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Marla Wooton

Composition Wealth, Llc

Assets Managed
$7.286B
Holdings
891
Last Quarter
2026 - Q1
Filed Date
1mo 18d ago
Growth Rate
4.45%(2Q avg: 4.46%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in Composition Wealth, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 891 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 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 7.286B in assets, with a quarterly growth rate of 4.45% and a 2-quarter average growth rate of 4.46%. The portfolio is managed by Marla Wooton, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHF
Schwab Intl Equity Etf
Recent Activity
Increased 11.3%
5.27%
$383.797M
15.507M shares@ $24.75 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 39.89%
4.29%
$312.362M
4.242M shares@ $73.64 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 24.6%
4.19%
$305.077M
3.986M shares@ $76.55 avg price
AAPL
Apple Inc
Recent Activity
Increased 1.58%
2.66%
$193.732M
763,357 shares@ $253.79 avg price
MBB
Ishares Mbs Etf
Recent Activity
Increased 12.69%
2.64%
$192.162M
2.024M shares@ $94.96 avg price
BIL
Spdr Bloomberg 1-3 Month T-b
Recent Activity
Increased 27.11%
2.52%
$182.903M
1.996M shares@ $91.65 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 3.23%
2.21%
$160.844M
434,515 shares@ $370.17 avg price
EFV
Ishares Msci Eafe Value Etf
Recent Activity
Increased 8.85%
2.11%
$153.69M
2.067M shares@ $74.35 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 96.68%
1.94%
$140.746M
215,468 shares@ $653.22 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -10.57%
1.79%
$129.742M
224,787 shares@ $577.18 avg price

1-10 of 891