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Portfolio (Quarterly) Guide ↗

Composition Wealth, LLC

· CIK 0001585859
13F Portfolio $7.3B AUM 891 positions Filed Apr 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 88 New 343 Added 342 Reduced 62 Exited
Page 3 of 18  ·  343 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 EAGG ISHARES TR 502,181.0 $23.9M 0.33% +27K +5.7% $47.55 -1.0%
42 SPSM SPDR SERIES TRUST 457,735.0 $22.1M 0.30% +76K +20.0% $48.32 +9.7%
43 PG PROCTER & GAMBLE CO Consumer Defensive 149,167.0 $21.5M 0.30% +6K +4.1% $144.44 -1.4%
44 CATF AMERICAN CENTY ETF TR 411,846.0 $20.5M 0.28% +35K +9.4% $49.82 -0.4%
45 LLY ELI LILLY & CO Healthcare 22,144.0 $20.4M 0.28% +1K +5.2% $919.75 +13.3%
46 GS GOLDMAN SACHS GROUP INC Financial Services 22,755.0 $19.3M 0.26% +295.0 +1.3% $845.98 +16.8%
47 VOOG VANGUARD ADMIRAL FDS INC 46,039.0 $18.8M 0.26% +317.0 +0.7% $407.69 -79.9%
48 SCHG SCHWAB STRATEGIC TR 641,756.0 $18.7M 0.26% +493K +330.3% $29.13 +17.7%
49 IJR ISHARES TR 145,288.0 $18.1M 0.25% +84K +135.5% $124.31 +9.6%
50 TSLA TESLA INC Consumer Cyclical 47,763.0 $17.8M 0.24% +2K +3.4% $371.75 +12.2%
51 CAT CATERPILLAR INC Industrials 24,974.0 $17.7M 0.24% +917.0 +3.8% $708.46 +22.2%
52 HD HOME DEPOT INC Consumer Cyclical 53,725.0 $17.7M 0.24% +587.0 +1.1% $328.89 -4.6%
53 GVI ISHARES TR 147,785.0 $15.8M 0.22% +9K +6.4% $106.68 -0.8%
54 SPTS SPDR SERIES TRUST 536,598.0 $15.7M 0.21% +16K +3.2% $29.18 -0.6%
55 IEMG ISHARES INC 219,323.0 $15.3M 0.21% +20K +10.2% $69.75 +15.5%
56 GLD SPDR GOLD TR Financial Services 33,224.0 $14.3M 0.20% +3K +8.7% $430.30 -3.1%
57 ABBV ABBVIE INC Healthcare 65,314.0 $14.2M 0.20% +3K +4.5% $217.49 -1.3%
58 XOM EXXON MOBIL CORP Energy 83,461.0 $14.2M 0.19% +5K +7.0% $169.66 -7.9%
59 TCAF T ROWE PRICE ETF INC 396,884.0 $14.1M 0.19% +5K +1.4% $35.59 +13.4%
60 IVW ISHARES TR 117,270.0 $13.3M 0.18% +2K +1.5% $113.11 +20.8%
Page 3 of 18  ·  343 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 30.6%
Financial Services 21.3%
Communication Services 10.3%
Consumer Cyclical 9.8%
Industrials 8.4%
Healthcare 6.8%
Consumer Defensive 5.8%
Energy 3.2%
Real Estate 1.4%
Basic Materials 1.4%