§ 13F · FUND PROFILE
Fusion Family Wealth, LLC.
AUM · $1.5B (13F)Positions · 50Turnover · n/a · Q2Filed · Aug 7, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$700K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 391K | $268M | 17.8% | −1% |
| 2 | RWL | INVESCO EXCH TRADED FD TR II | 1.67M | $213M | 14.1% | −1% |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 1.95M | $139M | 9.3% | −1% |
| 4 | VB | VANGUARD INDEX FDS | 441K | $137M | 9.1% | ±0% |
| 5 | VWO | VANGUARD INTL EQUITY INDEX F | 2.00M | $119M | 7.9% | −4% |
| 6 | IEMG | ISHARES INC | 1.09M | $91M | 6.0% | −2% |
| 7 | RWJ | INVESCO EXCH TRADED FD TR II | 1.47M | $88M | 5.8% | −2% |
| 8 | RWK | INVESCO EXCH TRADED FD TR II | 545K | $80M | 5.3% | −1% |
| 9 | QQQ | INVESCO QQQ TR | 95K | $70M | 4.7% | −4% |
| 10 | IEFA | ISHARES TR | 577K | $56M | 3.7% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FUSION SIGNAL
AC read
Fusion Family Wealth, LLC is a Other fund managing $1.5 billion in assets. The fund runs a portfolio of 50 positions.
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