What does Fusion Family Wealth LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Fusion Family Wealth LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

VANGUARD INDEX FDS

$235M394K17.6%

INVESCO EXCH TRADED FD TR II

$193M1.7M14.4%

VANGUARD TAX-MANAGED FDS

$127M2.0M9.5%

VANGUARD INDEX FDS

$116M442K8.6%

VANGUARD INTL EQUITY INDEX F

$112M2.1M8.4%

ISHARES INC

$78M1.1M5.8%

INVESCO EXCH TRADED FD TR II

$76M1.5M5.7%

INVESCO EXCH TRADED FD TR II

$71M551K5.3%

INVESCO QQQ TR

$57M99K4.3%

ISHARES TR

$53M585K4.0%

Filing history loading…