Composition Wealth, LLC
Top Portfolio Positions
495 positions ·
$2,051,240,189 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
763,357 | $193,732,373 | 9.44% | |
| MSFT |
Microsoft Corp
Technology
|
434,515 | $160,844,417 | 7.84% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
224,787 | $129,742,560 | 6.33% | |
| NVDA |
Nvidia Corp
Technology
|
567,381 | $98,951,246 | 4.82% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
458,063 | $95,400,781 | 4.65% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
170,970 | $49,164,133 | 2.40% | |
| SPY |
Spdr S&P 500 ETF Trust
|
70,737 | $46,003,100 | 2.24% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
133,569 | $39,290,657 | 1.92% | |
| META |
Meta Platforms, Inc.
Communication Services
|
63,958 | $36,592,290 | 1.78% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
68,032 | $32,600,934 | 1.59% |
Portfolio Trend
25 quarters · across all stocks
Holdings in WF
Shares Held
Position Value (USD)
13 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $858,940 | 12,897 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $670,088 | 11,398 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $632,642 | 11,267 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $535,989 | 10,778 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $344,715 | 10,327 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $320,875 | 10,268 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $366,875 | 10,268 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $328,986 | 10,268 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $332,991 | 10,268 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $309,211 | 10,232 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $280,561 | 10,232 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $252,898 | 9,384 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $234,717 | 8,928 | Shares | Sole | 2023-04-20 | |
| No 13F history on record for this holder in this stock. | ||||||