BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 6 of 15  ·  284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 LNG CHENIERE ENERGY INC Energy 8,375.0 $2.0M 0.02% -404.0 -4.6% $239.00 +14.6%
102 VIGI VANGUARD WHITEHALL FDS 21,121.0 $2.0M 0.02% -1K -5.6% $93.38 +4.7%
103 JPIE J P MORGAN EXCHANGE TRADED F 41,510.0 $1.9M 0.02% -413.0 -1.0% $46.05 -0.4%
104 GLOF ISHARES TR 32,475.0 $1.9M 0.02% -825.0 -2.5% $58.81 +3.1%
105 COF CAPITAL ONE FINL CORP Financial Services 9,433.0 $1.9M 0.02% -209.0 -2.2% $200.61 +10.4%
106 JMOM J P MORGAN EXCHANGE TRADED F 21,891.0 $1.9M 0.02% -651.0 -2.9% $85.46 -1.5%
107 TLH ISHARES TR 18,556.0 $1.9M 0.02% -999.0 -5.1% $100.35 -4.0%
108 EMR EMERSON ELEC CO Industrials 12,725.0 $1.8M 0.02% -14K -52.6% $143.15 +10.3%
109 IEUR ISHARES TR 23,827.0 $1.8M 0.02% -615.0 -2.5% $75.17 +3.2%
110 ABNB AIRBNB INC Consumer Cyclical 12,303.0 $1.8M 0.02% -503.0 -3.9% $143.10 +28.1%
111 RACE FERRARI N V Consumer Cyclical 4,706.0 $1.8M 0.02% -229.0 -4.6% $372.27 +10.8%
112 J P MORGAN EXCHANGE TRADED F 23,864.0 $1.7M 0.02% -705.0 -2.9% $72.28
113 DHR DANAHER CORP DEL Healthcare 8,980.0 $1.7M 0.02% -609.0 -6.3% $190.49 +4.8%
114 FCAL FIRST TR EXCH TRADED FD III 33,370.0 $1.7M 0.02% -110K -76.7% $49.65 -2.1%
115 SCHB SCHWAB STRATEGIC TR 56,852.0 $1.6M 0.02% -1K -2.4% $28.96 +2.5%
116 MPC MARATHON PETE CORP Energy 6,144.0 $1.6M 0.02% -251.0 -3.9% $255.68 +43.2%
117 PYPL PAYPAL HLDGS INC Financial Services 36,250.0 $1.6M 0.02% -1K -3.0% $43.18 +39.9%
118 DBEF DBX ETF TR 28,200.0 $1.5M 0.02% -7K -20.0% $54.63 +2.1%
119 GTEK GOLDMAN SACHS ETF TR 23,852.0 $1.5M 0.02% -403.0 -1.7% $62.88 -7.9%
120 USMV ISHARES TR 15,474.0 $1.5M 0.02% -2K -9.9% $96.46 +4.2%
Page 6 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%