Fusion Family Wealth, LLC

CIK

1696209

Location

WOODBURY, NY

Portfolio Value

Micro $68,305,106

Diversification

Highly concentrated

Filing Date

Global Rank

#6,368 / 8,603 ▲ 54 · as of Mar 2026

Top Industry

Consumer Electronics 24.9%

3Y Alpha vs SPY

+4.0%

Period ended 3 months ago

Filed May 5, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+94.0%

SPY

+76.0%

Annualised alpha

+4.0%

Max drawdown

−22.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

12 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

83.9%

+0.5 pts

Top 5

96.7%

+0.8 pts

Top 10

99.2%

+0.6 pts

HHI

7,133

Highly concentrated+93

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	93.1%	$63,587,356	2
Technology	2.8%	$1,905,161	3
Financial Services	1.7%	$1,170,602	3
Communication Services	1.6%	$1,111,581	2
Industrials	0.8%	$530,406	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

1 positions

Ticker	Company	Δ Shares	Shares	Value	Open
JPM	Jpmorgan Chase & Co	+1	976	$287,100
No positions match the current search.

Trimmed

Positions the filer reduced

2 positions

Ticker	Company	Δ Shares	Shares	Value
QQQ	Invesco Qqq Trust, Series 1	−264	99,315	$57,322,631
SPY	Spdr S&P 500 ETF Trust	−2	9,633	$6,264,725
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
AMZN	Amazon Com Inc	942	$217,432
TSLA	Tesla, Inc.	453	$203,723
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

12 positions · $68,305,106 total · as of Mar 31, 2026

All sectors Communication Services Financial Services Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Reduced	99,315	-264	$57,322,631	−6.3%	83.92%
SPY	Spdr S&P 500 ETF Trust	Reduced	9,633	-2	$6,264,725	−4.7%	9.17%
AAPL	Apple Inc. Technology	Held	4,626	0	$1,174,032	−6.6%	1.72%
GOOGL	Alphabet Inc. Communication Services	Held	2,443	0	$702,509	−8.1%	1.03%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	1,216	0	$582,707	−4.7%	0.85%
META	Meta Platforms, Inc. Communication Services	Held	715	0	$409,072	−13.3%	0.60%
MSFT	Microsoft Corp Technology	Held	1,031	0	$381,645	−23.5%	0.56%
APH	Amphenol Corp /De/ Technology	Held	2,766	0	$349,484	−6.5%	0.51%
MA	Mastercard Inc Financial Services	Held	602	0	$300,795	−12.5%	0.44%
JPM	Jpmorgan Chase & Co Financial Services	Added	976	+1	$287,100	−8.6%	0.42%
MLI	Mueller Industries Inc Industrials	Held	5,000	0	$277,000	−3.5%	0.41%
GE	General Electric Co Industrials	Held	893	0	$253,406	−7.9%	0.37%