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Portfolio (Quarterly) Guide ↗

Composition Wealth, LLC

· CIK 0001585859
13F Portfolio $7.0B AUM 865 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 865 New
Page 9 of 44  ·  865 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CSCO CISCO SYS INC Technology 81,035.0 $6.2M 0.09% NEW $77.03 +53.4%
162 VXUS VANGUARD STAR FDS 82,701.0 $6.2M 0.09% NEW $75.44 +12.1%
163 DFSU DIMENSIONAL ETF TRUST 142,845.0 $6.2M 0.09% NEW $43.43 +5.6%
164 IWD ISHARES TR 29,157.0 $6.1M 0.09% NEW $210.34 +11.6%
165 SCHD SCHWAB STRATEGIC TR 220,217.0 $6.0M 0.09% NEW $27.43 +17.6%
166 BMY BRISTOL-MYERS SQUIBB CO Healthcare 111,878.0 $6.0M 0.09% NEW $53.94 +10.4%
167 WDC WESTERN DIGITAL CORP Technology 34,426.0 $5.9M 0.09% NEW $172.27 +166.8%
168 PFE PFIZER INC Healthcare 234,803.0 $5.8M 0.08% NEW $24.90 +4.2%
169 DFIV DIMENSIONAL ETF TRUST 115,136.0 $5.7M 0.08% NEW $49.90 +11.8%
170 IBDT ISHARES TR 219,858.0 $5.6M 0.08% NEW $25.46 -0.9%
171 TJX TJX COS INC NEW Consumer Cyclical 36,421.0 $5.6M 0.08% NEW $153.61 +3.6%
172 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 21,769.0 $5.6M 0.08% NEW $256.03 -7.6%
173 INTU INTUIT Technology 8,346.0 $5.5M 0.08% NEW $662.38 -53.6%
174 DFSD DIMENSIONAL ETF TRUST 114,129.0 $5.5M 0.08% NEW $47.95 -0.5%
175 BA BOEING CO Industrials 25,145.0 $5.5M 0.08% NEW $217.12 +1.1%
176 ADI ANALOG DEVICES INC Technology 19,878.0 $5.4M 0.08% NEW $271.20 +41.7%
177 VYM VANGUARD WHITEHALL FDS 37,161.0 $5.3M 0.08% NEW $143.52 +9.6%
178 DGRO ISHARES TR 76,753.0 $5.3M 0.08% NEW $69.42 +6.8%
179 R RYDER SYS INC Industrials 27,588.0 $5.3M 0.08% NEW $191.39 +22.7%
180 TRV TRAVELERS COMPANIES INC Financial Services 18,177.0 $5.3M 0.08% NEW $290.07 +5.8%
Page 9 of 44  ·  865 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 32.1%
Financial Services 23.0%
Communication Services 10.4%
Consumer Cyclical 9.8%
Industrials 7.4%
Healthcare 6.4%
Consumer Defensive 5.5%
Energy 2.3%
Basic Materials 1.2%
Real Estate 1.1%