Composition Wealth, LLC - Portfolio overview

Composition Wealth, LLC has 950 reported holdings in this dataset, with the latest filing dated 2026-04-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

  1. SCHF - SCHWAB STRATEGIC TR, 5.09%
  2. BND - VANGUARD BD INDEX FDS, 4.14%
  3. SPYM - SPDR SERIES TRUST, 4.05%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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