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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 16 of 45  ·  891 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 SHW SHERWIN WILLIAMS CO Basic Materials 6,428.0 $2.1M 0.03% -849.0 -11.7% $320.54 -4.0%
302 SMH VANECK ETF TRUST 5,351.0 $2.1M 0.03% +52.0 +1.0% $383.36 +48.0%
303 EFG ISHARES TR 18,288.0 $2.0M 0.03% +11K +165.7% $111.37 +9.0%
304 IBDV ISHARES TR 91,379.0 $2.0M 0.03% +32K +55.1% $21.89 -0.6%
305 VIGI VANGUARD WHITEHALL FDS 22,383.0 $2.0M 0.03% +1K +6.1% $88.46 +6.2%
306 TLH ISHARES TR 19,555.0 $2.0M 0.03% -43K -68.8% $100.72 -2.4%
307 COIN COINBASE GLOBAL INC Financial Services 11,147.0 $1.9M 0.03% +9K +467.0% $174.61 +10.9%
308 JPIE J P MORGAN EXCHANGE TRADED F 41,923.0 $1.9M 0.03% -2K -5.2% $46.07 -0.3%
309 XSW SPDR SERIES TRUST 13,471.0 $1.9M 0.03% +12K +853.4% $142.29 +13.8%
310 SCHV SCHWAB STRATEGIC TR 62,423.0 $1.9M 0.03% -943.0 -1.5% $30.50 +8.2%
311 IBB ISHARES TR 11,161.0 $1.9M 0.03% -2K -14.3% $168.85 +0.1%
312 TAPR INNOVATOR ETFS TRUST Financial Services 72,416.0 $1.9M 0.03% -10K -12.3% $25.73 +2.4%
313 EEMX SPDR INDEX SHS FDS 41,832.0 $1.8M 0.03% -4K -8.2% $44.20 +17.1%
314 DHR DANAHER CORP DEL Healthcare 9,589.0 $1.8M 0.03% -113.0 -1.2% $189.60 -8.6%
315 WPM WHEATON PRECIOUS METALS CORP Basic Materials 13,618.0 $1.8M 0.02% +513.0 +3.9% $131.01 -2.9%
316 TEX TEREX CORP NEW Industrials 29,810.0 $1.8M 0.02% $59.10 -2.5%
317 COF CAPITAL ONE FINL CORP Financial Services 9,642.0 $1.8M 0.02% +554.0 +6.1% $182.43 +2.3%
318 DBEF DBX ETF TR 35,243.0 $1.7M 0.02% $49.40 +6.8%
319 INNOVATOR ETFS TRUST 63,059.0 $1.7M 0.02% -17K -20.9% $27.59
320 SPDW SPDR INDEX SHS FDS 38,061.0 $1.7M 0.02% +1K +3.9% $45.65 +10.3%
Page 16 of 45  ·  891 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%