# EDGAR Filing Document

**Accession Number:** 0001696209
**File Stem:** 0001951757-25-001286
**Filing Date:** 2025-11
**Character Count:** 8493
**Document Hash:** 9eb5ef2bd7538baffb34c3de763d285a
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001951757-25-001286.hdr.sgml**: 20251106

**ACCESSION NUMBER**: 0001951757-25-001286

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251106

**DATE AS OF CHANGE**: 20251106

**EFFECTIVENESS DATE**: 20251106

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Fusion Family Wealth LLC
- **CENTRAL INDEX KEY:** 0001696209

**ORGANIZATION NAME:**
- **EIN:** 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:** 251459178

**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:** 09-30-2025

**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 Compliance Officer<br>**Phone:** (516) 206-1320

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

Brett Stanton  Woodbury, NY  11-06-2025<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:** 47

**Form 13F Information Table Value Total:** $1334792880

      (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 | CAP STK CL A | 02079K305 |  | 593893 | 2443 | SH |  | SOLE |  | 0 | 0 | 2443 |
| AMAZON COM INC | COM | 023135106 |  | 206835 | 942 | SH |  | SOLE |  | 0 | 0 | 942 |
| AMPHENOL CORP NEW | CL A | 032095101 |  | 342293 | 2766 | SH |  | SOLE |  | 0 | 0 | 2766 |
| APPLE INC | COM | 037833100 |  | 1177918 | 4626 | SH |  | SOLE |  | 0 | 0 | 4626 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 611332 | 1216 | SH |  | SOLE |  | 0 | 0 | 1216 |
| GE AEROSPACE | COM NEW | 369604301 |  | 268632 | 893 | SH |  | SOLE |  | 0 | 0 | 893 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2025 CB | 46138J825 |  | 2400081 | 116002 | SH |  | SOLE |  | 0 | 0 | 116002 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | 46138J791 |  | 35338682 | 1806681 | SH |  | SOLE |  | 0 | 0 | 1806681 |
| INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 28 | 46138J643 |  | 33427620 | 1625067 | SH |  | SOLE |  | 0 | 0 | 1625067 |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 |  | 37082740 | 150060 | SH |  | SOLE |  | 0 | 0 | 150060 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 60853744 | 101360 | SH |  | SOLE |  | 0 | 0 | 101360 |
| INVESCO EXCH TRADED FD TR II | S 500 REVENUE | 46138G698 |  | 175022962 | 1581628 | SH |  | SOLE |  | 0 | 0 | 1581628 |
| INVESCO EXCH TRADED FD TR II | S MDCP 400 REV | 46138G672 |  | 64926512 | 519371 | SH |  | SOLE |  | 0 | 0 | 519371 |
| INVESCO EXCH TRADED FD TR II | S SMALLCAP 600 | 46138G664 |  | 69534185 | 1439631 | SH |  | SOLE |  | 0 | 0 | 1439631 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 49075378 | 562082 | SH |  | SOLE |  | 0 | 0 | 562082 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 73394426 | 1113386 | SH |  | SOLE |  | 0 | 0 | 1113386 |
| ISHARES TR | CORE S ETF | 464287200 |  | 24763096 | 36999 | SH |  | SOLE |  | 0 | 0 | 36999 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 1371504 | 21016 | SH |  | SOLE |  | 0 | 0 | 21016 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 20731319 | 174462 | SH |  | SOLE |  | 0 | 0 | 174462 |
| ISHARES TR | INTL SEL DIV ETF | 464288448 |  | 639552 | 17498 | SH |  | SOLE |  | 0 | 0 | 17498 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 1971171 | 21111 | SH |  | SOLE |  | 0 | 0 | 21111 |
| ISHARES INC | MSCI EMRG CHN | 46434G764 |  | 1998769 | 29607 | SH |  | SOLE |  | 0 | 0 | 29607 |
| ISHARES TR | ESG OPTIMIZED | 464288802 |  | 391215 | 2884 | SH |  | SOLE |  | 0 | 0 | 2884 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 467005 | 997 | SH |  | SOLE |  | 0 | 0 | 997 |
| ISHARES TR | SELECT DIVID ETF | 464287168 |  | 687506 | 4838 | SH |  | SOLE |  | 0 | 0 | 4838 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 307322 | 974 | SH |  | SOLE |  | 0 | 0 | 974 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 342424 | 602 | SH |  | SOLE |  | 0 | 0 | 602 |
| META PLATFORMS INC | CL A | 30303M102 |  | 605511 | 825 | SH |  | SOLE |  | 0 | 0 | 825 |
| MICROSOFT CORP | COM | 594918104 |  | 534006 | 1031 | SH |  | SOLE |  | 0 | 0 | 1031 |
| MUELLER INDS INC | COM | 624756102 |  | 505550 | 5000 | SH |  | SOLE |  | 0 | 0 | 5000 |
| SPDR SERIES TRUST | PORTFOLIO S | 78464A847 |  | 851616 | 14891 | SH |  | SOLE |  | 0 | 0 | 14891 |
| SPDR SERIES TRUST | PORTFOLIO S | 78464A854 |  | 302941 | 3867 | SH |  | SOLE |  | 0 | 0 | 3867 |
| SPDR SERIES TRUST | PRTFLO S GW | 78464A409 |  | 272667 | 2609 | SH |  | SOLE |  | 0 | 0 | 2609 |
| SPDR SERIES TRUST | PRTFLO S VL | 78464A508 |  | 260383 | 4706 | SH |  | SOLE |  | 0 | 0 | 4706 |
| SPDR SERIES TRUST | PORTFOLIO S | 78468R853 |  | 364955 | 7879 | SH |  | SOLE |  | 0 | 0 | 7879 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 6422955 | 9641 | SH |  | SOLE |  | 0 | 0 | 9641 |
| TESLA INC | COM | 88160R101 |  | 201458 | 453 | SH |  | SOLE |  | 0 | 0 | 453 |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 922042718 |  | 85485532 | 59969 | SH |  | SOLE |  | 0 | 0 | 59969 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 114699429 | 1914209 | SH |  | SOLE |  | 0 | 0 | 1914209 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 113085255 | 2087214 | SH |  | SOLE |  | 0 | 0 | 2087214 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 1843649 | 3844 | SH |  | SOLE |  | 0 | 0 | 3844 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 |  | 13360699 | 43399 | SH |  | SOLE |  | 0 | 0 | 43399 |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | 921910840 |  | 453165 | 3290 | SH |  | SOLE |  | 0 | 0 | 3290 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 3179960 | 10826 | SH |  | SOLE |  | 0 | 0 | 10826 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 228835099 | 373682 | SH |  | SOLE |  | 0 | 0 | 373682 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 105225516 | 413818 | SH |  | SOLE |  | 0 | 0 | 413818 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 374418 | 2008 | SH |  | SOLE |  | 0 | 0 | 2008 |

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