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Portfolio (Quarterly) Guide ↗

Composition Wealth, LLC

· CIK 0001585859
13F Portfolio $8.5B AUM 1,004 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 150 New 421 Added 284 Reduced 37 Exited
Page 51 of 51  ·  1,004 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 ALT ALTIMMUNE INC Healthcare 17,000.0 $52K 0.00% $3.04 +2.1%
1002 GTM ZOOMINFO TECHNOLOGIES INC Technology 13,685.0 $40K NEW $2.93 +32.3%
1003 STIM NEURONETICS INC Healthcare 19,851.0 $26K NEW $1.30 +121.3%
1004 CLVT CLARIVATE PLC Technology 10,774.0 $23K -7K -37.9% $2.16 -1.2%
Page 51 of 51  ·  1,004 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 35.0%
Financial Services 22.5%
Consumer Cyclical 9.8%
Industrials 8.3%
Healthcare 6.7%
Communication Services 5.9%
Consumer Defensive 5.3%
Energy 2.7%
Real Estate 1.5%
Basic Materials 1.4%