§ 13F · FUND PROFILE
Fullerton Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 54Turnover · — · Q4Filed · Feb 2, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$100.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 2, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 53K | $17.7T | 17.7% | NEW |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 131K | $8.2T | 8.2% | NEW |
| 3 | VIG | VANGUARD SPECIALIZED FUNDS | 37K | $8.1T | 8.1% | NEW |
| 4 | BND | VANGUARD BD INDEX FDS | 76K | $5.6T | 5.6% | NEW |
| 5 | CMF | ISHARES TR | 87K | $5.0T | 5.0% | NEW |
| 6 | SPTM | SPDR SERIES TRUST | 61K | $5.0T | 5.0% | NEW |
| 7 | FDVV | FIDELITY COVINGTON TRUST | 87K | $4.9T | 4.9% | NEW |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | 69K | $3.7T | 3.7% | NEW |
| 9 | FQAL | FIDELITY COVINGTON TRUST | 44K | $3.3T | 3.3% | NEW |
| 10 | VXF | VANGUARD INDEX FDS | 15K | $3.1T | 3.1% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FULLERTON SIGNAL
AC read
Fullerton Advisors, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed