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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 26 of 44  ·  865 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 AON AON PLC Financial Services 1,948.0 $687K 0.01% NEW $352.88 -8.1%
502 APH AMPHENOL CORP NEW Technology 4,973.0 $672K 0.01% NEW $135.14 -7.6%
503 WF WOORI FINL GROUP INC Financial Services 11,398.0 $670K 0.01% NEW $58.79 +6.2%
504 PNC PNC FINL SVCS GROUP INC Financial Services 3,185.0 $665K 0.01% NEW $208.76 +3.9%
505 KBWB INVESCO EXCH TRADED FD TR II 7,875.0 $664K 0.01% NEW $84.29 +2.1%
506 DAL DELTA AIR LINES INC DEL Industrials 9,520.0 $661K 0.01% NEW $69.40 +9.0%
507 LW LAMB WESTON HLDGS INC Consumer Defensive 15,761.0 $660K 0.01% NEW $41.89 +2.2%
508 DES WISDOMTREE TR 19,634.0 $657K 0.01% NEW $33.45 +14.5%
509 DFUS DIMENSIONAL ETF TRUST 8,832.0 $655K 0.01% NEW $74.17 +8.9%
510 INNOVATOR ETFS TRUST 31,720.0 $652K 0.01% NEW $20.55
511 IBDW ISHARES TR 30,782.0 $651K 0.01% NEW $21.15 -1.8%
512 BLD TOPBUILD CORP Industrials 1,560.0 $651K 0.01% NEW $417.19 -1.4%
513 HIG HARTFORD INSURANCE GROUP INC Financial Services 4,689.0 $646K 0.01% NEW $137.81 -1.3%
514 FAST FASTENAL CO Industrials 15,922.0 $639K 0.01% NEW $40.13 +8.5%
515 AMP AMERIPRISE FINL INC Financial Services 1,301.0 $638K 0.01% NEW $490.34 -8.1%
516 LITE LUMENTUM HLDGS INC Technology 1,729.0 $637K 0.01% NEW $368.59 +161.7%
517 RPM RPM INTL INC Basic Materials 6,104.0 $635K 0.01% NEW $103.99 -5.3%
518 IEI ISHARES TR 5,314.0 $634K 0.01% NEW $119.35 -1.8%
519 AEM AGNICO EAGLE MINES LTD Basic Materials 3,735.0 $633K 0.01% NEW $169.53 +4.8%
520 IJS ISHARES TR 5,551.0 $631K 0.01% NEW $113.72 +12.8%
Page 26 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%