account_balance
Investment manager · 13F filer · SEC CIK 2108355
Fullerton Advisors, LLC
Reported value$107Mas of Sep 30, 2026
Positions54 2 new, 2 sold out
Top 10 weight67.5%VTI alone is 19%
FiledOct 1414 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VTIVanguard Index FDS
19.0%
VEAVanguard Tax-Managed FDS
9.6%
VIGVanguard Specialized Funds
7.7%
BNDVanguard Bd Index FDS
5.7%Added +9%
SPYINeos ETF Trust
4.8%Added +6%
CMFiShares Tr
4.8%Trimmed −4%
FDVVFidelity Covington Trust
4.5%Trimmed −9%
VWOVanguard Intl Equity Index F
4.5%Added +4%
SPTMSPDR Series Trust
3.8%Trimmed −4%
VXFVanguard Index FDS
3.0%−3%
FQALFidelity Covington Trust
2.7%−3%
VOOVanguard Index FDS
2.4%
VTIVanguard Index FDS
19.0%
VEAVanguard Tax-Managed FDS
9.6%
VIGVanguard Specialized Funds
7.7%
BNDVanguard Bd Index FDS
5.7%
SPYINeos ETF Trust
4.8%+6%
CMFiShares Tr
4.8%−4%
FDVVFidelity Covington Trust
4.5%
VWOVanguard Intl Equity Index F
4.5%
SPTM3.8%
VXF
FQAL2.7%
VOO2.4%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VTI Vanguard Index FDS 19.0% Held
VEA Vanguard Tax-Managed FDS 9.6% Held
VIG Vanguard Specialized Funds 7.7% Held
BND Vanguard Bd Index FDS 5.7% Added +9%
SPYI Neos ETF Trust 4.8% Added +6%
CMF iShares Tr 4.8% Trimmed −4%
FDVV Fidelity Covington Trust 4.5% Trimmed −9%
VWO Vanguard Intl Equity Index F 4.5% Added +4%
SPTM SPDR Series Trust 3.8% Trimmed −4%
VXF Vanguard Index FDS 3.0% Trimmed −3%
FQAL Fidelity Covington Trust 2.7% Trimmed −3%
VOO Vanguard Index FDS 2.4% Held
What changed
Biggest moves since Jun 30, 2026
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