Fusion Family Wealth, LLC

Institutional manager (13F) · CIK 1696209

13F holdings · as of 2026-03-31 · top 47 · reported portfolio $1.3B

#	Issuer	Value	Shares
1	VANGUARD INDEX FDS	$235M	393,826
2	INVESCO EXCH TRADED FD TR II	$193M	1,677,074
3	VANGUARD TAX-MANAGED FDS	$127M	1,982,081
4	VANGUARD INDEX FDS	$116M	441,733
5	VANGUARD INTL EQUITY INDEX F	$112M	2,071,283
6	ISHARES INC	$78M	1,117,367
7	INVESCO EXCH TRADED FD TR II	$76M	1,498,972
8	INVESCO EXCH TRADED FD TR II	$71M	551,484
9	INVESCO QQQ TR	$57M	99,315
10	ISHARES TR	$53M	584,673
11	INVESCO EXCH TRD SLF IDX FD	$46M	2,247,101
12	INVESCO EXCH TRD SLF IDX FD	$45M	2,326,205
13	INVESCO EXCH TRADED FD TR II	$38M	159,278
14	ISHARES TR	$24M	36,869
15	ISHARES TR	$22M	173,891
16	VANGUARD INDEX FDS	$13M	43,081
17	STATE STR SPDR S&P 500 ETF T	$6M	9,633
18	VANGUARD INTL EQUITY INDEX F	$6M	37,839
19	VANGUARD INDEX FDS	$3M	10,697
20	ISHARES INC	$2M	29,607
21	ISHARES TR	$2M	21,126
22	VANGUARD INDEX FDS	$2M	3,844
23	ISHARES TR	$1M	20,647
24	APPLE INC	$1M	4,626
25	SPDR SERIES TRUST	$882k	14,891
26	INVESCO EXCH TRD SLF IDX FD	$848k	43,231
27	ISHARES TR	$762k	5,034
28	ISHARES TR	$745k	17,498
29	ALPHABET INC	$703k	2,443
30	BERKSHIRE HATHAWAY INC DEL	$583k	1,216
31	MUELLER INDS INC	$554k	5,000
32	VANGUARD BD INDEX FDS	$509k	6,915
33	VANGUARD WORLD FD	$477k	3,290
34	ISHARES TR	$425k	997
35	META PLATFORMS INC	$409k	715
36	VANGUARD INDEX FDS	$394k	2,008
37	MICROSOFT CORP	$382k	1,031
38	ISHARES TR	$381k	2,884
39	SPDR SERIES TRUST	$375k	7,571
40	AMPHENOL CORP	$349k	2,766
41	MASTERCARD INCORPORATED	$301k	602
42	JPMORGAN CHASE & CO	$287k	976
43	SPDR SERIES TRUST	$266k	4,706
44	SPDR SERIES TRUST	$255k	2,609
45	GE AEROSPACE	$253k	893
46	SPDR SERIES TRUST	$246k	3,215
47	VANGUARD WORLD FD	$219k	314

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.