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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 19 of 45  ·  891 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 SCHB SCHWAB STRATEGIC TR 58,228.0 $1.5M 0.02% -8K -12.4% $25.10 +13.9%
362 AME AMETEK INC Industrials 6,708.0 $1.4M 0.02% +103.0 +1.6% $214.36 +4.1%
363 QCOM QUALCOMM INC Technology 11,092.0 $1.4M 0.02% -6K -34.0% $128.78 +57.2%
364 VIOO VANGUARD ADMIRAL FDS INC 12,186.0 $1.4M 0.02% $114.83 +9.7%
365 ACWI ISHARES TR 9,961.0 $1.4M 0.02% +3K +52.2% $138.38 +12.5%
366 VBIL VANGUARD INSTL INDEX FD 18,166.0 $1.4M 0.02% -7K -26.7% $75.65 -0.1%
367 ISRG INTUITIVE SURGICAL INC Healthcare 2,949.0 $1.4M 0.02% +147.0 +5.2% $460.94 -4.6%
368 TXN TEXAS INSTRS INC Technology 6,957.0 $1.4M 0.02% +78.0 +1.1% $194.15 +57.0%
369 AWK AMERICAN WTR WKS CO INC NEW Utilities 9,921.0 $1.4M 0.02% -2K -14.7% $136.09 -9.0%
370 NVR NVR INC Consumer Cyclical 204.0 $1.3M 0.02% -6.0 -2.9% $6589.83 -8.2%
371 BALT INNOVATOR ETFS TRUST 39,646.0 $1.3M 0.02% -207.0 -0.5% $33.46 +2.0%
372 IYM ISHARES TR 7,490.0 $1.3M 0.02% -4K -36.5% $175.91 +2.5%
373 BIV VANGUARD BD INDEX FDS 17,052.0 $1.3M 0.02% NEW $77.18 -1.2%
374 CARR CARRIER GLOBAL CORPORATION Industrials 23,317.0 $1.3M 0.02% -2K -7.0% $56.31 +10.4%
375 MDLZ MONDELEZ INTL INC Consumer Defensive 22,734.0 $1.3M 0.02% -5K -16.7% $57.64 +6.7%
376 IEI ISHARES TR 10,898.0 $1.3M 0.02% +6K +105.1% $118.60 -1.2%
377 FTGC FIRST TR EXCHANGE TRAD FD VI 44,658.0 $1.3M 0.02% -8K -14.4% $28.71 +2.6%
378 CBC CENTRAL BANCOMPANY Financial Services 53,401.0 $1.3M 0.02% NEW $23.95 +19.1%
379 VOT VANGUARD INDEX FDS 4,903.0 $1.3M 0.02% $257.34 +12.3%
380 TMUS T-MOBILE US INC Communication Services 5,910.0 $1.2M 0.02% +288.0 +5.1% $210.03 -9.5%
Page 19 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%