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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 1 of 4  ·  62 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1 ASTRAZENECA PLC 43,579 $4.0M 0.06% SOLD
2 TMV DIREXION SHS ETF TR 39,874 $1.5M 0.02% SOLD
3 RVT ROYCE SMALL CAP TRUST INC Financial Services 65,470 $1.1M 0.01% SOLD
4 POTLATCHDELTIC CORPORATION 23,690 $942K 0.01% SOLD
5 APTIV PLC 9,496 $723K 0.01% SOLD
6 MTG MGIC INVT CORP WIS Financial Services 17,425 $509K 0.01% SOLD
7 TEGNA INC 23,273 $452K 0.01% SOLD
8 CALL NVIDIA CORPORATION 1,600 $435K 0.01% SOLD
9 LQD ISHARES TR 3,838 $423K 0.01% SOLD
10 OMDA OMADA HEALTH INC Healthcare 25,722 $406K 0.01% SOLD
11 XLP SELECT SECTOR SPDR TR 4,887 $380K 0.01% SOLD
12 BIZD VANECK ETF TRUST 23,630 $335K 0.01% SOLD
13 CALL META PLATFORMS INC 500 $330K 0.01% SOLD
14 TROW PRICE T ROWE GROUP INC Financial Services 3,131 $321K 0.01% SOLD
15 DFIP DIMENSIONAL ETF TRUST 7,533 $313K 0.00% SOLD
16 RBLX ROBLOX CORP Technology 3,832 $311K 0.00% SOLD
17 HTGC HERCULES CAPITAL INC Financial Services 16,183 $305K 0.00% SOLD
18 VDC VANGUARD WORLD FD 1,434 $303K 0.00% SOLD
19 SNOW SNOWFLAKE INC Technology 1,374 $301K 0.00% SOLD
20 ES EVERSOURCE ENERGY Utilities 4,454 $300K 0.00% SOLD
Page 1 of 4  ·  62 positions
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%