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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 35 of 45  ·  891 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 BDX BECTON DICKINSON & CO Healthcare 2,219.0 $349K 0.01% +180.0 +8.8% $157.23 -7.0%
682 SPDR SERIES TRUST 11,226.0 $349K 0.01% NEW $31.08
683 USEP INNOVATOR ETFS TRUST 9,015.0 $349K 0.01% $38.67 +5.8%
684 PSF COHEN & STEERS SELECT PFD & Financial Services 17,848.0 $346K 0.01% +4K +27.3% $19.39 +0.2%
685 QHY WISDOMTREE TR 7,582.0 $345K 0.01% -561.0 -6.9% $45.54 +0.9%
686 UFO PROCURE ETF TRUST II 7,700.0 $345K 0.01% -100.0 -1.3% $44.81 +31.6%
687 IVOO VANGUARD ADMIRAL FDS INC 3,013.0 $344K 0.01% $114.32 +7.9%
688 ZTS ZOETIS INC Healthcare 2,894.0 $342K 0.01% -837.0 -22.4% $118.23 -32.6%
689 SNY SANOFI SA Healthcare 7,099.0 $342K 0.01% NEW $48.18 -7.3%
690 OKTA OKTA INC Technology 4,309.0 $339K 0.01% +35.0 +0.8% $78.71 +13.6%
691 PKG PACKAGING CORP AMER Consumer Cyclical 1,581.0 $336K 0.01% +23.0 +1.5% $212.22 +0.5%
692 KRE SPDR SERIES TRUST 5,148.0 $335K 0.01% +238.0 +4.8% $65.14 +6.2%
693 PCAR PACCAR INC Industrials 2,900.0 $335K 0.01% +436.0 +17.7% $115.52 -5.3%
694 WTS WATTS WATER TECHNOLOGIES INC Industrials 1,151.0 $334K 0.01% +13.0 +1.1% $290.29 +3.1%
695 FNDX SCHWAB STRATEGIC TR 11,940.0 $333K 0.01% $27.85 +9.8%
696 FNDE SCHWAB STRATEGIC TR 8,662.0 $331K 0.01% +81.0 +0.9% $38.26 +5.6%
697 NWSA NEWS CORP NEW Communication Services 13,291.0 $331K 0.01% -665.0 -4.8% $24.93 +5.3%
698 IYW ISHARES TR 1,825.0 $331K 0.01% -42.0 -2.2% $181.45 +32.3%
699 PDEC INNOVATOR ETFS TRUST 7,789.0 $331K 0.01% -563.0 -6.7% $42.50 +7.1%
700 BBHY J P MORGAN EXCHANGE TRADED F 7,222.0 $331K 0.01% $45.83 +0.3%
Page 35 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%