CIK 1585859
Composition Wealth, LLC
Institutional 13F holdings & portfolio
Holdings
865
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 101–150 of 865
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CAT | CATERPILLAR INC | 24K | $1M+ | SH |
| IEMG | ISHARES INC | 199K | $1M+ | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 27K | $1M+ | SH |
| IJH | ISHARES TR | 197K | $1M+ | SH |
| ORCL | ORACLE CORP | 67K | $1M+ | SH |
| KO | COCA COLA CO | 181K | $1M+ | SH |
| SPGI | S&P GLOBAL INC | 23K | $1M+ | SH |
| GLD | SPDR GOLD TR | 31K | $1M+ | SH |
| UNP | UNION PAC CORP | 52K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 16 | $1M+ | SH |
| MCD | MCDONALDS CORP | 39K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 32K | $1M+ | SH |
| MRK | MERCK & CO INC | 104K | $1M+ | SH |
| ACN | ACCENTURE PLC IRELAND | 39K | $1M+ | SH |
| DSI | ISHARES TR | 78K | $1M+ | SH |
| DIS | DISNEY WALT CO | 88K | $1M+ | SH |
| EQIX | EQUINIX INC | 12K | $1M+ | SH |
| VOOV | VANGUARD ADMIRAL FDS INC | 46K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 78K | $1M+ | SH |
| JCI | JOHNSON CTLS INTL PLC | 77K | $1M+ | SH |
| MNST | MONSTER BEVERAGE CORP NEW | 121K | $1M+ | SH |
| SBUX | STARBUCKS CORP | 108K | $1M+ | SH |
| WM | WASTE MGMT INC DEL | 39K | $1M+ | SH |
| NFLX | NETFLIX INC | 91K | $1M+ | SH |
| ESGE | ISHARES INC | 194K | $1M+ | SH |
| PEP | PEPSICO INC | 57K | $1M+ | SH |
| JCPB | J P MORGAN EXCHANGE TRADED F | 173K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 14K | $1M+ | SH |
| VSGX | VANGUARD WORLD FD | 111K | $1M+ | SH |
| DUHP | DIMENSIONAL ETF TRUST | 206K | $1M+ | SH |
| SDY | SPDR SERIES TRUST | 56K | $1M+ | SH |
| PAUG | INNOVATOR ETFS TRUST | 178K | $1M+ | SH |
| VTEB | VANGUARD MUN BD FDS | 152K | $1M+ | SH |
| FDX | FEDEX CORP | 26K | $1M+ | SH |
| C | CITIGROUP INC | 65K | $1M+ | SH |
| IJR | ISHARES TR | 62K | $1M+ | SH |
| FCAL | FIRST TR EXCH TRADED FD III | 150K | $1M+ | SH |
| AMRZ | AMRIZE LTD | 134K | $1M+ | SH |
| BATRK | ATLANTA BRAVES HLDGS INC | 183K | $1M+ | SH |
| DFLV | DIMENSIONAL ETF TRUST | 211K | $1M+ | SH |
| IWM | ISHARES TR | 29K | $1M+ | SH |
| DE | DEERE & CO | 15K | $1M+ | SH |
| DEM | WISDOMTREE TR | 151K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 24K | $1M+ | SH |
| XJH | ISHARES TR | 155K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 169K | $1M+ | SH |
| PH | PARKER-HANNIFIN CORP | 8K | $1M+ | SH |
| TOST | TOAST INC | 192K | $1M+ | SH |
| IVOG | VANGUARD ADMIRAL FDS INC | 56K | $1M+ | SH |
| VXF | VANGUARD INDEX FDS | 32K | $1M+ | SH |