Fusion Family Wealth, LLC: 13F holdings
CIK 16962092026Q2
| Positions | 50 |
|---|---|
| Reported value | $1.5bn |
| Filed | 2026-08-07 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VOO VANGUARD INDEX FDS | 390,755 | $268.4m | 17.8% |
| RWL INVESCO EXCH TRADED FD TR II | 1,666,476 | $212.9m | 14.1% |
| VEA VANGUARD TAX-MANAGED FDS | 1,954,410 | $139.3m | 9.3% |
| VB VANGUARD INDEX FDS | 440,832 | $136.6m | 9.1% |
| VWO VANGUARD INTL EQUITY INDEX F | 1,996,345 | $119.2m | 7.9% |
| IEMG ISHARES INC | 1,094,150 | $90.6m | 6.0% |
| INVESCO EXCH TRADED FD TR II | 1,471,806 | $87.6m | 5.8% |
| INVESCO EXCH TRADED FD TR II | 545,385 | $79.8m | 5.3% |
| QQQ INVESCO QQQ TR | 95,411 | $70.3m | 4.7% |
| IEFA ISHARES TR | 576,900 | $55.7m | 3.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1696209")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.