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Portfolio (Quarterly) Guide ↗

Composition Wealth, LLC

· CIK 0001585859
13F Portfolio $7.0B AUM 865 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 865 New
Page 11 of 44  ·  865 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 GILD GILEAD SCIENCES INC Healthcare 37,325.0 $4.6M 0.07% NEW $122.74 +6.3%
202 VRTX VERTEX PHARMACEUTICALS INC Healthcare 9,834.0 $4.5M 0.06% NEW $453.36 -5.1%
203 DIHP DIMENSIONAL ETF TRUST 137,620.0 $4.4M 0.06% NEW $31.66 +7.8%
204 KEYS KEYSIGHT TECHNOLOGIES INC Technology 21,412.0 $4.4M 0.06% NEW $203.19 +66.1%
205 VCIT VANGUARD SCOTTSDALE FDS 50,960.0 $4.3M 0.06% NEW $83.75 -1.9%
206 PSX PHILLIPS 66 Energy 32,813.0 $4.2M 0.06% NEW $129.04 +39.0%
207 PANW PALO ALTO NETWORKS INC Technology 22,809.0 $4.2M 0.06% NEW $184.20 +37.3%
208 VCSH VANGUARD SCOTTSDALE FDS 52,581.0 $4.2M 0.06% NEW $79.73 -1.0%
209 SUSC ISHARES TR 178,543.0 $4.2M 0.06% NEW $23.38 -1.7%
210 DVY ISHARES TR 29,507.0 $4.2M 0.06% NEW $141.14 +9.2%
211 EEM ISHARES TR 76,113.0 $4.2M 0.06% NEW $54.71 +20.7%
212 NOW SERVICENOW INC Technology 27,121.0 $4.2M 0.06% NEW $153.19 -34.9%
213 BBUS J P MORGAN EXCHANGE TRADED F 33,673.0 $4.2M 0.06% NEW $123.31 +8.5%
214 SCHE SCHWAB STRATEGIC TR 124,601.0 $4.1M 0.06% NEW $32.75 +8.6%
215 BOND PIMCO ETF TR 43,812.0 $4.1M 0.06% NEW $93.08 -1.9%
216 FENY FIDELITY COVINGTON TRUST 164,273.0 $4.1M 0.06% NEW $24.77 +32.9%
217 LIN LINDE PLC Basic Materials 9,540.0 $4.1M 0.06% NEW $426.39 +20.7%
218 FVD FIRST TR EXCHANGE-TRADED FD 87,468.0 $4.0M 0.06% NEW $46.08 +3.5%
219 ASTRAZENECA PLC 43,579.0 $4.0M 0.06% NEW $91.93
220 CRM SALESFORCE INC Technology 14,911.0 $4.0M 0.06% NEW $264.91 -33.4%
Page 11 of 44  ·  865 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 32.1%
Financial Services 23.0%
Communication Services 10.4%
Consumer Cyclical 9.8%
Industrials 7.4%
Healthcare 6.4%
Consumer Defensive 5.5%
Energy 2.3%
Basic Materials 1.2%
Real Estate 1.1%