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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 8 of 18  ·  343 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 INTC INTEL CORP Technology 54,698.0 $2.4M 0.03% +2K +3.7% $44.13 +168.5%
142 CDNS CADENCE DESIGN SYSTEM INC Technology 8,446.0 $2.3M 0.03% +848.0 +11.2% $277.88 +29.0%
143 RDNT RADNET INC Healthcare 40,706.0 $2.3M 0.03% +36K +713.6% $55.89 -3.0%
144 SPTM SPDR SERIES TRUST 27,719.0 $2.2M 0.03% +5K +22.2% $79.06 +13.8%
145 CME CME GROUP INC Financial Services 7,416.0 $2.2M 0.03% +210.0 +2.9% $295.34 -2.0%
146 ROST ROSS STORES INC Consumer Cyclical 9,917.0 $2.1M 0.03% +85.0 +0.9% $216.63 -1.8%
147 SO SOUTHERN CO Utilities 21,884.0 $2.1M 0.03% +2K +11.5% $96.52 -3.0%
148 BSX BOSTON SCIENTIFIC CORP Healthcare 33,377.0 $2.1M 0.03% +4K +12.3% $62.75 -8.9%
149 SMH VANECK ETF TRUST 5,351.0 $2.1M 0.03% +52.0 +1.0% $383.36 +48.0%
150 EFG ISHARES TR 18,288.0 $2.0M 0.03% +11K +165.7% $111.37 +9.0%
151 IBDV ISHARES TR 91,379.0 $2.0M 0.03% +32K +55.1% $21.89 -0.6%
152 VIGI VANGUARD WHITEHALL FDS 22,383.0 $2.0M 0.03% +1K +6.1% $88.46 +6.2%
153 COIN COINBASE GLOBAL INC Financial Services 11,147.0 $1.9M 0.03% +9K +467.0% $174.61 +10.9%
154 XSW SPDR SERIES TRUST 13,471.0 $1.9M 0.03% +12K +853.4% $142.29 +13.8%
155 WPM WHEATON PRECIOUS METALS CORP Basic Materials 13,618.0 $1.8M 0.02% +513.0 +3.9% $131.01 -2.9%
156 COF CAPITAL ONE FINL CORP Financial Services 9,642.0 $1.8M 0.02% +554.0 +6.1% $182.43 +2.3%
157 SPDW SPDR INDEX SHS FDS 38,061.0 $1.7M 0.02% +1K +3.9% $45.65 +10.3%
158 IEUR ISHARES TR 24,442.0 $1.7M 0.02% +311.0 +1.3% $70.27 +7.7%
159 FTCB FIRST TR EXCHANGE-TRADED FD 81,354.0 $1.7M 0.02% +15K +22.0% $20.96 -1.3%
160 SPIB SPDR SERIES TRUST 50,203.0 $1.7M 0.02% +23K +85.7% $33.54 -0.6%
Page 8 of 18  ·  343 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%