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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 5 of 5  ·  88 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 JOBY JOBY AVIATION INC Industrials 15,170.0 $125K 0.00% NEW $8.26 +25.9%
82 UMC UNITED MICROELECTRONICS CORP Technology 12,496.0 $112K 0.00% NEW $8.98 +95.5%
83 SGMT SAGIMET BIOSCIENCES INC Healthcare 21,376.0 $112K 0.00% NEW $5.23 +27.3%
84 NOK NOKIA CORP Technology 12,855.0 $103K 0.00% NEW $8.04 +76.4%
85 CALL BLUE OWL CAPITAL INC 10,000.0 $91K 0.00% NEW $9.13
86 TKC TURKCELL ILETISIM Communication Services 13,352.0 $81K 0.00% NEW $6.03 -0.3%
87 ATAIBECKLEY INC 16,837.0 $60K 0.00% NEW $3.54
88 CLVT CLARIVATE PLC Technology 17,355.0 $44K 0.00% NEW $2.53 -4.3%
Page 5 of 5  ·  88 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%