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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 43 of 51  ·  1,004 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 JIRE J P MORGAN EXCHANGE TRADED F 3,295.0 $272K 0.00% -114.0 -3.3% $82.49 +2.6%
842 QHY WISDOMTREE TR 5,927.0 $272K 0.00% -2K -21.8% $45.81 -0.1%
843 NNN NNN REIT INC Real Estate 5,816.0 $271K 0.00% +546.0 +10.4% $46.53 -1.5%
844 EIX EDISON INTL Utilities 3,604.0 $268K 0.00% +262.0 +7.8% $74.45 -1.0%
845 DFAU DIMENSIONAL ETF TRUST 5,180.0 $268K 0.00% $51.69 +2.8%
846 CSL CARLISLE COS INC Industrials 738.0 $268K 0.00% +4.0 +0.5% $362.75 -1.8%
847 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 3,069.0 $267K 0.00% NEW $87.05 +4.0%
848 KHC KRAFT HEINZ CO Consumer Defensive 11,296.0 $267K 0.00% NEW $23.62 +5.1%
849 FNB F N B CORP Financial Services 13,970.0 $267K 0.00% +1K +7.8% $19.08 +0.7%
850 DDLS WISDOMTREE TR 6,047.0 $266K 0.00% -849.0 -12.3% $44.05 +4.3%
851 ENVX ENOVIX CORPORATION Industrials 43,673.0 $265K 0.00% NEW $6.07 -48.4%
852 FOXA FOX CORP Communication Services 5,040.0 $263K 0.00% +316.0 +6.7% $52.16 +32.3%
853 ON ON SEMICONDUCTOR CORP Technology 2,777.0 $263K 0.00% NEW $94.54 -16.0%
854 VAW VANGUARD WORLD FD 1,146.0 $262K 0.00% $228.85 +1.2%
855 CHT CHUNGHWA TELECOM CO LTD Communication Services 5,903.0 $261K 0.00% NEW $44.26 -3.1%
856 DOV DOVER CORP Industrials 1,164.0 $261K 0.00% -34.0 -2.8% $224.19 -9.4%
857 JEPI J P MORGAN EXCHANGE TRADED F 4,619.0 $261K 0.00% NEW $56.48 +2.4%
858 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 4,748.0 $261K 0.00% NEW $54.90 -17.5%
859 DDOG DATADOG INC Technology 998.0 $260K 0.00% NEW $260.33 -5.5%
860 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 2,408.0 $260K 0.00% +66.0 +2.8% $107.78 +5.0%
Page 43 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%