Fusion Family Wealth, LLC
Fusion Family Wealth, LLC reported 50 positions worth $1.51B as of June 30, 2026 (13F filed August 7, 2026). Largest holding: VOO (17.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VOO | SH | $268.4M | 17.83% | 390,755 | — | — | |
| ▸ 2 | RWL | SH | $212.9M | 14.15% | 1,666,476 | — | — | |
| ▸ 3 | VEA | SH | $139.3M | 9.25% | 1,954,410 | — | — | |
| ▸ 4 | VB | SH | $136.6M | 9.08% | 440,832 | — | — | |
| ▸ 5 | VWO | SH | $119.2M | 7.92% | 1,996,345 | — | — | |
| ▸ 6 | IEMG | SH | $90.6M | 6.02% | 1,094,150 | — | — | |
| ▸ 7 | RWJ | SH | $87.6M | 5.82% | 1,471,806 | — | — | |
| ▸ 8 | RWK | SH | $79.8M | 5.30% | 545,385 | — | — | |
| ▸ 9 | QQQ | SH | $70.3M | 4.67% | 95,411 | — | — | |
| ▸ 10 | IEFA | SH | $55.7M | 3.70% | 576,900 | — | — |
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Frequently Asked Questions
What stocks does Fusion Family Wealth, LLC hold as of Q2 2026?
Fusion Family Wealth, LLC reported 50 positions worth $1.51B in its Q2 2026 13F filing. Largest positions: VOO (17.8%), RWL (14.1%), VEA (9.3%), VB (9.1%) and VWO (7.9%).
What did Fusion Family Wealth, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Fusion Family Wealth, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.