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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 29 of 45  ·  891 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 DGX QUEST DIAGNOSTICS INC Healthcare 2,739.0 $537K 0.01% $195.98 -1.1%
562 XLRE SELECT SECTOR SPDR TR 13,134.0 $536K 0.01% -14K -51.5% $40.83 +9.0%
563 BNDX VANGUARD CHARLOTTE FDS 11,131.0 $535K 0.01% NEW $48.05 -0.1%
564 CAH CARDINAL HEALTH INC Healthcare 2,530.0 $535K 0.01% +147.0 +6.2% $211.31 -5.1%
565 FTEC FIDELITY COVINGTON TRUST 2,548.0 $530K 0.01% -49.0 -1.9% $208.02 +31.5%
566 GM GENERAL MTRS CO Consumer Cyclical 7,113.0 $530K 0.01% $74.50 +3.6%
567 HYG ISHARES TR 6,659.0 $530K 0.01% +1K +19.8% $79.56 +0.4%
568 AIA ISHARES TR 4,978.0 $528K 0.01% $106.14 +27.6%
569 EME EMCOR GROUP INC Industrials 711.0 $525K 0.01% NEW $738.34 +15.0%
570 IBIT ISHARES BITCOIN TRUST ETF Financial Services 13,644.0 $524K 0.01% +2K +15.4% $38.42 +14.5%
571 CVS CVS HEALTH CORP Healthcare 7,177.0 $515K 0.01% -227.0 -3.1% $71.82 +29.9%
572 KR KROGER CO Consumer Defensive 7,060.0 $511K 0.01% -186.0 -2.6% $72.36 -7.3%
573 IGEB ISHARES TR 11,327.0 $510K 0.01% -11K -50.3% $45.06 -0.6%
574 GSLC GOLDMAN SACHS ETF TR 4,053.0 $507K 0.01% NEW $125.12 +12.6%
575 CMF ISHARES TR 8,869.0 $504K 0.01% -3K -26.4% $56.86 -0.2%
576 TMSL T ROWE PRICE ETF INC 13,701.0 $502K 0.01% +865.0 +6.7% $36.67 +12.1%
577 RPM RPM INTL INC Basic Materials 5,014.0 $498K 0.01% -1K -17.9% $99.39 -0.9%
578 CTA SIMPLIFY EXCHANGE TRADED FUN 16,436.0 $497K 0.01% -32K -65.8% $30.22 +2.4%
579 FISV FISERV INC Technology 8,885.0 $496K 0.01% +1K +15.1% $55.80 +0.0%
580 IWS ISHARES TR 3,372.0 $491K 0.01% -28.0 -0.8% $145.73 +8.1%
Page 29 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%