Institutions / Fusion Family Wealth, LLC

Fusion Family Wealth, LLC

CIK 1696209 · Institution · as of Jun 30, 2026
Portfolio value
$1.51B
Positions
50
As of
Jun 30, 2026

Portfolio trend

Portfolio value

$1.51B+14.1%
$1.51B$1.41B$1.32BQ4 '25Q2 '26

Positions

50+8.7%
504846Q4 '25Q2 '26

Top holdings

Jun 30, 2026View all 50 →
CompanyClassValueShares% of portfolio
Vanguard Index Fds—$268.37M390,75517.8%
Invesco Exch Traded Fd Tr II—$212.91M1,666,47614.1%
Vanguard Tax-Managed Fds—$139.25M1,954,4109.3%
Vanguard Index Fds—$136.62M440,8329.1%
Vanguard Intl Equity Index F—$119.16M1,996,3457.9%
iShares Inc—$90.64M1,094,1506.0%
Invesco Exch Traded Fd Tr II—$87.57M1,471,8065.8%
Invesco Exch Traded Fd Tr II—$79.77M545,3855.3%
Invesco Qqq Tr—$70.26M95,4114.7%
iShares Tr—$55.72M576,9003.7%
Invesco Exch Traded Fd Tr II—$47.73M157,5453.2%
Invesco Exch Trd Slf Idx Fd—$46.60M2,288,2593.1%
Invesco Exch Trd Slf Idx Fd—$46.02M2,356,9403.1%
iShares Tr—$26.61M35,5331.8%
iShares Tr—$24.77M167,0001.6%
Vanguard Index Fds—$14.63M42,5441.0%
State Str SPDR S&P 500 ETF T—$7.20M9,6370.5%
Vanguard Intl Equity Index F—$5.57M36,1040.4%
Vanguard Index Fds—$3.37M41,8710.2%
iShares Inc—$3.03M29,6070.2%
iShares Tr—$2.20M21,1400.1%
Vanguard Index Fds—$1.99M23,0640.1%
iShares Tr—$1.57M20,3030.1%
Apple Inc.—$1.34M4,6260.1%
SPDR Series Trust—$914.7K13,5390.1%

Activity

Jun 30, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q2 2026
as of
Add922908363
Common stock
$6.85M+10K
+2.62%
390,755
17.83% of portfolio
medium
Q2 2026
as of
Trim46434G103
Common stock
$-4.92M-59K
-5.15%
1,094,150
6.02% of portfolio
low
Q2 2026
as of
Add46138G698
Common stock
$4.87M+38K
+2.34%
1,666,476
14.15% of portfolio
low
Q2 2026
as of
Add46138J643
Common stock
$4.01M+197K
+9.42%
2,288,259
3.10% of portfolio
low
Q2 2026
as of
Add922908751
Common stock
$3.43M+11K
+2.58%
440,832
9.08% of portfolio
low
Q2 2026
as of
Add46138J791
Common stock
$3.30M+169K
+7.73%
2,356,940
3.06% of portfolio
low
Q2 2026
as of
Trim922042858
Common stock
$-3.16M-53K
-2.58%
1,996,345
7.92% of portfolio
low
Q2 2026
as of
Trim46090E103
Common stock
$-3.07M-4K
-4.19%
95,411
4.67% of portfolio
low
Q2 2026
as of
Trim922042718
Common stock
$-2.99M-19K
-34.93%
36,104
0.37% of portfolio
low
Q2 2026
as of
Add922908629
Common stock
$2.47M+31K
+272.58%
41,871
0.22% of portfolio
low