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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 7 of 18  ·  342 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 UNH UNITEDHEALTH GROUP INC Healthcare 8,377.0 $2.3M 0.03% -276.0 -3.2% $270.58 +41.7%
122 VCSH VANGUARD SCOTTSDALE FDS 26,344.0 $2.1M 0.03% -26K -49.9% $79.27 -0.5%
123 FNDF SCHWAB STRATEGIC TR 42,268.0 $2.1M 0.03% -4K -8.7% $48.93 +9.6%
124 SHW SHERWIN WILLIAMS CO Basic Materials 6,428.0 $2.1M 0.03% -849.0 -11.7% $320.54 -4.0%
125 TLH ISHARES TR 19,555.0 $2.0M 0.03% -43K -68.8% $100.72 -2.4%
126 JPIE J P MORGAN EXCHANGE TRADED F 41,923.0 $1.9M 0.03% -2K -5.2% $46.07 -0.3%
127 SCHV SCHWAB STRATEGIC TR 62,423.0 $1.9M 0.03% -943.0 -1.5% $30.50 +8.2%
128 IBB ISHARES TR 11,161.0 $1.9M 0.03% -2K -14.3% $168.85 +0.1%
129 TAPR INNOVATOR ETFS TRUST Financial Services 72,416.0 $1.9M 0.03% -10K -12.3% $25.73 +2.4%
130 EEMX SPDR INDEX SHS FDS 41,832.0 $1.8M 0.03% -4K -8.2% $44.20 +17.1%
131 DHR DANAHER CORP DEL Healthcare 9,589.0 $1.8M 0.03% -113.0 -1.2% $189.60 -8.6%
132 INNOVATOR ETFS TRUST 63,059.0 $1.7M 0.02% -17K -20.9% $27.59
133 GLOF ISHARES TR 33,300.0 $1.7M 0.02% -290.0 -0.9% $52.12 +12.3%
134 IGIB ISHARES TR 32,384.0 $1.7M 0.02% -2K -6.9% $53.22 -0.7%
135 ICSH ISHARES TR 33,738.0 $1.7M 0.02% -5K -12.7% $50.62 -0.1%
136 XLC SELECT SECTOR SPDR TR 15,332.0 $1.7M 0.02% -501.0 -3.2% $110.86 +4.7%
137 PYPL PAYPAL HLDGS INC Financial Services 37,356.0 $1.7M 0.02% -2K -3.9% $45.23 -1.9%
138 LMT LOCKHEED MARTIN CORP Industrials 2,774.0 $1.7M 0.02% -15.0 -0.5% $604.48 -13.5%
139 SHEL SHELL PLC Energy 17,925.0 $1.7M 0.02% -2K -10.8% $93.00 -6.8%
140 IWP ISHARES TR 12,454.0 $1.6M 0.02% -637.0 -4.9% $128.12 +7.6%
Page 7 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%