Fusion Family Wealth
$1.3B Assets Reported
49 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 393,826 | $235M | 17.6% |
| RWL | INVESCO EXCH TRADED FD TR II | 1,677,074 | $193M | 14.4% |
| VEA | VANGUARD TAX-MANAGED FDS | 1,982,081 | $127M | 9.5% |
| VB | VANGUARD INDEX FDS | 441,733 | $116M | 8.6% |
| VWO | VANGUARD INTL EQUITY INDEX F | 2,071,283 | $112M | 8.4% |
| IEMG | ISHARES INC | 1,117,367 | $78M | 5.8% |
| RWJ | INVESCO EXCH TRADED FD TR II | 1,498,972 | $76M | 5.7% |
| RWK | INVESCO EXCH TRADED FD TR II | 551,484 | $71M | 5.3% |
| QQQ | INVESCO QQQ TR | 99,315 | $57M | 4.3% |
| IEFA | ISHARES TR | 584,673 | $53M | 4.0% |
Track Fusion Family Wealth's 13F portfolio: $1.3B in reported holdings, 49 positions. Top holdings, AUM, and quarterly changes on SentiSense.