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Portfolio (Quarterly) Guide ↗

Composition Wealth, LLC

· CIK 0001585859
13F Portfolio $7.3B AUM 891 positions Filed Apr 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 88 New 343 Added 342 Reduced 62 Exited
Page 6 of 18  ·  342 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ESML ISHARES TR 64,267.0 $3.0M 0.04% -6K -8.1% $47.02 +10.3%
102 VGT VANGUARD WORLD FD 4,144.0 $2.9M 0.04% -143.0 -3.3% $697.67 -83.6%
103 SHYG ISHARES TR 67,727.0 $2.9M 0.04% -10K -13.0% $42.31 +0.3%
104 TMO THERMO FISHER SCIENTIFIC INC Healthcare 5,794.0 $2.8M 0.04% -109.0 -1.9% $491.52 -8.1%
105 CEG CONSTELLATION ENERGY CORP Utilities 10,170.0 $2.8M 0.04% -490.0 -4.6% $279.24 +2.4%
106 TT TRANE TECHNOLOGIES PLC Industrials 6,692.0 $2.8M 0.04% -145.0 -2.1% $416.75 +8.4%
107 VBR VANGUARD INDEX FDS 12,771.0 $2.8M 0.04% -532.0 -4.0% $217.24 +6.2%
108 IUSV ISHARES TR 26,562.0 $2.7M 0.04% -347.0 -1.3% $102.25 +7.0%
109 SPG SIMON PPTY GROUP INC NEW Real Estate 14,283.0 $2.7M 0.04% -115.0 -0.8% $186.53 +9.4%
110 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 8,252.0 $2.7M 0.04% -204.0 -2.4% $321.41 +9.6%
111 NEE NEXTERA ENERGY INC Utilities 28,530.0 $2.6M 0.04% -510.0 -1.8% $92.88 -3.4%
112 INTU INTUIT Technology 6,106.0 $2.6M 0.04% -2K -26.8% $432.38 -29.0%
113 FV FIRST TR EXCHANGE TRADED FD 43,074.0 $2.6M 0.04% -887.0 -2.0% $60.44 +16.8%
114 TIP ISHARES TR 23,233.0 $2.6M 0.04% -2K -8.4% $110.36 +0.0%
115 RAAX VANECK ETF TRUST 62,546.0 $2.5M 0.04% -18K -22.0% $40.71 +2.3%
116 LNG CHENIERE ENERGY INC Energy 8,779.0 $2.5M 0.03% -139.0 -1.6% $283.76 -15.3%
117 VZ VERIZON COMMUNICATIONS INC Communication Services 49,123.0 $2.5M 0.03% -120K -70.9% $50.20 -4.7%
118 ABT ABBOTT LABORATORIES Healthcare 22,837.0 $2.3M 0.03% -3K -11.9% $102.67 -14.5%
119 MRSH MARSH & MCLENNAN COS INC Financial Services 13,398.0 $2.3M 0.03% -491.0 -3.5% $173.45 -4.8%
120 PZT INVESCO EXCH TRADED FD TR II 104,884.0 $2.3M 0.03% -30K -22.0% $22.07 +0.2%
Page 6 of 18  ·  342 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 30.6%
Financial Services 21.3%
Communication Services 10.3%
Consumer Cyclical 9.8%
Industrials 8.4%
Healthcare 6.8%
Consumer Defensive 5.8%
Energy 3.2%
Real Estate 1.4%
Basic Materials 1.4%