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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 2 of 51  ·  1,004 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GCAL GOLDMAN SACHS ETF TR 1,858,446.0 $95.2M 1.12% $51.20 -1.5%
22 EMXC ISHARES INC 920,867.0 $94.2M 1.10% -35K -3.7% $102.30 -7.3%
23 VOO VANGUARD INDEX FDS 134,610.0 $92.5M 1.08% +4K +3.0% $686.81 +2.7%
24 GBIL GOLDMAN SACHS ETF TR 884,634.0 $88.6M 1.04% -260K -22.7% $100.16 -0.1%
25 VICTORY PORTFOLIOS II 2,561,603.0 $87.8M 1.03% +261K +11.3% $34.28
26 WCMI FIRST TR EXCHANGE-TRADED FD 4,270,879.0 $83.6M 0.98% NEW $19.57 +0.6%
27 VTEB VANGUARD MUN BD FDS 1,594,643.0 $80.7M 0.95% +229K +16.8% $50.58 -2.1%
28 SPY STATE STR SPDR S&P 500 ETF T Financial Services 92,545.0 $69.1M 0.81% +22K +30.8% $746.77 +2.8%
29 SPYG SPDR SERIES TRUST 550,470.0 $65.5M 0.77% -23K -3.9% $118.99 +1.6%
30 VANGUARD CALIF TAX FREE FDS 633,969.0 $63.8M 0.75% $100.60
31 QUAL ISHARES TR 289,324.0 $63.5M 0.74% -11K -3.8% $219.43 +2.1%
32 GOOGL ALPHABET INC Communication Services 177,648.0 $63.5M 0.74% +7K +3.9% $357.37 -3.7%
33 ESGU ISHARES TR 380,376.0 $62.3M 0.73% +36K +10.4% $163.67 +2.7%
34 SGOV ISHARES TR 613,347.0 $61.7M 0.72% +50K +8.8% $100.67 -0.1%
35 SPMD SPDR SERIES TRUST 908,750.0 $61.4M 0.72% +165K +22.2% $67.56 +0.2%
36 IVE ISHARES TR 260,233.0 $59.1M 0.69% -17K -6.1% $227.06 +4.2%
37 BSV VANGUARD BD INDEX FDS 739,365.0 $57.6M 0.68% +55K +8.0% $77.91 -0.4%
38 IXUS ISHARES TR 591,873.0 $56.5M 0.66% +59K +11.1% $95.44 +1.1%
39 AGG ISHARES TR 529,898.0 $52.4M 0.61% +48K +9.9% $98.98 -1.6%
40 JPLD J P MORGAN EXCHANGE TRADED F 970,536.0 $50.7M 0.59% +52K +5.7% $52.19 -0.2%
Page 2 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%