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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 9 of 22  ·  421 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 NVT NVENT ELEC PLC Industrials 16,090.0 $2.7M 0.03% +3K +19.8% $169.61 -2.9%
162 ACWI ISHARES TR 17,162.0 $2.7M 0.03% +7K +72.3% $156.97 +2.0%
163 NEE NEXTERA ENERGY INC Utilities 29,902.0 $2.6M 0.03% +1K +4.8% $87.77 -1.8%
164 PZT INVESCO EXCH TRADED FD TR II 113,348.0 $2.6M 0.03% +8K +8.1% $22.73 -2.9%
165 CEG CONSTELLATION ENERGY CORP Utilities 10,337.0 $2.6M 0.03% +167.0 +1.6% $248.38 +7.4%
166 TWLO TWILIO INC Communication Services 12,033.0 $2.5M 0.03% +78.0 +0.7% $206.32 +12.5%
167 QCOM QUALCOMM INC Technology 12,971.0 $2.4M 0.03% +2K +16.9% $184.79 -13.3%
168 IXG ISHARES TR 19,182.0 $2.4M 0.03% +909.0 +5.0% $124.50 +7.6%
169 SPHD INVESCO EXCH TRADED FD TR II 44,804.0 $2.3M 0.03% +12K +34.8% $50.84 +4.2%
170 DON WISDOMTREE TR 39,640.0 $2.2M 0.03% +11K +38.6% $56.52 +3.0%
171 HOOD ROBINHOOD MKTS INC Financial Services 22,112.0 $2.2M 0.03% +281.0 +1.3% $100.28 -8.7%
172 IBDV ISHARES TR 101,043.0 $2.2M 0.03% +10K +10.6% $21.80 -0.8%
173 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 2,238.0 $2.2M 0.03% +44.0 +2.0% $964.79 -6.3%
174 CRWD CROWDSTRIKE HLDGS INC Technology 2,801.0 $2.1M 0.03% +313.0 +12.6% $190.75 +11.6%
175 ABT ABBOTT LABORATORIES Healthcare 23,510.0 $2.1M 0.03% +673.0 +3.0% $90.74 +24.2%
176 ROST ROSS STORES INC Consumer Cyclical 9,999.0 $2.1M 0.03% +82.0 +0.8% $212.85 +11.1%
177 VZ VERIZON COMMUNICATIONS INC Communication Services 49,970.0 $2.1M 0.03% +847.0 +1.7% $42.34 +14.6%
178 F FORD MTR CO Consumer Cyclical 151,478.0 $2.1M 0.03% +1K +0.8% $13.90 +0.2%
179 BKNG BOOKING HOLDINGS INC Consumer Cyclical 11,714.0 $2.1M 0.02% +11K +2242.8% $178.23 +16.8%
180 SPIB SPDR SERIES TRUST 55,892.0 $1.9M 0.02% +6K +11.3% $33.46 -1.0%
Page 9 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%