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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 27 of 51  ·  1,004 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 DFUS DIMENSIONAL ETF TRUST 8,832.0 $724K 0.01% $81.94 +1.6%
522 PUT MICROSOFT CORP 1,900.0 $708K 0.01% $372.86
523 AIA ISHARES TR 4,978.0 $705K 0.01% $141.65 -2.6%
524 URI UNITED RENTALS INC Industrials 621.0 $704K 0.01% +49.0 +8.6% $1133.73 -3.4%
525 XSW SPDR SERIES TRUST 4,071.0 $699K 0.01% -9K -69.8% $171.81 +16.2%
526 IWY ISHARES TR 2,403.0 $698K 0.01% -363.0 -13.1% $290.65 -2.1%
527 NVS NOVARTIS AG Healthcare 4,439.0 $696K 0.01% +350.0 +8.6% $156.73 -0.3%
528 MO ALTRIA GROUP INC Consumer Defensive 9,663.0 $695K 0.01% +1K +15.5% $71.95 -7.0%
529 VT VANGUARD INTL EQUITY INDEX F 4,427.0 $695K 0.01% +2K +98.3% $156.94 +1.9%
530 JPIN J P MORGAN EXCHANGE TRADED F 9,556.0 $691K 0.01% $72.31 +5.6%
531 RIO RIO TINTO PLC Basic Materials 7,263.0 $689K 0.01% +594.0 +8.9% $94.93 +7.6%
532 EXPE EXPEDIA GROUP INC Consumer Cyclical 2,694.0 $689K 0.01% $255.91 +26.7%
533 INNOVATOR ETFS TRUST 33,734.0 $681K 0.01% NEW $20.20
534 DVN DEVON ENERGY CORP NEW Energy 16,453.0 $680K 0.01% +5K +44.1% $41.32 +19.3%
535 FPEI FIRST TR EXCH TRADED FD III 34,974.0 $675K 0.01% -14K -28.9% $19.29 -1.0%
536 CANADIAN PACIFIC KANSAS CITY 7,775.0 $674K 0.01% -2K -20.7% $86.65
537 INNOVATOR ETFS TRUST 31,720.0 $673K 0.01% $21.23
538 VRT VERTIV HOLDINGS CO Industrials 1,999.0 $669K 0.01% +603.0 +43.2% $334.78 -21.0%
539 CPA COPA HOLDINGS SA Industrials 4,278.0 $666K 0.01% $155.57 -17.5%
540 IBMO ISHARES TR 25,670.0 $658K 0.01% +2K +6.6% $25.64 -0.1%
Page 27 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 33.2%
Financial Services 21.6%
Communication Services 10.5%
Consumer Cyclical 9.3%
Industrials 7.8%
Healthcare 6.4%
Consumer Defensive 5.0%
Energy 2.6%
Real Estate 1.4%
Basic Materials 1.3%