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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 12 of 44  ·  865 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 PLTR PALANTIR TECHNOLOGIES INC Technology 22,024.0 $3.9M 0.06% NEW $177.75 -22.8%
222 QLD PROSHARES TR 54,594.0 $3.8M 0.06% NEW $70.41 +31.2%
223 WFC WELLS FARGO CO NEW Financial Services 41,048.0 $3.8M 0.06% NEW $93.20 -18.7%
224 SOXX ISHARES TR 12,530.0 $3.8M 0.05% NEW $301.15 +74.4%
225 CEG CONSTELLATION ENERGY CORP Utilities 10,660.0 $3.8M 0.05% NEW $353.28 -19.1%
226 ESS ESSEX PPTY TR INC Real Estate 14,367.0 $3.8M 0.05% NEW $261.68 +4.6%
227 YUM YUM BRANDS INC Consumer Cyclical 24,347.0 $3.7M 0.05% NEW $151.28 +0.9%
228 COP CONOCOPHILLIPS Energy 39,343.0 $3.7M 0.05% NEW $93.61 +28.8%
229 ISHARES TR 80,493.0 $3.7M 0.05% NEW $45.45
230 MCO MOODYS CORP Financial Services 6,928.0 $3.5M 0.05% NEW $510.82 -12.8%
231 EMR EMERSON ELEC CO Industrials 26,412.0 $3.5M 0.05% NEW $132.72 +1.6%
232 MS MORGAN STANLEY Financial Services 19,669.0 $3.5M 0.05% NEW $177.53 +12.9%
233 IBDR ISHARES TR 142,581.0 $3.5M 0.05% NEW $24.23 -0.0%
234 AMGN AMGEN INC Healthcare 10,461.0 $3.4M 0.05% NEW $327.32 +3.1%
235 TMO THERMO FISHER SCIENTIFIC INC Healthcare 5,903.0 $3.4M 0.05% NEW $579.46 -22.0%
236 SCHM SCHWAB STRATEGIC TR 113,146.0 $3.4M 0.05% NEW $30.07 +14.9%
237 LPX LOUISIANA PAC CORP Basic Materials 41,829.0 $3.4M 0.05% NEW $80.76 -13.1%
238 TEL TE CONNECTIVITY PLC Technology 14,816.0 $3.4M 0.05% NEW $227.52 -11.5%
239 SHYG ISHARES TR 77,886.0 $3.3M 0.05% NEW $42.87 -1.0%
240 DFEV DIMENSIONAL ETF TRUST 98,697.0 $3.3M 0.05% NEW $33.74 +22.3%
Page 12 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%