Sign In
test

Brett Stanton

Fusion Family Wealth, Llc

Assets Managed
$1.339B
Holdings
47
Last Quarter
2026 - Q1
Filed Date
29d ago
Growth Rate
1.5%(2Q avg: 0.18%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Fusion Family Wealth, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 47 positions.

Assets under management

The assets under management (AUM) of Fusion Family Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.339B in assets, with a quarterly growth rate of 1.5% and a 2-quarter average growth rate of 0.18%. The portfolio is managed by Brett Stanton, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 3.43%
17.58%
$235.331M
393,826 shares@ $597.55 avg price
RWL
Invesco S&p 500 Revenue Etf
Recent Activity
Increased 3%
14.4%
$192.713M
1.677M shares@ $114.92 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 1.96%
9.49%
$127.012M
1.982M shares@ $64.08 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Increased 2.79%
8.64%
$115.699M
441,733 shares@ $261.92 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Increased 1.08%
8.36%
$111.953M
2.071M shares@ $54.06 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Decreased -3.13%
5.82%
$77.936M
1.117M shares@ $69.75 avg price
RWJ
Invesco S&p Smallcap 600
Recent Activity
Increased 1.42%
5.66%
$75.668M
1.499M shares@ $50.49 avg price
RWK
Invesco S&p Midcap 400 Rev
Recent Activity
Increased 2.6%
5.29%
$70.733M
551,484 shares@ $128.26 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -0.26%
4.29%
$57.323M
99,315 shares@ $577.19 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Decreased -0.2%
3.96%
$52.93M
584,673 shares@ $90.54 avg price

1-10 of 47