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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 30 of 44  ·  865 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 EPD ENTERPRISE PRODS PARTNERS L Energy 14,859.0 $476K 0.01% NEW $32.06 +23.1%
582 L LOEWS CORP Financial Services 4,512.0 $475K 0.01% NEW $105.31 +3.7%
583 DGX QUEST DIAGNOSTICS INC Healthcare 2,736.0 $475K 0.01% NEW $173.53 +11.7%
584 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 2,844.0 $472K 0.01% NEW $165.99 +7.4%
585 RIO RIO TINTO PLC Basic Materials 5,897.0 $472K 0.01% NEW $80.03 +29.1%
586 ZTS ZOETIS INC Healthcare 3,731.0 $469K 0.01% NEW $125.80 -36.6%
587 SAP SAP SE Technology 1,920.0 $466K 0.01% NEW $242.93 -25.9%
588 WELL WELLTOWER INC Real Estate 2,510.0 $466K 0.01% NEW $185.62 +17.8%
589 DECK DECKERS OUTDOOR CORP Consumer Cyclical 4,477.0 $464K 0.01% NEW $103.67 -1.0%
590 GHC GRAHAM HLDGS CO Consumer Defensive 420.0 $462K 0.01% NEW $1099.24 -0.3%
591 DFCF DIMENSIONAL ETF TRUST 10,830.0 $461K 0.01% NEW $42.56 -1.5%
592 NVO NOVO-NORDISK A S Healthcare 9,058.0 $461K 0.01% NEW $50.88 -12.8%
593 TMSL T ROWE PRICE ETF INC 12,836.0 $461K 0.01% NEW $35.90 +14.5%
594 DFAT DIMENSIONAL ETF TRUST 7,714.0 $459K 0.01% NEW $59.54 +11.7%
595 DOW DOW INC Basic Materials 19,540.0 $457K 0.01% NEW $23.38 +53.6%
596 IUSG ISHARES TR 2,714.0 $456K 0.01% NEW $167.94 +11.1%
597 CRH PLC 3,644.0 $455K 0.01% NEW $124.80
598 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 6,642.0 $454K 0.01% NEW $68.36 -11.8%
599 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 5,003.0 $454K 0.01% NEW $90.70 +3.8%
600 KR KROGER CO Consumer Defensive 7,246.0 $453K 0.01% NEW $62.48 +7.3%
Page 30 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%