Composition Wealth, LLC - Portfolio Stock Holdings

Composition Wealth, LLC disclosed 1025 stock positions in a recent SEC 13F filing. $8,530,579,600 of stock holdings were filed, with the largest holdings including SPYM, SCHF, and BND. This filing represented positions held on June 30, 2026, and was filed on July 22, 2026.

We estimate the fund has a total AUM of $9,470,778,412 and has 128 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.