Holdings

Fusion Family Wealth, LLC

As of Jun 30, 2026, Fusion Family Wealth, LLC reported 13 positions worth US$6.37M. Largest: Apple Inc, Alphabet Inc (google) Class C and Mueller Industries, Inc. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Apple Inc4,626US$1.34Mno changeJun 30, 2026
Alphabet Inc (google) Class C2,443US$873Kno changeJun 30, 2026
Mueller Industries, Inc.5,000US$615Kno changeJun 30, 2026
Berkshire Hathaway Inc.1,216US$608Kno changeJun 30, 2026
Amphenol Corporation2,766US$488Kno changeJun 30, 2026
Meta Platforms, Inc.715US$403Kno changeJun 30, 2026
Microsoft Corp.1,031US$385Kno changeJun 30, 2026
Ge Aerospace893US$334Kno changeJun 30, 2026
Jp Morgan Chase & Co.978US$320K+2Jun 30, 2026
Mastercard Incorporated602US$309Kno changeJun 30, 2026