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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 14 of 51  ·  1,004 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 CDNS CADENCE DESIGN SYSTEM INC Technology 8,697.0 $3.3M 0.04% +251.0 +3.0% $375.34 -16.7%
262 WFC WELLS FARGO & CO Financial Services 39,378.0 $3.3M 0.04% +311.0 +0.8% $82.64 +2.0%
263 FV FIRST TR EXCHANGE TRADED FD 42,448.0 $3.2M 0.04% -626.0 -1.4% $75.88 -3.4%
264 SPG SIMON PPTY GROUP INC NEW Real Estate 14,271.0 $3.2M 0.04% $223.65 -0.9%
265 VBR VANGUARD INDEX FDS 12,918.0 $3.1M 0.04% +147.0 +1.1% $242.99 +2.0%
266 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 7,789.0 $3.1M 0.04% -463.0 -5.6% $401.85 -0.7%
267 BX BLACKSTONE INC Financial Services 26,329.0 $3.1M 0.04% -2K -6.5% $117.67 +21.1%
268 KLAC KLA CORP Technology 10,179.0 $3.1M 0.04% +9K +1290.6% $301.70 -38.7%
269 ECL ECOLAB INC Basic Materials 10,937.0 $3.0M 0.04% +363.0 +3.4% $278.60 +0.8%
270 TEL TE CONNECTIVITY PLC Technology 14,992.0 $3.0M 0.04% +173.0 +1.2% $201.61 +0.0%
271 VXF VANGUARD INDEX FDS 12,252.0 $3.0M 0.04% -17K -57.8% $246.20 -1.2%
272 REGN REGENERON PHARMACEUTICALS Healthcare 4,749.0 $3.0M 0.04% -148.0 -3.0% $623.54 +33.8%
273 VMBS VANGUARD SCOTTSDALE FDS 63,219.0 $3.0M 0.04% -38K -37.6% $46.81 -1.2%
274 IUSV ISHARES TR 26,701.0 $2.9M 0.03% +139.0 +0.5% $110.15 +4.2%
275 LRCX LAM RESEARCH CORP Technology 6,717.0 $2.9M 0.03% +1K +18.2% $433.33 -29.4%
276 EFG ISHARES TR 23,366.0 $2.9M 0.03% +5K +27.8% $124.42 +0.1%
277 TMO THERMO FISHER SCIENTIFIC INC Healthcare 5,748.0 $2.9M 0.03% -46.0 -0.8% $501.38 +25.6%
278 VEU VANGUARD INTL EQUITY INDEX F 34,207.0 $2.9M 0.03% -986.0 -2.8% $83.75 +1.2%
279 IYR ISHARES TR 27,826.0 $2.8M 0.03% +22K +345.6% $102.25 +3.0%
280 IAU ISHARES GOLD TR Financial Services 37,505.0 $2.8M 0.03% +1K +3.8% $75.51 +12.5%
Page 14 of 51  ·  1,004 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%