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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 15 of 51  ·  1,004 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 IBM INTERNATIONAL BUSINESS MACHS Technology 10,052.0 $2.8M 0.03% +4K +57.8% $281.22 -16.9%
282 IVOV VANGUARD ADMIRAL FDS INC 24,718.0 $2.8M 0.03% -215.0 -0.9% $114.07 +0.3%
283 SHYG ISHARES TR 66,297.0 $2.8M 0.03% -1K -2.1% $42.41 -0.5%
284 TT TRANE TECHNOLOGIES PLC Industrials 5,706.0 $2.8M 0.03% -986.0 -14.7% $491.13 -8.2%
285 ASML ASML HLDG NV Technology 1,405.0 $2.8M 0.03% +160.0 +12.8% $1990.08 -12.0%
286 SUSA ISHARES TR 18,088.0 $2.8M 0.03% -2K -10.7% $154.30 +1.9%
287 NVT NVENT ELEC PLC Industrials 16,090.0 $2.7M 0.03% +3K +19.8% $169.61 -9.0%
288 ACWI ISHARES TR 17,162.0 $2.7M 0.03% +7K +72.3% $156.97 +1.9%
289 NEE NEXTERA ENERGY INC Utilities 29,902.0 $2.6M 0.03% +1K +4.8% $87.77 -3.1%
290 PZT INVESCO EXCH TRADED FD TR II 113,348.0 $2.6M 0.03% +8K +8.1% $22.73 -2.7%
291 CEG CONSTELLATION ENERGY CORP Utilities 10,337.0 $2.6M 0.03% +167.0 +1.6% $248.38 +9.9%
292 RDNT RADNET INC Healthcare 40,706.0 $2.5M 0.03% $61.67 +24.9%
293 TWLO TWILIO INC Communication Services 12,033.0 $2.5M 0.03% +78.0 +0.7% $206.32 +6.6%
294 RAAX VANECK ETF TRUST 62,580.0 $2.5M 0.03% $39.67 +4.9%
295 PLTR PALANTIR TECHNOLOGIES INC Technology 21,062.0 $2.5M 0.03% -670.0 -3.1% $116.67 +49.1%
296 QCOM QUALCOMM INC Technology 12,971.0 $2.4M 0.03% +2K +16.9% $184.79 -13.0%
297 IXG ISHARES TR 19,182.0 $2.4M 0.03% +909.0 +5.0% $124.50 +5.9%
298 VNQ VANGUARD INDEX FDS 24,529.0 $2.4M 0.03% -7K -21.3% $96.43 +2.2%
299 SPHD INVESCO EXCH TRADED FD TR II 44,804.0 $2.3M 0.03% +12K +34.8% $50.84 +4.9%
300 EEMX SPDR INDEX SHS FDS 41,673.0 $2.3M 0.03% $54.15 -2.9%
Page 15 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%