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

Currently, Fusion Family Wealth, LLC holds 47 types of securities in its portfolio with a total value $1.3B. In the most recent quarter, they have increased their positions in N/A (+13.0K shares, valued at $7.8M), RWL (+48.8K shares, valued at $5.6M), BSCS (+155.8K shares, valued at $3.2M); decreased their positions in VSS (-17.6K shares, valued at $2.6M), IEMG (-36.1K shares, valued at $2.5M), VO (-541 shares, valued at $155.4K); initiated new positions in BSCR (+43.2K shares, valued at $848.4K), BND (+6.9K shares, valued at $509.2K), VGT (+314 shares, valued at $219.1K).

1M P&L

+31.0M+2.77%

3M P&L

+14.2M+1.25%

HY P&L

+114.7M+11.09%

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/A1.0B

99.7%

2Consumer Electronics1.2M

0.1%

3Metal Fabrication554.0K

0.1%

Top Industries by Stock Count

1N/A35 stocks

83.3%

2Electronic Components1 stocks

2.4%

3Consumer Electronics1 stocks

2.4%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS393.8K shares3.43%2026-03-312026-05-05

RWL INVESCO EXCH TRADED FD TR II1.7M shares2.99%2026-03-312026-05-05

VEA VANGUARD TAX-MANAGED FDS2.0M shares1.95%2026-03-312026-05-05

VB VANGUARD INDEX FDS441.7K shares2.79%2026-03-312026-05-05

VWO VANGUARD INTL EQUITY INDEX F2.1M shares1.07%2026-03-312026-05-05

IEMG ISHARES INC1.1M shares-3.13%2026-03-312026-05-05

RWJ INVESCO EXCH TRADED FD TR II1.5M shares1.42%2026-03-312026-05-05

RWK INVESCO EXCH TRADED FD TR II551.5K shares2.60%2026-03-312026-05-05

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INVESCO QQQ TR INVESCO QQQ TR99.3K shares-0.27%2026-03-312026-05-05

IEFA ISHARES TR584.7K shares-0.21%2026-03-312026-05-05

BSCS INVESCO EXCH TRD SLF IDX FD2.2M shares7.45%2026-03-312026-05-05

BSCQ INVESCO EXCH TRD SLF IDX FD2.3M shares6.32%2026-03-312026-05-05

QQQM INVESCO EXCH TRADED FD TR II159.3K shares4.54%2026-03-312026-05-05

IVV ISHARES TR36.9K shares0.00%2026-03-312026-05-05

IJR ISHARES TR173.9K shares-0.49%2026-03-312026-05-05

VV VANGUARD INDEX FDS43.1K shares-0.50%2026-03-312026-05-05

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SPY STATE STR SPDR S&P 500 ETF T9.6K shares-0.02%2026-03-312026-05-05

VSS VANGUARD INTL EQUITY INDEX F37.8K shares-31.80%2026-03-312026-05-05

VO VANGUARD INDEX FDS10.7K shares-4.81%2026-03-312026-05-05

EMXC ISHARES INC29.6K shares0.00%2026-03-312026-05-05

EFA ISHARES TR21.1K shares0.02%2026-03-312026-05-05

VUG VANGUARD INDEX FDS3.8K shares0.00%2026-03-312026-05-05

IJH ISHARES TR20.6K shares-2.70%2026-03-312026-05-05

AAPL APPLE INC4.6K shares0.00%2026-03-312026-05-05

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SPMD SPDR SERIES TRUST14.9K shares0.00%2026-03-312026-05-05

BSCR INVESCO EXCH TRD SLF IDX FD43.2K sharesnew addition2026-03-312026-05-05

DVY ISHARES TR5.0K shares0.04%2026-03-312026-05-05

IDV ISHARES TR17.5K shares0.00%2026-03-312026-05-05

ALPHABET INC ALPHABET INC2.4K shares0.00%2026-03-312026-05-05

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.2K shares0.00%2026-03-312026-05-05

MLI MUELLER INDS INC5.0K shares0.00%2026-03-312026-05-05

BND VANGUARD BD INDEX FDS6.9K sharesnew addition2026-03-312026-05-05

Sponsored

MGV VANGUARD WORLD FD3.3K shares0.00%2026-03-312026-05-05

IWF ISHARES TR997 shares0.00%2026-03-312026-05-05

META META PLATFORMS INC715 shares0.00%2026-03-312026-05-05

VTV VANGUARD INDEX FDS2.0K shares0.00%2026-03-312026-05-05

MSFT MICROSOFT CORP1.0K shares0.00%2026-03-312026-05-05

SUSA ISHARES TR2.9K shares0.00%2026-03-312026-05-05

SPSM SPDR SERIES TRUST7.6K shares0.00%2026-03-312026-05-05

APH AMPHENOL CORP2.8K shares0.00%2026-03-312026-05-05

Sponsored

MA MASTERCARD INCORPORATED602 shares0.00%2026-03-312026-05-05

JPM JPMORGAN CHASE & CO976 shares0.10%2026-03-312026-05-05

SPYV SPDR SERIES TRUST4.7K shares0.00%2026-03-312026-05-05

SPYG SPDR SERIES TRUST2.6K shares0.00%2026-03-312026-05-05

GE AEROSPACE GE AEROSPACE893 shares0.00%2026-03-312026-05-05

SPYM SPDR SERIES TRUST3.2K shares5.58%2026-03-312026-05-05

VGT VANGUARD WORLD FD314 sharesnew addition2026-03-312026-05-05

VANGUARD INDEX FDS

3.43%

Shares393.8K

Event2026-03-31

Filed2026-05-05

RWL

INVESCO EXCH TRADED FD TR II

2.99%

Shares1.7M

Event2026-03-31

Filed2026-05-05

VEA

VANGUARD TAX-MANAGED FDS

1.95%

Shares2.0M

Event2026-03-31

Filed2026-05-05

VANGUARD INDEX FDS

2.79%

Shares441.7K

Event2026-03-31

Filed2026-05-05

VWO

VANGUARD INTL EQUITY INDEX F

1.07%

Shares2.1M

Event2026-03-31

Filed2026-05-05

IEMG

ISHARES INC

-3.13%

Shares1.1M

Event2026-03-31

Filed2026-05-05

RWJ

INVESCO EXCH TRADED FD TR II

1.42%

Shares1.5M

Event2026-03-31

Filed2026-05-05

RWK

INVESCO EXCH TRADED FD TR II

2.60%

Shares551.5K

Event2026-03-31

Filed2026-05-05

INVESCO QQQ TR

-0.27%

Shares99.3K

Event2026-03-31

Filed2026-05-05

IEFA

ISHARES TR

-0.21%

Shares584.7K

Event2026-03-31

Filed2026-05-05

BSCS

INVESCO EXCH TRD SLF IDX FD

7.45%

Shares2.2M

Event2026-03-31

Filed2026-05-05

BSCQ

INVESCO EXCH TRD SLF IDX FD

6.32%

Shares2.3M

Event2026-03-31

Filed2026-05-05

QQQM

INVESCO EXCH TRADED FD TR II

4.54%

Shares159.3K

Event2026-03-31

Filed2026-05-05

IVV

ISHARES TR

0.00%

Shares36.9K

Event2026-03-31

Filed2026-05-05

IJR

ISHARES TR

-0.49%

Shares173.9K

Event2026-03-31

Filed2026-05-05

VANGUARD INDEX FDS

-0.50%

Shares43.1K

Event2026-03-31

Filed2026-05-05

SPY

STATE STR SPDR S&P 500 ETF T

-0.02%

Shares9.6K

Event2026-03-31

Filed2026-05-05

VSS

VANGUARD INTL EQUITY INDEX F

-31.80%

Shares37.8K

Event2026-03-31

Filed2026-05-05

VANGUARD INDEX FDS

-4.81%

Shares10.7K

Event2026-03-31

Filed2026-05-05

EMXC

ISHARES INC

0.00%

Shares29.6K

Event2026-03-31

Filed2026-05-05

EFA

ISHARES TR

0.02%

Shares21.1K

Event2026-03-31

Filed2026-05-05

VUG

VANGUARD INDEX FDS

0.00%

Shares3.8K

Event2026-03-31

Filed2026-05-05

IJH

ISHARES TR

-2.70%

Shares20.6K

Event2026-03-31

Filed2026-05-05

AAPL

APPLE INC

0.00%

Shares4.6K

Event2026-03-31

Filed2026-05-05

SPMD

SPDR SERIES TRUST

0.00%

Shares14.9K

Event2026-03-31

Filed2026-05-05

BSCR

INVESCO EXCH TRD SLF IDX FD

New

Shares43.2K

Event2026-03-31

Filed2026-05-05

DVY

ISHARES TR

0.04%

Shares5.0K

Event2026-03-31

Filed2026-05-05

IDV

ISHARES TR

0.00%

Shares17.5K

Event2026-03-31

Filed2026-05-05

ALPHABET INC

0.00%

Shares2.4K

Event2026-03-31

Filed2026-05-05

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-05

MLI

MUELLER INDS INC

0.00%

Shares5.0K

Event2026-03-31

Filed2026-05-05

BND

VANGUARD BD INDEX FDS

New

Shares6.9K

Event2026-03-31

Filed2026-05-05

MGV

VANGUARD WORLD FD

0.00%

Shares3.3K

Event2026-03-31

Filed2026-05-05

IWF

ISHARES TR

0.00%

Shares997

Event2026-03-31

Filed2026-05-05