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Portfolio (Quarterly) Guide ↗

Composition Wealth, LLC

· CIK 0001585859
13F Portfolio $7.0B AUM 865 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 865 New
Page 4 of 44  ·  865 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PWZ INVESCO EXCH TRADED FD TR II 1,195,177.0 $28.9M 0.41% NEW $24.16 -1.0%
62 ESGD ISHARES TR 296,183.0 $28.2M 0.40% NEW $95.09 +8.2%
63 WMT WALMART INC Consumer Defensive 234,335.0 $26.1M 0.37% NEW $111.41 +17.4%
64 JNJ JOHNSON & JOHNSON Healthcare 118,289.0 $24.5M 0.35% NEW $206.95 +12.0%
65 EAGG ISHARES TR 475,243.0 $22.7M 0.33% NEW $47.85 -1.6%
66 LLY ELI LILLY & CO Healthcare 21,055.0 $22.6M 0.32% NEW $1074.69 -3.1%
67 COST COSTCO WHSL CORP NEW Consumer Defensive 25,305.0 $21.8M 0.31% NEW $862.36 +21.8%
68 GLDM WORLD GOLD TR Financial Services 250,874.0 $21.4M 0.31% NEW $85.37 +5.3%
69 SUB ISHARES TR 197,312.0 $21.1M 0.30% NEW $106.70 -0.5%
70 TSLA TESLA INC Consumer Cyclical 46,211.0 $20.8M 0.30% NEW $449.72 -7.2%
71 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 34,390.0 $20.7M 0.30% NEW $603.28 +10.3%
72 PG PROCTER AND GAMBLE CO Consumer Defensive 143,314.0 $20.5M 0.29% NEW $143.31 -0.6%
73 VOOG VANGUARD ADMIRAL FDS INC 45,722.0 $20.3M 0.29% NEW $444.59 -81.5%
74 V VISA INC Financial Services 57,625.0 $20.2M 0.29% NEW $350.71 -5.7%
75 IWF ISHARES TR 41,734.0 $19.8M 0.28% NEW $473.30 -73.7%
76 GS GOLDMAN SACHS GROUP INC Financial Services 22,460.0 $19.7M 0.28% NEW $878.99 +12.4%
77 GEME 2023 ETF SERIES TRUST 604,208.0 $19.4M 0.28% NEW $32.18 +32.2%
78 XLK SELECT SECTOR SPDR TR 133,209.0 $19.2M 0.28% NEW $143.97 +24.1%
79 CATF AMERICAN CENTY ETF TR 376,469.0 $18.8M 0.27% NEW $50.01 -0.7%
80 PAPR INNOVATOR ETFS TRUST 473,524.0 $18.5M 0.27% NEW $39.12 +7.1%
Page 4 of 44  ·  865 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 32.1%
Financial Services 23.0%
Communication Services 10.4%
Consumer Cyclical 9.8%
Industrials 7.4%
Healthcare 6.4%
Consumer Defensive 5.5%
Energy 2.3%
Basic Materials 1.2%
Real Estate 1.1%