Fusion Family Wealth
$1.5B 13F equity value
50 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Fusion Family Wealth covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 390,755 | $268M | 17.8% |
| RWL | INVESCO EXCH TRADED FD TR II | 1,666,476 | $213M | 14.1% |
| VEA | VANGUARD TAX-MANAGED FDS | 1,954,410 | $139M | 9.3% |
| VB | VANGUARD INDEX FDS | 440,832 | $137M | 9.1% |
| VWO | VANGUARD INTL EQUITY INDEX F | 1,996,345 | $119M | 7.9% |
| IEMG | ISHARES INC | 1,094,150 | $91M | 6.0% |
| RWJ | INVESCO EXCH TRADED FD TR II | 1,471,806 | $88M | 5.8% |
| RWK | INVESCO EXCH TRADED FD TR II | 545,385 | $80M | 5.3% |
| QQQ | INVESCO QQQ TR | 95,411 | $70M | 4.7% |
| IEFA | ISHARES TR | 576,900 | $56M | 3.7% |
Track Fusion Family Wealth's 13F portfolio: $1.5B in reported holdings, 50 positions. Top holdings and quarterly changes on SentiSense.
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