BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

Composition Wealth, LLC

· CIK 0001585859
13F Portfolio $8.5B AUM 1,004 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 150 New 421 Added 284 Reduced 37 Exited
Page 10 of 22  ·  421 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 IYM ISHARES TR 10,396.0 $1.9M 0.02% +3K +38.8% $179.53 +6.0%
182 COIN COINBASE GLOBAL INC Financial Services 12,632.0 $1.8M 0.02% +1K +13.3% $146.19 +17.9%
183 BIV VANGUARD BD INDEX FDS 23,348.0 $1.8M 0.02% +6K +36.9% $76.70 -1.5%
184 IDV ISHARES TR 42,731.0 $1.8M 0.02% +7K +19.2% $41.43 +8.5%
185 FTCB FIRST TR EXCHANGE-TRADED FD 84,467.0 $1.8M 0.02% +3K +3.8% $20.86 -1.2%
186 PM PHILIP MORRIS INTL INC Consumer Defensive 9,734.0 $1.8M 0.02% +618.0 +6.8% $180.90 +5.9%
187 CME CME GROUP INC Financial Services 7,953.0 $1.8M 0.02% +537.0 +7.2% $220.83 +22.7%
188 SOFI SOFI TECHNOLOGIES INC Financial Services 96,007.0 $1.7M 0.02% +925.0 +1.0% $17.93 -0.1%
189 AME AMETEK INC Industrials 6,838.0 $1.7M 0.02% +130.0 +1.9% $241.94 -1.2%
190 DFAC DIMENSIONAL ETF TRUST 36,548.0 $1.6M 0.02% +12K +48.1% $44.36 +2.3%
191 INDA ISHARES TR 32,652.0 $1.6M 0.02% +701.0 +2.2% $49.39 +0.3%
192 DFSI DIMENSIONAL ETF TRUST 35,133.0 $1.6M 0.02% +19K +122.5% $45.10 +4.2%
193 LMT LOCKHEED MARTIN CORP Industrials 2,949.0 $1.5M 0.02% +175.0 +6.3% $509.54 +12.2%
194 XLI SELECT SECTOR SPDR TR 8,103.0 $1.5M 0.02% +2K +29.3% $185.23 -2.9%
195 MCK MCKESSON CORP Healthcare 1,937.0 $1.5M 0.02% +236.0 +13.9% $755.67 +11.0%
196 JBL JABIL INC Technology 3,774.0 $1.5M 0.02% +57.0 +1.5% $385.47 -17.9%
197 SHEL SHELL PLC Energy 18,755.0 $1.5M 0.02% +830.0 +4.6% $77.54 +20.8%
198 NVR NVR INC Consumer Cyclical 210.0 $1.4M 0.02% +6.0 +2.9% $6813.40 -7.5%
199 CENCORA INC 5,000.0 $1.4M 0.02% +4K +378.5% $283.00
200 NET CLOUDFLARE INC Technology 5,693.0 $1.4M 0.02% +204.0 +3.7% $245.29 +13.7%
Page 10 of 22  ·  421 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.2%
Financial Services 21.6%
Communication Services 10.5%
Consumer Cyclical 9.3%
Industrials 7.8%
Healthcare 6.4%
Consumer Defensive 5.0%
Energy 2.6%
Real Estate 1.4%
Basic Materials 1.3%