Fusion Family Wealth, LLC reported 50 holdings worth US$1.51B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 7, 2026
Fusion Family Wealth, LLC reported 50 holdings worth US$1.51B as of Jun 30, 2026. Largest: Apple Inc, Alphabet Inc (google) Class C and Mueller Industries, Inc. Filed Aug 7, 2026 (Form 13F).
- Holdings
- 50
- Value as reported
- US$1.51B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 4,626 | US$1.34M | 0.09% |
| Alphabet Inc (google) Class C | 2,443 | US$873K | 0.06% |
| Mueller Industries, Inc. | 5,000 | US$615K | 0.04% |
| Berkshire Hathaway Inc. | 1,216 | US$608K | 0.04% |
| Amphenol Corporation | 2,766 | US$488K | 0.03% |
| Meta Platforms, Inc. | 715 | US$403K | 0.03% |
| Microsoft Corp. | 1,031 | US$385K | 0.03% |
| Ge Aerospace | 893 | US$334K | 0.02% |
| Jp Morgan Chase & Co. | 978 | US$320K | 0.02% |
| Mastercard Incorporated | 602 | US$309K | 0.02% |
| Marvell Technology, Inc. | 842 | US$251K | 0.02% |
| Amazon.com, Inc. | 942 | US$225K | 0.01% |
| Ge Vernova Inc. | 191 | US$224K | 0.01% |