Notify me when Fusion Family Wealth, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 46 | $1,319,439,552 | +$42,609,726 | -$5,811,690 | +$36,798,036 | VOO, RWL, VEA, VB, VWO | 13F-HR | 04 Feb 2026, 10:49 |
| Q3 2025 | 47 | $1,249,307,348 | +$8,557,312 | -$12,209,378 | -$3,652,066 | VOO, RWL, VEA, VWO, VB | 13F-HR | 06 Nov 2025, 16:43 |
| Q2 2025 | 47 | $1,182,889,245 | +$21,032,273 | -$23,706,832 | -$2,674,559 | VOO, RWL, VEA, VWO, VB | 13F-HR | 30 Jul 2025, 16:33 |
| Q1 2025 | 44 | $1,087,572,448 | +$46,136,009 | -$26,465,743 | +$19,670,266 | VOO, RWL, VWO, VEA, VB | 13F-HR | 28 Apr 2025, 17:28 |
| Q4 2024 | 45 | $1,090,690,206 | +$59,834,976 | -$33,607,973 | +$26,227,003 | VOO, RWL, VWO, VB, VEA | 13F-HR | 27 Jan 2025, 09:52 |
| Q3 2024 | 43 | $1,085,992,796 | +$40,243,929 | -$108,144 | +$40,135,785 | VOO, RWL, VWO, VB, VEA | 13F-HR | 17 Oct 2024, 16:44 |
| Q2 2024 | 43 | $981,875,848 | +$13,191,611 | -$2,457,841 | +$10,733,770 | VOO, RWL, VWO, VEA, VB | 13F-HR | 31 Jul 2024, 16:46 |
| Q1 2024 | 42 | $964,857,341 | +$40,382,015 | -$16,975,559 | +$23,406,456 | VOO, RWL, VWO, VB, VEA | 13F-HR | 10 May 2024, 09:55 |
| Q4 2023 | 42 | $886,859,670 | +$30,695,058 | -$29,647,011 | +$1,048,047 | VOO, RWL, VWO, VEA, VB | 13F-HR | 29 Jan 2024, 08:52 |
| Q3 2023 | 42 | $808,344,576 | +$37,266,057 | -$3,566,075 | +$33,699,982 | VOO, RWL, VWO, VB, VEA | 13F-HR | 24 Oct 2023, 10:15 |
| Q2 2023 | 46 | $831,817,974 | +$20,496,638 | -$2,013,309 | +$18,483,329 | VOO, RWL, VWO, VB, VEA | 13F-HR | 20 Jul 2023, 15:44 |
| Q1 2023 | 39 | $778,051,215 | +$9,248,959 | -$3,048,723 | +$6,200,236 | VOO, RWL, VWO, VB, VEA | 13F-HR | 20 Apr 2023, 13:38 |
| Q4 2022 | 37 | $730,443,122 | +$57,265,484 | -$40,429,301 | +$16,836,183 | VOO, RWL, VWO, VB, VEA | 13F-HR | 24 Jan 2023, 16:49 |
| Q3 2022 | 37 | $190,156,000 | $0 | $0 | $0 | RWL, BSCO, BSCM, RWK, SPMD | 13F-HR | 19 Oct 2022, 12:26 |
| Q2 2022 | 35 | $697,926,000 | +$111,424,629 | -$51,656,032 | +$59,768,597 | VOO, VWO, RWL, VEA, VB | 13F-HR | 11 Jul 2022, 17:29 |
| Q1 2022 | 35 | $740,609,000 | +$113,955,136 | -$14,552,575 | +$99,402,561 | VOO, RWL, VWO, VEA, VB | 13F-HR | 28 Apr 2022, 10:05 |
| Q4 2021 | 36 | $671,673,000 | +$3,412,248 | -$31,687,275 | -$28,275,027 | VOO, RWL, VEA, VB, QQQ | 13F-HR | 20 Jan 2022, 13:21 |
| Q3 2021 | 37 | $665,221,000 | +$21,735,016 | -$12,991,330 | +$8,743,686 | VOO, VEA, RWL, VB, VWO | 13F-HR | 14 Oct 2021, 08:28 |
| Q2 2021 | 36 | $667,524,000 | +$4,247,395 | -$17,126,401 | -$12,879,006 | VOO, VEA, RWL, VB, VWO | 13F-HR | 30 Jul 2021, 08:37 |
| Q1 2021 | 106 | $645,869,000 | +$36,531,440 | -$1,092,681 | +$35,438,759 | VOO, VEA, RWL, VB, VWO | 13F-HR | 29 Apr 2021, 15:59 |
| Q4 2020 | 100 | $565,944,000 | +$5,446,464 | -$7,408,073 | -$1,961,609 | VOO, VEA, RWL, VB, VWO | 13F-HR | 08 Feb 2021, 17:40 |
| Q3 2020 | 104 | $495,270,000 | +$50,586,236 | -$5,841,485 | +$44,744,751 | VOO, VEA, RWL, BSCO, BSCM | 13F-HR | 06 Nov 2020, 21:10 |
| Q2 2020 | 111 | $424,115,000 | +$58,726,358 | -$73,574,672 | -$14,848,314 | VOO, VEA, RWL, BSCM, BSCO | 13F-HR | 12 Aug 2020, 21:51 |
| Q1 2020 | 126 | $373,034,000 | +$33,721,388 | -$7,132,053 | +$26,589,335 | VOO, VEA, RWL, QQQ, VWO | 13F-HR | 06 May 2020, 14:59 |
| Q4 2019 | 136 | $434,316,000 | +$34,494,817 | -$1,936,872 | +$32,557,945 | VOO, VEA, RWL, QQQ, VWO | 13F-HR | 29 Jan 2020, 17:19 |
| Q3 2019 | 143 | $377,008,000 | +$13,823,468 | -$36,191,264 | -$22,367,796 | VOO, VEA, RWL, VWO, ECON | 13F-HR | 31 Oct 2019, 12:45 |
| Q2 2019 | 154 | $401,781,000 | +$101,404,928 | -$67,734,459 | +$33,670,469 | VOO, VEA, RWL, VWO, QQQ | 13F-HR | 06 Aug 2019, 13:12 |
| Q1 2019 | 155 | $362,115,000 | +$18,242,506 | -$30,407,738 | -$12,165,232 | VOO, VEA, RWL, VWO, QQQ | 13F-HR | 10 May 2019, 17:26 |
| Q4 2018 | 257 | $340,272,000 | +$38,839,749 | -$30,777,395 | +$8,062,354 | VOO, VEA, RWL, VWO, QQQ | 13F-HR | 18 Jan 2019, 15:17 |
| Q3 2018 | 273 | $372,690,000 | +$26,860,407 | -$19,015,203 | +$7,845,204 | VEA, VOO, RWL, INVESCO QQQ TRUST, VWO | 13F-HR | 07 Nov 2018, 15:04 |
| Q2 2018 | 294 | $354,090,561 | +$94,261,539 | -$36,706,622 | +$57,554,917 | VEA, VOO, RWL, INVESCO QQQ TRUST, VSS | 13F-HR | 03 Aug 2018, 10:31 |
| Q1 2018 | 278 | $297,382,000 | +$19,079,258 | -$55,921,872 | -$36,842,614 | VEA, VOO, RWL, QQQ, VSS | 13F-HR | 02 May 2018, 16:28 |
| Q4 2017 | 287 | $331,728,000 | +$41,226,554 | -$10,667,046 | +$30,559,508 | VEA, VOO, RWL, QQQ, VSS | 13F-HR | 06 Feb 2018, 16:58 |
| Q3 2017 | 227 | $295,416,000 | +$18,302,529 | -$24,946,239 | -$6,643,710 | VEA, VOO, RWL, QQQ, VSS | 13F-HR | 30 Oct 2017, 16:38 |
| Q2 2017 | 283 | $291,995,000 | +$23,346,449 | -$4,923,054 | +$18,423,395 | VEA, VOO, RWL, QQQ, VSS | 13F-HR | 07 Aug 2017, 11:56 |
| Q1 2017 | 312 | $266,855,000 | +$110,959,194 | -$18,649,871 | +$92,309,323 | VEA, VOO, RWL, QQQ, VV | 13F-HR | 08 May 2017, 12:22 |
| Q4 2016 | 386 | $169,718,000 | $0 | $0 | $0 | RWL, QQQ, VWO, BSCK, ECON | 13F-HR | 08 Feb 2017, 18:19 |