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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 25 of 51  ·  1,004 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 ANET ARISTA NETWORKS INC Technology 4,959.0 $842K 0.01% +403.0 +8.8% $169.89 +11.0%
482 XLC SELECT SECTOR SPDR TR 7,781.0 $834K 0.01% -8K -49.2% $107.13 +4.0%
483 PNC PNC FINL SVCS GROUP INC Financial Services 3,359.0 $827K 0.01% +48.0 +1.4% $246.19 -1.2%
484 EPD ENTERPRISE PRODS PARTNERS L 22,418.0 $824K 0.01% +7K +44.0% $36.76
485 CBC CENTRAL BANCOMPANY Financial Services 26,898.0 $817K 0.01% -27K -49.6% $30.38 +5.2%
486 GDX VANECK ETF TRUST 10,792.0 $814K 0.01% -2K -18.7% $75.45 +36.3%
487 RSG REPUBLIC SVCS INC Industrials 3,805.0 $811K 0.01% -32.0 -0.8% $213.09 +3.6%
488 BLK BLACKROCK INC Financial Services 842.0 $809K 0.01% +48.0 +6.0% $961.05 +20.3%
489 AEP AMERICAN ELEC PWR CO INC Utilities 5,881.0 $805K 0.01% -343.0 -5.5% $136.81 -11.6%
490 VTWV VANGUARD SCOTTSDALE FDS 4,094.0 $800K 0.01% $195.42 +1.5%
491 SCHC SCHWAB STRATEGIC TR 16,593.0 $798K 0.01% +90.0 +0.6% $48.12 +6.5%
492 CAVA CAVA GROUP INC Consumer Cyclical 10,130.0 $795K 0.01% $78.48 -6.2%
493 RYN RAYONIER INC Real Estate 37,358.0 $795K 0.01% -342.0 -0.9% $21.28 -0.4%
494 VHT VANGUARD WORLD FD 2,649.0 $792K 0.01% +378.0 +16.6% $299.01 +9.6%
495 TROW PRICE T ROWE GROUP INC Financial Services 6,943.0 $789K 0.01% NEW $113.69 -1.9%
496 CW CURTISS WRIGHT CORP Industrials 1,041.0 $789K 0.01% +25.0 +2.5% $757.76 -16.2%
497 IEF ISHARES TR 8,326.0 $787K 0.01% +3K +62.0% $94.57 -1.9%
498 ISHG ISHARES TR 10,567.0 $785K 0.01% +1K +11.8% $74.25 +2.6%
499 MSI MOTOROLA SOLUTIONS INC Technology 1,887.0 $784K 0.01% +22.0 +1.2% $415.36 +15.7%
500 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 2,026.0 $784K 0.01% +560.0 +38.2% $386.80 +3.6%
Page 25 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%