Fusion Family Wealth, LLC holds a focused book of 50 stocks worth $1.5B as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they opened Marvell Technology Inc and trimmed Vanguard S&P 500 ETF. Their largest long position is Vanguard S&P 500 ETF at 18% of the equity book. Cloning the disclosed picks since 2025 would be +17% (+21.0%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning Fusion Family Wealth, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~38 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
0% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Fusion Family Wealth, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| FMR LLC | 50 / 50 | $467.7B |
| MORGAN STANLEY | 50 / 50 | $407.1B |
| BANK OF AMERICA CORP /DE/ | 50 / 50 | $361.7B |
| JPMORGAN CHASE & CO | 50 / 50 | $322.8B |
| WELLS FARGO & COMPANY/MN | 50 / 50 | $138.0B |
| ROYAL BANK OF CANADA | 50 / 50 | $111.1B |
| UBS Group AG | 50 / 50 | $109.7B |
| JONES FINANCIAL COMPANIES LLLP | 50 / 50 | $101.7B |
Ranked by how many of Fusion Family Wealth, LLC's top 50 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS S&P 500 ETF SHS | $268.4M | 390.8K | 17.8% | ▼−0.8% Reduced · −3K sh | |
| 2 | Invesco Exch Traded FD TR II S&P 500 REVENUE | $212.9M | 1.67M | 14.1% | ▼−0.6% Reduced · −11K sh | |
| 3 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $139.3M | 1.95M | 9.3% | ▼−1.4% Reduced · −28K sh | |
| 4 | Vanguard Index FDS SMALL CP ETF | $136.6M | 440.8K | 9.1% | ▼−0.2% Reduced · −901 sh | |
| 5 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $119.2M | 2.00M | 7.9% | ▼−3.6% Reduced · −75K sh | |
| 6 | Ishares Inc CORE MSCI EMKT | $90.6M | 1.09M | 6.0% | ▼−2.1% Reduced · −23K sh | |
| 7 | Invesco Exch Traded FD TR II S&P SMALLCAP 600 | $87.6M | 1.47M | 5.8% | ▼−1.8% Reduced · −27K sh | |
| 8 | Invesco Exch Traded FD TR II S&P MDCP 400 REV | $79.8M | 545.4K | 5.3% | ▼−1.1% Reduced · −6K sh | |
| 9 | Invesco QQQ TR UNIT SER 1 | $70.3M | 95.4K | 4.7% | ▼−3.9% Reduced · −4K sh | |
| 10 | Ishares TR CORE MSCI EAFE | $55.7M | 576.9K | 3.7% | ▼−1.3% Reduced · −8K sh | |
| 11 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $47.7M | 157.5K | 3.2% | ▼−1.1% Reduced · −2K sh | |
| 12 | Invesco Exch TRD SLF Idx FD INVSCO BLSH 28 | $46.6M | 2.29M | 3.1% | ▲+1.8% Added · +41K sh | |
| 13 | Invesco Exch TRD SLF Idx FD BULSHS 2026 CB | $46.0M | 2.36M | 3.1% | ▲+1.3% Added · +31K sh | |
| 14 | Ishares TR CORE S&P500 ETF | $26.6M | 35.5K | 1.8% | ▼−3.6% Reduced · −1K sh | |
| 15 | Ishares TR CORE S&P SCP ETF | $24.8M | 167.0K | 1.6% | ▼−4.0% Reduced · −7K sh | |
| 16 | Vanguard Index FDS LARGE CAP ETF | $14.6M | 42.5K | 1.0% | ▼−1.2% Reduced · −537 sh | |
| 17 | State STR SPDR S&P 500 ETF T TR UNIT | $7.2M | 9.6K | 0.5% | ▲~0% Added · +4 sh | |
| 18 | Vanguard Intl Equity Index F FTSE SMCAP ETF | $5.6M | 36.1K | 0.4% | ▼−4.6% Reduced · −2K sh | |
| 19 | Vanguard Index FDS MID CAP ETF | $3.4M | 41.9K | 0.2% | ▲+291% Added · +31K sh | |
| 20 | Ishares Inc MSCI EMRG CHN | $3.0M | 29.6K | 0.2% | —Held | |
| 21 | Ishares TR MSCI EAFE ETF | $2.2M | 21.1K | 0.1% | ▲+0.1% Added · +14 sh | |
| 22 | Vanguard Index FDS GROWTH ETF | $2.0M | 23.1K | 0.1% | ▲+500% Added · +19K sh | |
| 23 | Ishares TR CORE S&P MCP ETF | $1.6M | 20.3K | 0.1% | ▼−1.7% Reduced · −344 sh | |
| 24 | Apple Inc COM | $1.3M | 4.6K | 0.1% | —Held | |
| 25 | SPDR Series Trust ST STR P400MID | $915K | 13.5K | 0.1% | ▼−9.1% Reduced · −1K sh | |
| 26 | Alphabet Inc CAP STK CL A | $873K | 2.4K | 0.1% | —Held | |
| 27 | Invesco Exch TRD SLF Idx FD BULSHS 2027 CB | $848K | 43.2K | 0.1% | —Held | |
| 28 | Ishares TR SELECT DIVID ETF | $787K | 5.0K | 0.1% | ▲+0.1% Added · +3 sh | |
| 29 | Ishares TR INTL SEL DIV ETF | $725K | 17.5K | 0.0% | —Held | |
| 30 | Mueller Inds Inc COM | $615K | 5.0K | 0.0% | —Held | |
| 31 | Berkshire Hathaway Inc Del CL B NEW | $608K | 1.2K | 0.0% | —Held | |
| 32 | Vanguard World FD MEGA CAP VAL ETF | $538K | 3.3K | 0.0% | —Held | |
| 33 | Ishares TR RUS 1000 GRW ETF | $495K | 4.0K | 0.0% | ▲+300% Added · +3K sh | |
| 34 | Amphenol Corp CL A | $488K | 2.8K | 0.0% | —Held | |
| 35 | SPDR Series Trust ST STR SP600 SML | $446K | 7.7K | 0.0% | ▲+2.1% Added · +156 sh | |
| 36 | Ishares TR ESG OPTIMIZED | $445K | 2.9K | 0.0% | —Held | |
| 37 | Vanguard Index FDS VALUE ETF | $438K | 2.0K | 0.0% | —Held | |
| 38 | Vanguard BD Index FDS TOTAL BND MRKT | $434K | 5.9K | 0.0% | ▼−14% Reduced · −1K sh | |
| 39 | Meta Platforms Inc CL A | $403K | 715 | 0.0% | —Held | |
| 40 | Microsoft Corp COM | $385K | 1.0K | 0.0% | —Held | |
| 41 | Ge Aerospace COM NEW | $334K | 893 | 0.0% | —Held | |
| 42 | JPMorgan Chase & Co COM | $320K | 978 | 0.0% | ▲+0.2% Added · +2 sh | |
| 43 | SPDR Series Trust ST STR P500GRW | $310K | 2.6K | 0.0% | —Held | |
| 44 | Mastercard Incorporated CL A | $309K | 602 | 0.0% | —Held | |
| 45 | Vanguard World FD INF TECH ETF | $300K | 2.5K | 0.0% | ▲+700% Added · +2K sh | |
| 46 | SPDR Series Trust ST STR P500VAL | $286K | 4.7K | 0.0% | —Held | |
| 47 | SPDR Series Trust ST STR P500ETF | $280K | 3.2K | 0.0% | ▼−0.8% Reduced · −25 sh | |
| 48 | Marvell Technology Inc COM | $251K | 842 | 0.0% | ▲New New position | |
| 49 | Amazon Com Inc COM | $225K | 942 | 0.0% | ▲New New position | |
| 50 | Ge Vernova Inc COM | $224K | 191 | 0.0% | ▲New New position |
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Use Arkolith to show Fusion Family Wealth, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.