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Fusion Family Wealth, LLC

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13F filer, CIK 1696209, WOODBURY, NY

Fusion Family Wealth, LLC reported $1,339,200,512 across 47 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-05. Its ten largest share positions make up 83.43% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001951757-26-000773

Period
2026-03-31
Reported value
$1.34B
Holdings
47
Top 10 weight
83.43%
New
3
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VOOadded+13,048$7.8M
RWLadded+48,750$5.6M
BSCSadded+155,846$3.18M
VBadded+11,981$3.14M
BSCQadded+138,312$2.7M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
VSSreduced-17,644-$2.57M
IEMGreduced-36,147-$2.52M
AMZNexited-942-$217K
TSLAexited-453-$204K
VOreduced-541-$155K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001951757-26-000773, largest first. % of portfolio is the value over $1,339,200,512, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 350,596 shares; 2024Q4: 364,285 shares; 2025Q1: 367,680 shares; 2025Q2: 377,700 shares; 2025Q3: 373,682 shares; 2025Q4: 380,778 shares; 2026Q1: 393,826 shares 393,826$235M17.57%+13,048Timeline
RWLINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,415,712 shares; 2024Q4: 1,467,672 shares; 2025Q1: 1,570,573 shares; 2025Q2: 1,579,615 shares; 2025Q3: 1,581,628 shares; 2025Q4: 1,628,324 shares; 2026Q1: 1,677,074 shares 1,677,074$193M14.39%+48,750Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,694,164 shares; 2024Q4: 1,737,583 shares; 2025Q1: 1,853,785 shares; 2025Q2: 1,834,811 shares; 2025Q3: 1,914,209 shares; 2025Q4: 1,944,094 shares; 2026Q1: 1,982,081 shares 1,982,081$127M9.48%+37,987Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 377,752 shares; 2024Q4: 393,543 shares; 2025Q1: 396,705 shares; 2025Q2: 412,456 shares; 2025Q3: 413,818 shares; 2025Q4: 429,752 shares; 2026Q1: 441,733 shares 441,733$116M8.64%+11,981Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,213,570 shares; 2024Q4: 2,266,954 shares; 2025Q1: 2,171,459 shares; 2025Q2: 2,087,330 shares; 2025Q3: 2,087,214 shares; 2025Q4: 2,049,274 shares; 2026Q1: 2,071,283 shares 2,071,283$112M8.36%+22,009Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,106,619 shares; 2024Q4: 1,091,802 shares; 2025Q1: 1,153,115 shares; 2025Q2: 1,170,217 shares; 2025Q3: 1,113,386 shares; 2025Q4: 1,153,514 shares; 2026Q1: 1,117,367 shares 1,117,367$77.9M5.82%-36,147Timeline
RWJINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,330,696 shares; 2024Q4: 1,364,167 shares; 2025Q1: 1,425,274 shares; 2025Q2: 1,444,721 shares; 2025Q3: 1,439,631 shares; 2025Q4: 1,478,001 shares; 2026Q1: 1,498,972 shares 1,498,972$75.7M5.65%+20,971Timeline
RWKINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 483,221 shares; 2024Q4: 503,385 shares; 2025Q1: 522,528 shares; 2025Q2: 522,140 shares; 2025Q3: 519,371 shares; 2025Q4: 537,524 shares; 2026Q1: 551,484 shares 551,484$70.7M5.28%+13,960Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,422 shares; 2024Q4: 98,341 shares; 2025Q1: 103,934 shares; 2025Q2: 103,875 shares; 2025Q3: 101,360 shares; 2025Q4: 99,579 shares; 2026Q1: 99,315 shares 99,315$57.3M4.28%-264Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 484,825 shares; 2024Q4: 481,193 shares; 2025Q1: 531,175 shares; 2025Q2: 558,726 shares; 2025Q3: 562,082 shares; 2025Q4: 585,876 shares; 2026Q1: 584,673 shares 584,673$52.9M3.95%-1,203Timeline
BSCSINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,559,179 shares; 2025Q1: 1,543,321 shares; 2025Q2: 1,627,839 shares; 2025Q3: 1,625,067 shares; 2025Q4: 2,091,255 shares; 2026Q1: 2,247,101 shares 2,247,101$45.9M3.43%+155,846Timeline
BSCQINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,719,433 shares; 2024Q4: 1,711,500 shares; 2025Q1: 1,713,766 shares; 2025Q2: 1,798,855 shares; 2025Q3: 1,806,681 shares; 2025Q4: 2,187,893 shares; 2026Q1: 2,326,205 shares 2,326,205$45.4M3.39%+138,312Timeline
QQQMINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147,801 shares; 2024Q4: 156,818 shares; 2025Q1: 152,697 shares; 2025Q2: 151,423 shares; 2025Q3: 150,060 shares; 2025Q4: 152,365 shares; 2026Q1: 159,278 shares 159,278$37.8M2.83%+6,913Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,763 shares; 2024Q4: 28,951 shares; 2025Q1: 34,231 shares; 2025Q2: 37,138 shares; 2025Q3: 36,999 shares; 2025Q4: 36,869 shares; 2026Q1: 36,869 shares 36,869$24.2M1.8%0Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165,452 shares; 2024Q4: 166,448 shares; 2025Q1: 209,339 shares; 2025Q2: 179,230 shares; 2025Q3: 174,462 shares; 2025Q4: 174,741 shares; 2026Q1: 173,891 shares 173,891$21.6M1.61%-850Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,459 shares; 2024Q4: 43,033 shares; 2025Q1: 44,898 shares; 2025Q2: 43,829 shares; 2025Q3: 43,399 shares; 2025Q4: 43,298 shares; 2026Q1: 43,081 shares 43,081$12.9M0.96%-217Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,812 shares; 2024Q4: 9,793 shares; 2025Q1: 19,228 shares; 2025Q2: 9,443 shares; 2025Q3: 9,641 shares; 2025Q4: 9,635 shares; 2026Q1: 9,633 shares 9,633$6.26M0.47%-2Timeline
VSSVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 337,781 shares; 2024Q4: 347,582 shares; 2025Q1: 167,902 shares; 2025Q2: 107,252 shares; 2025Q3: 59,969 shares; 2025Q4: 55,483 shares; 2026Q1: 37,839 shares 37,839$5.52M0.41%-17,644Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,941 shares; 2024Q4: 10,969 shares; 2025Q1: 10,855 shares; 2025Q2: 10,855 shares; 2025Q3: 10,826 shares; 2025Q4: 11,238 shares; 2026Q1: 10,697 shares 10,697$3.07M0.23%-541Timeline
EMXCISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,452 shares; 2024Q4: 29,452 shares; 2025Q1: 29,452 shares; 2025Q2: 29,452 shares; 2025Q3: 29,607 shares; 2025Q4: 29,607 shares; 2026Q1: 29,607 shares 29,607$2.33M0.17%0Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,756 shares; 2024Q4: 20,779 shares; 2025Q1: 20,859 shares; 2025Q2: 20,868 shares; 2025Q3: 21,111 shares; 2025Q4: 21,122 shares; 2026Q1: 21,126 shares 21,126$2.05M0.15%+4Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,194 shares; 2024Q4: 4,194 shares; 2025Q1: 4,194 shares; 2025Q2: 3,849 shares; 2025Q3: 3,844 shares; 2025Q4: 3,844 shares; 2026Q1: 3,844 shares 3,844$1.68M0.13%0Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,351 shares; 2024Q4: 11,431 shares; 2025Q1: 11,656 shares; 2025Q2: 21,022 shares; 2025Q3: 21,016 shares; 2025Q4: 21,221 shares; 2026Q1: 20,647 shares 20,647$1.39M0.1%-574Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,340 shares; 2024Q4: 4,626 shares; 2025Q1: 4,626 shares; 2025Q2: 4,626 shares; 2025Q3: 4,626 shares; 2025Q4: 4,626 shares; 2026Q1: 4,626 shares 4,626$1.17M0.09%0Timeline
SPMDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,891 shares; 2024Q4: 14,891 shares; 2025Q1: 14,891 shares; 2025Q2: 14,891 shares; 2025Q3: 14,891 shares; 2025Q4: 14,891 shares; 2026Q1: 14,891 shares 14,891$882K0.07%0Timeline
BSCRINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,231 shares 43,231$848K0.06%newTimeline
DVYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,565 shares; 2024Q4: 4,663 shares; 2025Q1: 4,666 shares; 2025Q2: 4,720 shares; 2025Q3: 4,838 shares; 2025Q4: 5,032 shares; 2026Q1: 5,034 shares 5,034$762K0.06%+2Timeline
IDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,123 shares; 2024Q4: 17,123 shares; 2025Q1: 17,498 shares; 2025Q2: 17,498 shares; 2025Q3: 17,498 shares; 2025Q4: 17,498 shares; 2026Q1: 17,498 shares 17,498$745K0.06%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,443 shares; 2024Q4: 2,443 shares; 2025Q1: 2,443 shares; 2025Q2: 2,443 shares; 2025Q3: 2,443 shares; 2025Q4: 2,443 shares; 2026Q1: 2,443 shares 2,443$703K0.05%0Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,216 shares; 2024Q4: 1,216 shares; 2025Q1: 1,216 shares; 2025Q2: 1,216 shares; 2025Q3: 1,216 shares; 2025Q4: 1,216 shares; 2026Q1: 1,216 shares 1,216$583K0.04%0Timeline
MLIMUELLER INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000$554K0.04%0Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,915 shares 6,915$509K0.04%newTimeline
MGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,290 shares; 2024Q4: 3,290 shares; 2025Q1: 3,290 shares; 2025Q2: 3,290 shares; 2025Q3: 3,290 shares; 2025Q4: 3,290 shares; 2026Q1: 3,290 shares 3,290$477K0.04%0Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 997 shares; 2024Q4: 997 shares; 2025Q1: 997 shares; 2025Q2: 997 shares; 2025Q3: 997 shares; 2025Q4: 997 shares; 2026Q1: 997 shares 997$425K0.03%0Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 749 shares; 2024Q4: 824 shares; 2025Q1: 824 shares; 2025Q2: 824 shares; 2025Q3: 825 shares; 2025Q4: 715 shares; 2026Q1: 715 shares 715$409K0.03%0Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,640 shares; 2024Q4: 2,640 shares; 2025Q1: 2,534 shares; 2025Q2: 2,007 shares; 2025Q3: 2,008 shares; 2025Q4: 2,008 shares; 2026Q1: 2,008 shares 2,008$394K0.03%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 891 shares; 2024Q4: 1,031 shares; 2025Q1: 1,031 shares; 2025Q2: 1,031 shares; 2025Q3: 1,031 shares; 2025Q4: 1,031 shares; 2026Q1: 1,031 shares 1,031$382K0.03%0Timeline
SUSAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,111 shares; 2024Q4: 2,884 shares; 2025Q1: 2,884 shares; 2025Q2: 2,884 shares; 2025Q3: 2,884 shares; 2025Q4: 2,884 shares; 2026Q1: 2,884 shares 2,884$381K0.03%0Timeline
SPSMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,860 shares; 2024Q4: 7,860 shares; 2025Q1: 7,913 shares; 2025Q2: 7,913 shares; 2025Q3: 7,879 shares; 2025Q4: 7,571 shares; 2026Q1: 7,571 shares 7,571$375K0.03%0Timeline
APHAMPHENOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,766 shares; 2025Q3: 2,766 shares; 2025Q4: 2,766 shares; 2026Q1: 2,766 shares 2,766$349K0.03%0Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 602 shares; 2024Q4: 602 shares; 2025Q1: 602 shares; 2025Q2: 602 shares; 2025Q3: 602 shares; 2025Q4: 602 shares; 2026Q1: 602 shares 602$301K0.02%0Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 971 shares; 2025Q1: 972 shares; 2025Q2: 973 shares; 2025Q3: 974 shares; 2025Q4: 975 shares; 2026Q1: 976 shares 976$287K0.02%+1Timeline
SPYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,706 shares; 2024Q4: 4,706 shares; 2025Q1: 4,706 shares; 2025Q2: 4,706 shares; 2025Q3: 4,706 shares; 2025Q4: 4,706 shares; 2026Q1: 4,706 shares 4,706$266K0.02%0Timeline
SPYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,609 shares; 2024Q4: 2,609 shares; 2025Q1: 2,609 shares; 2025Q2: 2,609 shares; 2025Q3: 2,609 shares; 2025Q4: 2,609 shares; 2026Q1: 2,609 shares 2,609$255K0.02%0Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 893 shares; 2025Q3: 893 shares; 2025Q4: 893 shares; 2026Q1: 893 shares 893$253K0.02%0Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,023 shares; 2024Q4: 4,023 shares; 2025Q1: 4,142 shares; 2025Q2: 4,142 shares; 2025Q3: 3,867 shares; 2025Q4: 3,045 shares; 2026Q1: 3,215 shares 3,215$246K0.02%+170Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 314 shares 314$219K0.02%newTimeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
AMZNAMAZON COM INC942$217Kshares
TSLATESLA INC453$204Kshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001951757-26-000773 base2026-05-05acceptance time not in the bulk data set