Commonwealth Financial Services
$744M 13F equity value
345 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Commonwealth Financial Services covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 94,048 | $70M | 9.4% |
| QQQ | INVESCO QQQ TR | 59,472 | $44M | 5.9% |
| AGG | ISHARES TR | 407,606 | $40M | 5.4% |
| IVV | ISHARES TR | 49,171 | $37M | 4.9% |
| GTO | INVESCO ACTIVELY MANAGED EXC | 675,575 | $32M | 4.3% |
| GOVI | INVESCO EXCH TRADED FD TR II | 1,060,517 | $29M | 3.9% |
| RDVY | FIRST TR EXCHANGE TRADED FD | 324,066 | $26M | 3.5% |
| RWL | INVESCO EXCH TRADED FD TR II | 183,408 | $23M | 3.1% |
| ONEQ | FIDELITY COMWLTH TR | 175,131 | $18M | 2.4% |
| WCMI | FIRST TR EXCHANGE-TRADED FD | 911,280 | $18M | 2.4% |
Track Commonwealth Financial Services's 13F portfolio: $744M in reported holdings, 345 positions. Top holdings and quarterly changes on SentiSense.
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