# EDGAR Filing Document

**Accession Number:** 0001696209
**File Stem:** 0001951757-23-000055
**Filing Date:** 2023-1
**Character Count:** 7496
**Document Hash:** c7d3b7db2329f8950a34e22c1d535d1b
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001951757-23-000055.hdr.sgml**: 20230124

**ACCESSION NUMBER**: 0001951757-23-000055

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230124

**DATE AS OF CHANGE**: 20230124

**EFFECTIVENESS DATE**: 20230124

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Fusion Family Wealth LLC
- **CENTRAL INDEX KEY:** 0001696209
- **IRS NUMBER:** 464069582
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-17657
- **FILM NUMBER:** 23548711

**BUSINESS ADDRESS:**
- **STREET 1:** 88 FROEHLICH FARM BLVD. SUITE 401
- **CITY:** WOODBURY
- **STATE:** NY
- **ZIP:** 11797
- **BUSINESS PHONE:** 5162061302

**MAIL ADDRESS:**
- **STREET 1:** 88 FROEHLICH FARM BLVD. SUITE 401
- **CITY:** WOODBURY
- **STATE:** NY
- **ZIP:** 11797

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Fusion Family Wealth LLC<br>**Address:** 88 FROEHLICH FARM BLVD. SUITE 401<br>WOODBURY, NY 11797

**Form 13F File Number:** 028-17657

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** BRETT STANTON<br>**Title:** CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER<br>**Phone:** (516) 206-1320

**Signature, Place, and Date of Signing:**

BRETT STANTON  WOODBURY, NY  01-24-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 37

**Form 13F Information Table Value Total:** $730443122

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ALPHABET INC A | Common Stock | 02079K305 |  | 208223 | 2360 | SH |  | SOLE |  | 0 | 0 | 2360 |
| APPLE INC | Common Stock | 037833100 |  | 516342 | 3974 | SH |  | SOLE |  | 0 | 0 | 3974 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | Common Stock | 084670702 |  | 404968 | 1311 | SH |  | SOLE |  | 0 | 0 | 1311 |
| INVESCO BULLETSHARES 2024 CORP BD | ETF | 46138J841 |  | 30087378 | 1468744 | SH |  | SOLE |  | 0 | 0 | 1468744 |
| INVESCO BULLETSHARES 2025 CORP BD | ETF | 46138J817 |  | 2490774 | 123673 | SH |  | SOLE |  | 0 | 0 | 123673 |
| INVESCO BULLETSHARES 2026 CORP BD | ETF | 46138J791 |  | 31166638 | 1646850 | SH |  | SOLE |  | 0 | 0 | 1646850 |
| INVESCO NASDAQ 100 | ETF | 46138G649 |  | 2022800 | 18468 | SH |  | SOLE |  | 0 | 0 | 18468 |
| INVESCO QQQ TRUST | ETF | 46090E103 |  | 41139846 | 154498 | SH |  | SOLE |  | 0 | 0 | 154498 |
| INVESCO S 500 REVENUE | ETF | 46138G698 |  | 95486779 | 1291409 | SH |  | SOLE |  | 0 | 0 | 1291409 |
| INVESCO S MIDCAP 400 REVENUE | ETF | 46138G672 |  | 38744310 | 451202 | SH |  | SOLE |  | 0 | 0 | 451202 |
| INVESCO S SMALLCAP 600 REVENUE | ETF | 46138G664 |  | 42069724 | 387632 | SH |  | SOLE |  | 0 | 0 | 387632 |
| ISHARES CORE MSCI EAFE | ETF | 46432F842 |  | 26945235 | 437139 | SH |  | SOLE |  | 0 | 0 | 437139 |
| ISHARES CORE MSCI EMERGING MKTS | ETF | 46434G103 |  | 41490516 | 888448 | SH |  | SOLE |  | 0 | 0 | 888448 |
| ISHARES CORE S 500 | ETF | 464287200 |  | 10428996 | 27144 | SH |  | SOLE |  | 0 | 0 | 27144 |
| ISHARES CORE S MID-CAP | ETF | 464287507 |  | 518370 | 2143 | SH |  | SOLE |  | 0 | 0 | 2143 |
| ISHARES CORE S SMALL-CAP | ETF | 464287804 |  | 7087590 | 74890 | SH |  | SOLE |  | 0 | 0 | 74890 |
| ISHARES MSCI EAFE | ETF | 464287465 |  | 1312467 | 19995 | SH |  | SOLE |  | 0 | 0 | 19995 |
| ISHARES MSCI EMERGING MARKETS EX CHINA | ETF | 46434G764 |  | 1339508 | 28218 | SH |  | SOLE |  | 0 | 0 | 28218 |
| ISHARES MSCI USA ESG SLCT | ETF | 464288802 |  | 256098 | 3111 | SH |  | SOLE |  | 0 | 0 | 3111 |
| JP MORGAN EQUITY PREMIUM INCOME | ETF | 46641Q332 |  | 366772 | 6731 | SH |  | SOLE |  | 0 | 0 | 6731 |
| MASTERCARD INC A | Common Stock | 57636Q104 |  | 209333 | 602 | SH |  | SOLE |  | 0 | 0 | 602 |
| SPDR PORTFOLIO S 400 MID CAP TOTAL | ETF | 78464A847 |  | 632868 | 14891 | SH |  | SOLE |  | 0 | 0 | 14891 |
| SPDR PORTFOLIO S 500 HIGH DIV | ETF | 78468R788 |  | 432530 | 10928 | SH |  | SOLE |  | 0 | 0 | 10928 |
| SPDR PORTFOLIO S 600 SMALL CAP | ETF | 78468R853 |  | 251951 | 6815 | SH |  | SOLE |  | 0 | 0 | 6815 |
| SPDR S 500 TRUST | ETF | 78462F103 |  | 3863487 | 10102 | SH |  | SOLE |  | 0 | 0 | 10102 |
| SPDR S MIDCAP 400 TR | ETF | 78467Y107 |  | 221395 | 500 | SH |  | SOLE |  | 0 | 0 | 500 |
| VANGUARD S 500  SHS | ETF | 922908363 |  | 113340783 | 322596 | SH |  | SOLE |  | 0 | 0 | 322596 |
| VANGUARD FTSE ALL WORLD EX USA SMALL CAP | ETF | 922042718 |  | 29479742 | 286740 | SH |  | SOLE |  | 0 | 0 | 286740 |
| VANGUARD FTSE DEVELOPED MARKET | ETF | 921943858 |  | 61104840 | 1455917 | SH |  | SOLE |  | 0 | 0 | 1455917 |
| VANGUARD FTSE EMERGING MKTS | ETF | 922042858 |  | 69909767 | 1793478 | SH |  | SOLE |  | 0 | 0 | 1793478 |
| VANGUARD GROWTH | ETF | 922908736 |  | 805994 | 3782 | SH |  | SOLE |  | 0 | 0 | 3782 |
| VANGUARD LARGE CAP | ETF | 922908637 |  | 8066331 | 46305 | SH |  | SOLE |  | 0 | 0 | 46305 |
| VANGUARD MEGA CAP VALUE | ETF | 921910840 |  | 338377 | 3290 | SH |  | SOLE |  | 0 | 0 | 3290 |
| VANGUARD MID CAP | ETF | 922908629 |  | 2284122 | 11207 | SH |  | SOLE |  | 0 | 0 | 11207 |
| VANGUARD SMALL CAP | ETF | 922908751 |  | 64838966 | 353269 | SH |  | SOLE |  | 0 | 0 | 353269 |
| VANGUARD VALUE | ETF | 922908744 |  | 315371 | 2247 | SH |  | SOLE |  | 0 | 0 | 2247 |
| WISDOMTREE INTERNATIONAL HIGH DIV | ETF | 97717W802 |  | 263931 | 7358 | SH |  | SOLE |  | 0 | 0 | 7358 |

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