Fusion Family Wealth LLC has filed its 13F form on May 10, 2024 for Q1 2024 where it was disclosed a total value porftolio of $965 Million distributed in 42 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $163M, Invesco Exchange Traded Fd Tr with a value of $127M, Vanguard Ftse Emerging Mkts Et with a value of $85.2M, Vanguard Small Cap ETF with a value of $80.7M, and Vanguard Ftse Developed Market with a value of $79.5M.

Examining the 13F form we can see an increase of $78M in the current position value, from $887M to 965M.

Below you can find more details about Fusion Family Wealth LLC portfolio as well as his latest detailed transactions.

Portfolio value $965 Million
ETFs: $962 Million
Technology: $965,000
Financial Services: $800,000
Communication Services: $667,000
Industrials: $269,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 42
  • Current Value $965 Million
  • Prior Value $887 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 10, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 1 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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