SEC Form 13F

Fusion Family Wealth, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-08
Reported value$1,505,176,297
Positions50

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$268,374,279390,755
INVESCO EXCH TRADED FD TR IIRWLS&P 500 REVENUE$212,908,9991,666,476
VANGUARD TAX-MANAGED FDSVEAVAN FTSE DEV MKT$139,251,7331,954,410
VANGUARD INDEX FDSVBSMALL CP ETF$136,624,978440,832
VANGUARD INTL EQUITY INDEX FVWOFTSE EMR MKT ETF$119,161,8551,996,345
ISHARES INCIEMGCORE MSCI EMKT$90,639,3491,094,150
INVESCO EXCH TRADED FD TR IIRWJS&P SMALLCAP 600$87,572,4541,471,806
INVESCO EXCH TRADED FD TR IIRWKS&P MDCP 400 REV$79,767,244545,385
INVESCO QQQ TRQQQUNIT SER 1$70,260,96895,411
ISHARES TRIEFACORE MSCI EAFE$55,717,004576,900

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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