StockDriftsStockDriftsTop 50 Fusion Family Wealth, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 17.83% | 390.8K | $268.4M | -0.78%(-3.07K) | $337.58(+111.11%) | 2026-06-30 | |
| RWL | INVESCO EXCH TRADED FD TR II | 14.15% | 1.67M | $212.9M | -0.63%(-10.60K) | $65.96(+104.03%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 9.25% | 1.95M | $139.3M | -1.40%(-27.67K) | $43.55(+69.93%) | 2026-06-30 | |
| VB | VANGUARD INDEX FDS | 9.08% | 440.8K | $136.6M | -0.20%(-901) | $182.83(+68.72%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 7.92% | 2.00M | $119.2M | -3.62%(-74.94K) | $42.60(+41.74%) | 2026-06-30 | |
| IEMG | ISHARES INC | 6.02% | 1.09M | $90.6M | -2.08%(-23.22K) | $47.91(+72.45%) | 2026-06-30 | |
| RWJ | INVESCO EXCH TRADED FD TR II | 5.82% | 1.47M | $87.6M | -1.81%(-27.17K) | $28.75(+116.63%) | 2026-06-30 | |
| RWK | INVESCO EXCH TRADED FD TR II | 5.3% | 545.4K | $79.8M | -1.11%(-6.10K) | $76.30(+99.61%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 4.67% | 95.4K | $70.3M | -3.93%(-3.90K) | $191.51(+282.50%) | 2026-06-30 | |
| IEFA | ISHARES TR | 3.7% | 576.9K | $55.7M | -1.33%(-7.77K) | $62.03(+63.35%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.92% | +55.79% | +8.21% | +48.37% |
| Top 20 Holdings Unweighted | +15.41% | +53.71% | +8.16% | +48.04% |
Fusion Family Wealth, LLC reports $1.51B in US-listed equity holdings across 50 positions in its most recent 13F filing. Its largest disclosed positions are VOO (17.8%), RWL (14.2%) and VEA (9.3%). The top 20 holdings account for 98.73% of reported assets. Its disclosed equity book has returned +55.79% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Fusion Family Wealth, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1696209). View Fusion Family Wealth, LLC’s 13F filings on SEC