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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 45 of 45  ·  891 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 AGAE ALLIED GAMING & ENTRTNMNT IN Communication Services 290,500.0 $79K 0.00% -259K -47.1% $0.27 +123.4%
882 SNAP SNAP INC Communication Services 13,577.0 $62K 0.00% +169.0 +1.3% $4.60 +22.3%
883 ATAIBECKLEY INC 16,837.0 $60K 0.00% NEW $3.54
884 ABEV AMBEV SA Consumer Defensive 19,777.0 $58K 0.00% +4K +26.9% $2.92 +12.0%
885 BGY BLACKROCK ENHANCED INTL DIV Financial Services 10,200.0 $55K 0.00% +118.0 +1.2% $5.41 +6.3%
886 ALT ALTIMMUNE INC Healthcare 17,000.0 $52K 0.00% $3.08 -4.9%
887 TTRX TURN THERAPEUTICS INC Healthcare 16,000.0 $51K 0.00% $3.20 +48.7%
888 EDAP EDAP TMS S A Healthcare 13,500.0 $50K 0.00% $3.72 +16.4%
889 CLVT CLARIVATE PLC Technology 17,355.0 $44K 0.00% NEW $2.53 -4.3%
890 SGMO SANGAMO THERAPEUTICS INC Healthcare 41,400.0 $10K $0.25 -35.2%
891 TBH BRAG HSE HLDGS INC Technology 21,048.0 $6K $0.27 +145.1%
Page 45 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%