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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 26 of 51  ·  1,004 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 MRVL MARVELL TECHNOLOGY INC Technology 2,627.0 $782K 0.01% +590.0 +29.0% $297.84 -20.4%
502 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 8,825.0 $782K 0.01% -189.0 -2.1% $88.60 -36.6%
503 IMCB ISHARES TR 8,067.0 $779K 0.01% -716.0 -8.2% $96.56 +3.5%
504 CRBN ISHARES TR 3,079.0 $779K 0.01% +28.0 +0.9% $252.97 +2.4%
505 SPTL SPDR SERIES TRUST 29,691.0 $779K 0.01% -5K -15.3% $26.23 -4.3%
506 CVS CVS HEALTH CORP Healthcare 7,478.0 $774K 0.01% +301.0 +4.2% $103.45 -10.1%
507 EEMV ISHARES INC 10,215.0 $769K 0.01% -2K -17.2% $75.28 -0.8%
508 WELL WELLTOWER INC Real Estate 3,385.0 $768K 0.01% +265.0 +8.5% $226.96 +5.4%
509 IJJ ISHARES TR 5,144.0 $760K 0.01% +115.0 +2.3% $147.74 +0.9%
510 KBWB INVESCO EXCH TRADED FD TR II 8,072.0 $751K 0.01% +197.0 +2.5% $92.98 +2.8%
511 EWJ ISHARES INC 8,043.0 $750K 0.01% -173.0 -2.1% $93.27 +2.0%
512 IOO ISHARES TR 5,442.0 $743K 0.01% NEW $136.60 +5.3%
513 SCHA SCHWAB STRATEGIC TR 20,472.0 $740K 0.01% -144.0 -0.7% $36.13 -3.6%
514 FTEC FIDELITY COVINGTON TRUST 2,575.0 $735K 0.01% +27.0 +1.1% $285.54 -1.0%
515 AOR ISHARES TR 10,561.0 $734K 0.01% -1K -10.8% $69.50 +0.5%
516 DUPONT DE NEMOURS INC 5,387.0 $731K 0.01% NEW $135.64
517 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 15,227.0 $728K 0.01% -1K -8.6% $47.81 -8.5%
518 CASY CASEYS GEN STORES INC Consumer Cyclical 916.0 $728K 0.01% NEW $794.47 +5.2%
519 EFAV ISHARES TR 8,287.0 $727K 0.01% -2K -19.8% $87.71 +7.9%
520 SHOP SHOPIFY INC Technology 6,339.0 $724K 0.01% +289.0 +4.8% $114.18 +30.7%
Page 26 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%