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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 4 of 15  ·  284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SYY SYSCO CORP Consumer Defensive 57,934.0 $4.8M 0.06% -2K -3.9% $83.58 -1.2%
62 QLD PROSHARES TR 48,266.0 $4.7M 0.06% -3K -5.0% $96.76 -6.3%
63 DFLV DIMENSIONAL ETF TRUST 115,681.0 $4.6M 0.05% -2K -1.7% $39.54 +6.1%
64 VLUE ISHARES TR 21,618.0 $4.3M 0.05% -7K -24.7% $199.81 +0.6%
65 DFEV DIMENSIONAL ETF TRUST 98,525.0 $4.2M 0.05% -4K -4.0% $42.67 -3.3%
66 SCHM SCHWAB STRATEGIC TR 113,927.0 $4.2M 0.05% -3K -2.8% $36.87 -2.0%
67 LOW LOWES COS INC Consumer Cyclical 18,545.0 $4.1M 0.05% -1K -5.6% $220.49 -1.5%
68 BBUS J P MORGAN EXCHANGE TRADED F 30,254.0 $4.1M 0.05% -302.0 -1.0% $134.72 +2.9%
69 FBND FIDELITY MERRIMACK STR TR 89,439.0 $4.1M 0.05% -33K -26.8% $45.49 -1.3%
70 SCHW SCHWAB CHARLES CORP Financial Services 43,965.0 $4.1M 0.05% -241.0 -0.6% $92.27 +20.9%
71 FVD FIRST TR EXCHANGE-TRADED FD 83,125.0 $4.0M 0.05% -2K -2.0% $48.18 +5.4%
72 DFSD DIMENSIONAL ETF TRUST 76,895.0 $3.7M 0.04% -470.0 -0.6% $47.75 -0.9%
73 PJUL INNOVATOR ETFS TRUST 73,267.0 $3.6M 0.04% -19K -21.0% $48.81 +1.7%
74 BOND PIMCO ETF TR 38,473.0 $3.5M 0.04% -1K -2.8% $92.21 -1.8%
75 PYLD PIMCO ETF TR 131,126.0 $3.5M 0.04% -6K -4.1% $26.52 -1.4%
76 SMH VANECK ETF TRUST 5,279.0 $3.5M 0.04% -72.0 -1.4% $655.94 -13.5%
77 ESML ISHARES TR 61,796.0 $3.5M 0.04% -2K -3.8% $55.93 -0.2%
78 CALI BLACKROCK ETF TRUST II 66,419.0 $3.4M 0.04% -14K -17.7% $50.53 -0.3%
79 EBAY EBAY INC. Consumer Cyclical 29,792.0 $3.3M 0.04% -238.0 -0.8% $111.75 -8.0%
80 VOE VANGUARD INDEX FDS 16,635.0 $3.3M 0.04% -130.0 -0.8% $197.60 +6.2%
Page 4 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%