Fusion Family Wealth, LLC - Portfolio Stock Holdings
Fusion Family Wealth, LLC disclosed 51 stock positions in a recent SEC 13F filing. $1,508,970,725 of stock holdings were filed, with the largest holdings including VOO, RWL, and VEA. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $1,441,403,309 and has 8 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
51Est. Stock Holding Value:
$1,508,970,725Top Stock Holdings By Sector
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Portfolio Stock Holdings - Fusion Family Wealth, LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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