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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 24 of 51  ·  1,004 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 BOXX EA SERIES TRUST 8,009.0 $938K 0.01% $117.09 +0.7%
462 DES WISDOMTREE TR 23,014.0 $936K 0.01% +2K +8.1% $40.68 +0.4%
463 VONE VANGUARD SCOTTSDALE FDS 2,758.0 $934K 0.01% $338.72 +2.5%
464 OEF ISHARES TR 2,532.0 $926K 0.01% -683.0 -21.2% $365.87 +3.3%
465 VONV VANGUARD SCOTTSDALE FDS 8,651.0 $920K 0.01% $106.31 +6.1%
466 PWR QUANTA SVCS INC Industrials 1,274.0 $917K 0.01% +61.0 +5.0% $720.15 -11.2%
467 SJM SMUCKER J M CO Consumer Defensive 8,121.0 $914K 0.01% -556.0 -6.4% $112.50 +10.5%
468 IWN ISHARES TR 4,111.0 $909K 0.01% +24.0 +0.6% $221.19 +1.6%
469 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 30,069.0 $907K 0.01% $30.17 +16.0%
470 VLO VALERO ENERGY CORP Energy 3,478.0 $906K 0.01% -3K -46.1% $260.41 +34.0%
471 HCA HCA HEALTHCARE INC Healthcare 2,318.0 $904K 0.01% -119.0 -4.9% $389.86 +10.1%
472 AFL AFLAC INC Financial Services 7,650.0 $897K 0.01% +213.0 +2.9% $117.25 -1.0%
473 SONY SONY GROUP CORP Technology 44,001.0 $883K 0.01% -2K -3.6% $20.06 +19.2%
474 CCJ CAMECO CORP Energy 8,660.0 $882K 0.01% -2K -18.6% $101.86 +0.6%
475 DGCB DIMENSIONAL ETF TRUST 16,018.0 $876K 0.01% NEW $54.67 -2.8%
476 EW EDWARDS LIFESCIENCES CORP Healthcare 9,568.0 $866K 0.01% +247.0 +2.6% $90.46 -0.7%
477 SMURFIT WESTROCK PLC 18,685.0 $864K 0.01% +331.0 +1.8% $46.26
478 WF WOORI FINL GROUP INC Financial Services 15,021.0 $862K 0.01% +2K +16.5% $57.40 +19.2%
479 ISTB ISHARES TR 17,860.0 $862K 0.01% -2K -7.9% $48.25 -0.5%
480 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 25,111.0 $854K 0.01% -2K -6.7% $34.00 +8.5%
Page 24 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 35.0%
Financial Services 22.5%
Consumer Cyclical 9.8%
Industrials 8.3%
Healthcare 6.7%
Communication Services 5.9%
Consumer Defensive 5.3%
Energy 2.7%
Real Estate 1.5%
Basic Materials 1.4%