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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 14 of 15  ·  284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 QHY WISDOMTREE TR 5,927.0 $272K 0.00% -2K -21.8% $45.81 -0.1%
262 DDLS WISDOMTREE TR 6,047.0 $266K 0.00% -849.0 -12.3% $44.05 +4.2%
263 DOV DOVER CORP Industrials 1,164.0 $261K 0.00% -34.0 -2.8% $224.19 -9.3%
264 TOL TOLL BROTHERS INC Consumer Cyclical 1,561.0 $257K 0.00% -203.0 -11.5% $164.72 -13.2%
265 TM TOYOTA MOTOR CORP Consumer Cyclical 1,496.0 $252K 0.00% -78.0 -5.0% $168.44 +12.1%
266 AXSM AXSOME THERAPEUTICS INC. Healthcare 1,010.0 $247K 0.00% -500.0 -33.1% $244.77 -11.6%
267 XLU SELECT SECTOR SPDR TR 5,444.0 $247K 0.00% -1K -20.3% $45.34 -2.0%
268 SPHQ INVESCO EXCHANGE TRADED FD T 2,659.0 $240K 0.00% -25.0 -0.9% $90.10 -3.6%
269 SNPS SYNOPSYS INC Technology 529.0 $236K 0.00% -682.0 -56.3% $446.13 -8.8%
270 IAGG ISHARES TR 4,633.0 $234K 0.00% -100.0 -2.1% $50.60 -1.6%
271 HYMB SPDR SERIES TRUST 9,184.0 $234K 0.00% -2K -14.1% $25.44 -2.7%
272 AHR AMERICAN HEALTHCARE REIT INC Real Estate 4,438.0 $231K 0.00% -24.0 -0.5% $52.15 +5.5%
273 VMC VULCAN MATLS CO Basic Materials 759.0 $224K 0.00% -268.0 -26.1% $294.87 -7.8%
274 LEMB ISHARES INC 5,162.0 $219K 0.00% -1K -17.6% $42.43 +1.3%
275 UEC URANIUM ENERGY CORP Energy 20,527.0 $219K 0.00% -12K -36.9% $10.66 -0.0%
276 MSCI MSCI INC Financial Services 390.0 $218K 0.00% -4.0 -1.0% $559.61 +0.9%
277 POR PORTLAND GEN ELEC CO Utilities 4,135.0 $214K 0.00% -152.0 -3.5% $51.83 -1.3%
278 VGIT VANGUARD SCOTTSDALE FDS 3,596.0 $212K 0.00% -91.0 -2.5% $58.98 -1.0%
279 DFUV DIMENSIONAL ETF TRUST 3,810.0 $210K 0.00% -900.0 -19.1% $55.01 +4.3%
280 SCHZ SCHWAB STRATEGIC TR 8,981.0 $208K 0.00% -4K -29.1% $23.13 -1.6%
Page 14 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%