Composition Wealth, LLC
Annual return '25
+61.7%
SPY '25
+17.7%
Alpha
+43.9ptsvs SPY
Invested
$7.3B
Holdings
883
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SCHF
SCHWAB STRATEGIC TR
Held since at least Q1 2024
5.3%
02
$BND
VANGUARD BD INDEX FDS
Held since at least Q1 2024
4.3%
03
$SPYM
SPDR SERIES TRUST
Held since at least Q1 2024
4.2%
04
$AAPL
APPLE INC
Held since at least Q1 2024
2.7%
05
$MBB
ISHARES TR
Held since at least Q1 2024
2.6%
06
$BIL
SPDR SERIES TRUST
Held since at least Q1 2024
2.5%
07
$MSFT
MICROSOFT CORP
Q4 2025: New position (47.0k shares)
2.2%
08
$EFV
ISHARES TR
Held since at least Q1 2024
2.1%
09
$IVV
ISHARES TR
Held since at least Q1 2024
1.9%
10
$NDQ
INVESCO QQQ TR
Held since at least Q1 2024
1.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:24 UTC.