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 September 30, 2026.Fusion Family Wealth LLC owns shares of 50 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 4.69% of the portfolio was purchased this quarter.About 3.22% of the portfolio was sold this quarter.This quarter, Fusion Family Wealth LLC has purchased 50 new stocks and bought additional shares in 19 stocks.Fusion Family Wealth LLC sold shares of 8 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard S&P 500 ETF $274,762,469Invesco S&P 500 Revenue ETF $213,537,466Vanguard FTSE Developed Markets ETF $146,366,008Vanguard Small-Cap ETF $126,751,675Vanguard FTSE Emerging Markets ETF $126,383,881 Largest New Holdings this Quarter 46138J460 - Invesco BulletShares 2030 Corporate Bond ETF $46,094,274 Holding Largest Purchases this Quarter Invesco BulletShares 2030 Corporate Bond ETF 2,855,903 shares (about $46.09M)Vanguard FTSE Developed Markets ETF 118,469 shares (about $8.37M)Vanguard FTSE Emerging Markets ETF 134,558 shares (about $7.98M)Invesco BulletShares 2028 Corporate Bond ETF 114,853 shares (about $2.31M)iShares Core MSCI Emerging Markets ETF 20,204 shares (about $1.64M) Largest Sales this Quarter Invesco BulletShares 2026 Corporate Bond ETF 2,326,660 shares (about $45.42M)Invesco S&P SmallCap 600 Revenue ETF 17,865 shares (about $1.00M)Invesco S&P 500 Revenue ETF 7,030 shares (about $904.62K)Invesco NASDAQ 100 ETF 2,844 shares (about $866.39K)Vanguard FTSE All-World ex-US Small-Cap ETF 601 shares (about $93.31K) 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$274,762,469$897,802 ▲0.3%392,03618.2%ETFRWLInvesco S&P 500 Revenue ETF$213,537,466$904,620 ▼-0.4%1,659,44614.2%ETFVEAVanguard FTSE Developed Markets ETF$146,366,008$8,365,097 ▲6.1%2,072,8799.7%ETFVBVanguard Small-Cap ETF$126,751,675$1,339,379 ▲1.1%445,5408.4%ETFVWOVanguard FTSE Emerging Markets ETF$126,383,881$7,980,636 ▲6.7%2,130,9038.4%ETFIEMGiShares Core MSCI Emerging Markets ETF$90,440,934$1,639,756 ▲1.8%1,114,3546.0%ETFRWJInvesco S&P SmallCap 600 Revenue ETF$81,740,554$1,004,370 ▼-1.2%1,453,9415.4%ETFRWKInvesco S&P MidCap 400 Revenue ETF$75,541,841$60,619 ▲0.1%545,8235.0%ETFQQQInvesco QQQ$71,288,938$706,483 ▲1.0%96,3664.7%ETFIEFAiShares Core MSCI EAFE ETF$56,259,449$369,403 ▲0.7%580,7133.7%ETFBSCSInvesco BulletShares 2028 Corporate Bond ETF$48,362,636$2,311,417 ▲5.0%2,403,1123.2%ETFQQQMInvesco NASDAQ 100 ETF$47,127,966$866,393 ▼-1.8%154,7013.1%ETFBSCUInvesco BulletShares 2030 Corporate Bond ETF$46,094,274$46,094,274 ▲New Holding2,855,9033.1%ETFIVViShares Core S&P 500 ETF$27,432,364$219,796 ▲0.8%35,8201.8%ETFIJRiShares Core S&P Small-Cap ETF$22,810,643$91,963 ▲0.4%167,6761.5%ETFVVVanguard Large-Cap ETF$14,940,907$28,148 ▼-0.2%42,4641.0%ETFSPYSPDR S&P 500 ETF Trust$7,350,854$1,525 ▲0.0%9,6390.5%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$5,511,841$93,305 ▼-1.7%35,5030.4%ETFVOVanguard Mid-Cap ETF$3,379,583$96,064 ▲2.9%43,0960.2%ETFEMXCiShares MSCI Emerging Markets ex China ETF$2,933,4620.0%29,6070.2%ETFEFAiShares MSCI EAFE ETF$2,196,2070.0%21,1400.1%ETFVUGVanguard Growth ETF$2,078,3280.0%23,0640.1%ETFAAPLApple$1,496,592$43,959 ▼-2.9%4,4940.1%TechnologyIJHiShares Core S&P Mid-Cap ETF$1,464,111$3,310 ▲0.2%20,3490.1%ETFGOOGLAlphabet$854,351$13,763 ▲1.6%2,4830.1%Communication ServicesSPMDSPDR Portfolio S&P 400 Mid Cap ETF$853,4990.0%13,5390.1%ETFBSCRInvesco BulletShares 2027 Corporate Bond ETF$824,994$19,955 ▼-2.4%42,2100.1%ETFDVYiShares Select Dividend ETF$791,433$25,398 ▲3.3%5,2040.1%ETFIDViShares International Select Dividend ETF$738,2410.0%17,4980.0%ETFMLIMueller Industries$606,100$303,050 ▲100.0%10,0000.0%IndustrialsBRK.BBerkshire Hathaway$605,5070.0%1,2160.0%FinanceBSCQInvesco BulletShares 2026 Corporate Bond ETF$591,073$45,416,972 ▼-98.7%30,2800.0%ETFMGVVanguard Mega Cap Value ETF$529,9860.0%3,2900.0%ETFMSFTMicrosoft$528,8000.0%1,0310.0%TechnologyMETAMeta Platforms$518,3370.0%7150.0%Communication ServicesIWFiShares Russell 1000 Growth ETF$499,5370.0%3,9880.0%ETFAPHAmphenol$466,348$233,174 ▲100.0%5,5320.0%TechnologySUSAiShares MSCI USA ESG Select ETF$448,9810.0%2,8840.0%ETFVTVVanguard Value ETF$433,8260.0%2,0080.0%ETFBNDVanguard Total Bond Market ETF$414,9370.0%5,9150.0%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$408,4490.0%7,7270.0%ETFMAMastercard$331,9850.0%6020.0%FinanceJPMJPMorgan Chase & Co.$323,738$331 ▲0.1%9790.0%FinanceSPYGSPDR Portfolio S&P 500 Growth ETF$321,1160.0%2,6090.0%ETFVGTVanguard Information Technology ETF$315,6830.0%2,5120.0%ETFSPLGSPDR Portfolio S&P 500 ETF$286,3340.0%3,1900.0%ETFSPYVSPDR Portfolio S&P 500 Value ETF$286,0780.0%4,7060.0%ETFGEGE Aerospace$278,8750.0%8930.0%IndustrialsAMZNAmazon.com$234,6990.0%9420.0%Consumer DiscretionaryMRVLMarvell Technology$222,4650.0%8420.0%TechnologyGE VERNOVA INC$0$224,398 ▼-100.0%00.0%COMShowing largest 100 holdings. 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