Fullerton Advisors LLC Portfolio Shifts: Q2 2026 Focus on Growth and Technology

As of June 30th, 2026, Fullerton Advisors, Llc has reported substantial shifts within its investment portfolio for the second quarter. The overall Fullerton Advisors holdings structure indicates active management and a focus on specific sectors.

The investor's primary strategy appears to involve leveraging Exchange-Traded Funds (ETFs) for broad market exposure. Key ETF positions like VTI, VEA, BND, VWO, CMF, and SPTM showed significant increases in their share counts during Q2 2026.

Among the most pronounced changes were:

• Fullerton Advisors' stake in VTI (Vanguard Index Fund Series) increased by over 2,000 shares and more than $1.9 million in value.
• VEA (Vanguard Tax-Managed Total Intl Equity ETF) saw a modest increase of about 3,700 shares.
• BND (Vanguard Balanced Index Fund) experienced significant growth with over 4,500 additional shares purchased.
• VWO (Vanguard Intl Stock Index Fund) also showed strong buying interest with nearly 4,200 more shares acquired.
• CMF (iShares Core MSCI Emerging Markets ETF) added approximately 3,600 shares to its position.

This quarter's activity also highlighted increased investment in individual stocks:

• The investor made a substantial purchase of INTC (Intel Corporation), acquiring over 3,400 additional shares. This represents one of the largest share increases for any single stock this period.
• Additionally, NVDA (NVIDIA Corporation) was bought significantly, adding nearly 1,700 shares to the portfolio.

In contrast, Fullerton Advisors also noted some reductions in specific holdings:

• RKT (Rocket Cosmetics Inc.) saw a decrease of over 3,000 shares, indicating an investor decision to exit or reduce this position.
• GOOG (Alphabet Inc.), despite being a major holding previously, experienced a significant reduction in its stake during Q2.

The portfolio's sector allocation remains dominated by broad market ETFs categorized as 'Unknown', accounting for approximately 94.79% of the total value. However, there is clear investor interest in Technology stocks, evidenced by purchases of INTC and NVDA which together represent about 0.83% of the portfolio.