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Fusion Family Wealth, LLC 13F holdings

Filed 2026-08-07 · Fusion Family Wealth, LLC · 50 positions · $1.5B

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TickerCompanySharesValue% of portfolio
VOOVANGUARD INDEX FDS390.8K$268.4M17.8%
RWLINVESCO EXCH TRADED FD TR II1.7M$212.9M14.1%
VEAVANGUARD TAX-MANAGED FDS2.0M$139.3M9.3%
VBVANGUARD INDEX FDS440.8K$136.6M9.1%
VWOVANGUARD INTL EQUITY INDEX F2.0M$119.2M7.9%
ACWIISHARES INC1.1M$90.6M6.0%
RWJINVESCO EXCH TRADED FD TR II1.5M$87.6M5.8%
RWKINVESCO EXCH TRADED FD TR II545.4K$79.8M5.3%
QQQINVESCO QQQ TR95.4K$70.3M4.7%
IEFAISHARES TR576.9K$55.7M3.7%
QQQMINVESCO EXCH TRADED FD TR II157.5K$47.7M3.2%
BSCSINVESCO EXCH TRD SLF IDX FD2.3M$46.6M3.1%
BSCQINVESCO EXCH TRD SLF IDX FD2.4M$46.0M3.1%
IVVISHARES TR35.5K$26.6M1.8%
IJRISHARES TR167.0K$24.8M1.6%
VVVANGUARD INDEX FDS42.5K$14.6M1.0%
SPYSTATE STR SPDR S&P 500 ETF T9.6K$7.2M0.5%
VSSVANGUARD INTL EQUITY INDEX F36.1K$5.6M0.4%
VOVANGUARD INDEX FDS41.9K$3.4M0.2%
EMXCISHARES INC29.6K$3.0M0.2%
EFAISHARES TR21.1K$2.2M0.1%
VUGVANGUARD INDEX FDS23.1K$2.0M0.1%
IJHISHARES TR20.3K$1.6M0.1%
AAPLAPPLE INC4.6K$1.3M0.1%
SPMDSPDR SERIES TRUST13.5K$914,6950.1%
GOOGLALPHABET INC2.4K$873,0550.1%
BSCRINVESCO EXCH TRD SLF IDX FD43.2K$847,9760.1%
DVYISHARES TR5.0K$787,2410.1%
IDVISHARES TR17.5K$724,9420.0%
MLIMUELLER INDS INC5.0K$614,6500.0%
BRK-BBERKSHIRE HATHAWAY INC DEL1.2K$608,4740.0%
MGVVANGUARD WORLD FD3.3K$537,7510.0%
IWFISHARES TR4.0K$495,1900.0%
APHAMPHENOL CORP2.8K$487,7010.0%
SPSMSPDR SERIES TRUST7.7K$445,6160.0%
SUSAISHARES TR2.9K$445,0010.0%
VTVVANGUARD INDEX FDS2.0K$437,5400.0%
BNDVANGUARD BD INDEX FDS5.9K$434,2200.0%
METAMETA PLATFORMS INC715$402,5930.0%
MSFTMICROSOFT CORP1.0K$384,5840.0%
GEGE AEROSPACE893$333,7410.0%
JPMJPMORGAN CHASE & CO978$319,9940.0%
SPYGSPDR SERIES TRUST2.6K$310,4450.0%
MAMASTERCARD INCORPORATED602$309,1870.0%
VGTVANGUARD WORLD FD2.5K$300,2340.0%
SPYVSPDR SERIES TRUST4.7K$286,0780.0%
SPYMSPDR SERIES TRUST3.2K$280,3370.0%
MRVLMARVELL TECHNOLOGY INC842$250,8230.0%
AMZNAMAZON COM INC942$224,5160.0%
GEVGE VERNOVA INC191$224,3980.0%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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