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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 35 of 44  ·  865 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 FNDX SCHWAB STRATEGIC TR 11,913.0 $324K 0.01% NEW $27.21 +12.4%
682 PKG PACKAGING CORP AMER Consumer Cyclical 1,558.0 $321K 0.01% NEW $206.23 +3.4%
683 TROW PRICE T ROWE GROUP INC Financial Services 3,131.0 $321K 0.01% NEW $102.37 -0.5%
684 VICI VICI PPTYS INC Real Estate 11,376.0 $320K 0.01% NEW $28.12 +1.0%
685 QXO QXO INC Industrials 16,533.0 $319K 0.01% NEW $19.29 -10.7%
686 KRE SPDR SERIES TRUST 4,910.0 $318K 0.01% NEW $64.81 +6.8%
687 USFD US FOODS HLDG CORP Consumer Defensive 4,209.0 $317K 0.01% NEW $75.32 +7.7%
688 IWX ISHARES TR 3,425.0 $315K 0.01% NEW $91.86 +11.5%
689 WTS WATTS WATER TECHNOLOGIES INC Industrials 1,138.0 $314K 0.01% NEW $276.02 +8.4%
690 EDIV SPDR INDEX SHS FDS 8,022.0 $314K 0.01% NEW $39.15 +5.2%
691 DFIP DIMENSIONAL ETF TRUST 7,533.0 $313K 0.00% NEW $41.55 +0.2%
692 FOXA FOX CORP Communication Services 4,279.0 $313K 0.00% NEW $73.07 -12.1%
693 NUGT DIREXION SHS ETF TR 1,700.0 $313K 0.00% NEW $183.85 -13.5%
694 HALO HALOZYME THERAPEUTICS INC Healthcare 4,634.0 $312K 0.00% NEW $67.30 +1.8%
695 IJK ISHARES TR 3,218.0 $312K 0.00% NEW $96.89 +14.4%
696 RBLX ROBLOX CORP Technology 3,832.0 $311K 0.00% NEW $81.03 -43.5%
697 ROIV ROIVANT SCIENCES LTD Healthcare 14,292.0 $310K 0.00% NEW $21.70 +49.4%
698 WPC WP CAREY INC Real Estate 4,815.0 $310K 0.00% NEW $64.36 +16.5%
699 FNDE SCHWAB STRATEGIC TR 8,581.0 $309K 0.00% NEW $36.06 +12.1%
700 DMXF ISHARES TR 4,105.0 $309K 0.00% NEW $75.16 +10.2%
Page 35 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%