Composition Wealth, LLC
Top Portfolio Positions
494 positions ·
$2,018,639,255 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
763,357 | $193,732,373 | 9.60% | |
| MSFT |
Microsoft Corp
Technology
|
434,515 | $160,844,417 | 7.97% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
224,787 | $129,742,560 | 6.43% | |
| NVDA |
Nvidia Corp
Technology
|
567,381 | $98,951,246 | 4.90% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
458,063 | $95,400,781 | 4.73% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
170,970 | $49,164,133 | 2.44% | |
| SPY |
Spdr S&P 500 ETF Trust
|
70,737 | $46,003,100 | 2.28% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
133,569 | $39,290,657 | 1.95% | |
| META |
Meta Platforms, Inc.
Communication Services
|
63,958 | $36,592,290 | 1.81% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
231,083 | $28,718,995 | 1.42% |
Portfolio Trend
Holdings in IFN
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $216,427 | 19,119 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $257,062 | 18,750 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $220,482 | 15,050 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $242,214 | 14,653 | Shares | Sole | 2025-07-22 | |
| 2024-09-30 | $280,449 | 14,745 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $257,719 | 14,430 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $233,972 | 11,430 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $199,726 | 10,920 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $190,226 | 10,920 | Shares | Sole | 2023-10-25 | |
| No 13F history on record for this holder in this stock. | ||||||