Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Fusion Family Wealth LLC (CIK 1696209) reported $1.51B across 50 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VOO ($268.4M, 17.83%), RWL ($212.9M, 14.15%), VEA ($139.3M, 9.25%), VB ($136.6M, 9.08%), VWO ($119.2M, 7.92%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $268.4M | 17.83% | 390,755 | Trimmed |
| 2 | RWL | INVESCO EXCH TRADED FD TR II | $212.9M | 14.15% | 1.7M | Trimmed |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $139.3M | 9.25% | 2.0M | Trimmed |
| 4 | VB | VANGUARD INDEX FDS | $136.6M | 9.08% | 440,832 | Trimmed |
| 5 | VWO | VANGUARD INTL EQUITY INDEX F | $119.2M | 7.92% | 2.0M | Trimmed |
| 6 | IEMG | ISHARES INC | $90.6M | 6.02% | 1.1M | Trimmed |
| 7 | RWJ | INVESCO EXCH TRADED FD TR II | $87.6M | 5.82% | 1.5M | Trimmed |
| 8 | RWK | INVESCO EXCH TRADED FD TR II | $79.8M | 5.30% | 545,385 | Trimmed |
| 9 | QQQ | INVESCO QQQ TR | $70.3M | 4.67% | 95,411 | Trimmed |
| 10 | IEFA | ISHARES TR | $55.7M | 3.70% | 576,900 | Trimmed |
| 11 | QQQM | INVESCO EXCH TRADED FD TR II | $47.7M | 3.17% | 157,545 | Trimmed |
| 12 | BSCS | INVESCO EXCH TRD SLF IDX FD | $46.6M | 3.10% | 2.3M | Added |
| 13 | BSCQ | INVESCO EXCH TRD SLF IDX FD | $46.0M | 3.06% | 2.4M | Added |
| 14 | IVV | ISHARES TR | $26.6M | 1.77% | 35,533 | Trimmed |
| 15 | IJR | ISHARES TR | $24.8M | 1.65% | 167,000 | Trimmed |
| 16 | VV | VANGUARD INDEX FDS | $14.6M | 0.97% | 42,544 | Trimmed |
| 17 | SPY | STATE STR SPDR S&P 500 ETF T | $7.2M | 0.48% | 9,637 | Added |
| 18 | VSS | VANGUARD INTL EQUITY INDEX F | $5.6M | 0.37% | 36,104 | Trimmed |
| 19 | VO | VANGUARD INDEX FDS | $3.4M | 0.22% | 41,871 | Added |
| 20 | EMXC | ISHARES INC | $3.0M | 0.20% | 29,607 | Hold |
| 21 | EFA | ISHARES TR | $2.2M | 0.15% | 21,140 | Added |
| 22 | VUG | VANGUARD INDEX FDS | $2.0M | 0.13% | 23,064 | Added |
| 23 | IJH | ISHARES TR | $1.6M | 0.10% | 20,303 | Trimmed |
| 24 | AAPL | APPLE INC | $1.3M | 0.09% | 4,626 | Hold |
| 25 | GOOGL | ALPHABET INC | $873,055 | 0.06% | 2,443 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30