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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 4 of 22  ·  421 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ABBV ABBVIE INC Healthcare 67,878.0 $17.1M 0.20% +3K +3.9% $251.64 +2.2%
62 SPTS SPDR SERIES TRUST 573,043.0 $16.6M 0.20% +36K +6.8% $29.01 -0.1%
63 VTV VANGUARD INDEX FDS 76,163.0 $16.6M 0.20% +2K +2.4% $217.93 +4.0%
64 VIG VANGUARD SPECIALIZED FUNDS 69,473.0 $16.4M 0.19% +8K +12.8% $236.62 +3.5%
65 CVX CHEVRON CORPORATION Energy 99,059.0 $16.4M 0.19% +31K +46.5% $165.76 +23.9%
66 GVI ISHARES TR 152,823.0 $16.2M 0.19% +5K +3.4% $106.09 -0.7%
67 J P MORGAN EXCHANGE TRADED F 306,036.0 $15.5M 0.18% +10K +3.5% $50.57
68 AMD ADVANCED MICRO DEVICES INC Technology 26,180.0 $15.2M 0.18% +3K +13.4% $580.90 -17.4%
69 CSCO CISCO SYS INC Technology 115,587.0 $13.6M 0.16% +33K +40.0% $117.46 -4.7%
70 EQIX EQUINIX INC Real Estate 12,633.0 $13.2M 0.15% +102.0 +0.8% $1042.39 +4.4%
71 MU MICRON TECHNOLOGY INC Technology 11,113.0 $12.8M 0.15% +797.0 +7.7% $1154.28 -19.1%
72 NYF ISHARES TR 233,913.0 $12.6M 0.15% +11K +4.8% $53.91 -2.1%
73 XOM EXXON MOBIL CORP Energy 92,060.0 $12.6M 0.15% +9K +10.3% $136.72 +20.8%
74 DIS DISNEY WALT CO Communication Services 129,890.0 $12.5M 0.15% +2K +1.8% $96.25 +8.9%
75 PEP PEPSICO INC Consumer Defensive 92,051.0 $12.5M 0.15% +30K +48.5% $135.40 +3.8%
76 GOLDMAN SACHS ETF TR 244,638.0 $12.3M 0.14% +16K +7.2% $50.34
77 SBUX STARBUCKS CORP Consumer Cyclical 118,914.0 $12.2M 0.14% +8K +6.9% $102.19 +5.0%
78 JCI JOHNSON CONTROLS INTERNATION Industrials 81,776.0 $11.9M 0.14% +3K +3.7% $146.11 +2.3%
79 DIA STATE STR SPDR DOW JONES IND Financial Services 20,624.0 $10.8M 0.13% +8K +65.3% $522.38 +2.1%
80 VO VANGUARD INDEX FDS 133,701.0 $10.8M 0.13% +105K +366.6% $80.57 +3.5%
Page 4 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%