Fusion Family Wealth LLC 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0001696209 · WOODBURY, NY

As of Sep 30, 2025, Fusion Family Wealth LLC reported 47 positions worth .3B in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
VANGUARD 500 INDEX FUND	VOO	—	373,682	$228.8M	17.14%
INVESCO S&P 500 REVENUE ETF	RWL	—	1,581,628	75.0M	13.11%
VANGUARD TAX-MANAGED FUNDS	VEA	—	1,914,209	14.7M	8.59%
VANGUARD EMERGING MARKETS STOCK INDEX FUND	VWO	—	2,087,214	13.1M	8.47%
VANGUARD SMALL-CAP INDEX FUND	VB	—	413,818	05.2M	7.88%
VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND	VSS	—	59,969	$85.5M	6.40%
ISHARES CORE MSCI EMERGING MARKETS ETF	IEMG	—	1,113,386	$73.4M	5.50%
INVESCO S&P SMALLCAP 600 REVENUE ETF	RWJ	—	1,439,631	$69.5M	5.21%
INVESCO EXCH TRADED FD TR II	RWK	—	519,371	$64.9M	4.86%
INVESCO QQQ TRUST SERIES 1	QQQ	—	101,360	$60.9M	4.56%
ISHARES CORE MSCI EAFE ETF	IEFA	—	562,082	$49.1M	3.68%
INVESCO NASDAQ 100 ETF	QQQM	—	150,060	$37.1M	2.78%
INVESCO BULLETSHARES 2026 CORPORATE BOND ETF	BSCQ	—	1,806,681	$35.3M	2.65%
INVESCO BULLETSHARES 2028 CORPORATE BOND ETF	BSCS	—	1,625,067	$33.4M	2.50%
ISHARES CORE S&P 500 ETF	IVV	—	36,999	$24.8M	1.86%
ISHARES CORE S&P SMALL-CAP ETF	IJR	—	174,462	$20.7M	1.55%
VANGUARD LARGE-CAP INDEX FUND	VV	—	43,399	3.4M	1.00%
SPDR S&P 500 ETF TRUST	SPY	—	9,641	$6.4M	0.48%
VANGUARD MID-CAP INDEX FUND	VO	—	10,826	$3.2M	0.24%
INVESCO BULLETSHARES 2025 CORPORATE BOND ETF	BSCP	—	116,002	$2.4M	0.18%
ISHARES MSCI EMERGING MARKETS EX CHINA ETF	EMXC	—	29,607	$2.0M	0.15%
ISHARES MSCI EAFE ETF	EFA	—	21,111	$2.0M	0.15%
VANGUARD GROWTH INDEX FUND	VUG	—	3,844	.8M	0.14%
ISHARES CORE S&P MID-CAP ETF	IJH	—	21,016	.4M	0.10%
APPLE INC	AAPL	Technology	4,626	.2M	0.09%