Composition Wealth, LLC: 13F holdings
CIK 15858592026Q2
| Positions | 1,004 |
|---|---|
| Reported value | $8.5bn |
| Filed | 2026-07-22 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SPYM SPDR SERIES TRUST | 5,090,408 | $447.3m | 5.2% |
| SCHF SCHWAB STRATEGIC TR | 16,104,671 | $446.1m | 5.2% |
| BND VANGUARD BD INDEX FDS | 4,911,062 | $360.5m | 4.2% |
| MBB ISHARES TR | 2,352,562 | $222.4m | 2.6% |
| AAPL APPLE INC | 763,434 | $220.9m | 2.6% |
| BIL SPDR SERIES TRUST | 2,168,459 | $198.7m | 2.3% |
| MSFT MICROSOFT CORP | 451,467 | $168.4m | 2.0% |
| QQQ INVESCO QQQ TR | 222,465 | $163.8m | 1.9% |
| QQQM INVESCO EXCH TRADED FD TR II | 484,041 | $146.6m | 1.7% |
| IVV ISHARES TR | 179,336 | $134.3m | 1.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1585859")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.