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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 3 of 15  ·  284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SPGI S&P GLOBAL INC Financial Services 21,836.0 $8.9M 0.10% -239.0 -1.1% $407.27 +3.0%
42 NFLX NETFLIX INC. Communication Services 122,625.0 $8.8M 0.10% -2K -1.2% $71.40 +10.4%
43 C CITIGROUP INC Financial Services 62,475.0 $8.7M 0.10% -850.0 -1.3% $139.96 -2.0%
44 JCPB J P MORGAN EXCHANGE TRADED F 170,213.0 $8.0M 0.09% -3K -1.6% $46.94 -1.7%
45 RSP INVESCO EXCHANGE TRADED FD T 37,265.0 $7.9M 0.09% -9K -19.0% $212.77 +3.8%
46 SDY SPDR SERIES TRUST 49,420.0 $7.5M 0.09% -1K -2.0% $152.18 +4.0%
47 INTC INTEL CORP Technology 53,679.0 $7.5M 0.09% -1K -1.9% $139.63 -31.4%
48 PAUG INNOVATOR ETFS TRUST 159,083.0 $7.3M 0.09% -6K -3.5% $45.64 +2.1%
49 MA MASTERCARD INCORPORATED Financial Services 13,261.0 $6.8M 0.08% -668.0 -4.8% $513.59 +12.0%
50 GLW CORNING INC Technology 25,940.0 $6.6M 0.08% -707.0 -2.6% $255.43 -37.6%
51 ISHARES TR 130,849.0 $6.5M 0.08% -20K -13.1% $49.55
52 DFIV DIMENSIONAL ETF TRUST 111,428.0 $6.0M 0.07% -9K -7.5% $54.02 +6.8%
53 SOXX ISHARES TR 9,197.0 $5.9M 0.07% -2K -17.3% $640.75 -17.9%
54 JAVA J P MORGAN EXCHANGE TRADED F 69,783.0 $5.5M 0.07% -1K -1.7% $79.41 +4.5%
55 DGRO ISHARES TR 72,108.0 $5.5M 0.06% -2K -3.0% $75.79 +5.2%
56 PSX PHILLIPS 66 Energy 31,592.0 $5.3M 0.06% -525.0 -1.6% $169.05 +42.4%
57 SUB ISHARES TR 47,978.0 $5.1M 0.06% -7K -12.2% $106.47 -0.2%
58 SCZ ISHARES TR 60,932.0 $5.0M 0.06% -3K -5.1% $82.28 +4.2%
59 EFAX SPDR INDEX SHS FDS 90,908.0 $4.9M 0.06% -2K -2.2% $54.12 +2.8%
60 ITW ILLINOIS TOOL WKS INC Industrials 18,149.0 $4.9M 0.06% -715.0 -3.8% $270.47 +5.5%
Page 3 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%