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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 10 of 15  ·  284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 IBDW ISHARES TR 30,363.0 $633K 0.01% -421.0 -1.4% $20.84 -1.0%
182 JVAL J P MORGAN EXCHANGE TRADED F 10,583.0 $621K 0.01% -730.0 -6.5% $58.64 +1.9%
183 IGV ISHARES TR 6,711.0 $608K 0.01% -1K -15.0% $90.60 +13.2%
184 VCSH VANGUARD SCOTTSDALE FDS 7,682.0 $607K 0.01% -19K -70.8% $79.03 -0.5%
185 LW LAMB WESTON HLDGS INC Consumer Defensive 13,986.0 $604K 0.01% -1K -8.8% $43.18 +21.9%
186 BSX BOSTON SCIENTIFIC CORP Healthcare 14,137.0 $603K 0.01% -19K -57.6% $42.68 +20.4%
187 ADSK AUTODESK INC Technology 3,009.0 $585K 0.01% -1K -25.2% $194.45 +29.1%
188 IAK ISHARES TR 4,090.0 $575K 0.01% -2K -32.8% $140.58 +3.2%
189 EOG EOG RES INC Energy 4,345.0 $564K 0.01% -534.0 -10.9% $129.73 +14.5%
190 GSLC GOLDMAN SACHS ETF TR 3,966.0 $563K 0.01% -87.0 -2.1% $141.90 +3.6%
191 CAH CARDINAL HEALTH INC Healthcare 2,344.0 $557K 0.01% -186.0 -7.3% $237.60 -0.9%
192 GM GENERAL MTRS CO Consumer Cyclical 7,028.0 $542K 0.01% -85.0 -1.2% $77.07 +9.3%
193 A AGILENT TECHNOLOGIES INC Healthcare 4,058.0 $539K 0.01% -231.0 -5.4% $132.82 +12.2%
194 NOC NORTHROP GRUMMAN CORP Industrials 1,048.0 $534K 0.01% -63.0 -5.7% $509.35 +16.6%
195 APP APPLOVIN CORP Technology 1,030.0 $530K 0.01% -45.0 -4.2% $515.03 -40.1%
196 HYG ISHARES TR 6,609.0 $529K 0.01% -50.0 -0.8% $79.97 -0.5%
197 JEMA J P MORGAN EXCHANGE TRADED F 8,261.0 $528K 0.01% -109.0 -1.3% $63.88 -4.9%
198 LGLV SPDR SERIES TRUST 2,899.0 $526K 0.01% -192.0 -6.2% $181.44 +4.0%
199 NEBIUS GROUP N.V. 1,859.0 $513K 0.01% -2K -54.7% $276.17
200 HIG HARTFORD INSURANCE GROUP INC Financial Services 3,838.0 $509K 0.01% -603.0 -13.6% $132.53 +4.6%
Page 10 of 15  ·  284 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%