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CIK: 0000312272
Total reported value
$79.5B
$79.5B
4271 檔
11.4%
The Q4 2025 SEC filing reveals that Commonwealth Equity Services, LLC held a total portfolio value of $79.5B, covering 4271 public equity positions.
In Q4 2025, Commonwealth Equity Services, LLC adopted a defensive or profit-taking posture, trimming 126 positions and completely liquidating 4 holdings to manage risk exposure.
Showing top 200 holdings (of 4271 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.49% | -0.07% | -8.80% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.49% | +0.10% | -4.17% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.44% | -0.05% | -10.72% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.03% | -0.21% | -6.53% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.63% | +0.11% | -12.62% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.58% | -0.08% | -5.39% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.45% | -0.04% | -11.86% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.42% | -0.01% | -2.53% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.15% | +0.03% | -9.24% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.13% | +0.03% | -0.73% | |
| 11 | VUG | Vanguard Growth ETF | ETF-Other | 1.07% | +0.02% | -3.52% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.04% | +0.01% | -9.05% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.94% | +0.06% | -9.07% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.93% | -0.07% | -12.78% | |
| 15 | CGGR | Cap Group Growth Equity | ETF-Other | 0.78% | +0.07% | +3.82% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.75% | -0.02% | -9.39% | |
| 17 | CGDV | Cap Group Dividend Value | ETF-Other | 0.72% | +0.05% | +12.76% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.71% | +0.03% | -9.44% | |
| 19 | VTV | Vanguard Value ETF | ETF-Other | 0.69% | +0.03% | -17.41% | |
| 20 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.67% | -0.02% | -3.82% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.67% | -0.03% | -3.23% | |
| 22 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.53% | -0.01% | -0.91% | |
| 23 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.53% | -0.03% | +1.01% | |
| 24 | RDVY | First Trust Rising Dividend | ETF-Other | 0.51% | +0.04% | +0.67% | |
| 25 | AVGO | Broadcom Inc | Stock-Tech | 0.50% | +0.03% | -3.19% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.50% | -0.07% | -3.72% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.50% | -0.01% | -9.96% | |
| 28 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.49% | +0.05% | -6.98% | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.49% | -0.02% | -4.89% | |
| 30 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.48% | +0.01% | -7.27% | |
| 31 | GLD | Spdr Gold Shares | ETF-Commodities | 0.48% | -0.13% | -1.28% | |
| 32 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.45% | -0.04% | -10.79% | |
| 33 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.45% | -0.05% | +0.09% | |
| 34 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.45% | +0.13% | -10.98% | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.42% | -0.10% | -3.22% | |
| 36 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.42% | +0.02% | -7.86% | |
| 37 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.42% | +0.01% | -3.85% | |
| 38 | MUB | Ishares National Muni Bond E | ETF-Other | 0.41% | -0.04% | +0.47% | |
| 39 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.40% | — | -9.52% | |
| 40 | IAU | Ishares Gold Trust | ETF-Commodities | 0.38% | -0.10% | +0.60% | |
| 41 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.38% | +0.15% | +3.67% | |
| 42 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.38% | -0.01% | -9.60% | |
| 43 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.37% | +0.01% | -4.23% | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.37% | -0.04% | -7.70% | |
| 45 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.37% | -0.02% | -16.04% | |
| 46 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.36% | -0.08% | -16.80% | |
| 47 | XLK | Ss Technology Select Sector | ETF-Tech | 0.36% | +0.08% | +102.50% | |
| 48 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.35% | -0.10% | -11.75% | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.35% | -0.14% | -3.94% | |
| 50 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.34% | +0.04% | +21.09% |
According to official SEC Form 13F filings, Commonwealth Equity Services, LLC reported a total U.S. public equity portfolio value of $79.5B across 4271 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, IVV, NVDA) accounted for 11.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
FTMA
市值: $26.8M
Top Position Liquidated / Trimmed
IBDQ
前期市值: $45.9M
During Q4 2025, Commonwealth Equity Services, LLC's top holdings by market value included AAPL (3.5%)、IVV (2.5%)、NVDA (2.4%). The largest single position, AAPL, represented 3.5% of total portfolio value.
In Q4 2025, Commonwealth Equity Services, LLC made 200 total portfolio adjustments, initiating 6 new buys, adding to 64 positions, trimming 126 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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