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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 6 of 22  ·  421 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 DFSU DIMENSIONAL ETF TRUST 158,946.0 $7.4M 0.09% +26K +19.9% $46.63 +3.5%
102 CB CHUBB LIMITED Financial Services 21,468.0 $7.3M 0.09% +2K +13.1% $340.75 +1.3%
103 IWB ISHARES TR 17,064.0 $7.0M 0.08% +8K +82.7% $409.50 +2.6%
104 HPE HEWLETT PACKARD ENTERPRISE C Technology 151,186.0 $6.8M 0.08% +141K +1344.5% $45.11 +23.5%
105 ETN EATON CORP PLC Industrials 16,003.0 $6.8M 0.08% +7K +69.0% $426.11 +1.2%
106 VYM VANGUARD WHITEHALL FDS 42,899.0 $6.8M 0.08% +4K +11.2% $158.03 +4.8%
107 TJX TJX COS INC NEW Consumer Cyclical 43,292.0 $6.6M 0.08% +4K +9.0% $151.50 -0.4%
108 UPS UNITED PARCEL SVCS INC Industrials 60,911.0 $6.5M 0.08% +332.0 +0.6% $107.50 -5.2%
109 MUB ISHARES TR 60,688.0 $6.5M 0.08% +3K +6.1% $107.62 -2.1%
110 GE GE AEROSPACE Industrials 17,065.0 $6.4M 0.07% +283.0 +1.7% $373.73 +0.4%
111 RTX RTX CORPORATION Industrials 33,186.0 $6.3M 0.07% +2K +5.3% $189.73 +18.8%
112 VUG VANGUARD INDEX FDS 72,679.0 $6.3M 0.07% +62K +553.0% $86.14 +2.0%
113 DELL DELL TECHNOLOGIES INC Technology 14,425.0 $6.2M 0.07% +213.0 +1.5% $431.46 +8.6%
114 LIN LINDE PLC Basic Materials 11,777.0 $6.1M 0.07% +753.0 +6.8% $518.92 -7.7%
115 TRV TRAVELERS COMPANIES INC Financial Services 18,349.0 $6.1M 0.07% +150.0 +0.8% $330.13 +11.5%
116 DIHP DIMENSIONAL ETF TRUST 176,476.0 $6.0M 0.07% +12K +7.3% $34.12 +3.0%
117 GILD GILEAD SCIENCES INC Healthcare 45,430.0 $5.7M 0.07% +4K +9.6% $126.34 +13.5%
118 PFE PFIZER INC Healthcare 233,380.0 $5.6M 0.07% +5K +2.2% $24.08 +13.2%
119 BA BOEING CO Industrials 25,897.0 $5.6M 0.07% +391.0 +1.5% $216.47 +3.0%
120 TOST TOAST INC Technology 193,794.0 $5.4M 0.06% +2K +0.9% $27.82 +25.6%
Page 6 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%