Fusion Family Wealth, LLC

CIK 0001696209 · Q2 2026

13F Equity AUM

$1.5B

+12.4% QoQ

Positions

+3 QoQ

AUM Rank

#2,733

Top 22%

Skill Alpha (FF)

-1.2%/yr^ns

No Clear Edge

Rank #4,093 · Top 50%

vs S&P -3.5%/yr (unadj.)

Quarters Tracked

~8 years

Portfolio Concentration

Top 5: 58.2%Top 10: 83.7%Top 20: 98.7%

VOO17.8%

RWL14.2%

VEA9.3%

VB9.1%

VWO7.9%

IEMG6.0%

RWJ5.8%

RWK5.3%

NDQ4.7%

IEFA3.7%

Others (40)16.3%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services99.7%

Other0.3%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 50Median: 0.06%Avg: 2.00%

0–0.5%

34(2.6%)

0.5–1%

1(1.0%)

1–3%

2(3.4%)

3–5%

5(17.7%)

5%+

8(75.4%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 50vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New3Increased11Decreased19Exited0

New Positions

MRVL0.0%

+842

GEV0.0%

+191

AMZN0.0%

+942

Increased

BSCS3.1%

+41K(+2%)

VO0.2%

+31K(+291%)

BSCQ3.1%

+31K(+1%)

VUG0.1%

+19K(+500%)

IWF0.0%

+3K(+300%)

VGT0.0%

+2K(+700%)

SPSM0.0%

+156(+2%)

EFA0.1%

+14(+0%)

SPY0.5%

+4(+0%)

DVY0.1%

+3(+0%)

Decreased

VWO7.9%

-74,938(-4%)

VEA9.3%

-27,671(-1%)

RWJ5.8%

-27,166(-2%)

IEMG6.0%

-23,217(-2%)

RWL14.2%

-10,598(-1%)

IEFA3.7%

-7,773(-1%)

IJR1.6%

-6,891(-4%)

RWK5.3%

-6,099(-1%)

NDQ4.7%

-3,904(-4%)

VOO17.8%

-3,071(-1%)

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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