Fusion Family Wealth, LLC
•CIK: 1696209•Filing: Q4 2025
**Fusion Family Wealth LLC** manages $1.3B across a diversified portfolio of 46 positions. The fund exhibits a significant allocation to broad market indices, notably holding VOO at $238.8M and RWL at $186.4M. Further diversification is evident through substantial exposure to international equities, including VEA ($121.4M) and a combined allocation to emerging and international markets exceeding $300M. This structure suggests a core mandate focused on capturing global market beta through established ETFs.
Total AUM
$1.3B
QoQ Performance
-1.1%
Positions
23
Top 10 Concentration
83.3%
Latest Filing
Q4 2025
Top Holdings Allocation
VOO
RWL
VEA
VB
VWO
IEMG
RWJ
RWK
VOO18.1%
RWL14.1%
VEA9.2%
VB8.4%
VWO8.3%
IEMG5.9%
RWJ5.5%
RWK5.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other79.1%
ETF20.5%
Technology0.2%
Financial0.1%
Consumer0.0%
Industrial0.0%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
↑17 increased
↓9 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023