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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 44 of 51  ·  1,004 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 VTIP VANGUARD MALVERN FDS 5,160.0 $259K 0.00% $50.23 -0.9%
862 IEV ISHARES TR 3,538.0 $258K 0.00% +61.0 +1.8% $72.85 +2.8%
863 COLB COLUMBIA BKG SYS INC Financial Services 8,039.0 $258K 0.00% NEW $32.05 +0.3%
864 EMN EASTMAN CHEM CO Basic Materials 3,846.0 $258K 0.00% $66.98 +9.0%
865 AEE AMEREN CORP Utilities 2,277.0 $257K 0.00% +295.0 +14.9% $113.04 -3.0%
866 CIEN CIENA CORP Technology 524.0 $257K 0.00% NEW $490.90 -17.4%
867 TOL TOLL BROTHERS INC Consumer Cyclical 1,561.0 $257K 0.00% -203.0 -11.5% $164.72 -13.3%
868 IGF ISHARES TR 3,859.0 $257K 0.00% +37.0 +1.0% $66.61 -1.1%
869 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 943.0 $256K 0.00% NEW $271.95 -9.6%
870 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 123.0 $256K 0.00% NEW $2081.98 +6.0%
871 TNA DIREXION SHARES ETF TRUST 3,400.0 $255K 0.00% NEW $75.11 -2.1%
872 IFEB INNOVATOR ETFS TRUST 8,118.0 $254K 0.00% $31.28 +2.3%
873 DTM DT MIDSTREAM INC Energy 1,729.0 $254K 0.00% NEW $146.74 -7.5%
874 REMX VANECK ETF TRUST 2,851.0 $252K 0.00% +512.0 +21.9% $88.49 -13.5%
875 TM TOYOTA MOTOR CORP Consumer Cyclical 1,496.0 $252K 0.00% -78.0 -5.0% $168.44 +11.8%
876 TXT TEXTRON INC Industrials 2,745.0 $252K 0.00% +151.0 +5.8% $91.74 -5.0%
877 UNILEVER PLC 4,186.0 $252K 0.00% NEW $60.12
878 WBI WATERBRIDGE INFRASTRUCTURE L Energy 7,279.0 $249K 0.00% NEW $34.27 -6.8%
879 EZU ISHARES INC 3,558.0 $247K 0.00% NEW $69.51 +2.3%
880 AXSM AXSOME THERAPEUTICS INC. Healthcare 1,010.0 $247K 0.00% -500.0 -33.1% $244.77 -11.9%
Page 44 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%