Fusion Family Wealth LLC Top Holdings and 13F Report (2025) About Fusion Family Wealth LLCInvestment ActivityFusion Family Wealth LLC has $1.09 billion in total holdings as of March 31, 2025.Fusion Family Wealth LLC owns shares of 44 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 4.24% of the portfolio was purchased this quarter.About 2.43% of the portfolio was sold this quarter.This quarter, Fusion Family Wealth LLC has purchased 45 new stocks and bought additional shares in 21 stocks.Fusion Family Wealth LLC sold shares of 6 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard S&P 500 ETF $188,954,200Invesco S&P 500 Revenue ETF $156,020,696Vanguard FTSE Emerging Markets ETF $98,280,239Vanguard FTSE Developed Markets ETF $94,227,890Vanguard Small-Cap ETF $87,969,228 Largest Purchases this Quarter Invesco S&P 500 Revenue ETF 102,901 shares (about $10.22M)Vanguard FTSE Developed Markets ETF 116,202 shares (about $5.91M)SPDR S&P 500 ETF Trust 9,435 shares (about $5.28M)iShares Core S&P Small-Cap ETF 42,891 shares (about $4.49M)iShares Core MSCI EAFE ETF 49,982 shares (about $3.78M) Largest Sales this Quarter Vanguard FTSE All-World ex-US Small-Cap ETF 179,680 shares (about $20.77M)Vanguard FTSE Emerging Markets ETF 95,495 shares (about $4.32M)Invesco NASDAQ 100 ETF 4,121 shares (about $795.43K)Invesco BulletShares 2028 Corporate Bond ETF 15,858 shares (about $322.71K)Vanguard Mid-Cap ETF 114 shares (about $29.48K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFusion Family Wealth LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$188,954,200$1,744,722 ▲0.9%367,68017.4%ETFRWLInvesco S&P 500 Revenue ETF$156,020,696$10,222,184 ▲7.0%1,570,57314.3%ETFVWOVanguard FTSE Emerging Markets ETF$98,280,239$4,322,104 ▼-4.2%2,171,4599.0%ETFVEAVanguard FTSE Developed Markets ETF$94,227,890$5,906,548 ▲6.7%1,853,7858.7%ETFVBVanguard Small-Cap ETF$87,969,228$701,173 ▲0.8%396,7058.1%ETFIEMGiShares Core MSCI Emerging Markets ETF$62,233,593$3,309,061 ▲5.6%1,153,1155.7%ETFRWJInvesco S&P SmallCap 600 Revenue ETF$58,008,665$2,487,055 ▲4.5%1,425,2745.3%ETFRWKInvesco S&P MidCap 400 Revenue ETF$56,370,354$2,065,148 ▲3.8%522,5285.2%ETFQQQInvesco QQQ$48,736,870$2,622,677 ▲5.7%103,9344.5%FinanceIEFAiShares Core MSCI EAFE ETF$40,195,196$3,782,249 ▲10.4%531,1753.7%ETFBSCQInvesco BulletShares 2026 Corporate Bond ETF$33,384,154$44,142 ▲0.1%1,713,7663.1%ETFBSCSInvesco BulletShares 2028 Corporate Bond ETF$31,406,582$322,710 ▼-1.0%1,543,3212.9%ETFQQQMInvesco NASDAQ 100 ETF$29,473,486$795,433 ▼-2.6%152,6972.7%ETFIJRiShares Core S&P Small-Cap ETF$21,890,579$4,485,112 ▲25.8%209,3392.0%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$19,409,501$20,771,040 ▼-51.7%167,9021.8%ETFIVViShares Core S&P 500 ETF$19,234,118$2,966,789 ▲18.2%34,2311.8%ETFVVVanguard Large-Cap ETF$11,540,206$479,364 ▲4.3%44,8981.1%ETFSPYSPDR S&P 500 ETF Trust$10,755,965$5,277,852 ▲96.3%19,2281.0%FinanceVOVanguard Mid-Cap ETF$2,807,394$29,483 ▼-1.0%10,8550.3%ETFBSJPInvesco BulletShares 2025 High Yield Corporate Bond ETF$2,450,6630.0%118,5040.2%ETFEFAiShares MSCI EAFE ETF$1,704,769$6,538 ▲0.4%20,8590.2%FinanceEMXCiShares MSCI Emerging Markets ex China ETF$1,622,5110.0%29,4520.1%ManufacturingVUGVanguard Growth ETF$1,555,2410.0%4,1940.1%ETFAAPLApple$1,027,5730.0%4,6260.1%Computer and TechnologySPMDSPDR Portfolio S&P 400 Mid Cap ETF$762,1210.0%14,8910.1%ETFIJHiShares Core S&P Mid-Cap ETF$680,128$13,129 ▲2.0%11,6560.1%ETFBRK.BBerkshire Hathaway$647,6170.0%1,2160.1%FinanceDVYiShares Select Dividend ETF$626,535$403 ▲0.1%4,6660.1%ETFIDViShares International Select Dividend ETF$542,788$11,633 ▲2.2%17,4980.0%ETFMETAMeta Platforms$475,1580.0%8240.0%Computer and TechnologyVTVVanguard Value ETF$437,673$18,308 ▼-4.0%2,5340.0%ETFMGVVanguard Mega Cap Value ETF$423,8840.0%3,2900.0%ETFMSFTMicrosoft$387,0270.0%1,0310.0%Computer and TechnologyMLIMueller Industries$380,7000.0%5,0000.0%IndustrialsGOOGLAlphabet$377,7860.0%2,4430.0%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$360,0070.0%9970.0%ETFSUSAiShares MSCI USA ESG Select ETF$331,2850.0%2,8840.0%ETFMAMastercard$329,9680.0%6020.0%Business ServicesSPSMSPDR Portfolio S&P 600 Small Cap ETF$322,534$2,160 ▲0.7%7,9130.0%ETFSPLGSPDR Portfolio S&P 500 ETF$272,378$7,825 ▲3.0%4,1420.0%ETFMDYSPDR S&P MidCap 400 ETF Trust$266,7400.0%5000.0%ETFSPYVSPDR Portfolio S&P 500 Value ETF$240,3350.0%4,7060.0%ETFJPMJPMorgan Chase & Co.$238,426$245 ▲0.1%9720.0%FinanceSPYGSPDR Portfolio S&P 500 Growth ETF$209,6850.0%2,6090.0%ETFAMZNAmazon.com$0$206,665 ▼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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