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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 11 of 15  ·  284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 BBIN J P MORGAN EXCHANGE TRADED F 6,369.0 $497K 0.01% -171.0 -2.6% $78.08 +3.3%
202 IUSG ISHARES TR 2,592.0 $488K 0.01% -33.0 -1.3% $188.09 +1.6%
203 VONG VANGUARD SCOTTSDALE FDS 3,669.0 $469K 0.01% -88.0 -2.3% $127.81 -0.8%
204 KORU DIREXION SHARES ETF TRUST 600.0 $469K 0.01% -200.0 -25.0% $781.35 -97.7%
205 BKLN INVESCO EXCH TRADED FD TR II 22,894.0 $466K 0.01% -1K -4.5% $20.37 +0.9%
206 BNDX VANGUARD CHARLOTTE FDS 9,493.0 $460K 0.01% -2K -14.7% $48.43 -1.7%
207 IGEB ISHARES TR 10,177.0 $459K 0.01% -1K -10.2% $45.11 -2.2%
208 MKC MCCORMICK & CO INC Consumer Defensive 9,083.0 $458K 0.01% -260.0 -2.8% $50.42 +11.0%
209 HSY HERSHEY CO Consumer Defensive 2,603.0 $457K 0.01% -458.0 -15.0% $175.45 +4.7%
210 IYW ISHARES TR 1,802.0 $455K 0.01% -23.0 -1.3% $252.23 -1.2%
211 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 4,524.0 $453K 0.01% -102.0 -2.2% $100.07 +7.5%
212 TIP ISHARES TR 4,119.0 $451K 0.01% -19K -82.3% $109.42 -2.3%
213 PIMCO ETF TR 8,957.0 $442K 0.01% -8K -47.3% $49.38
214 LULU LULULEMON ATHLETICA INC Consumer Cyclical 3,857.0 $440K 0.01% -141.0 -3.5% $114.18 +5.8%
215 DUSB DIMENSIONAL ETF TRUST 8,556.0 $434K 0.01% -1K -10.9% $50.78 -0.1%
216 CLX CLOROX CO DEL Consumer Defensive 4,536.0 $433K 0.01% -795.0 -14.9% $95.43 +12.0%
217 IJUL INNOVATOR ETFS TRUST 12,018.0 $432K 0.01% -436.0 -3.5% $35.97 +2.3%
218 NUE NUCOR CORP Basic Materials 1,927.0 $429K 0.01% -253.0 -11.6% $222.70 +18.7%
219 STZ CONSTELLATION BRANDS INC Consumer Defensive 3,009.0 $418K 0.01% -262.0 -8.0% $139.07 -5.8%
220 FIW FIRST TR EXCHANGE-TRADED FD 3,784.0 $414K 0.01% -22.0 -0.6% $109.53 +0.6%
Page 11 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%