Fusion Family Wealth, LLC
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
15 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 90.8% | $77,457,282 |
| Technology | 4.6% | $3,924,789 |
| Communication Services | 1.5% | $1,275,806 |
| Financial Services | 1.5% | $1,237,789 |
| Industrials | 1.4% | $1,172,788 |
| Consumer Cyclical | 0.3% | $224,516 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| QQQ | Invesco Qqq Trust, Series 1 | −3,904 | 95,411 | $70,260,660 | |
| No positions match the current search. | |||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 95,411 | $70,260,660 | 82.38% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 9,637 | $7,196,622 | 8.44% | |
| APH |
Amphenol Corp /De/
Technology
|
Held | 2,766 | $1,950,804 | 2.29% | |
| AAPL |
Apple Inc.
Technology
|
Held | 4,626 | $1,338,579 | 1.57% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Held | 2,443 | $873,054 | 1.02% | |
| MLI |
Mueller Industries Inc
Industrials
|
Held | 5,000 | $614,650 | 0.72% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 1,216 | $608,474 | 0.71% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Held | 715 | $402,752 | 0.47% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 1,031 | $384,583 | 0.45% | |
| GE |
General Electric Co
Industrials
|
Held | 893 | $333,740 | 0.39% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 978 | $320,128 | 0.38% | |
| MA |
Mastercard Inc
Financial Services
|
Held | 602 | $309,187 | 0.36% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
NEW | 842 | $250,823 | 0.29% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
NEW | 942 | $224,516 | 0.26% | |
| GEV |
GE Vernova Inc.
Industrials
|
NEW | 191 | $224,398 | 0.26% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.