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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 17 of 51  ·  1,004 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 TXN TEXAS INSTRS INC Technology 6,748.0 $2.0M 0.02% -209.0 -3.0% $298.05 -10.9%
322 LNG CHENIERE ENERGY INC Energy 8,375.0 $2.0M 0.02% -404.0 -4.6% $239.00 +16.8%
323 DDFJ INNOVATOR ETFS TRUST 100,329.0 $2.0M 0.02% NEW $19.77 +1.0%
324 VIGI VANGUARD WHITEHALL FDS 21,121.0 $2.0M 0.02% -1K -5.6% $93.38 +4.7%
325 SPDW SPDR INDEX SHS FDS 38,206.0 $1.9M 0.02% $50.39 +2.4%
326 TAPR INNOVATOR ETFS TRUST Financial Services 72,407.0 $1.9M 0.02% $26.46 +1.0%
327 JPIE J P MORGAN EXCHANGE TRADED F 41,510.0 $1.9M 0.02% -413.0 -1.0% $46.05 -0.4%
328 GLOF ISHARES TR 32,475.0 $1.9M 0.02% -825.0 -2.5% $58.81 +3.1%
329 VIOV VANGUARD ADMIRAL FDS INC 16,225.0 $1.9M 0.02% $117.33 +0.6%
330 COF CAPITAL ONE FINL CORP Financial Services 9,433.0 $1.9M 0.02% -209.0 -2.2% $200.61 +5.9%
331 JMOM J P MORGAN EXCHANGE TRADED F 21,891.0 $1.9M 0.02% -651.0 -2.9% $85.46 -3.5%
332 SPIB SPDR SERIES TRUST 55,892.0 $1.9M 0.02% +6K +11.3% $33.46 -1.0%
333 IYM ISHARES TR 10,396.0 $1.9M 0.02% +3K +38.8% $179.53 +6.0%
334 TLH ISHARES TR 18,556.0 $1.9M 0.02% -999.0 -5.1% $100.35 -3.3%
335 COIN COINBASE GLOBAL INC Financial Services 12,632.0 $1.8M 0.02% +1K +13.3% $146.19 +17.9%
336 VV VANGUARD INDEX FDS 5,355.0 $1.8M 0.02% $343.92 +2.2%
337 XDIV ROUNDHILL ETF TRUST 60,039.0 $1.8M 0.02% NEW $30.46 +2.0%
338 EMR EMERSON ELEC CO Industrials 12,725.0 $1.8M 0.02% -14K -52.6% $143.15 +8.1%
339 IWP ISHARES TR 12,433.0 $1.8M 0.02% $146.41 -2.8%
340 IEUR ISHARES TR 23,827.0 $1.8M 0.02% -615.0 -2.5% $75.17 +3.5%
Page 17 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%