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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 34 of 51  ·  1,004 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 TIP ISHARES TR 4,119.0 $451K 0.01% -19K -82.3% $109.42 -1.8%
662 IJT ISHARES TR 2,523.0 $451K 0.01% +582.0 +30.0% $178.62 -3.2%
663 AAXJ ISHARES TR 3,776.0 $451K 0.01% $119.33 -3.5%
664 FIXD FIRST TR EXCHNG TRADED FD VI 10,266.0 $448K 0.01% +114.0 +1.1% $43.61 -1.4%
665 SHV ISHARES TR 4,026.0 $444K 0.01% $110.34 -0.1%
666 LC HAPPEN INC Financial Services 21,405.0 $444K 0.01% $20.74 -7.4%
667 PIMCO ETF TR 8,957.0 $442K 0.01% -8K -47.3% $49.38
668 LULU LULULEMON ATHLETICA INC Consumer Cyclical 3,857.0 $440K 0.01% -141.0 -3.5% $114.18 +0.9%
669 IBHF ISHARES TR 19,370.0 $439K 0.01% NEW $22.65 -0.6%
670 SAP SAP SE Technology 2,839.0 $438K 0.01% +434.0 +18.1% $154.13 +40.5%
671 DUSB DIMENSIONAL ETF TRUST 8,556.0 $434K 0.01% -1K -10.9% $50.78 -0.1%
672 CLX CLOROX CO DEL Consumer Defensive 4,536.0 $433K 0.01% -795.0 -14.9% $95.43 +12.4%
673 IJUL INNOVATOR ETFS TRUST 12,018.0 $432K 0.01% -436.0 -3.5% $35.97 +2.2%
674 USFD US FOODS HLDG CORP Consumer Defensive 4,197.0 $429K 0.01% +56.0 +1.4% $102.25 +5.9%
675 NUE NUCOR CORP Basic Materials 1,927.0 $429K 0.01% -253.0 -11.6% $222.70 +8.7%
676 CHKP CHECK POINT SOFTWARE TECH LT Technology 3,254.0 $428K 0.01% +90.0 +2.8% $131.43 -0.3%
677 CTA SIMPLIFY EXCHANGE TRADED FUN 16,436.0 $426K 0.01% $25.94 +10.1%
678 ILCB ISHARES TR 4,073.0 $422K 0.01% NEW $103.65 +2.1%
679 KR KROGER CO Consumer Defensive 7,579.0 $421K 0.01% +519.0 +7.3% $55.53 +1.2%
680 STZ CONSTELLATION BRANDS INC Consumer Defensive 3,009.0 $418K 0.01% -262.0 -8.0% $139.07 -3.3%
Page 34 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%