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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 13 of 22  ·  421 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 BLK BLACKROCK INC Financial Services 842.0 $809K 0.01% +48.0 +6.0% $961.05 +20.7%
242 SCHC SCHWAB STRATEGIC TR 16,593.0 $798K 0.01% +90.0 +0.6% $48.12 +5.8%
243 VHT VANGUARD WORLD FD 2,649.0 $792K 0.01% +378.0 +16.6% $299.01 +10.2%
244 CW CURTISS WRIGHT CORP Industrials 1,041.0 $789K 0.01% +25.0 +2.5% $757.76 -11.2%
245 IEF ISHARES TR 8,326.0 $787K 0.01% +3K +62.0% $94.57 -1.3%
246 ISHG ISHARES TR 10,567.0 $785K 0.01% +1K +11.8% $74.25 +2.5%
247 MSI MOTOROLA SOLUTIONS INC Technology 1,887.0 $784K 0.01% +22.0 +1.2% $415.36 +15.8%
248 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 2,026.0 $784K 0.01% +560.0 +38.2% $386.80 +3.0%
249 MRVL MARVELL TECHNOLOGY INC Technology 2,627.0 $782K 0.01% +590.0 +29.0% $297.84 -20.3%
250 CRBN ISHARES TR 3,079.0 $779K 0.01% +28.0 +0.9% $252.97 +2.1%
251 CVS CVS HEALTH CORP Healthcare 7,478.0 $774K 0.01% +301.0 +4.2% $103.45 -9.5%
252 WELL WELLTOWER INC Real Estate 3,385.0 $768K 0.01% +265.0 +8.5% $226.96 +3.9%
253 IJJ ISHARES TR 5,144.0 $760K 0.01% +115.0 +2.3% $147.74 +0.8%
254 KBWB INVESCO EXCH TRADED FD TR II 8,072.0 $751K 0.01% +197.0 +2.5% $92.98 +3.8%
255 FTEC FIDELITY COVINGTON TRUST 2,575.0 $735K 0.01% +27.0 +1.1% $285.54 -0.7%
256 SHOP SHOPIFY INC Technology 6,339.0 $724K 0.01% +289.0 +4.8% $114.18 +28.4%
257 URI UNITED RENTALS INC Industrials 621.0 $704K 0.01% +49.0 +8.6% $1133.73 -1.5%
258 NVS NOVARTIS AG Healthcare 4,439.0 $696K 0.01% +350.0 +8.6% $156.73 +2.3%
259 MO ALTRIA GROUP INC Consumer Defensive 9,663.0 $695K 0.01% +1K +15.5% $71.95 -8.2%
260 VT VANGUARD INTL EQUITY INDEX F 4,427.0 $695K 0.01% +2K +98.3% $156.94 +2.4%
Page 13 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%