Long-term investor

Composition Wealth, LLC @compositionwealthllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001585859).

Record

  • Tracked since 2025-06-30 (472 days), 76 trades recorded
  • Returns: week n/a · month n/a · 90 days -0.1% · 6 months -0.0% · 1 year +0.4% · all +0.4%
  • Max drawdown n/a · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 78464A854 · 5.2% · long · since 2025-06-30
  • 808524805 · 5.2% · long · since 2025-06-30
  • 921937835 · 4.2% · long · since 2025-06-30
  • 464288588 · 2.6% · long · since 2025-06-30
  • AAPL · 2.6% · long · since 2025-06-30
  • 78468R663 · 2.3% · long · since 2025-06-30
  • MSFT · 2.0% · long · since 2025-06-30
  • 46090E103 · 1.9% · long · since 2025-06-30
  • 46138G649 · 1.7% · long · since 2025-09-30
  • 464287200 · 1.6% · long · since 2025-06-30
  • 464288877 · 1.5% · long · since 2025-06-30
  • 46429B291 · 1.5% · long · since 2025-06-30

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