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Portfolio (Quarterly) Guide ↗

Composition Wealth, LLC

· CIK 0001585859
13F Portfolio $7.3B AUM 891 positions Filed Apr 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 88 New 343 Added 342 Reduced 62 Exited
Page 7 of 45  ·  891 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 VOOV VANGUARD ADMIRAL FDS INC 46,958.0 $9.6M 0.13% +815.0 +1.8% $203.79 +7.1%
122 AXP AMERICAN EXPRESS CO Financial Services 31,434.0 $9.5M 0.13% -490.0 -1.5% $302.48 +2.4%
123 WDC WESTERN DIGITAL CORP Technology 34,732.0 $9.4M 0.13% +306.0 +0.9% $270.49 +69.9%
124 SPGI S&P GLOBAL INC Financial Services 22,075.0 $9.4M 0.13% -1K -5.0% $425.34 -2.0%
125 IBDR ISHARES TR 385,152.0 $9.3M 0.13% +243K +170.1% $24.24 -0.1%
126 WM WASTE MGMT INC DEL Industrials 40,377.0 $9.3M 0.13% +1K +2.6% $229.79 -4.4%
127 FDX FEDEX CORP Industrials 25,947.0 $9.2M 0.13% -140.0 -0.5% $356.18 +9.2%
128 DE DEERE & CO Industrials 16,259.0 $9.2M 0.13% +922.0 +6.0% $563.31 -5.7%
129 ESGE ISHARES INC 198,455.0 $9.0M 0.12% +4K +2.2% $45.47 +15.8%
130 NUBD NUSHARES ETF TR 401,307.0 $8.9M 0.12% +108K +36.8% $22.21 -1.0%
131 RSP INVESCO EXCHANGE TRADED FD T 46,022.0 $8.8M 0.12% +30K +187.8% $191.92 +6.7%
132 ORCL ORACLE CORP Technology 59,395.0 $8.7M 0.12% -7K -10.8% $147.11 +29.0%
133 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 118,557.0 $8.6M 0.12% -2K -1.6% $72.46 +19.1%
134 DSI ISHARES TR 70,771.0 $8.6M 0.12% -7K -9.5% $121.19 +16.2%
135 DUHP DIMENSIONAL ETF TRUST 229,565.0 $8.4M 0.12% +23K +11.2% $36.76 +9.6%
136 KO COCA COLA CO Consumer Defensive 110,818.0 $8.4M 0.12% -70K -38.8% $76.05 +6.7%
137 VO VANGUARD INDEX FDS 28,656.0 $8.2M 0.11% +5K +19.3% $287.18 -73.0%
138 JCPB J P MORGAN EXCHANGE TRADED F 172,951.0 $8.1M 0.11% $47.08 -1.0%
139 HON HONEYWELL INTL INC Industrials 95,166.0 $8.1M 0.11% +2K +2.4% $84.82 +163.9%
140 IBDS ISHARES TR 330,998.0 $8.0M 0.11% +120K +57.0% $24.24 -0.1%
Page 7 of 45  ·  891 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 30.6%
Financial Services 21.3%
Communication Services 10.3%
Consumer Cyclical 9.8%
Industrials 8.4%
Healthcare 6.8%
Consumer Defensive 5.8%
Energy 3.2%
Real Estate 1.4%
Basic Materials 1.4%