Fusion Family Wealth

Latest statistics and disclosures from Fusion Family Wealth's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VOO, RWL, VEA, VB, VWO, and represent 58.45% of Fusion Family Wealth's stock portfolio.
  • Added to shares of these 10 stocks: VOO (+$7.8M), RWL (+$5.6M), BSCS, VB, BSCQ, VEA, RWK, QQQM, VWO, RWJ.
  • Started 3 new stock positions in VGT, BND, BSCR.
  • Reduced shares in these 10 stocks: VSS, IEMG, AMZN, , VO, QQQ, IEFA, IJR, VV, IJH.
  • Sold out of its positions in AMZN, TSLA.
  • Fusion Family Wealth was a net buyer of stock by $26M.
  • Fusion Family Wealth has $1.3B in assets under management (AUM), dropping by 1.50%.
  • Central Index Key (CIK): 0001696209

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Portfolio Holdings for Fusion Family Wealth

Fusion Family Wealth holds 47 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 17.6 $235M +3% 394k 597.55
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Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) 14.4 $193M +2% 1.7M 114.91
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 9.5 $127M 2.0M 64.08
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Vanguard Index Fds Small Cp Etf (VB) 8.6 $116M +2% 442k 261.92
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 8.4 $112M 2.1M 54.05
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Ishares Core Msci Emkt (IEMG) 5.8 $78M -3% 1.1M 69.75
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Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) 5.7 $76M 1.5M 50.48
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Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK) 5.3 $71M +2% 552k 128.26
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Invesco Qqq Tr Unit Ser 1 (QQQ) 4.3 $57M 99k 577.18
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Ishares Tr Core Msci Eafe (IEFA) 4.0 $53M 585k 90.53
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Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 3.4 $46M +7% 2.2M 20.42
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Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 3.4 $45M +6% 2.3M 19.53
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 2.8 $38M +4% 159k 237.62
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Ishares Tr Core S&p500 Etf (IVV) 1.8 $24M 37k 655.13
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Ishares Tr Core S&p Scp Etf (IJR) 1.6 $22M 174k 124.31
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Vanguard Index Fds Large Cap Etf (VV) 1.0 $13M 43k 298.85
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.5 $6.3M 9.6k 650.32
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.4 $5.5M -31% 38k 145.79
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Vanguard Index Fds Mid Cap Etf (VO) 0.2 $3.1M -4% 11k 287.18
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Ishares Msci Emrg Chn (EMXC) 0.2 $2.3M 30k 78.66
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Ishares Tr Msci Eafe Etf (EFA) 0.2 $2.1M 21k 97.13
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Vanguard Index Fds Growth Etf (VUG) 0.1 $1.7M 3.8k 436.80
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Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $1.4M -2% 21k 67.53
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Apple (AAPL) 0.1 $1.2M 4.6k 253.79
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Spdr Series Trust State Street Spd (SPMD) 0.1 $882k 15k 59.22
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Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.1 $848k NEW 43k 19.62
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Ishares Tr Select Divid Etf (DVY) 0.1 $762k 5.0k 151.42
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Ishares Tr Intl Sel Div Etf (IDV) 0.1 $745k 18k 42.56
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Alphabet Cap Stk Cl A (GOOGL) 0.1 $703k 2.4k 287.56
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.0 $583k 1.2k 479.20
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Mueller Industries (MLI) 0.0 $554k 5.0k 110.80
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $509k NEW 6.9k 73.64
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Vanguard World Mega Cap Val Etf (MGV) 0.0 $477k 3.3k 144.95
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $425k 997.00 426.40
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Meta Platforms Cl A (META) 0.0 $409k 715.00 571.85
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Vanguard Index Fds Value Etf (VTV) 0.0 $394k 2.0k 196.17
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Microsoft Corporation (MSFT) 0.0 $382k 1.0k 370.17
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Ishares Tr Esg Optimized (SUSA) 0.0 $381k 2.9k 132.10
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Spdr Series Trust State Street Spd (SPSM) 0.0 $375k 7.6k 49.47
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Amphenol Corp Cl A (APH) 0.0 $350k 2.8k 126.35
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Mastercard Incorporated Cl A (MA) 0.0 $301k 602.00 499.66
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JPMorgan Chase & Co. (JPM) 0.0 $287k 976.00 294.31
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Spdr Series Trust State Street Spd (SPYV) 0.0 $266k 4.7k 56.58
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Spdr Series Trust State Street Spd (SPYG) 0.0 $255k 2.6k 97.91
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Ge Aerospace Com New (GE) 0.0 $253k 893.00 283.77
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Spdr Series Trust State Street Spd (SPYM) 0.0 $246k +5% 3.2k 76.54
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Vanguard World Inf Tech Etf (VGT) 0.0 $219k NEW 314.00 697.72
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Past Filings by Fusion Family Wealth

SEC 13F filings are viewable for Fusion Family Wealth going back to 2016

View all past filings