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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 21 of 44  ·  865 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 XLRE SELECT SECTOR SPDR TR 27,089.0 $1.1M 0.02% NEW $40.35 +9.7%
402 URBN URBAN OUTFITTERS INC Consumer Cyclical 14,355.0 $1.1M 0.01% NEW $75.26 -5.1%
403 FNDC SCHWAB STRATEGIC TR 24,218.0 $1.1M 0.01% NEW $44.55 +9.0%
404 INNOVATOR ETFS TRUST 50,781.0 $1.1M 0.01% NEW $21.19
405 MDYG SPDR SERIES TRUST 11,633.0 $1.1M 0.01% NEW $92.43 +21.1%
406 AER AERCAP HOLDINGS NV Industrials 7,458.0 $1.1M 0.01% NEW $143.76 +1.8%
407 ISTB ISHARES TR 21,925.0 $1.1M 0.01% NEW $48.75 -1.0%
408 NET CLOUDFLARE INC Technology 5,409.0 $1.1M 0.01% NEW $197.15 +24.7%
409 STPZ PIMCO ETF TR 19,815.0 $1.1M 0.01% NEW $53.66 -0.5%
410 RVT ROYCE SMALL CAP TRUST INC Financial Services 65,470.0 $1.1M 0.01% NEW $16.10 +15.0%
411 MPC MARATHON PETE CORP Energy 6,414.0 $1.0M 0.01% NEW $162.64 +57.7%
412 IGEB ISHARES TR 22,792.0 $1.0M 0.01% NEW $45.66 -1.1%
413 ALL ALLSTATE CORP Financial Services 4,936.0 $1.0M 0.01% NEW $208.15 +15.4%
414 ADBE ADOBE INC Technology 2,935.0 $1.0M 0.01% NEW $350.00 -41.6%
415 SPTL SPDR SERIES TRUST 38,669.0 $1.0M 0.01% NEW $26.47 -0.5%
416 SONY SONY GROUP CORP Technology 39,866.0 $1.0M 0.01% NEW $25.60 -21.5%
417 JGRO J P MORGAN EXCHANGE TRADED F 10,900.0 $1.0M 0.01% NEW $92.80 +6.2%
418 GD GENERAL DYNAMICS CORP Industrials 2,999.0 $1.0M 0.01% NEW $336.70 +5.1%
419 EA ELECTRONIC ARTS INC Communication Services 4,886.0 $998K 0.01% NEW $204.34 +0.4%
420 DUSB DIMENSIONAL ETF TRUST 19,667.0 $996K 0.01% NEW $50.65 +0.3%
Page 21 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%