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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 34 of 44  ·  865 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 USEP INNOVATOR ETFS TRUST 9,015.0 $355K 0.01% NEW $39.33 +4.0%
662 BBAG J P MORGAN EXCHANGE TRADED F 7,602.0 $353K 0.01% NEW $46.42 -1.8%
663 PRK PARK NATL CORP Financial Services 2,308.0 $351K 0.01% NEW $152.18 +10.9%
664 AAXJ ISHARES TR 3,763.0 $350K 0.01% NEW $93.12 +22.7%
665 MTUM ISHARES TR 1,376.0 $344K 0.01% NEW $250.29 +20.7%
666 CDE COEUR MNG INC Basic Materials 19,266.0 $344K 0.01% NEW $17.83 -0.0%
667 WYNN WYNN RESORTS LTD Consumer Cyclical 2,853.0 $343K 0.01% NEW $120.34 -18.5%
668 DUK DUKE ENERGY CORP NEW Utilities 2,903.0 $340K 0.01% NEW $117.21 +6.4%
669 U HAUL HOLDING COMPANY 7,224.0 $338K 0.01% NEW $46.74
670 IVOO VANGUARD ADMIRAL FDS INC 3,013.0 $337K 0.01% NEW $111.80 +10.3%
671 BBHY J P MORGAN EXCHANGE TRADED F 7,222.0 $336K 0.01% NEW $46.50 -1.1%
672 EXC EXELON CORP Utilities 7,695.0 $335K 0.01% NEW $43.59 +4.0%
673 BIZD VANECK ETF TRUST 23,630.0 $335K 0.01% NEW $14.18 -11.7%
674 JKHY HENRY JACK & ASSOC INC Technology 1,825.0 $333K 0.01% NEW $182.48 -23.5%
675 DRI DARDEN RESTAURANTS INC Consumer Cyclical 1,799.0 $331K 0.01% NEW $184.02 +7.1%
676 CALL META PLATFORMS INC 500.0 $330K 0.01% NEW $660.09
677 HWM HOWMET AEROSPACE INC Industrials 1,608.0 $330K 0.01% NEW $204.97 +26.8%
678 MUNI PIMCO ETF TR 6,253.0 $328K 0.01% NEW $52.41 -0.7%
679 VEGN ETF SER SOLUTIONS 5,371.0 $327K 0.01% NEW $60.81 +20.3%
680 PAAS PAN AMERN SILVER CORP Basic Materials 6,296.0 $326K 0.01% NEW $51.81 +5.8%
Page 34 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%