Fusion Family Wealth, LLC - Portfolio overview

Fusion Family Wealth, LLC has 51 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDS, 17.53%
2. RWL - INVESCO EXCH TRADED FD TR II, 14.36%
3. VEA - VANGUARD TAX-MANAGED FDS, 9.46%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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