Fusion Family Wealth LLC Top Holdings and 13F Report (2026) About Fusion Family Wealth LLCInvestment ActivityFusion Family Wealth LLC has $1.51 billion in total holdings as of June 30, 2026.Fusion Family Wealth LLC owns shares of 50 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 0.46% of the portfolio was purchased this quarter.About 1.42% of the portfolio was sold this quarter.This quarter, Fusion Family Wealth LLC has purchased 47 new stocks and bought additional shares in 11 stocks.Fusion Family Wealth LLC sold shares of 19 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $268,374,279Invesco S&P 500 Revenue ETF $212,908,999Vanguard FTSE Developed Markets ETF $139,251,733Vanguard Small-Cap ETF $136,624,978Vanguard FTSE Emerging Markets ETF $119,161,855 Largest New Holdings this Quarter 573874104 - Marvell Technology $250,823 Holding023135106 - Amazon.com $224,516 Holding36828A101 - GE VERNOVA INC $224,398 Holding Largest Purchases this Quarter Vanguard Mid-Cap ETF 31,174 shares (about $2.51M)Vanguard Growth ETF 19,220 shares (about $1.66M)Invesco BulletShares 2028 Corporate Bond ETF 41,158 shares (about $838.18K)Invesco BulletShares 2026 Corporate Bond ETF 30,735 shares (about $600.10K)iShares Russell 1000 Growth ETF 2,991 shares (about $371.39K) Largest Sales this Quarter Vanguard FTSE Emerging Markets ETF 74,938 shares (about $4.47M)Invesco QQQ 3,904 shares (about $2.87M)Vanguard S&P 500 ETF 3,071 shares (about $2.11M)Vanguard FTSE Developed Markets ETF 27,671 shares (about $1.97M)iShares Core MSCI Emerging Markets ETF 23,217 shares (about $1.92M) 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$268,374,279$2,109,192 â–¼-0.8%390,75517.8%ETFRWLInvesco S&P 500 Revenue ETF$212,908,999$1,354,001 â–¼-0.6%1,666,47614.1%ETFVEAVanguard FTSE Developed Markets ETF$139,251,733$1,971,559 â–¼-1.4%1,954,4109.3%ETFVBVanguard Small-Cap ETF$136,624,978$279,243 â–¼-0.2%440,8329.1%ETFVWOVanguard FTSE Emerging Markets ETF$119,161,855$4,473,050 â–¼-3.6%1,996,3457.9%ETFIEMGiShares Core MSCI Emerging Markets ETF$90,639,349$1,923,295 â–¼-2.1%1,094,1506.0%ETFRWJInvesco S&P SmallCap 600 Revenue ETF$87,572,454$1,616,377 â–¼-1.8%1,471,8065.8%ETFRWKInvesco S&P MidCap 400 Revenue ETF$79,767,244$892,031 â–¼-1.1%545,3855.3%ETFQQQInvesco QQQ$70,260,968$2,874,918 â–¼-3.9%95,4114.7%ETFIEFAiShares Core MSCI EAFE ETF$55,717,004$750,716 â–¼-1.3%576,9003.7%ETFQQQMInvesco NASDAQ 100 ETF$47,731,385$525,047 â–¼-1.1%157,5453.2%ETFBSCSInvesco BulletShares 2028 Corporate Bond ETF$46,600,394$838,183 â–²1.8%2,288,2593.1%ETFBSCQInvesco BulletShares 2026 Corporate Bond ETF$46,019,247$600,101 â–²1.3%2,356,9403.1%ETFIVViShares Core S&P 500 ETF$26,609,934$1,000,503 â–¼-3.6%35,5331.8%ETFIJRiShares Core S&P Small-Cap ETF$24,767,770$1,022,004 â–¼-4.0%167,0001.6%ETFVVVanguard Large-Cap ETF$14,631,201$184,678 â–¼-1.2%42,5441.0%ETFSPYSPDR S&P 500 ETF Trust$7,196,832$2,987 â–²0.0%9,6370.5%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$5,570,433$267,691 â–¼-4.6%36,1040.4%ETFVOVanguard Mid-Cap ETF$3,373,558$2,511,698 â–²291.4%41,8710.2%ETFEMXCiShares MSCI Emerging Markets ex China ETF$3,028,7960.0%29,6070.2%ETFEFAiShares MSCI EAFE ETF$2,195,996$1,454 â–²0.1%21,1400.1%ETFVUGVanguard Growth ETF$1,986,763$1,655,636 â–²500.0%23,0640.1%ETFIJHiShares Core S&P Mid-Cap ETF$1,565,564$26,526 â–¼-1.7%20,3030.1%ETFAAPLApple$1,338,5790.0%4,6260.1%TechnologySPMDSPDR Portfolio S&P 400 Mid Cap ETF$914,695$91,341 â–¼-9.1%13,5390.1%ETFGOOGLAlphabet$873,0550.0%2,4430.1%Communication ServicesBSCRInvesco BulletShares 2027 Corporate Bond ETF$847,9760.0%43,2310.1%ETFDVYiShares Select Dividend ETF$787,241$469 â–²0.1%5,0370.1%ETFIDViShares International Select Dividend ETF$724,9420.0%17,4980.0%ETFMLIMueller Industries$614,6500.0%5,0000.0%IndustrialsBRK.BBerkshire Hathaway$608,4740.0%1,2160.0%FinanceMGVVanguard Mega Cap Value ETF$537,7510.0%3,2900.0%ETFIWFiShares Russell 1000 Growth ETF$495,190$371,393 â–²300.0%3,9880.0%ETFAPHAmphenol$487,7010.0%2,7660.0%TechnologySPSMSPDR Portfolio S&P 600 Small Cap ETF$445,616$8,997 â–²2.1%7,7270.0%ETFSUSAiShares MSCI USA ESG Select ETF$445,0010.0%2,8840.0%ETFVTVVanguard Value ETF$437,5400.0%2,0080.0%ETFBNDVanguard Total Bond Market ETF$434,220$73,410 â–¼-14.5%5,9150.0%ETFMETAMeta Platforms$402,5930.0%7150.0%Communication ServicesMSFTMicrosoft$384,5840.0%1,0310.0%TechnologyGEGE Aerospace$333,7410.0%8930.0%IndustrialsJPMJPMorgan Chase & Co.$319,994$654 â–²0.2%9780.0%FinanceSPYGSPDR Portfolio S&P 500 Growth ETF$310,4450.0%2,6090.0%ETFMAMastercard$309,1870.0%6020.0%FinanceVGTVanguard Information Technology ETF$300,234$262,705 â–²700.0%2,5120.0%ETFSPYVSPDR Portfolio S&P 500 Value ETF$286,0780.0%4,7060.0%ETFSPLGSPDR Portfolio S&P 500 ETF$280,337$2,197 â–¼-0.8%3,1900.0%ETFMRVLMarvell Technology$250,823$250,823 â–²New Holding8420.0%TechnologyAMZNAmazon.com$224,516$224,516 â–²New Holding9420.0%Consumer DiscretionaryGE VERNOVA INC$224,398$224,398 â–²New Holding1910.0%COMShowing largest 100 holdings. 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