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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 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BETA BETA TECHNOLOGIES INC Industrials 32,474.0 $544K 0.01% NEW $16.75 +52.8%
22 CAOS EA SERIES TRUST 5,899.0 $533K 0.01% NEW $90.36 +0.1%
23 PUT VANECK ETF TRUST 800.0 $525K 0.01% NEW $655.89
24 VTES VANGUARD WELLINGTON FD 4,946.0 $501K 0.01% NEW $101.31 -0.5%
25 HDV ISHARES TR 17,635.0 $483K 0.01% NEW $27.41 +6.6%
26 AN AUTONATION INC Consumer Cyclical 2,476.0 $460K 0.01% NEW $185.81 +10.3%
27 VDC VANGUARD WORLD FD 2,039.0 $460K 0.01% NEW $225.49 +2.1%
28 IBHF ISHARES TR 19,370.0 $439K 0.01% NEW $22.65 -0.6%
29 ILCB ISHARES TR 4,073.0 $422K 0.01% NEW $103.65 +3.4%
30 SNOW SNOWFLAKE INC Technology 1,608.0 $409K 0.01% NEW $254.50 +29.7%
31 DFSE DIMENSIONAL ETF TRUST 8,334.0 $407K 0.01% NEW $48.88 +0.2%
32 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 1,387.0 $404K 0.01% NEW $291.27 -10.8%
33 DISV DIMENSIONAL ETF TRUST 10,037.0 $403K 0.01% NEW $40.13 +10.0%
34 XPOF XPONENTIAL FITNESS INC Consumer Cyclical 57,297.0 $396K 0.01% NEW $6.92 -26.4%
35 PUT INTEL CORP 2,800.0 $391K 0.01% NEW $139.63
36 INNOVATOR ETFS TRUST 19,601.0 $387K 0.01% NEW $19.75
37 UAL UNITED AIRLS HLDGS INC Industrials 2,793.0 $380K 0.00% NEW $136.00 -10.1%
38 FFTY CAPITAL-FORCE ETF TR 8,500.0 $370K 0.00% NEW $43.55 -12.6%
39 CALL INVESCO QQQ TR 500.0 $368K 0.00% NEW $736.40
40 BEAM BEAM THERAPEUTICS INC Healthcare 10,506.0 $361K 0.00% NEW $34.32 -21.0%
Page 2 of 8  ·  150 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%