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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 41 of 44  ·  865 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 EMN EASTMAN CHEM CO Basic Materials 3,588.0 $229K 0.00% NEW $63.83 +14.7%
802 CEF SPROTT ASSET MANAGEMENT LP Financial Services 5,000.0 $229K 0.00% NEW $45.80 +4.7%
803 RJF RAYMOND JAMES FINL INC Financial Services 1,423.0 $229K 0.00% NEW $160.59 -5.3%
804 DOCU DOCUSIGN INC Technology 3,325.0 $227K 0.00% NEW $68.40 -28.4%
805 FNDB SCHWAB STRATEGIC TR 8,541.0 $227K 0.00% NEW $26.57 +12.2%
806 YELP YELP INC Communication Services 7,442.0 $226K 0.00% NEW $30.39 -26.1%
807 UGL PROSHARES TR II Financial Services 4,064.0 $226K 0.00% NEW $55.52 +2.5%
808 IJT ISHARES TR 1,595.0 $225K 0.00% NEW $141.20 +13.7%
809 JHG JANUS HENDERSON GROUP PLC Financial Services 4,726.0 $225K 0.00% NEW $47.57 +8.7%
810 ZM ZOOM COMMUNICATIONS INC Technology 2,591.0 $224K 0.00% NEW $86.29 +15.2%
811 BIIB BIOGEN INC Healthcare 1,268.0 $223K 0.00% NEW $175.94 +7.7%
812 BLUEROCK PVT REAL ESTATE FD 14,816.0 $222K 0.00% NEW $15.00
813 JEPI J P MORGAN EXCHANGE TRADED F 3,882.0 $222K 0.00% NEW $57.23 -2.0%
814 DKNG DRAFTKINGS INC NEW Consumer Cyclical 6,443.0 $222K 0.00% NEW $34.46 -26.3%
815 VIS VANGUARD WORLD FD 739.0 $221K 0.00% NEW $298.38 +11.7%
816 SEIC SEI INVTS CO Financial Services 2,679.0 $220K 0.00% NEW $82.02 +10.7%
817 FNB F N B CORP Financial Services 12,812.0 $219K 0.00% NEW $17.10 +2.2%
818 DFUV DIMENSIONAL ETF TRUST 4,693.0 $219K 0.00% NEW $46.59 +13.3%
819 RF REGIONS FINANCIAL CORP NEW Financial Services 8,057.0 $218K 0.00% NEW $27.10 +1.6%
820 AGAE ALLIED GAMING & ENTRTNMNT IN Communication Services 549,500.0 $215K 0.00% NEW $0.39 +55.9%
Page 41 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%