Fusion Family Wealth LLC Top Holdings and 13F Report (2026) About Fusion Family Wealth LLCInvestment ActivityFusion Family Wealth LLC has $1.34 billion in total holdings as of March 31, 2026.Fusion Family Wealth LLC owns shares of 47 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 2.40% of the portfolio was purchased this quarter.About 0.46% of the portfolio was sold this quarter.This quarter, Fusion Family Wealth LLC has purchased 46 new stocks and bought additional shares in 14 stocks.Fusion Family Wealth LLC sold shares of 9 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $235,330,609Invesco S&P 500 Revenue ETF $192,712,581Vanguard FTSE Developed Markets ETF $127,011,727Vanguard Small-Cap ETF $115,698,670Vanguard FTSE Emerging Markets ETF $111,952,850 Largest New Holdings this Quarter 46138J783 - Invesco BulletShares 2027 Corporate Bond ETF $848,408 Holding921937835 - Vanguard Total Bond Market ETF $509,221 Holding92204A702 - Vanguard Information Technology ETF $219,084 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 13,048 shares (about $7.80M)Invesco S&P 500 Revenue ETF 48,750 shares (about $5.60M)Invesco BulletShares 2028 Corporate Bond ETF 155,846 shares (about $3.18M)Vanguard Small-Cap ETF 11,981 shares (about $3.14M)Invesco BulletShares 2026 Corporate Bond ETF 138,312 shares (about $2.70M) Largest Sales this Quarter Vanguard FTSE All-World ex-US Small-Cap ETF 17,644 shares (about $2.57M)iShares Core MSCI Emerging Markets ETF 36,147 shares (about $2.52M)Vanguard Mid-Cap ETF 541 shares (about $155.37K)Invesco QQQ 264 shares (about $152.38K)iShares Core MSCI EAFE ETF 1,203 shares (about $108.91K) 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$235,330,609$7,796,829 ▲3.4%393,82617.6%ETFRWLInvesco S&P 500 Revenue ETF$192,712,581$5,601,863 ▲3.0%1,677,07414.4%ETFVEAVanguard FTSE Developed Markets ETF$127,011,727$2,434,207 ▲2.0%1,982,0819.5%ETFVBVanguard Small-Cap ETF$115,698,670$3,138,063 ▲2.8%441,7338.6%ETFVWOVanguard FTSE Emerging Markets ETF$111,952,850$1,189,586 ▲1.1%2,071,2838.4%ETFIEMGiShares Core MSCI Emerging Markets ETF$77,936,326$2,521,253 ▼-3.1%1,117,3675.8%ETFRWJInvesco S&P SmallCap 600 Revenue ETF$75,668,112$1,058,616 ▲1.4%1,498,9725.7%ETFRWKInvesco S&P MidCap 400 Revenue ETF$70,733,303$1,790,509 ▲2.6%551,4845.3%ETFQQQInvesco QQQ$57,322,873$152,376 ▼-0.3%99,3154.3%FinanceIEFAiShares Core MSCI EAFE ETF$52,930,449$108,908 ▼-0.2%584,6734.0%ETFBSCSInvesco BulletShares 2028 Corporate Bond ETF$45,892,549$3,182,843 ▲7.5%2,247,1013.4%ETFBSCQInvesco BulletShares 2026 Corporate Bond ETF$45,430,775$2,701,233 ▲6.3%2,326,2053.4%ETFQQQMInvesco NASDAQ 100 ETF$37,847,688$1,642,669 ▲4.5%159,2782.8%ETFIVViShares Core S&P 500 ETF$24,154,0730.0%36,8691.8%ETFIJRiShares Core S&P Small-Cap ETF$21,616,390$105,663 ▼-0.5%173,8911.6%ETFVVVanguard Large-Cap ETF$12,874,873$64,851 ▼-0.5%43,0811.0%ETFSPYSPDR S&P 500 ETF Trust$6,264,578$1,301 ▼0.0%9,6330.5%FinanceVSSVanguard FTSE All-World ex-US Small-Cap ETF$5,516,498$2,572,296 ▼-31.8%37,8390.4%ETFVOVanguard Mid-Cap ETF$3,072,006$155,366 ▼-4.8%10,6970.2%ETFEMXCiShares MSCI Emerging Markets ex China ETF$2,328,8870.0%29,6070.2%ManufacturingEFAiShares MSCI EAFE ETF$2,051,954$389 ▲0.0%21,1260.2%FinanceVUGVanguard Growth ETF$1,679,0460.0%3,8440.1%ETFIJHiShares Core S&P Mid-Cap ETF$1,394,292$38,762 ▼-2.7%20,6470.1%ETFAAPLApple$1,174,0330.0%4,6260.1%Computer and TechnologySPMDSPDR Portfolio S&P 400 Mid Cap ETF$881,8450.0%14,8910.1%ETFBSCRInvesco BulletShares 2027 Corporate Bond ETF$848,408$848,408 ▲New Holding43,2310.1%ETFDVYiShares Select Dividend ETF$762,224$303 ▲0.0%5,0340.1%ETFIDViShares International Select Dividend ETF$744,7150.0%17,4980.1%ETFGOOGLAlphabet$702,5090.0%2,4430.1%Computer and TechnologyBRK.BBerkshire Hathaway$582,7070.0%1,2160.0%FinanceMLIMueller Industries$554,0000.0%5,0000.0%IndustrialsBNDVanguard Total Bond Market ETF$509,221$509,221 ▲New Holding6,9150.0%ETFMGVVanguard Mega Cap Value ETF$476,8860.0%3,2900.0%ETFIWFiShares Russell 1000 Growth ETF$425,1210.0%9970.0%ETFMETAMeta Platforms$408,8700.0%7150.0%Computer and TechnologyVTVVanguard Value ETF$393,9130.0%2,0080.0%ETFMSFTMicrosoft$381,6450.0%1,0310.0%Computer and TechnologySUSAiShares MSCI USA ESG Select ETF$380,9760.0%2,8840.0%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$374,5280.0%7,5710.0%ETFAPHAmphenol$349,4840.0%2,7660.0%Computer and TechnologyMAMastercard$300,7950.0%6020.0%Business ServicesJPMJPMorgan Chase & Co.$287,244$294 ▲0.1%9760.0%FinanceSPYVSPDR Portfolio S&P 500 Value ETF$266,2650.0%4,7060.0%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$255,4470.0%2,6090.0%ETFGEGE Aerospace$253,4070.0%8930.0%AerospaceSPLGSPDR Portfolio S&P 500 ETF$246,076$13,012 ▲5.6%3,2150.0%ETFVGTVanguard Information Technology ETF$219,084$219,084 ▲New Holding3140.0%ETFAMZNAmazon.com$0$217,432 ▼-100.0%00.0%Retail/WholesaleTSLATesla$0$203,723 ▼-100.0%00.0%Auto/Tires/TrucksShowing 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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