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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 18 of 44  ·  865 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 JMOM J P MORGAN EXCHANGE TRADED F 22,738.0 $1.5M 0.02% NEW $68.15 +16.8%
342 WPM WHEATON PRECIOUS METALS CORP Basic Materials 13,105.0 $1.5M 0.02% NEW $117.52 +8.2%
343 NVR NVR INC Consumer Cyclical 210.0 $1.5M 0.02% NEW $7292.77 -17.1%
344 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 10,433.0 $1.5M 0.02% NEW $146.58 -10.3%
345 AWK AMERICAN WTR WKS CO INC NEW Utilities 11,636.0 $1.5M 0.02% NEW $130.50 -5.1%
346 PM PHILIP MORRIS INTL INC Consumer Defensive 9,243.0 $1.5M 0.02% NEW $160.40 +17.6%
347 TMV DIREXION SHS ETF TR 39,874.0 $1.5M 0.02% NEW $37.16 +8.7%
348 SHEL SHELL PLC Energy 20,097.0 $1.5M 0.02% NEW $73.48 +18.0%
349 SPEM SPDR INDEX SHS FDS 31,422.0 $1.5M 0.02% NEW $46.81 +9.1%
350 MDLZ MONDELEZ INTL INC Consumer Defensive 27,278.0 $1.5M 0.02% NEW $53.83 +14.3%
351 IDV ISHARES TR 36,404.0 $1.4M 0.02% NEW $39.45 +15.0%
352 FTCB FIRST TR EXCHANGE-TRADED FD 66,661.0 $1.4M 0.02% NEW $21.23 -2.6%
353 PNR PENTAIR PLC Industrials 13,480.0 $1.4M 0.02% NEW $104.14 -28.8%
354 FICO FAIR ISAAC CORP Technology 822.0 $1.4M 0.02% NEW $1690.62 -27.4%
355 NSC NORFOLK SOUTHN CORP Industrials 4,787.0 $1.4M 0.02% NEW $288.73 +7.9%
356 IGV ISHARES TR 13,058.0 $1.4M 0.02% NEW $105.69 -12.5%
357 TTAN SERVICETITAN INC Technology 12,895.0 $1.4M 0.02% NEW $106.50 -41.1%
358 DON WISDOMTREE TR 26,526.0 $1.4M 0.02% NEW $51.60 +6.3%
359 XLI SELECT SECTOR SPDR TR 8,818.0 $1.4M 0.02% NEW $155.12 +9.9%
360 VOT VANGUARD INDEX FDS 4,900.0 $1.4M 0.02% NEW $279.12 +3.5%
Page 18 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%