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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 43 of 45  ·  891 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 SPAB SPDR SERIES TRUST 8,143.0 $209K 0.00% $25.62 -1.1%
842 BEN FRANKLIN RESOURCES INC Financial Services 8,815.0 $208K 0.00% NEW $23.62 +30.7%
843 MTUM ISHARES TR 867.0 $208K 0.00% -509.0 -37.0% $240.13 +25.8%
844 ISHARES TR 9,262.0 $208K 0.00% NEW $22.43
845 TER TERADYNE INC Technology 700.0 $208K 0.00% NEW $296.46 +16.2%
846 REMX VANECK ETF TRUST 2,339.0 $206K 0.00% NEW $87.99 +8.8%
847 FLS FLOWSERVE CORP Industrials 2,783.0 $205K 0.00% NEW $73.51 -6.5%
848 IDA IDACORP INC Utilities 1,421.0 $203K 0.00% NEW $143.01 -1.0%
849 SRLN SSGA ACTIVE ETF TR 5,062.0 $203K 0.00% -5K -50.3% $40.14 +0.9%
850 TFI SPDR SERIES TRUST 4,464.0 $202K 0.00% -6K -58.6% $45.34 -0.3%
851 FITB FIFTH THIRD BANCORP Financial Services 4,355.0 $202K 0.00% NEW $46.46 +5.8%
852 PAYC PAYCOM SOFTWARE INC Technology 1,663.0 $202K 0.00% NEW $121.54 +10.5%
853 VST VISTRA CORP Utilities 1,344.0 $202K 0.00% NEW $150.33 -4.2%
854 SPHQ INVESCO EXCHANGE TRADED FD T 2,684.0 $202K 0.00% -408.0 -13.2% $75.19 +11.3%
855 MRVL MARVELL TECHNOLOGY INC Technology 2,037.0 $202K 0.00% NEW $99.05 +92.5%
856 IQVIA HLDGS INC 1,177.0 $201K 0.00% -65.0 -5.2% $170.59
857 KKR KKR & CO INC Financial Services 2,166.0 $200K 0.00% -119.0 -5.2% $92.51 +2.4%
858 VTRS VIATRIS INC Healthcare 14,189.0 $192K 0.00% +921.0 +6.9% $13.51 +22.8%
859 LYFT LYFT INC Technology 14,188.0 $189K 0.00% $13.30 +1.4%
860 VOD VODAFONE GROUP PLC Communication Services 12,206.0 $183K 0.00% NEW $15.02 +1.5%
Page 43 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%