account_balance

Investment manager · 13F filer · SEC CIK 1585859

Composition Wealth, LLC

Reported value$8.88Bas of Sep 30, 2026
Positions1,034 110 new, 71 sold out
Top 10 weight31.3%SPYM alone is 6%
FiledNov 1041 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SPYM SPDR Series Trust 5.8% Added +12%
SCHF Schwab Strategic Tr 5.5% Added +10%
BND Vanguard Bd Index FDS 4.2% Added +7%
AAPL Apple Inc. 2.9% Held
MBB iShares Tr 2.7% Added +14%
MSFT Microsoft Corp 2.7% Added +3%
BIL SPDR Series Trust 2.3% Added +4%
QQQM Invesco Exch Traded Fd Tr II 1.9% Added +15%
QQQ Invesco QQQ Tr 1.8% Trimmed −4%
EFV iShares Tr 1.6% Added +4%
IGSB iShares Tr 1.6% Added +13%
QLTA iShares Tr 1.5% Added +14%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 10, 2026, compared with the Jul 22, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
  • SCHG −19%
  • SPY −16%
  • IVV −14%
  • IJH −12%
remove_circleSold out
  • XLRE $1.08M
  • EA $962K
  • SPTL $779K
  • VCSH $607K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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