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Portfolio (Quarterly) Guide ↗

Composition Wealth, LLC

· CIK 0001585859
13F Portfolio $7.0B AUM 865 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 865 New
Page 19 of 44  ·  865 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 CALI BLACKROCK ETF TRUST II 27,090.0 $1.4M 0.02% NEW $50.46 -0.1%
362 MCK MCKESSON CORP Healthcare 1,654.0 $1.4M 0.02% NEW $820.24 -6.6%
363 AME AMETEK INC Industrials 6,605.0 $1.4M 0.02% NEW $205.31 +8.7%
364 LMT LOCKHEED MARTIN CORP Industrials 2,789.0 $1.3M 0.02% NEW $483.69 +8.1%
365 VIOO VANGUARD ADMIRAL FDS INC 12,126.0 $1.3M 0.02% NEW $110.96 +13.5%
366 BALT INNOVATOR ETFS TRUST 39,853.0 $1.3M 0.02% NEW $33.51 +1.8%
367 XYL XYLEM INC Industrials 9,751.0 $1.3M 0.02% NEW $136.19 -20.5%
368 CARR CARRIER GLOBAL CORPORATION Industrials 25,072.0 $1.3M 0.02% NEW $52.84 +17.7%
369 IHI ISHARES TR 21,229.0 $1.3M 0.02% NEW $62.15 -18.7%
370 CTA SIMPLIFY EXCHANGE TRADED FUN 48,087.0 $1.3M 0.02% NEW $27.26 +13.5%
371 VOYA VOYA FINANCIAL INC Financial Services 17,504.0 $1.3M 0.02% NEW $74.49 +10.6%
372 IBDV ISHARES TR 58,910.0 $1.3M 0.02% NEW $22.07 -1.4%
373 PHO INVESCO EXCHANGE TRADED FD T 18,004.0 $1.3M 0.02% NEW $70.41 -7.8%
374 FNV FRANCO NEV CORP Basic Materials 6,108.0 $1.3M 0.02% NEW $207.27 +9.0%
375 IGM ISHARES TR 9,789.0 $1.3M 0.02% NEW $129.16 +20.6%
376 FTSM FIRST TR EXCHANGE-TRADED FD 20,631.0 $1.2M 0.02% NEW $59.93 -0.1%
377 GDX VANECK ETF TRUST 14,389.0 $1.2M 0.02% NEW $85.77 +0.3%
378 OEF ISHARES TR 3,585.0 $1.2M 0.02% NEW $342.97 +8.0%
379 T AT&T INC Communication Services 49,414.0 $1.2M 0.02% NEW $24.84 +0.4%
380 EWC ISHARES INC 22,750.0 $1.2M 0.02% NEW $53.93 +8.6%
Page 19 of 44  ·  865 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 32.1%
Financial Services 23.0%
Communication Services 10.4%
Consumer Cyclical 9.8%
Industrials 7.4%
Healthcare 6.4%
Consumer Defensive 5.5%
Energy 2.3%
Basic Materials 1.2%
Real Estate 1.1%