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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 40 of 45  ·  891 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 BIIB BIOGEN INC Healthcare 1,377.0 $252K 0.00% +109.0 +8.6% $183.33 +3.3%
782 DOV DOVER CORP Industrials 1,198.0 $250K 0.00% -31.0 -2.5% $208.45 -0.3%
783 HPE HEWLETT PACKARD ENTERPRISE C Technology 10,466.0 $249K 0.00% +802.0 +8.3% $23.81 +42.7%
784 RMD RESMED INC Healthcare 1,110.0 $249K 0.00% -32.0 -2.8% $224.48 -6.5%
785 MSTR STRATEGY INC Technology 1,988.0 $248K 0.00% NEW $124.80 +32.1%
786 PBR PETROLEO BRASILEIRO S A Energy 11,925.0 $247K 0.00% NEW $20.75 -3.5%
787 VIS VANGUARD WORLD FD 790.0 $247K 0.00% +51.0 +6.9% $312.27 +6.7%
788 DASH DOORDASH INC Communication Services 1,632.0 $245K 0.00% +58.0 +3.7% $150.15 +6.1%
789 CSL CARLISLE COS INC Industrials 734.0 $245K 0.00% $333.62 -0.4%
790 EIX EDISON INTL Utilities 3,342.0 $245K 0.00% NEW $73.18 -3.9%
791 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 10,000.0 $244K 0.00% $24.39 +1.1%
792 NOBL PROSHARES TR 2,293.0 $243K 0.00% -140.0 -5.8% $106.01 +1.2%
793 IFEB INNOVATOR ETFS TRUST 8,118.0 $242K 0.00% $29.81 +4.1%
794 UNITED SEC BANCSHARES CALIF 23,000.0 $242K 0.00% $10.51
795 TOL TOLL BROTHERS INC Consumer Cyclical 1,764.0 $241K 0.00% $136.49 -0.1%
796 DOCU DOCUSIGN INC Technology 5,075.0 $241K 0.00% +2K +52.6% $47.41 +3.3%
797 DFCF DIMENSIONAL ETF TRUST 5,660.0 $239K 0.00% -5K -47.7% $42.22 -0.7%
798 CEF SPROTT ASSET MANAGEMENT LP Financial Services 5,000.0 $239K 0.00% $47.72 +0.5%
799 LIONSGATE STUDIOS CORP 24,837.0 $238K 0.00% -3K -10.6% $9.59
800 GSSC GOLDMAN SACHS ETF TR 3,193.0 $238K 0.00% -3K -45.6% $74.55 +11.3%
Page 40 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%