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Portfolio (Quarterly) Guide ↗

Composition Wealth, LLC

· CIK 0001585859
13F Portfolio $7.0B AUM 865 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 865 New
Page 29 of 44  ·  865 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 BBIN J P MORGAN EXCHANGE TRADED F 6,963.0 $504K 0.01% NEW $72.32 +8.3%
562 NVS NOVARTIS AG Healthcare 3,651.0 $503K 0.01% NEW $137.88 +10.1%
563 STZ CONSTELLATION BRANDS INC Consumer Defensive 3,648.0 $503K 0.01% NEW $137.96 +9.6%
564 SLV ISHARES SILVER TR Financial Services 7,783.0 $501K 0.01% NEW $64.42 +7.8%
565 VONG VANGUARD SCOTTSDALE FDS 4,096.0 $499K 0.01% NEW $121.75 +5.4%
566 BR BROADRIDGE FINL SOLUTIONS IN Technology 2,214.0 $494K 0.01% NEW $223.21 -32.8%
567 MO ALTRIA GROUP INC Consumer Defensive 8,551.0 $493K 0.01% NEW $57.66 +27.8%
568 TFI SPDR SERIES TRUST 10,771.0 $492K 0.01% NEW $45.71 -1.1%
569 PUT INVESCO QQQ TR 800.0 $491K 0.01% NEW $614.31
570 PWR QUANTA SVCS INC Industrials 1,162.0 $490K 0.01% NEW $422.01 +68.2%
571 RKT ROCKET COS INC Financial Services 25,323.0 $490K 0.01% NEW $19.36 -29.6%
572 CAH CARDINAL HEALTH INC Healthcare 2,383.0 $490K 0.01% NEW $205.50 -2.4%
573 SCHA SCHWAB STRATEGIC TR 17,156.0 $489K 0.01% NEW $28.48 +16.5%
574 VLO VALERO ENERGY CORP Energy 3,000.0 $488K 0.01% NEW $162.79 +55.9%
575 CHKP CHECK POINT SOFTWARE TECH LT Technology 2,625.0 $487K 0.01% NEW $185.56 -29.0%
576 WMB WILLIAMS COS INC Energy 8,102.0 $487K 0.01% NEW $60.11 +29.6%
577 AIA ISHARES TR 4,978.0 $485K 0.01% NEW $97.50 +38.9%
578 GIS GENERAL MLS INC Consumer Defensive 10,327.0 $480K 0.01% NEW $46.50 -28.0%
579 IWS ISHARES TR 3,400.0 $480K 0.01% NEW $141.03 +11.7%
580 VTWO VANGUARD SCOTTSDALE FDS 4,813.0 $479K 0.01% NEW $99.52 +14.7%
Page 29 of 44  ·  865 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 32.1%
Financial Services 23.0%
Communication Services 10.4%
Consumer Cyclical 9.8%
Industrials 7.4%
Healthcare 6.4%
Consumer Defensive 5.5%
Energy 2.3%
Basic Materials 1.2%
Real Estate 1.1%