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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 34 of 45  ·  891 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 DDFD INNOVATOR ETFS TRUST 19,680.0 $373K 0.01% $18.93 +4.9%
662 SKM SK TELECOM CO LTD Communication Services 12,615.0 $369K 0.01% NEW $29.29 +29.6%
663 FNDB SCHWAB STRATEGIC TR 13,574.0 $369K 0.01% +5K +58.9% $27.20 +9.6%
664 NUE NUCOR CORP Basic Materials 2,180.0 $369K 0.01% $169.10 +33.9%
665 DRI DARDEN RESTAURANTS INC Consumer Cyclical 1,879.0 $368K 0.01% +80.0 +4.5% $196.04 +0.5%
666 MDGL MADRIGAL PHARMACEUTICALS INC Healthcare 703.0 $368K 0.01% $523.47 -1.9%
667 CORP PIMCO ETF TR 3,795.0 $367K 0.01% NEW $96.79 -0.9%
668 GRMN GARMIN LTD Technology 1,578.0 $366K 0.01% +105.0 +7.1% $232.01 +3.3%
669 IRM IRON MTN INC DEL Real Estate 3,579.0 $366K 0.01% +233.0 +7.0% $102.15 +24.6%
670 CRH PLC 3,451.0 $363K 0.01% -193.0 -5.3% $105.12
671 AAXJ ISHARES TR 3,763.0 $362K 0.01% $96.29 +18.6%
672 CDE COEUR MNG INC Basic Materials 19,283.0 $362K 0.01% $18.77 -5.0%
673 RKT ROCKET COS INC Financial Services 25,289.0 $360K 0.01% $14.25 -4.4%
674 CMDT PIMCO ETF TR 11,066.0 $357K 0.01% NEW $32.27 +6.1%
675 OXY OCCIDENTAL PETE CORP Energy 5,467.0 $355K 0.01% NEW $65.00 -9.5%
676 MELI MERCADOLIBRE INC Consumer Cyclical 204.0 $353K 0.01% +58.0 +39.7% $1728.54 -2.9%
677 BBAG J P MORGAN EXCHANGE TRADED F 7,598.0 $351K 0.01% $46.16 -1.2%
678 GIS GENERAL MILLS INC Consumer Defensive 9,411.0 $350K 0.01% -916.0 -8.9% $37.22 -10.1%
679 VRT VERTIV HOLDINGS CO Industrials 1,396.0 $350K 0.01% NEW $250.64 +25.9%
680 FLRN SPDR SERIES TRUST 11,335.0 $349K 0.01% +2K +16.8% $30.78 +0.1%
Page 34 of 45  ·  891 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%