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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 21 of 51  ·  1,004 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 T AT&T INC Communication Services 58,532.0 $1.2M 0.01% +16K +38.3% $20.70 +21.6%
402 Q QNITY ELECTRONICS INC Technology 7,346.0 $1.2M 0.01% $163.32 -18.2%
403 TFLO ISHARES TR 23,568.0 $1.2M 0.01% $50.63 -0.1%
404 PFEB INNOVATOR ETFS TRUST 27,696.0 $1.2M 0.01% $43.06 +1.7%
405 HSBC HSBC HLDGS PLC Financial Services 12,493.0 $1.2M 0.01% -381.0 -3.0% $95.09 +7.6%
406 EWC ISHARES INC 20,578.0 $1.2M 0.01% $57.64 +7.2%
407 FTGC FIRST TR EXCHANGE TRAD FD VI 43,669.0 $1.2M 0.01% -989.0 -2.2% $27.05 +12.4%
408 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 12,288.0 $1.2M 0.01% +521.0 +4.4% $95.98 +36.0%
409 SPEM SPDR INDEX SHS FDS 22,573.0 $1.2M 0.01% -3K -12.4% $51.78 +0.5%
410 CTVA CORTEVA INC Basic Materials 13,735.0 $1.2M 0.01% +225.0 +1.7% $84.69 -6.2%
411 FNDC SCHWAB STRATEGIC TR 23,906.0 $1.2M 0.01% -572.0 -2.3% $48.56 +4.6%
412 VGK VANGUARD INTL EQUITY INDEX F 13,001.0 $1.2M 0.01% +203.0 +1.6% $88.54 +3.9%
413 GD GENERAL DYNAMICS CORP Industrials 3,228.0 $1.1M 0.01% $354.22 +9.0%
414 DFIC DIMENSIONAL ETF TRUST 30,673.0 $1.1M 0.01% +3K +9.8% $37.26 +4.9%
415 XLV SELECT SECTOR SPDR TR 7,203.0 $1.1M 0.01% +76.0 +1.1% $158.66 +8.7%
416 PAYX PAYCHEX INC Industrials 11,460.0 $1.1M 0.01% -1K -10.6% $98.33 +25.0%
417 XYL XYLEM INC Industrials 9,482.0 $1.1M 0.01% $118.21 -4.0%
418 INNOVATOR ETFS TRUST 50,781.0 $1.1M 0.01% $21.97
419 DDFF INNOVATOR ETFS TRUST 55,797.0 $1.1M 0.01% NEW $19.96 +1.2%
420 KMB KIMBERLY-CLARK CORP Consumer Defensive 10,143.0 $1.1M 0.01% +186.0 +1.9% $109.77 -1.0%
Page 21 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%