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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 40 of 51  ·  1,004 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 EMLP FIRST TR EXCHANGE-TRADED FD 7,318.0 $318K 0.00% $43.50 +2.1%
782 PAA PLAINS ALL AMERN PIPELINE L Energy 14,294.0 $318K 0.00% $22.26 +7.8%
783 EWW ISHARES INC 4,225.0 $318K 0.00% +765.0 +22.1% $75.28 -0.2%
784 USFR WISDOMTREE TR 6,302.0 $317K 0.00% NEW $50.35 +0.3%
785 KB KB FINL GROUP INC Financial Services 3,019.0 $317K 0.00% NEW $104.96 +10.6%
786 CDE COEUR MNG INC Basic Materials 19,397.0 $317K 0.00% +114.0 +0.6% $16.32 +28.2%
787 FEDERATED HERMES INC 5,722.0 $316K 0.00% +722.0 +14.4% $55.22
788 CMDT PIMCO ETF TR 10,206.0 $313K 0.00% -860.0 -7.8% $30.67 +9.6%
789 EDIV SPDR INDEX SHS FDS 7,641.0 $313K 0.00% -381.0 -4.8% $40.96 +2.8%
790 INGERSOLL RAND INC 3,801.0 $312K 0.00% -1K -21.8% $82.00
791 AON AON PLC Financial Services 937.0 $311K 0.00% -38.0 -3.9% $331.55 +5.1%
792 BBAG J P MORGAN EXCHANGE TRADED F 6,753.0 $310K 0.00% -845.0 -11.1% $45.95 -1.4%
793 MAT MATTEL INC Consumer Cyclical 22,300.0 $310K 0.00% +671.0 +3.1% $13.88 +4.7%
794 BEN FRANKLIN RESOURCES INC Financial Services 9,263.0 $308K 0.00% +448.0 +5.1% $33.27 +2.1%
795 VST VISTRA CORP Utilities 1,937.0 $307K 0.00% +593.0 +44.1% $158.62 -10.0%
796 BIIB BIOGEN INC Healthcare 1,421.0 $307K 0.00% +44.0 +3.2% $216.11 +2.5%
797 CHD CHURCH & DWIGHT CO INC Consumer Defensive 3,163.0 $306K 0.00% $96.89 +2.2%
798 JHG JANUS HENDERSON GROUP PLC Financial Services 5,880.0 $305K 0.00% +498.0 +9.2% $51.95 +0.0%
799 WY WEYERHAEUSER CO Real Estate 12,694.0 $304K 0.00% NEW $23.94 +2.8%
800 NWSA NEWS CORP NEW Communication Services 12,206.0 $303K 0.00% -1K -8.2% $24.83 +18.6%
Page 40 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%