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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 18  ·  342 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PJUL INNOVATOR ETFS TRUST 92,709.0 $4.3M 0.06% -16K -14.8% $45.97 +5.4%
82 VRTX VERTEX PHARMACEUTICALS INC Healthcare 9,518.0 $4.3M 0.06% -316.0 -3.2% $446.54 -3.6%
83 DFLV DIMENSIONAL ETF TRUST 117,677.0 $4.2M 0.06% -93K -44.1% $35.71 +7.7%
84 SCHW SCHWAB CHARLES CORP Financial Services 44,206.0 $4.2M 0.06% -2K -4.2% $93.98 -4.1%
85 FVD FIRST TR EXCHANGE-TRADED FD 84,866.0 $4.0M 0.06% -3K -3.0% $47.03 +1.4%
86 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 19,668.0 $3.9M 0.05% -2K -9.7% $197.50 +19.8%
87 EEM ISHARES TR 67,683.0 $3.8M 0.05% -8K -11.1% $56.79 +16.3%
88 VCIT VANGUARD SCOTTSDALE FDS 44,908.0 $3.7M 0.05% -6K -11.9% $82.75 -0.7%
89 DFSD DIMENSIONAL ETF TRUST 77,365.0 $3.7M 0.05% -37K -32.2% $47.88 -0.4%
90 BOND PIMCO ETF TR 39,599.0 $3.7M 0.05% -4K -9.6% $92.28 -1.0%
91 SOXX ISHARES TR 11,116.0 $3.7M 0.05% -1K -11.3% $328.67 +59.8%
92 DEM WISDOMTREE TR 72,508.0 $3.6M 0.05% -78K -51.9% $49.69 +8.1%
93 PYLD PIMCO ETF TR 136,746.0 $3.6M 0.05% -105K -43.3% $26.20 +0.3%
94 BBUS J P MORGAN EXCHANGE TRADED F 30,556.0 $3.6M 0.05% -3K -9.3% $117.18 +14.2%
95 ESS ESSEX PPTY TR INC Real Estate 14,242.0 $3.4M 0.05% -125.0 -0.9% $242.00 +13.1%
96 ETN EATON CORP PLC Industrials 9,472.0 $3.4M 0.05% -510.0 -5.1% $357.66 +6.7%
97 BX BLACKSTONE INC Financial Services 28,148.0 $3.2M 0.04% -4K -13.5% $114.99 +3.1%
98 PLTR PALANTIR TECHNOLOGIES INC Technology 21,732.0 $3.2M 0.04% -292.0 -1.3% $146.28 -6.2%
99 WFC WELLS FARGO & CO Financial Services 39,067.0 $3.1M 0.04% -2K -4.8% $79.61 -4.8%
100 QLD PROSHARES TR 50,829.0 $3.1M 0.04% -4K -6.9% $61.00 +51.5%
Page 5 of 18  ·  342 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%