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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 27 of 45  ·  891 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 HSY HERSHEY CO Consumer Defensive 3,061.0 $636K 0.01% -370.0 -10.8% $207.89 -8.4%
522 SLV ISHARES SILVER TR Financial Services 9,327.0 $636K 0.01% +2K +19.8% $68.14 +1.9%
523 IJS ISHARES TR 5,340.0 $633K 0.01% -211.0 -3.8% $118.45 +8.3%
524 IGV ISHARES TR 7,894.0 $632K 0.01% -5K -39.5% $80.05 +15.5%
525 DFUS DIMENSIONAL ETF TRUST 8,832.0 $626K 0.01% $70.91 +13.9%
526 FPE FIRST TR EXCH TRADED FD III 35,261.0 $626K 0.01% -15K -29.6% $17.75 +0.8%
527 EXPE EXPEDIA GROUP INC Consumer Cyclical 2,707.0 $625K 0.01% +112.0 +4.3% $230.89 -5.5%
528 NVS NOVARTIS AG Healthcare 4,089.0 $625K 0.01% +438.0 +12.0% $152.76 -0.7%
529 KBWB INVESCO EXCH TRADED FD TR II 7,875.0 $623K 0.01% $79.12 +8.8%
530 WBD WARNER BROS DISCOVERY INC Communication Services 22,683.0 $623K 0.01% -2K -6.4% $27.46 -0.1%
531 RIO RIO TINTO PLC Basic Materials 6,669.0 $622K 0.01% +772.0 +13.1% $93.29 +10.7%
532 VHT VANGUARD WORLD FD 2,271.0 $618K 0.01% -318.0 -12.3% $272.27 +1.6%
533 IBMO ISHARES TR 24,087.0 $617K 0.01% NEW $25.63 +0.0%
534 WELL WELLTOWER INC Real Estate 3,120.0 $617K 0.01% +610.0 +24.3% $197.73 +10.6%
535 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 16,651.0 $616K 0.01% -5K -23.1% $37.01 +1.8%
536 LULU LULULEMON ATHLETICA INC Consumer Cyclical 3,998.0 $612K 0.01% +301.0 +8.1% $153.10 -17.2%
537 HAL HALLIBURTON CO Energy 15,520.0 $605K 0.01% +5K +52.2% $38.99 +7.6%
538 EXLS EXLSERVICE HLDGS INC Technology 19,808.0 $603K 0.01% -422.0 -2.1% $30.45 -4.0%
539 HIG HARTFORD INSURANCE GROUP INC Financial Services 4,441.0 $601K 0.01% -248.0 -5.3% $135.22 +0.6%
540 SCHA SCHWAB STRATEGIC TR 20,616.0 $600K 0.01% +3K +20.2% $29.08 +14.1%
Page 27 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%