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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 44 of 44  ·  865 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 EDAP EDAP TMS S A Healthcare 13,500.0 $44K 0.00% NEW $3.29 +31.6%
862 IMMUNITYBIO INC 21,750.0 $43K 0.00% NEW $1.98
863 ABEV AMBEV SA Consumer Defensive 15,581.0 $38K 0.00% NEW $2.47 +32.4%
864 SGMO SANGAMO THERAPEUTICS INC Healthcare 41,400.0 $17K NEW $0.42 -61.9%
865 TBH BRAG HSE HLDGS INC Technology 21,048.0 $8K NEW $0.40 +63.4%
Page 44 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%