Fullerton Advisors, LLC - Portfolio Stock Holdings

Fullerton Advisors, LLC disclosed 57 stock positions in a recent SEC 13F filing. $106,985,123 of stock holdings were filed, with the largest holdings including VTI, VEA, and VIG. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $120,394,113 and has 1 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.