Sign In
test

Marla Wooton

Composition Wealth, Llc

Assets Managed
$8.528B
Holdings
1004
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
17.06%(2Q avg: 10.75%)
Sustained Growth
11 quarters

Portfolio positions

This chart displays the top 10 holdings in Composition Wealth, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 1004 positions.

Assets under management

The assets under management (AUM) of Composition Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 11 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 8.528B in assets, with a quarterly growth rate of 17.06% and a 2-quarter average growth rate of 10.75%. The portfolio is managed by Marla Wooton, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 27.72%
5.25%
$447.345M
5.09M shares@ $87.89 avg price
SCHF
Schwab Intl Equity Etf
Recent Activity
Increased 3.86%
5.24%
$446.099M
16.105M shares@ $27.71 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 15.78%
4.23%
$360.521M
4.911M shares@ $73.41 avg price
MBB
Ishares Mbs Etf
Recent Activity
Increased 16.25%
2.61%
$222.364M
2.353M shares@ $94.52 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.02%
2.6%
$220.907M
763,434 shares@ $289.37 avg price
BIL
Spdr Bloomberg 1-3 Month T-b
Recent Activity
Increased 8.65%
2.34%
$198.718M
2.168M shares@ $91.64 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 3.91%
1.98%
$168.406M
451,467 shares@ $373.03 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -1.03%
1.93%
$163.823M
222,465 shares@ $736.4 avg price
QQQM
Invesco Nasdaq 100 Etf
Recent Activity
Increased 10.43%
1.72%
$146.65M
484,041 shares@ $302.97 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -16.76%
1.58%
$134.303M
179,336 shares@ $748.89 avg price

1-10 of 1004