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 $1.34B across 47 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($235.3M, 17.57%), RWL ($192.7M, 14.39%), VEA ($127.0M, 9.48%), VB ($115.7M, 8.64%), VWO ($112.0M, 8.36%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $235.3M | 17.57% | 393,826 | Added |
| 2 | RWL | INVESCO EXCH TRADED FD TR II | $192.7M | 14.39% | 1.7M | Added |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $127.0M | 9.48% | 2.0M | Added |
| 4 | VB | VANGUARD INDEX FDS | $115.7M | 8.64% | 441,733 | Added |
| 5 | VWO | VANGUARD INTL EQUITY INDEX F | $112.0M | 8.36% | 2.1M | Added |
| 6 | IEMG | ISHARES INC | $77.9M | 5.82% | 1.1M | Trimmed |
| 7 | RWJ | INVESCO EXCH TRADED FD TR II | $75.7M | 5.65% | 1.5M | Added |
| 8 | RWK | INVESCO EXCH TRADED FD TR II | $70.7M | 5.28% | 551,484 | Added |
| 9 | QQQ | INVESCO QQQ TR | $57.3M | 4.28% | 99,315 | Trimmed |
| 10 | IEFA | ISHARES TR | $52.9M | 3.95% | 584,673 | Trimmed |
| 11 | BSCS | INVESCO EXCH TRD SLF IDX FD | $45.9M | 3.43% | 2.2M | Added |
| 12 | BSCQ | INVESCO EXCH TRD SLF IDX FD | $45.4M | 3.39% | 2.3M | Added |
| 13 | QQQM | INVESCO EXCH TRADED FD TR II | $37.8M | 2.83% | 159,278 | Added |
| 14 | IVV | ISHARES TR | $24.2M | 1.80% | 36,869 | Hold |
| 15 | IJR | ISHARES TR | $21.6M | 1.61% | 173,891 | Trimmed |
| 16 | VV | VANGUARD INDEX FDS | $12.9M | 0.96% | 43,081 | Trimmed |
| 17 | SPY | STATE STR SPDR S&P 500 ETF T | $6.3M | 0.47% | 9,633 | Trimmed |
| 18 | VSS | VANGUARD INTL EQUITY INDEX F | $5.5M | 0.41% | 37,839 | Trimmed |
| 19 | VO | VANGUARD INDEX FDS | $3.1M | 0.23% | 10,697 | Trimmed |
| 20 | EMXC | ISHARES INC | $2.3M | 0.17% | 29,607 | Hold |
| 21 | EFA | ISHARES TR | $2.1M | 0.15% | 21,126 | Added |
| 22 | VUG | VANGUARD INDEX FDS | $1.7M | 0.13% | 3,844 | Hold |
| 23 | IJH | ISHARES TR | $1.4M | 0.10% | 20,647 | Trimmed |
| 24 | AAPL | APPLE INC | $1.2M | 0.09% | 4,626 | Hold |
| 25 | SPMD | SPDR SERIES TRUST | $881,845 | 0.07% | 14,891 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31