Sponsored

The Analysis of Fusion Family Wealth, LLC's Holdings & P&L

Currently, Fusion Family Wealth, LLC holds 50 types of securities in its portfolio with a total value $1.5B. In the most recent quarter, they have increased their positions in VO (+31.2K shares, valued at $2.5M), VUG (+19.2K shares, valued at $1.7M), BSCS (+41.2K shares, valued at $838.2K); decreased their positions in VWO (-74.9K shares, valued at $4.5M), QQQ (-3.9K shares, valued at $2.9M), VOO (-3.1K shares, valued at $2.1M); initiated new positions in MRVL (+842 shares, valued at $250.8K), AMZN (+942 shares, valued at $224.5K), GEV (+191 shares, valued at $224.4K).

1M P&L

+12.8M+0.89%

3M P&L

+68.0M+4.95%

HY P&L

+147.2M+11.37%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A1.4B

99.6%

2Consumer Electronics1.3M

0.1%

3Internet Content & Information873.1K

0.1%

Top Industries by Stock Count

1N/A33 stocks

76.7%

2Internet Content & Information1 stocks

2.3%

3Internet Retail1 stocks

2.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VOO VANGUARD INDEX FDS390.8K shares-0.78%2026-06-302026-08-07

RWL INVESCO EXCH TRADED FD TR II1.7M shares-0.63%2026-06-302026-08-07

VEA VANGUARD TAX-MANAGED FDS2.0M shares-1.40%2026-06-302026-08-07

VB VANGUARD INDEX FDS440.8K shares-0.20%2026-06-302026-08-07

VWO VANGUARD INTL EQUITY INDEX F2.0M shares-3.62%2026-06-302026-08-07

IEMG ISHARES INC1.1M shares-2.08%2026-06-302026-08-07

RWJ INVESCO EXCH TRADED FD TR II1.5M shares-1.81%2026-06-302026-08-07

RWK INVESCO EXCH TRADED FD TR II545.4K shares-1.11%2026-06-302026-08-07

Sponsored

QQQ INVESCO QQQ TR95.4K shares-3.93%2026-06-302026-08-07

ISHARES TR ISHARES TR576.9K shares-1.33%2026-06-302026-08-07

QQQM INVESCO EXCH TRADED FD TR II157.5K shares-1.09%2026-06-302026-08-07

BSCS INVESCO EXCH TRD SLF IDX FD2.3M shares1.83%2026-06-302026-08-07

BSCQ INVESCO EXCH TRD SLF IDX FD2.4M shares1.32%2026-06-302026-08-07

ISHARES TR ISHARES TR35.5K shares-3.62%2026-06-302026-08-07

IJR ISHARES TR167.0K shares-3.96%2026-06-302026-08-07

VV VANGUARD INDEX FDS42.5K shares-1.25%2026-06-302026-08-07

Sponsored

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T9.6K shares0.04%2026-06-302026-08-07

VSS VANGUARD INTL EQUITY INDEX F36.1K shares-4.59%2026-06-302026-08-07

VO VANGUARD INDEX FDS41.9K shares291.43%2026-06-302026-08-07

EMXC ISHARES INC29.6K shares0.00%2026-06-302026-08-07

EFA ISHARES TR21.1K shares0.07%2026-06-302026-08-07

VUG VANGUARD INDEX FDS23.1K shares500.00%2026-06-302026-08-07

IJH ISHARES TR20.3K shares-1.67%2026-06-302026-08-07

AAPL APPLE INC4.6K shares0.00%2026-06-302026-08-07

Sponsored

SPMD SPDR SERIES TRUST13.5K shares-9.08%2026-06-302026-08-07

GOOGL ALPHABET INC2.4K shares0.00%2026-06-302026-08-07

BSCR INVESCO EXCH TRD SLF IDX FD43.2K shares0.00%2026-06-302026-08-07

DVY ISHARES TR5.0K shares0.06%2026-06-302026-08-07

IDV ISHARES TR17.5K shares0.00%2026-06-302026-08-07

MLI MUELLER INDS INC5.0K shares0.00%2026-06-302026-08-07

BRK.B BERKSHIRE HATHAWAY INC DEL1.2K shares0.00%2026-06-302026-08-07

MGV VANGUARD WORLD FD3.3K shares0.00%2026-06-302026-08-07

Sponsored

IWF ISHARES TR4.0K shares300.00%2026-06-302026-08-07

APH AMPHENOL CORP2.8K shares0.00%2026-06-302026-08-07

SPSM SPDR SERIES TRUST7.7K shares2.06%2026-06-302026-08-07

SUSA ISHARES TR2.9K shares0.00%2026-06-302026-08-07

VTV VANGUARD INDEX FDS2.0K shares0.00%2026-06-302026-08-07

BND VANGUARD BD INDEX FDS5.9K shares-14.46%2026-06-302026-08-07

META PLATFORMS INC META PLATFORMS INC715 shares0.00%2026-06-302026-08-07

MSFT MICROSOFT CORP1.0K shares0.00%2026-06-302026-08-07

Sponsored

GE GE AEROSPACE893 shares0.00%2026-06-302026-08-07

JPMORGAN CHASE & CO JPMORGAN CHASE & CO978 shares0.20%2026-06-302026-08-07

SPYG SPDR SERIES TRUST2.6K shares0.00%2026-06-302026-08-07

MASTERCARD INCORPORATED MASTERCARD INCORPORATED602 shares0.00%2026-06-302026-08-07

VGT VANGUARD WORLD FD2.5K shares700.00%2026-06-302026-08-07

SPYV SPDR SERIES TRUST4.7K shares0.00%2026-06-302026-08-07

SPDR SERIES TRUST SPDR SERIES TRUST3.2K shares-0.78%2026-06-302026-08-07

MRVL MARVELL TECHNOLOGY INC842 sharesnew addition2026-06-302026-08-07

Sponsored

AMZN AMAZON COM INC942 sharesnew addition2026-06-302026-08-07

GEV GE VERNOVA INC191 sharesnew addition2026-06-302026-08-07

VOO

VANGUARD INDEX FDS

-0.78%

Shares390.8K

Event2026-06-30

Filed2026-08-07

RWL

INVESCO EXCH TRADED FD TR II

-0.63%

Shares1.7M

Event2026-06-30

Filed2026-08-07

VEA

VANGUARD TAX-MANAGED FDS

-1.40%

Shares2.0M

Event2026-06-30

Filed2026-08-07

VANGUARD INDEX FDS

-0.20%

Shares440.8K

Event2026-06-30

Filed2026-08-07

VWO

VANGUARD INTL EQUITY INDEX F

-3.62%

Shares2.0M

Event2026-06-30

Filed2026-08-07

IEMG

ISHARES INC

-2.08%

Shares1.1M

Event2026-06-30

Filed2026-08-07

RWJ

INVESCO EXCH TRADED FD TR II

-1.81%

Shares1.5M

Event2026-06-30

Filed2026-08-07

RWK

INVESCO EXCH TRADED FD TR II

-1.11%

Shares545.4K

Event2026-06-30

Filed2026-08-07

QQQ

INVESCO QQQ TR

-3.93%

Shares95.4K

Event2026-06-30

Filed2026-08-07

ISHARES TR

-1.33%

Shares576.9K

Event2026-06-30

Filed2026-08-07

QQQM

INVESCO EXCH TRADED FD TR II

-1.09%

Shares157.5K

Event2026-06-30

Filed2026-08-07

BSCS

INVESCO EXCH TRD SLF IDX FD

1.83%

Shares2.3M

Event2026-06-30

Filed2026-08-07

BSCQ

INVESCO EXCH TRD SLF IDX FD

1.32%

Shares2.4M

Event2026-06-30

Filed2026-08-07

ISHARES TR

-3.62%

Shares35.5K

Event2026-06-30

Filed2026-08-07

IJR

ISHARES TR

-3.96%

Shares167.0K

Event2026-06-30

Filed2026-08-07

VANGUARD INDEX FDS

-1.25%

Shares42.5K

Event2026-06-30

Filed2026-08-07

STATE STR SPDR S&P 500 ETF T

0.04%

Shares9.6K

Event2026-06-30

Filed2026-08-07

VSS

VANGUARD INTL EQUITY INDEX F

-4.59%

Shares36.1K

Event2026-06-30

Filed2026-08-07

VANGUARD INDEX FDS

291.43%

Shares41.9K

Event2026-06-30

Filed2026-08-07

EMXC

ISHARES INC

0.00%

Shares29.6K

Event2026-06-30

Filed2026-08-07

EFA

ISHARES TR

0.07%

Shares21.1K

Event2026-06-30

Filed2026-08-07

VUG

VANGUARD INDEX FDS

500.00%

Shares23.1K

Event2026-06-30

Filed2026-08-07

IJH

ISHARES TR

-1.67%

Shares20.3K

Event2026-06-30

Filed2026-08-07

AAPL

APPLE INC

0.00%

Shares4.6K

Event2026-06-30

Filed2026-08-07

SPMD

SPDR SERIES TRUST

-9.08%

Shares13.5K

Event2026-06-30

Filed2026-08-07

GOOGL

ALPHABET INC

0.00%

Shares2.4K

Event2026-06-30

Filed2026-08-07

BSCR

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares43.2K

Event2026-06-30

Filed2026-08-07

DVY

ISHARES TR

0.06%

Shares5.0K

Event2026-06-30

Filed2026-08-07

IDV

ISHARES TR

0.00%

Shares17.5K

Event2026-06-30

Filed2026-08-07

MLI

MUELLER INDS INC

0.00%

Shares5.0K

Event2026-06-30

Filed2026-08-07

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1.2K

Event2026-06-30

Filed2026-08-07

MGV

VANGUARD WORLD FD

0.00%

Shares3.3K

Event2026-06-30

Filed2026-08-07

IWF

ISHARES TR

300.00%

Shares4.0K

Event2026-06-30

Filed2026-08-07

APH

AMPHENOL CORP

0.00%

Shares2.8K

Event2026-06-30

Filed2026-08-07

SPSM

SPDR SERIES TRUST

2.06%

Shares7.7K

Event2026-06-30

Filed2026-08-07

SUSA

ISHARES TR

0.00%

Shares2.9K

Event2026-06-30

Filed2026-08-07

VTV

VANGUARD INDEX FDS

0.00%

Shares2.0K

Event2026-06-30

Filed2026-08-07

BND

VANGUARD BD INDEX FDS

-14.46%

Shares5.9K

Event2026-06-30

Filed2026-08-07

META PLATFORMS INC

0.00%

Shares715

Event2026-06-30

Filed2026-08-07

MSFT

MICROSOFT CORP

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-07

GE AEROSPACE

0.00%

Shares893

Event2026-06-30

Filed2026-08-07

JPMORGAN CHASE & CO

0.20%

Shares978

Event2026-06-30

Filed2026-08-07

SPYG

SPDR SERIES TRUST

0.00%

Shares2.6K

Event2026-06-30

Filed2026-08-07

MASTERCARD INCORPORATED

0.00%

Shares602

Event2026-06-30

Filed2026-08-07

VGT

VANGUARD WORLD FD

700.00%

Shares2.5K

Event2026-06-30

Filed2026-08-07

SPYV

SPDR SERIES TRUST

0.00%

Shares4.7K

Event2026-06-30

Filed2026-08-07

SPDR SERIES TRUST

-0.78%

Shares3.2K

Event2026-06-30

Filed2026-08-07

MRVL

MARVELL TECHNOLOGY INC

New

Shares842

Event2026-06-30

Filed2026-08-07

AMZN

AMAZON COM INC

New

Shares942

Event2026-06-30

Filed2026-08-07

GEV

GE VERNOVA INC

New

Shares191

Event2026-06-30

Filed2026-08-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available