Portfolio (Quarterly) Guide ↗

Fusion Family Wealth, LLC

· CIK 0001696209

13F Portfolio $1.3B AUM 47 positions Filed May 5, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 3 New 11 Added 5 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	AMZN	AMAZON COM INC	Consumer Cyclical	942	$217K	0.02%	SOLD
2	TSLA	TESLA INC	Consumer Cyclical	453	$204K	0.01%	SOLD

Sector Allocation

Financial Services 94.4%

Technology 2.8%

Communication Services 1.6%

Industrials 1.2%