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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 23 of 45  ·  891 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 VSS VANGUARD INTL EQUITY INDEX F 6,479.0 $945K 0.01% +2K +50.8% $145.78 +8.9%
442 EFAV ISHARES TR 10,330.0 $944K 0.01% -239.0 -2.3% $91.37 +0.8%
443 ISTB ISHARES TR 19,392.0 $940K 0.01% -3K -11.6% $48.46 -0.6%
444 USB US BANCORP Financial Services 18,055.0 $939K 0.01% $52.01 +4.8%
445 FPEI FIRST TR EXCH TRADED FD III 49,159.0 $934K 0.01% -40K -45.1% $19.00 +0.7%
446 BOXX EA SERIES TRUST 8,009.0 $931K 0.01% $116.29 +0.4%
447 SPTL SPDR SERIES TRUST 35,069.0 $922K 0.01% -4K -9.3% $26.30 -2.6%
448 URBN URBAN OUTFITTERS INC Consumer Cyclical 14,355.0 $909K 0.01% $63.35 +13.1%
449 JGRO J P MORGAN EXCHANGE TRADED F 10,707.0 $905K 0.01% -193.0 -1.8% $84.52 +14.8%
450 FICO FAIR ISAAC CORP Technology 836.0 $892K 0.01% +14.0 +1.7% $1067.54 +15.0%
451 MP MP MATERIALS CORP Basic Materials 18,355.0 $886K 0.01% $48.26 +27.9%
452 CL COLGATE PALMOLIVE CO Consumer Defensive 10,390.0 $886K 0.01% -610.0 -5.5% $85.23 +6.1%
453 FAST FASTENAL CO Industrials 18,887.0 $876K 0.01% +3K +18.6% $46.40 -6.2%
454 IHI ISHARES TR 16,421.0 $876K 0.01% -5K -22.6% $53.35 -5.3%
455 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 26,917.0 $862K 0.01% +147.0 +0.6% $32.01 +2.5%
456 AEM AGNICO EAGLE MINES LTD Basic Materials 4,235.0 $860K 0.01% +500.0 +13.4% $202.98 -12.4%
457 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 2,194.0 $859K 0.01% +125.0 +6.0% $391.71 +91.7%
458 WF WOORI FINL GROUP INC Financial Services 12,897.0 $859K 0.01% +1K +13.2% $66.60 -6.2%
459 Q QNITY ELECTRONICS INC Technology 7,311.0 $844K 0.01% +53.0 +0.7% $115.38 +32.6%
460 PIMCO ETF TR 17,003.0 $843K 0.01% +3K +18.0% $49.60
Page 23 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%