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Fusion Family Wealth, LLC
Updated 3 days agoManaged by Fusion Family Wealth, Llc • Latest filing Q3 2026
Portfolio value
$1.5B
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $1.3B |
| Q4 2025 | $1.3B |
| Q1 2026 | $1.3B |
| Q2 2026 | $1.5B |
| Q3 2026 | $1.5B |
Top holdings
50 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $274.8M | 392.0K | 18.21% | — | |
| 2 | $213.5M | 1.66M | 14.15% | — | |
| 3 | $146.4M | 2.07M | 9.70% | — | |
| 4 | $126.8M | 445.5K | 8.40% | — | |
| 5 | $126.4M | 2.13M | 8.38% | — | |
| 6 | $90.4M | 1.11M | 5.99% | — | |
| 7 | ? N/A INVESCO EXCH TRADED FD TR II | $81.7M | 1.45M | 5.42% | — |
| 8 | $75.5M | 545.8K | 5.01% | — | |
| 9 | $71.3M | 96.4K | 4.72% | — | |
| 10 | $56.3M | 580.7K | 3.73% | — | |
| 11 | $48.4M | 2.40M | 3.21% | — | |
| 12 | $47.1M | 154.7K | 3.12% | — | |
| 13 | $46.1M | 2.86M | 3.05% | — | |
| 14 | $27.4M | 35.8K | 1.82% | — | |
| 15 | $22.8M | 167.7K | 1.51% | — | |
| 16 | $14.9M | 42.5K | 0.99% | — | |
| 17 | $7.4M | 9.6K | 0.49% | — | |
| 18 | $5.5M | 35.5K | 0.37% | — | |
| 19 | $3.4M | 43.1K | 0.22% | — | |
| 20 | $2.9M | 29.6K | 0.19% | — |