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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 37 of 45  ·  891 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 5,916.0 $312K 0.00% -726.0 -10.9% $52.76 +14.2%
722 SCJ ISHARES INC 3,200.0 $311K 0.00% $97.08 +7.2%
723 DMXF ISHARES TR 4,105.0 $310K 0.00% $75.45 +9.8%
724 VT VANGUARD INTL EQUITY INDEX F 2,232.0 $309K 0.00% -346.0 -13.4% $138.33 +12.2%
725 FDS FACTSET RESH SYS INC Financial Services 1,419.0 $308K 0.00% -91.0 -6.0% $216.99 +3.7%
726 VEGN ETF SER SOLUTIONS 5,448.0 $308K 0.00% +77.0 +1.4% $56.50 +29.5%
727 LC LENDINGCLUB ISSUANCE TR SER Financial Services 21,405.0 $307K 0.00% -753.0 -3.4% $14.32 +10.1%
728 STPZ PIMCO ETF TR 5,600.0 $303K 0.00% -14K -71.7% $54.11 -0.3%
729 J JACOBS SOLUTIONS INC Industrials 2,360.0 $300K 0.00% NEW $127.28 -10.4%
730 DDLS WISDOMTREE TR 6,896.0 $300K 0.00% $43.46 +5.2%
731 HALO HALOZYME THERAPEUTICS INC Healthcare 4,634.0 $299K 0.00% $64.63 +6.0%
732 MUNI PIMCO ETF TR 5,732.0 $299K 0.00% -521.0 -8.3% $52.19 -0.3%
733 VENTURE GLOBAL INC 18,900.0 $298K 0.00% +900.0 +5.0% $15.76
734 MAS MASCO CORP Industrials 4,917.0 $297K 0.00% -987.0 -16.7% $60.37 +11.2%
735 CHD CHURCH & DWIGHT CO INC Consumer Defensive 3,160.0 $295K 0.00% +298.0 +10.4% $93.32 +2.5%
736 SCHZ SCHWAB STRATEGIC TR 12,668.0 $294K 0.00% $23.22 -1.0%
737 EMN EASTMAN CHEM CO Basic Materials 3,853.0 $294K 0.00% +265.0 +7.4% $76.32 -4.1%
738 OHI OMEGA HEALTHCARE INVS INC Real Estate 6,682.0 $293K 0.00% +176.0 +2.7% $43.82 +10.1%
739 WYNN WYNN RESORTS LTD Consumer Cyclical 2,875.0 $292K 0.00% +22.0 +0.8% $101.54 -3.4%
740 FEZ SPDR INDEX SHS FDS 4,680.0 $291K 0.00% $62.08 +8.7%
Page 37 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%