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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 5 of 51  ·  1,004 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SCHG SCHWAB STRATEGIC TR 624,732.0 $21.1M 0.25% -17K -2.6% $33.84 +4.2%
82 IJR ISHARES TR 141,289.0 $21.0M 0.25% -4K -2.8% $148.31 -0.4%
83 CATF AMERICAN CENTY ETF TR 413,265.0 $20.8M 0.24% $50.27 -1.6%
84 IWF ISHARES TR 165,988.0 $20.6M 0.24% +125K +308.5% $124.17 -0.9%
85 V VISA INC Financial Services 58,742.0 $20.2M 0.24% +2K +3.2% $343.09 +6.2%
86 TSLA TESLA INC Consumer Cyclical 47,219.0 $19.9M 0.23% -544.0 -1.1% $420.60 -19.9%
87 GLDM WORLD GOLD TR Financial Services 246,517.0 $19.6M 0.23% -4K -1.8% $79.42 +8.3%
88 TLT ISHARES TR 226,306.0 $19.6M 0.23% +178K +369.0% $86.42 -5.5%
89 HD HOME DEPOT INC Consumer Cyclical 54,050.0 $19.1M 0.22% +325.0 +0.6% $352.68 -4.3%
90 PZA INVESCO EXCH TRADED FD TR II 785,536.0 $18.5M 0.22% +95K +13.7% $23.52 -2.9%
91 GLD SPDR GOLD TR Financial Services 48,283.0 $17.8M 0.21% +15K +45.3% $368.38 +8.2%
92 MECHANICS BANCORP 1,115,781.0 $17.7M 0.21% $15.90
93 PG PROCTER & GAMBLE CO Consumer Defensive 120,762.0 $17.7M 0.21% -28K -19.0% $146.64 -2.2%
94 ABBV ABBVIE INC Healthcare 67,878.0 $17.1M 0.20% +3K +3.9% $251.64 +2.9%
95 SPTS SPDR SERIES TRUST 573,043.0 $16.6M 0.20% +36K +6.8% $29.01 -0.2%
96 VTV VANGUARD INDEX FDS 76,163.0 $16.6M 0.20% +2K +2.4% $217.93 +3.8%
97 VIG VANGUARD SPECIALIZED FUNDS 69,473.0 $16.4M 0.19% +8K +12.8% $236.62 +3.3%
98 CVX CHEVRON CORPORATION Energy 99,059.0 $16.4M 0.19% +31K +46.5% $165.76 +24.1%
99 TCAF T ROWE PRICE EXCHANGE-TRADED 395,751.0 $16.3M 0.19% $41.10 +2.8%
100 GVI ISHARES TR 152,823.0 $16.2M 0.19% +5K +3.4% $106.09 -0.7%
Page 5 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%