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Fusion Family Wealth LLC
Fusion Family Wealth LLC is a SEC-registered investment adviser headquartered in Woodbury, New York. Founded in 2013, the firm provides wealth management and financial planning services primarily to high net worth individuals and their families, with a focus on personalized client service. As of February 2025, Fusion Family Wealth manages approximately $1.2 billion in assets and consists of 9 employees. The firm's expertise lies in serving individuals seeking integrated financial guidance and comprehensive portfolio oversight.
Investment Strategy
Fusion Family Wealth LLC specializes in discretionary portfolio management tailored for high net worth individuals, with nearly all assets managed in this manner. The firm’s approach emphasizes long-term capital growth through diversified investments in publicly traded equities and fixed income securities. Fusion Family Wealth also provides financial planning and wealth advisory services, focusing on tax efficiency and risk management, striving to align investment decisions with each client’s goals, risk tolerance, and evolving needs.
Latest 13F Filing Activity
Fusion Family Wealth LLC filed their most recent 13F report on Jun 30, 2025 disclosing 47 equity positions with a total 13F market value of $1B. The fund increased holdings in Vanguard Index FDS, Vanguard Tax-managed FDS, Vanguard Index FDS among other positions. Fusion Family Wealth LLC reduced exposure to Vanguard Intl Equity Index F, SPDR S&P 500 Etf TR, Ishares TR among others.
Top Holdings
Equity Positions (47)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 18.14% | $214.5M | 377,700 | $325.35 | $568.03 | +$25.6M |
R RWL | INVESCO EXCH TRADED FD TR II | 13.93% | $164.7M | 1,579,615 | $66.90 | $104.29 | +$8.7M |
V VEA | VANGUARD TAX-MANAGED FDS | 8.84% | $104.6M | 1,834,811 | $42.84 | $57.01 | +$10.4M |
V VWO | VANGUARD INTL EQUITY INDEX F | 8.73% | $103.2M | 2,087,330 | $41.53 | $49.46 | +$5.0M |
V VB | VANGUARD INDEX FDS | 8.26% | $97.7M | 412,456 | $179.79 | $236.98 | +$9.8M |
Industry Allocation
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