Fusion Capital, LLC - Portfolio overview

Fusion Capital, LLC has 108 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. FLTR - VANECK IG FLOATING RATE ETF, 9.84%
2. VIG - VANGUARD DIVIDEND APPRECIATION ETF, 5.80%
3. AAPL - APPLE INC, 5.51%

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

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