§ 13F · FUND PROFILE
Fusion Family Wealth LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1182.9T (13F)Positions · 47Turnover · — · Q4Filed · Feb 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 381K | $238.8T | 18.1% | +2% |
| 2 | RWL | INVESCO EXCH TRADED FD TR II | 1.63M | $186.4T | 14.1% | +3% |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 1.94M | $121.4T | 9.2% | +2% |
| 4 | VB | VANGUARD INDEX FDS | 430K | $110.9T | 8.4% | +4% |
| 5 | VWO | VANGUARD INTL EQUITY INDEX F | 2.05M | $110.2T | 8.3% | −2% |
| 6 | IEMG | ISHARES INC | 1.15M | $77.5T | 5.9% | +4% |
| 7 | RWJ | INVESCO EXCH TRADED FD TR II | 1.48M | $72.0T | 5.5% | +3% |
| 8 | RWK | INVESCO EXCH TRADED FD TR II | 538K | $68.0T | 5.2% | +3% |
| 9 | QQQ | INVESCO QQQ TR | 100K | $61.2T | 4.6% | −2% |
| 10 | IEFA | ISHARES TR | 586K | $52.4T | 4.0% | +4% |
§ 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 $1182889.2 trillion in assets. The fund runs a portfolio of 47 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed