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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 36 of 44  ·  865 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 HTGC HERCULES CAPITAL INC Financial Services 16,183.0 $305K 0.00% NEW $18.82 -17.8%
702 VDC VANGUARD WORLD FD 1,434.0 $303K 0.00% NEW $211.24 +8.8%
703 PUT BERKSHIRE HATHAWAY INC DEL 600.0 $302K 0.00% NEW $502.65
704 UFO PROCURE ETF TRUST II 7,800.0 $301K 0.00% NEW $38.65 +52.5%
705 SNOW SNOWFLAKE INC Technology 1,374.0 $301K 0.00% NEW $219.36 -23.9%
706 FEZ SPDR INDEX SHS FDS 4,680.0 $301K 0.00% NEW $64.39 +4.8%
707 ES EVERSOURCE ENERGY Utilities 4,454.0 $300K 0.00% NEW $67.34 +3.4%
708 MGC VANGUARD WORLD FD 1,191.0 $299K 0.00% NEW $251.17 +8.8%
709 GRMN GARMIN LTD Technology 1,473.0 $299K 0.00% NEW $202.85 +18.2%
710 FLRN SPDR SERIES TRUST 9,709.0 $298K 0.00% NEW $30.73 +0.3%
711 TOTALENERGIES SE 4,550.0 $298K 0.00% NEW $65.42
712 DDLS WISDOMTREE TR 6,920.0 $297K 0.00% NEW $42.98 +6.4%
713 USXF ISHARES TR 5,161.0 $297K 0.00% NEW $57.58 +14.8%
714 INNOVATOR ETFS TRUST 8,500.0 $296K 0.00% NEW $34.81
715 SCHZ SCHWAB STRATEGIC TR 12,608.0 $295K 0.00% NEW $23.37 -1.6%
716 MELI MERCADOLIBRE INC Consumer Cyclical 146.0 $294K 0.00% NEW $2013.49 -16.7%
717 SCJ ISHARES INC 3,200.0 $294K 0.00% NEW $91.81 +13.4%
718 OMC OMNICOM GROUP INC Communication Services 3,629.0 $293K 0.00% NEW $80.75 -8.6%
719 KKR KKR & CO INC Financial Services 2,285.0 $291K 0.00% NEW $127.49 -25.7%
720 AXS AXIS CAP HLDGS LTD Financial Services 2,714.0 $291K 0.00% NEW $107.09 -6.0%
Page 36 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%