Fusion Family Wealth, LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 4, 2026, for the 2025 Q4 period, Fusion Family Wealth, LLC held in its portfolio 42 assets valued at $1,319,439,552 (i.e. $1.32B).

The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($238.80M), INVESCO EXCH TRADED FD TR II ($186.44M), and VANGUARD TAX-MANAGED FDS ($121.45M).

The chart below shows the top 10 valuable assets, and the table below shows the top 42 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Fusion Family Wealth, LLC Portfolio

VANGUARD INDEX FDS

INVESCO EXCH TRADED FD TR II

VANGUARD TAX-MANAGED FDS

VANGUARD INDEX FDS

VANGUARD INTL EQUITY INDEX F

ISHARES INC

INVESCO EXCH TRADED FD TR II

INVESCO QQQ TR

ISHARES TR

Fusion Family Wealth, LLC - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
VANGUARD INDEX FDS	380778	238797341	S&P 500 ETF SHS
INVESCO EXCH TRADED FD TR II	1628324	186443079	S&P 500 REVENUE
VANGUARD TAX-MANAGED FDS	1944094	121447536	VAN FTSE DEV MKT
VANGUARD INDEX FDS	429752	110854564	SMALL CP ETF
VANGUARD INTL EQUITY INDEX F	2049274	110168985	FTSE EMR MKT ETF
ISHARES INC	1153514	77539236	CORE MSCI EMKT
INVESCO EXCH TRADED FD TR II	1478001	72008190	S&P SMALLCAP 600
INVESCO EXCH TRADED FD TR II	537524	67975324	S&P MDCP 400 REV
INVESCO QQQ TR	99579	61172296	UNIT SER 1
ISHARES TR	585876	52430389	CORE MSCI EAFE
INVESCO EXCH TRD SLF IDX FD	2091255	43079860	INVSCO BLSH 28
INVESCO EXCH TRD SLF IDX FD	2187893	42828013	BULSHS 2026 CB
INVESCO EXCH TRADED FD TR II	152365	38536256	NASDAQ 100 ETF
ISHARES TR	36869	25252710	CORE S&P500 ETF
ISHARES TR	174741	21000373	CORE S&P SCP ETF
VANGUARD INDEX FDS	43298	13630226	LARGE CAP ETF
VANGUARD INTL EQUITY INDEX F	55483	7952329	FTSE SMCAP ETF
SPDR S&P 500 ETF TR	9635	6570339	TR UNIT
VANGUARD INDEX FDS	11238	3261400	MID CAP ETF
ISHARES INC	29607	2151837	MSCI EMRG CHN
ISHARES TR	21122	2028331	MSCI EAFE ETF
SPDR SERIES TRUST	32822	2007113	STATE STREET SPD
VANGUARD INDEX FDS	3844	1875362	GROWTH ETF
ISHARES TR	21221	1400586	CORE S&P MCP ETF
APPLE INC	4626	1257624	COM
ALPHABET INC	2443	764659	CAP STK CL A
ISHARES TR	5032	710178	SELECT DIVID ETF
ISHARES TR	17498	690296	INTL SEL DIV ETF
BERKSHIRE HATHAWAY INC DEL	1216	611222	CL B NEW
MUELLER INDS INC	5000	574000	COM
MICROSOFT CORP	1031	498612	COM
ISHARES TR	997	471880	RUS 1000 GRW ETF
META PLATFORMS INC	715	471687	CL A
VANGUARD WORLD FD	3290	464416	MEGA CAP VAL ETF
ISHARES TR	2884	401871	ESG OPTIMIZED
VANGUARD INDEX FDS	2008	383452	VALUE ETF
AMPHENOL CORP NEW	2766	373797	CL A
MASTERCARD INCORPORATED	602	343670	CL A
JPMORGAN CHASE & CO.	975	314287	COM
GE AEROSPACE	893	275071	COM NEW
AMAZON COM INC	942	217432	COM
TESLA INC	453	203723	COM