Fullerton Advisors, LLC has filed a Form 13F-HR disclosing its equity holdings as of the close of business on September 30, 2026. The filing reports a total of 54 individual securities held by the firm.
The portfolio is dominated by exchange-traded funds (ETFs), with a significant portion allocated to broad market and fixed income index funds. The largest position by share count is the Vanguard Total Bond Market ETF, which comprises 86,989 shares. Other notable equity ETF positions include the Vanguard Total Stock Market ETF (54,289 shares) and the Vanguard International Equity Index Fund – Emerging Markets (81,734 shares).
Among individual equities, the largest holding is Rocket Companies, Inc., Class A, with 24,159 shares. Other individual stock positions include Tesla, Inc. (1,110 shares), Advanced Micro Devices, Inc. (495 shares), and Micron Technology, Inc. (247 shares).
The filing lists Nick Fullerton as the Chief Compliance Officer for the firm, which is headquartered in Danville, California.
