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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 39 of 51  ·  1,004 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 SCJ ISHARES INC 3,200.0 $337K 0.00% $105.31 +2.4%
762 SU SUNCOR ENERGY INC NEW Energy 6,273.0 $337K 0.00% +1K +27.6% $53.68 +25.7%
763 FNDE SCHWAB STRATEGIC TR 8,422.0 $334K 0.00% -240.0 -2.8% $39.68 +4.5%
764 MELI MERCADOLIBRE INC Consumer Cyclical 196.0 $333K 0.00% -8.0 -3.9% $1696.90 +12.5%
765 MDB MONGODB INC Technology 990.0 $333K 0.00% NEW $335.90 +31.1%
766 SCHH SCHWAB STRATEGIC TR 14,033.0 $332K 0.00% NEW $23.68 +1.4%
767 GSK GSK PLC Healthcare 6,320.0 $331K 0.00% -1K -16.4% $52.42 +0.9%
768 BHP BHP BILLITON LIMITED Basic Materials 3,970.0 $331K 0.00% NEW $83.32 +10.8%
769 SNA SNAP ON INC Industrials 821.0 $331K 0.00% +226.0 +38.0% $402.58 -2.1%
770 FLOT ISHARES TR 6,456.0 $330K 0.00% NEW $51.05 -0.2%
771 MGC VANGUARD WORLD FD 1,201.0 $329K 0.00% +10.0 +0.8% $273.63 +2.9%
772 BBHY J P MORGAN EXCHANGE TRADED F 7,114.0 $328K 0.00% -108.0 -1.5% $46.09 -0.5%
773 VIAV VIAVI SOLUTIONS INC Technology 6,843.0 $327K 0.00% +48.0 +0.7% $47.75 -18.9%
774 MTUM ISHARES TR 949.0 $325K 0.00% +82.0 +9.5% $342.92 -10.8%
775 CUZ COUSINS PPTYS INC Real Estate 10,831.0 $325K 0.00% NEW $29.98 -2.1%
776 MNDY MONDAY COM LTD Technology 4,477.0 $324K 0.00% NEW $72.39 +25.7%
777 VPU VANGUARD WORLD FD 1,645.0 $322K 0.00% +209.0 +14.6% $195.70 -2.7%
778 FEZ SPDR INDEX SHS FDS 4,680.0 $321K 0.00% $68.68 +4.3%
779 SCHK SCHWAB STRATEGIC TR 8,876.0 $320K 0.00% $36.06 +2.9%
780 ENB ENBRIDGE INC Energy 5,875.0 $319K 0.00% +623.0 +11.9% $54.21 -7.3%
Page 39 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%