Fullerton Advisors, LLC
All 13F Filings
- Location
- Danville, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 106,927
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/27/2026 | 54 | 106,927 | 13F-HR | Fullerton Advisors, LLC |
| Q1 2026 | 4/21/2026 | 53 | 96,556 | 13F-HR | Fullerton Advisors, LLC |
| Q4 2025 | 2/2/2026 | 54 | 100,115 | 13F-HR | Fullerton Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 5.759 K | 5.4% | 767 | 0 | 767 |
| ETFs | 101.2 K | 94.6% | 9.605 K | 0 | 9.605 K |
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Fund Snapshot
Q2 2026
Latest filed
7/27/2026
Total value ($000)
106,927
Holdings
54
QoQ value change ($000)
10,371
(10.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.