Fusion Family Wealth, LLC
All 13F Filings
- Location
- Woodbury, NY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,505,176
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/7/2026 | 50 | 1,505,176 | 13F-HR | Fusion Family Wealth, LLC |
| Q1 2026 | 5/5/2026 | 47 | 1,339,201 | 13F-HR | Fusion Family Wealth, LLC |
| Q4 2025 | 2/4/2026 | 46 | 1,319,440 | 13F-HR | Fusion Family Wealth, LLC |
| Q3 2025 | 11/6/2025 | 47 | 1,334,793 | 13F-HR | Fusion Family Wealth LLC |
| Q2 2025 | 7/30/2025 | 47 | 1,182,889 | 13F-HR | Fusion Family Wealth LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 6.374 K | 0.4% | 1.379 K | 0 | 1.379 K |
| ETFs | 1.499 M | 99.6% | 164.6 K | 0 | 164.6 K |
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Fund Snapshot
Q2 2026
Latest filed
8/7/2026
Total value ($000)
1,505,176
Holdings
50
QoQ value change ($000)
165,975
(12.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.