Fusion Family Wealth, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The report lists the firm's address as 88 Froehlich Farm Blvd. Suite 401 in Woodbury, New York, and identifies Brett Stanton as the Chief Compliance Officer responsible for the filing.
The portfolio consists of 65 distinct equity securities. The holdings are primarily composed of exchange-traded funds (ETFs) and index funds, including offerings from Invesco, iShares, and Vanguard. Major index funds listed include the Invesco S&P 500 ETF, the Vanguard S&P 500 ETF, and the Vanguard Total Bond Market ETF.
Among the individual stock holdings, Alphabet Inc. Class A is listed with 2,483 shares. Other notable individual positions include Amazon.com Inc. with 942 shares, Apple Inc. with 4,494 shares, and Berkshire Hathaway Inc. Class B with 1,216 shares. The portfolio also includes positions in JPMorgan Chase & Co., Marvel Technology Inc., Mastercard Incorporated, Meta Platforms Inc., and Microsoft Corp.
