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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 6 of 51  ·  1,004 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PAPR INNOVATOR ETFS TRUST 383,208.0 $16.2M 0.19% -33K -7.8% $42.20 +1.5%
102 IVW ISHARES TR 117,294.0 $16.1M 0.19% $137.53 +1.6%
103 ESGV VANGUARD WORLD FD 117,352.0 $15.5M 0.18% -3K -2.9% $132.24 +2.5%
104 J P MORGAN EXCHANGE TRADED F 306,036.0 $15.5M 0.18% +10K +3.5% $50.57
105 AMD ADVANCED MICRO DEVICES INC Technology 26,180.0 $15.2M 0.18% +3K +13.4% $580.90 -16.6%
106 BAC BANK OF AMER CORP Financial Services 259,167.0 $14.8M 0.17% -2K -0.8% $56.98 +12.7%
107 AKRE PROFESIONALLY MANAGED PORTFO 277,535.0 $14.8M 0.17% -67K -19.5% $53.19 +10.4%
108 IAPR INNOVATOR ETFS TRUST 437,156.0 $14.5M 0.17% -63K -12.5% $33.21 +2.2%
109 UNP UNION PAC CORP Industrials 52,431.0 $14.3M 0.17% $272.00 +9.8%
110 CSCO CISCO SYS INC Technology 115,587.0 $13.6M 0.16% +33K +40.0% $117.46 -5.0%
111 IEMG ISHARES INC 162,292.0 $13.4M 0.16% -57K -26.0% $82.84 -3.9%
112 EQIX EQUINIX INC Real Estate 12,633.0 $13.2M 0.15% +102.0 +0.8% $1042.39 +4.1%
113 FMB FIRST TR EXCH TRADED FD III 251,295.0 $12.9M 0.15% -3K -1.0% $51.37 -2.0%
114 MU MICRON TECHNOLOGY INC Technology 11,113.0 $12.8M 0.15% +797.0 +7.7% $1154.28 -18.5%
115 MRK MERCK & CO INC Healthcare 99,815.0 $12.8M 0.15% $128.50 +5.2%
116 NYF ISHARES TR 233,913.0 $12.6M 0.15% +11K +4.8% $53.91 -2.2%
117 XOM EXXON MOBIL CORP Energy 92,060.0 $12.6M 0.15% +9K +10.3% $136.72 +21.1%
118 DFSB DIMENSIONAL ETF TRUST 241,479.0 $12.6M 0.15% -4K -1.5% $52.11 -2.8%
119 DIS DISNEY WALT CO Communication Services 129,890.0 $12.5M 0.15% +2K +1.8% $96.25 +8.0%
120 PEP PEPSICO INC Consumer Defensive 92,051.0 $12.5M 0.15% +30K +48.5% $135.40 +3.5%
Page 6 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%