Fusion Family Wealth, LLC
CIK 0001696209 · WOODBURY, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-07 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.51B
2026 Q2
Positions
50
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
83.7%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
VOO
VANGUARD INDEX FDS
17.8%
RWL
INVESCO EXCH TRADED FD TR II
14.1%
VEA
VANGUARD TAX-MANAGED FDS
9.3%
VB
VANGUARD INDEX FDS
9.1%
VWO
VANGUARD INTL EQUITY INDEX F
7.9%
IEMG
ISHARES INC
6.0%
RWJ
INVESCO EXCH TRADED FD TR II
5.8%
RWK
INVESCO EXCH TRADED FD TR II
5.3%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.