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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 8 of 15  ·  284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 JGRO J P MORGAN EXCHANGE TRADED F 10,592.0 $1.0M 0.01% -115.0 -1.1% $98.59 -3.4%
142 VYMI VANGUARD WHITEHALL FDS 10,592.0 $1.0M 0.01% -537.0 -4.8% $98.20 +5.9%
143 PFM INVESCO EXCHANGE TRADED FD T 18,690.0 $1.0M 0.01% -4K -16.8% $55.45 +4.1%
144 INTF ISHARES TR 24,516.0 $1.0M 0.01% -5K -16.0% $40.96 +4.5%
145 TMUS T-MOBILE US INC Communication Services 5,809.0 $974K 0.01% -101.0 -1.7% $167.73 +9.1%
146 MDYG SPDR SERIES TRUST 8,617.0 $966K 0.01% -79.0 -0.9% $112.09 -0.4%
147 EA ELECTRONIC ARTS INC Communication Services 4,690.0 $962K 0.01% -123.0 -2.6% $205.03 +2.3%
148 EXPAND ENERGY CORPORATION 10,515.0 $959K 0.01% -165.0 -1.5% $91.19
149 IEI ISHARES TR 8,143.0 $956K 0.01% -3K -25.3% $117.45 -0.7%
150 OEF ISHARES TR 2,532.0 $926K 0.01% -683.0 -21.2% $365.87 +3.5%
151 SJM SMUCKER J M CO Consumer Defensive 8,121.0 $914K 0.01% -556.0 -6.4% $112.50 +5.8%
152 VLO VALERO ENERGY CORP Energy 3,478.0 $906K 0.01% -3K -46.1% $260.41 +34.3%
153 HCA HCA HEALTHCARE INC Healthcare 2,318.0 $904K 0.01% -119.0 -4.9% $389.86 +5.7%
154 SONY SONY GROUP CORP Technology 44,001.0 $883K 0.01% -2K -3.6% $20.06 +16.8%
155 CCJ CAMECO CORP Energy 8,660.0 $882K 0.01% -2K -18.6% $101.86 -5.9%
156 ISTB ISHARES TR 17,860.0 $862K 0.01% -2K -7.9% $48.25 -0.4%
157 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 25,111.0 $854K 0.01% -2K -6.7% $34.00 -1.6%
158 XLC SELECT SECTOR SPDR TR 7,781.0 $834K 0.01% -8K -49.2% $107.13 +3.4%
159 CBC CENTRAL BANCOMPANY Financial Services 26,898.0 $817K 0.01% -27K -49.6% $30.38 +6.9%
160 GDX VANECK ETF TRUST 10,792.0 $814K 0.01% -2K -18.7% $75.45 +18.3%
Page 8 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%