Fusion Family Wealth, LLC
Annual return '25
+15.8%
SPY '25
+17.7%
Alpha
-1.9ptsvs SPY
Invested
$1.3B
Holdings
48
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VOO
VANGUARD INDEX FDS
Held since at least Q1 2024
17.6%
02
$RWL
INVESCO EXCH TRADED FD TR II
Held since at least Q1 2024
14.4%
03
$VEA
VANGUARD TAX-MANAGED FDS
Held since at least Q1 2024
9.5%
04
$VB
VANGUARD INDEX FDS
Held since at least Q1 2024
8.6%
05
$VWO
VANGUARD INTL EQUITY INDEX F
Held since at least Q1 2024
8.4%
06
$IEMG
ISHARES INC
Held since at least Q1 2024
5.8%
07
$RWJ
INVESCO EXCH TRADED FD TR II
Held since at least Q1 2024
5.7%
08
$RWK
INVESCO EXCH TRADED FD TR II
Held since at least Q1 2024
5.3%
09
$NDQ
INVESCO QQQ TR
Held since at least Q1 2024
4.3%
10
$IEFA
ISHARES TR
Held since at least Q1 2024
4.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 11:16 UTC.