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CIK: 0000312272
Total reported value
$79.5B
$79.5B
4299 檔
9.8%
In Q1 2026, Commonwealth Equity Services, LLC's U.S. equity holdings reached a combined market value of $79.5B, distributed across 4299 disclosed stock positions.
In Q1 2026, Commonwealth Equity Services, LLC adopted a defensive or profit-taking posture, trimming 137 positions and completely liquidating 2 holdings to manage risk exposure.
Showing top 200 holdings (of 4299 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.17% | -0.07% | -7.13% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.41% | +0.10% | -3.19% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.21% | -0.05% | -7.47% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 1.56% | -0.21% | -3.74% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.50% | -0.01% | -1.43% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.47% | -0.08% | -6.76% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.43% | +0.11% | -10.40% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.28% | -0.04% | -6.65% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.11% | +0.03% | -1.30% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.02% | +0.03% | -5.33% | |
| 11 | VUG | Vanguard Growth ETF | ETF-Other | 0.97% | +0.02% | -4.01% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.88% | +0.01% | -15.14% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.86% | +0.06% | -4.06% | |
| 14 | CGDV | Cap Group Dividend Value | ETF-Other | 0.80% | +0.05% | +9.00% | |
| 15 | CGGR | Cap Group Growth Equity | ETF-Other | 0.76% | +0.07% | +2.72% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.74% | -0.07% | -20.59% | |
| 17 | VTV | Vanguard Value ETF | ETF-Other | 0.72% | +0.03% | -2.80% | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.71% | -0.02% | -7.67% | |
| 19 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.71% | -0.02% | -0.57% | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.63% | +0.03% | -7.33% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.58% | -0.03% | -9.78% | |
| 22 | RDVY | First Trust Rising Dividend | ETF-Other | 0.54% | +0.04% | +1.01% | |
| 23 | GLD | Spdr Gold Shares | ETF-Commodities | 0.51% | -0.13% | -5.92% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.50% | -0.10% | -2.30% | |
| 25 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.50% | -0.05% | +0.78% | |
| 26 | XOM | Exxon Mobil CORP | Stock-Energy | 0.49% | -0.14% | -3.18% | |
| 27 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.48% | +0.05% | +1.39% | |
| 28 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.48% | +0.01% | -6.94% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.47% | -0.01% | -13.01% | |
| 30 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.47% | -0.03% | -14.04% | |
| 31 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.46% | -0.02% | -10.51% | |
| 32 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.46% | -0.04% | -6.06% | |
| 33 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.45% | +0.02% | +4.79% | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.44% | -0.04% | -5.04% | |
| 35 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.43% | -0.01% | -5.12% | |
| 36 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 0.43% | +0.08% | +30.01% | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.43% | -0.07% | -6.42% | |
| 38 | AVGO | Broadcom Inc | Stock-Tech | 0.43% | +0.03% | -9.90% | |
| 39 | MUB | Ishares National Muni Bond E | ETF-Other | 0.42% | -0.04% | -1.33% | |
| 40 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.40% | -0.02% | -5.64% | |
| 41 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.40% | — | -3.63% | |
| 42 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.40% | +0.01% | -2.03% | |
| 43 | IAU | Ishares Gold Trust | ETF-Commodities | 0.39% | -0.10% | -9.38% | |
| 44 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.39% | +0.15% | +4.30% | |
| 45 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.39% | +0.13% | -3.53% | |
| 46 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.38% | +0.04% | +10.08% | |
| 47 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.38% | +0.01% | -6.05% | |
| 48 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.37% | — | +0.26% | |
| 49 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.36% | -0.01% | -10.34% | |
| 50 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.36% | -0.08% | -1.13% |
According to official SEC Form 13F filings, Commonwealth Equity Services, LLC reported a total U.S. public equity portfolio value of $79.5B across 4299 disclosed positions in Q1 2026.
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 9.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
CORO
市值: $75.9M
Top Position Liquidated / Trimmed
AZNN
前期市值: $21.0M
During Q1 2026, Commonwealth Equity Services, LLC's top holdings by market value included AAPL (3.2%)、IVV (2.4%)、NVDA (2.2%). The largest single position, AAPL, represented 3.2% of total portfolio value.
In Q1 2026, Commonwealth Equity Services, LLC made 200 total portfolio adjustments, initiating 6 new buys, adding to 55 positions, trimming 137 holdings, and fully liquidating 2 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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