Fusion Family Wealth, LLC has disclosed its latest investment holdings, reporting a total value of approximately $1.51 billion as of September 30, 2026. This filing is significant as it provides insights into the company's investment strategies and positions in the market, particularly in the technology sector.

Fusion Family Wealth, LLC is an investment management firm based in Woodbury, New York. The company operates under the Central Index Key (CIK) number 0001696209 and has been active in filing various forms with the SEC, including the recent 13F-HR submission on November 2, 2026. The firm specializes in managing investments for families and high-net-worth individuals, focusing on tailored strategies to meet their financial goals.

The latest filing, with accession number 0001951757-26-001787, reveals that Fusion Family Wealth holds significant positions in major technology companies. Notable investments include:

  • Apple Inc. - valued at approximately $1.5 million
  • Alphabet Inc. - valued at approximately $854,351
  • Amazon.com Inc. - valued at approximately $234,699
  • Microsoft Corporation - valued at approximately $528,800
  • Meta Platforms Inc. - valued at approximately $518,337

The filing indicates that the firm has a total of 50 positions across various sectors, with a total value of $1,508,968,355. This diversification may reflect a strategic approach to managing risk while capitalizing on growth opportunities in the market.

This report could have implications for other investment firms and asset managers in the industry. Competitors may analyze Fusion Family Wealth's holdings to gauge market trends and adjust their own investment strategies accordingly. The focus on large technology firms suggests a continued confidence in the tech sector's growth potential, which could influence broader market movements.

Looking ahead, it remains to be seen how Fusion Family Wealth will adapt its investment strategies in response to market changes and economic conditions. The filing does not specify what actions the company may take next, but the insights gained from this report could inform future decisions.