 3.33% NEW $75.59 +5.0%
10 VXF VANGUARD INDEX FDS 14,603.0 $3.1M 3.05% NEW $209.12 +6.3%
11 SPYI NEOS ETF TRUST 50,400.0 $2.6M 2.64% NEW $52.53 +1.5%
12 VOO VANGUARD INDEX FDS 3,777.0 $2.4M 2.37% NEW $627.17 +7.6%
13 FBND FIDELITY MERRIMACK STR TR 48,863.0 $2.2M 2.25% NEW $46.04 -2.2%
14 JEPI J P MORGAN EXCHANGE TRADED F 38,683.0 $2.2M 2.21% NEW $57.24 -2.0%
15 SPDW SPDR INDEX SHS FDS 37,418.0 $1.7M 1.66% NEW $44.41 +10.5%
16 VIGI VANGUARD WHITEHALL FDS 17,395.0 $1.6M 1.59% NEW $91.45 +1.8%
17 SGOV ISHARES TR 14,532.0 $1.5M 1.46% NEW $100.38 +0.2%
18 VGSH VANGUARD SCOTTSDALE FDS 22,955.0 $1.3M 1.35% NEW $58.73 -1.0%
19 VCSH VANGUARD SCOTTSDALE FDS 16,852.0 $1.3M 1.34% NEW $79.73 -1.3%
20 FIDI FIDELITY COVINGTON TRUST 51,482.0 $1.3M 1.33% NEW $25.91 +9.1%
Page 1 of 3  ·  54 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 54.2%
Communication Services 19.4%
Consumer Cyclical 13.5%
Financial Services 12.9%