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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 2 of 2  ·  37 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 EWJV ISHARES TR 6,239 $266K 0.00% SOLD
22 RMD RESMED INC Healthcare 1,110 $249K 0.00% SOLD
23 MSTR STRATEGY INC Technology 1,988 $248K 0.00% SOLD
24 UNITED SEC BANCSHARES CALIF 23,000 $242K 0.00% SOLD
25 CHTR CHARTER COMMUNICATIONS INC Communication Services 1,101 $238K 0.00% SOLD
26 TDVG T ROWE PRICE ETF INC 5,307 $237K 0.00% SOLD
27 JKHY HENRY JACK & ASSOC INC Technology 1,485 $235K 0.00% SOLD
28 RGLD ROYAL GOLD INC Basic Materials 901 $229K 0.00% SOLD
29 VFH VANGUARD WORLD FD 1,836 $222K 0.00% SOLD
30 SPAB SPDR SERIES TRUST 8,143 $209K 0.00% SOLD
31 IQVIA HLDGS INC 1,177 $201K 0.00% SOLD
32 VOD VODAFONE GROUP PLC Communication Services 12,206 $183K 0.00% SOLD
33 CALL BLUE OWL CAPITAL INC 10,000 $91K 0.00% SOLD
34 AGAE ALLIED GAMING & ENTRTNMNT IN Communication Services 290,500 $79K 0.00% SOLD
35 BGY BLACKROCK ENHANCED INTL DIV Financial Services 10,200 $55K 0.00% SOLD
36 SGMO SANGAMO THERAPEUTICS INC Healthcare 41,400 $10K SOLD
37 TBH BRAG HSE HLDGS INC Technology 21,048 $6K SOLD
Page 2 of 2  ·  37 positions
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%