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Portfolio (Quarterly) Guide ↗

Composition Wealth, LLC

· CIK 0001585859
13F Portfolio $8.5B AUM 1,004 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 150 New 421 Added 284 Reduced 37 Exited
Page 8 of 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 VIV TELEFONICA BRASIL SA Communication Services 13,171.0 $173K 0.00% NEW $13.16 -13.4%
142 AES AES CORP Utilities 10,830.0 $159K 0.00% NEW $14.66 +0.7%
143 LPL LG DISPLAY CO LTD Technology 37,584.0 $146K 0.00% NEW $3.89 -9.3%
144 ADT ADT INC DEL Industrials 20,340.0 $132K 0.00% NEW $6.50 +10.5%
145 MFG MIZUHO FINANCIAL GROUP INC Financial Services 12,665.0 $121K 0.00% NEW $9.58 +13.0%
146 DLTH DULUTH HLDGS INC Consumer Cyclical 26,663.0 $119K 0.00% NEW $4.48 -11.8%
147 ICL ICL GROUP LTD Basic Materials 15,525.0 $77K 0.00% NEW $4.98 +9.6%
148 ENIC ENEL CHILE SA Utilities 12,518.0 $56K 0.00% NEW $4.50 +1.3%
149 GTM ZOOMINFO TECHNOLOGIES INC Technology 13,685.0 $40K NEW $2.93 +28.3%
150 STIM NEURONETICS INC Healthcare 19,851.0 $26K NEW $1.30 +151.5%
Page 8 of 8  ·  150 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 33.2%
Financial Services 21.6%
Communication Services 10.5%
Consumer Cyclical 9.3%
Industrials 7.8%
Healthcare 6.4%
Consumer Defensive 5.0%
Energy 2.6%
Real Estate 1.4%
Basic Materials 1.3%