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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 5 of 44  ·  865 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 HD HOME DEPOT INC Consumer Cyclical 53,138.0 $18.3M 0.26% NEW $344.10 -8.8%
82 IAPR INNOVATOR ETFS TRUST 580,197.0 $17.9M 0.26% NEW $30.84 +7.1%
83 SPSM SPDR SERIES TRUST 381,412.0 $17.9M 0.26% NEW $46.86 +13.1%
84 DFSB DIMENSIONAL ETF TRUST 327,647.0 $17.0M 0.24% NEW $51.80 -0.0%
85 MUB ISHARES TR 156,091.0 $16.7M 0.24% NEW $107.11 -1.0%
86 VIG VANGUARD SPECIALIZED FUNDS 75,029.0 $16.5M 0.24% NEW $219.78 +5.1%
87 MECHANICS BANCORP 1,115,781.0 $16.3M 0.23% NEW $14.63
88 J P MORGAN EXCHANGE TRADED F 309,688.0 $15.7M 0.23% NEW $50.59
89 VTV VANGUARD INDEX FDS 81,446.0 $15.6M 0.22% NEW $190.99 +9.4%
90 SPTS SPDR SERIES TRUST 520,153.0 $15.2M 0.22% NEW $29.28 -0.9%
91 BAC BANK AMERICA CORP Financial Services 274,846.0 $15.1M 0.22% NEW $55.00 -6.4%
92 TCAF T ROWE PRICE ETF INC 391,530.0 $15.0M 0.21% NEW $38.22 +5.6%
93 GVI ISHARES TR 138,867.0 $14.9M 0.21% NEW $107.35 -1.4%
94 ESGV VANGUARD WORLD FD 122,917.0 $14.9M 0.21% NEW $120.96 +8.3%
95 GOLDMAN SACHS ETF TR 291,606.0 $14.6M 0.21% NEW $49.95
96 NYF ISHARES TR 271,955.0 $14.6M 0.21% NEW $53.51 -0.8%
97 ABBV ABBVIE INC Healthcare 62,487.0 $14.3M 0.20% NEW $228.49 -6.1%
98 IVW ISHARES TR 115,586.0 $14.2M 0.20% NEW $123.26 +10.8%
99 IWL ISHARES TR 82,008.0 $14.0M 0.20% NEW $170.63 +8.3%
100 CVX CHEVRON CORP NEW Energy 90,990.0 $13.9M 0.20% NEW $152.41 +25.3%
Page 5 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%