Fusion Family Wealth
Fusion Family Wealth reported 50 stocks worth $1.5B in its 13F filing for Q3 2026, filed Nov 2, 2026. Its largest holdings are VOO (18.2%), RWL (14.2%) and VEA (9.7%). Compared with Q2 2026, the fund opened new positions in BSCU, added to VOO, VEA and VB, trimmed RWL, RWJ and QQQM and sold out of GEV.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VOO Vanguard S&P 500 ETF | $275M | 18.2% | 392K | +1,281 (+0%) | 8 of 8 | |
| 2 |  RWL Invesco Exch Traded FD TR II | $214M | 14.2% | 1.7M | −7,030 (−0%) | 8 of 8 | |
| 3 |  VEA Vanguard Tax-Managed Fds | $146M | 9.7% | 2.1M | +118K (+6%) | 8 of 8 | |
| 4 |  VB Vanguard Index Fds | $127M | 8.4% | 446K | +4,708 (+1%) | 8 of 8 | |
| 5 |  VWO Vanguard Intl Equity Index F | $126M | 8.4% | 2.1M | +135K (+7%) | 8 of 8 | |
| 6 |  IEMG Ishares Inc | $90.4M | 6.0% | 1.1M | +20K (+2%) | 8 of 8 | |
| 7 |  RWJ Invesco S&P Smallcap 600 Revenue ETF | $81.7M | 5.4% | 1.5M | −18K (−1%) | 8 of 8 | |
| 8 |  RWK Invesco S&P Midcap 400 Revenue ETF | $75.5M | 5.0% | 546K | No change | 8 of 8 | |
| 9 |  QQQ Invesco Qqq TR | $71.3M | 4.7% | 96K | +955 (+1%) | 8 of 8 | |
| 10 |  IEFA Ishares TR | $56.3M | 3.7% | 581K | +3,813 (+1%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 GEV GE Vernova Inc | $224K | 191 |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Nov 2, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Fusion Family Wealth 13F FAQ
What does Fusion Family Wealth own?
Fusion Family Wealth reported 50 stocks worth $1.5B in its 13F filing for Q3 2026, filed Nov 2, 2026. Its largest holdings are VOO (18.2%), RWL (14.2%) and VEA (9.7%). The table above lists every position in the filing (the top 10 without an account).
What did Fusion Family Wealth buy and sell in Q3 2026?
Compared with Q2 2026: 1 new positions, 17 added to, 8 trimmed and 1 sold out. New positions include BSCU. It sold all of GEV.
When will Fusion Family Wealth file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Fusion Family Wealth's portfolio worth?
The Q3 2026 filing reports $1.5B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.