account_balance

Investment manager · 13F filer · SEC CIK 1696209

Fusion Family Wealth, LLC

Reported value$1.51Bas of Sep 30, 2026
Positions50 1 new, 1 sold out
Top 10 weight83.7%VOO alone is 18%
FiledNov 233 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
VOO Vanguard Index FDS 18.2% Held
RWL Invesco Exch Traded Fd Tr II 14.2% Held
VEA Vanguard Tax-Managed FDS 9.7% Added +6%
VB Vanguard Index FDS 8.4% Held
VWO Vanguard Intl Equity Index F 8.4% Added +7%
IEMG iShares Inc 6.0% Held
RWJ Invesco Exch Traded Fd Tr II 5.4% Held
RWK Invesco Exch Traded Fd Tr II 5.0% Held
QQQ Invesco QQQ Tr 4.7% Held
IEFA iShares Tr 3.7% Held
BSCS Invesco Exch TRD SLF Idx Fd 3.2% Added +5%
QQQM Invesco Exch Traded Fd Tr II 3.1% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 2, 2026, compared with the Aug 7, 2026 filing
add_circleNew
  • BSCU $46.1M
arrow_upwardAdded
  • VWO +7%
  • VEA +6%
  • BSCS +5%
  • VO +3%
arrow_downwardTrimmed

None

remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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