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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 9 of 51  ·  1,004 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 SCHD SCHWAB STRATEGIC TR 238,112.0 $7.6M 0.09% +23K +10.7% $31.71 +8.8%
162 IWD ISHARES TR 31,037.0 $7.5M 0.09% +2K +6.5% $242.43 +5.9%
163 SDY SPDR SERIES TRUST 49,420.0 $7.5M 0.09% -1K -2.0% $152.18 +3.6%
164 COHR COHERENT CORP Technology 19,045.0 $7.5M 0.09% +2K +8.9% $394.47 -22.3%
165 AMRIZE LTD 140,893.0 $7.5M 0.09% +2K +1.7% $53.30
166 INTC INTEL CORP Technology 53,679.0 $7.5M 0.09% -1K -1.9% $139.63 -30.8%
167 DFSU DIMENSIONAL ETF TRUST 158,946.0 $7.4M 0.09% +26K +19.9% $46.63 +3.5%
168 CB CHUBB LIMITED Financial Services 21,468.0 $7.3M 0.09% +2K +13.1% $340.75 +1.3%
169 R RYDER SYS INC Industrials 27,668.0 $7.3M 0.09% $263.77 -1.8%
170 PAUG INNOVATOR ETFS TRUST 159,083.0 $7.3M 0.09% -6K -3.5% $45.64 +2.1%
171 IWB ISHARES TR 17,064.0 $7.0M 0.08% +8K +82.7% $409.50 +2.6%
172 HPE HEWLETT PACKARD ENTERPRISE C Technology 151,186.0 $6.8M 0.08% +141K +1344.5% $45.11 +23.5%
173 ETN EATON CORP PLC Industrials 16,003.0 $6.8M 0.08% +7K +69.0% $426.11 +1.2%
174 MA MASTERCARD INCORPORATED Financial Services 13,261.0 $6.8M 0.08% -668.0 -4.8% $513.59 +11.8%
175 VYM VANGUARD WHITEHALL FDS 42,899.0 $6.8M 0.08% +4K +11.2% $158.03 +4.8%
176 GLW CORNING INC Technology 25,940.0 $6.6M 0.08% -707.0 -2.6% $255.43 -37.4%
177 TJX TJX COS INC NEW Consumer Cyclical 43,292.0 $6.6M 0.08% +4K +9.0% $151.50 -0.4%
178 UPS UNITED PARCEL SVCS INC Industrials 60,911.0 $6.5M 0.08% +332.0 +0.6% $107.50 -5.2%
179 MUB ISHARES TR 60,688.0 $6.5M 0.08% +3K +6.1% $107.62 -2.1%
180 ISHARES TR 130,849.0 $6.5M 0.08% -20K -13.1% $49.55
Page 9 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%